News
Elon Musk teases an update to SpaceX’s Mars architecture later this year
Elon Musk and SpaceX are aiming to provide a second update on the company’s Mars architecture plans in late September of this year, likely at the 2017 International Astronautical Congress (IAC) in Adelaide, Australia.
While 2017 has been extraordinarily busy and successful for SpaceX thus far, it has also been a somewhat quiet year for Mars and the technology being developed to colonize it affordably. There was a brief flurry of social media information focused on the testing of the ITS carbon composite test tank revealed at the 2016 IAC, with a few pictures and a video of its transport. This activity, as well as Elon Musk’s Ask Me Anything on /r/SpaceX, occurred a month or two after the 2016 IAC, in October and November.
https://www.instagram.com/p/BM4P6b_g2N9/?taken-by=spacex&hl=en
The only concrete information revealed about SpaceX’s Mars ambitions in 2017 have so far been distributed by Musk over Twitter and in an interview of SpaceX President and COO Gwynne Shotwell a few weeks ago. Musk offered tentative time frames for a possible update of the Mars architecture, stating that he believed it dealt with the far more crucial challenge of how to finance such a large endeavor’s significant R&D costs.
Maybe the upcoming IAC in Adelaide
— Elon Musk (@elonmusk) July 11, 2017
During his 2016 reveal, Musk estimated that something like $10 billion would be required to complete development and initial construction of the Raptor engine and ITS test articles. While it is believed that SpaceX has at least several hundred million dollars of liquid capital available, growing several billion dollars of capital is a much greater challenge that will likely require a different methodology than those typically employed by Musk.
Shotewell also discussed SpaceX’s Mars ambitions off and on during an hour-long interview on The Space Show. Of general interest, she mentioned that the current team working on Mars-related research and development was “tiny”, but that it would become a drastically more resource-intensive priority as the company completes work on the fifth and somewhat final “Block” of Falcon 9 and finishes the work necessary to begin routinely conducting Commercial Crew missions. Shotwell gave a timeline of “soon” for the beginning of Block 4 flights and “end of year” for the introduction of Block 5, which is intended to significantly increase the reusability of Falcon 9 (titanium grid fins are a feature of this strategy). Barring delays or setbacks for SpaceX, this implies that SpaceX will begin aggressively pursuing the concrete development of their Mars architecture as soon as the latter months of 2018 or sometime in 2019.
SpaceX revealed this stunning photo of Raptor’s first (partial) hot-fire test the night before Musk’s talk at Guadalajara. (SpaceX)
More specifically, however, Shotwell said that the Raptor test article revealed at the Guadalajara IAC has since conducted “dozens” of tests and is now more seriously considering the engine’s potential utility aboard Falcon 9. The current subscale Raptor components are approximately half the size of the final, operational design, and the need to scale up by as little as a factor of 2 should make the realization of the final design considerably less difficult, and make the testing of the current Raptor far more demonstrative of the operational engine. The exploration of vacuum Raptor as the engine of an upgraded second stage for Falcon 9 would further allow for true on-orbit testing of Raptor, and increasing the performance of S2 would allow for greater flexibility in exploring second stage reuse. Musk and Shotwell have expressed interest in this, particularly given that the second stage is approximately 30% of the cost of every Falcon 9, thus capping any potential cost savings first stage (and fairing) reuse may bring. If SpaceX wishes to lower the cost of launches by a factor of 10 to 100 and bring to life any form of the Mars architecture revealed in Guadalajara, they will have to develop second stage reusability that it is both as rapid, functional, and complete as they soon hope to make first stage reuse.
A fully reusable Falcon 9 would offer the company more cost-effective ways to launch their own profit-driving internet constellation, and could also simply provide deeper profit margins for their main business of commercial launches. However, with Musk having already publicly acknowledged that reusability cost SpaceX approximately $1 billion to develop, SpaceX is certainly already considering the plausibly diminishing returns of diverting more funds and human resources into the continued development of Falcon 9. The most likely outcome is almost certainly some combination of the above goals, whereby SpaceX would delay their Mars exploration timeline by several years and concurrently pursue Falcon 9 second stage reuse and the initial test article development for their Mars architecture, as well as exploring the challenges and intricacies of human spaceflight and deep space exploration with Dragon v2.
-
- The carbon composite LOX tank test article before its first pressurization testing in northern Washington, mid-November 2016. (Reddit /u/ Death_Cog_Unit)
-
- SpaceX’s massive carbon fiber liquid oxygen tank seen testing in Northern Washington. BFR’s tankage will be 25% narrower, and thus easier to manufacture. (SpaceX)
-
- The test article before testing in early February 2017, during which it is believed to have lost structural integrity and failed. (Reddit /u/TeddyBear3238)
-
- The remains of the test article tank after suspected over-pressure testing. Divers were required to salvage the remains over the course of several days. (Reddit /u/ Death_Cog_Machine)
Of note, the only known major testing event in 2017 related to SpaceX’s Mars program was observed by a SpaceX fan in February of this year. After successful November 2016 tests of the carbon composite tank in northern Washington state, fans noted that the tank had made an outdoors appearance once more in early February 2017. SpaceX mentioned on Instagram that the following test, the one SpaceX was preparing for in February, was a full cryo test of the tank, meaning that it involved actual high-pressure, supercooled liquid oxygen. Another fan noted several days later that the barge SpaceX was testing the tank aboard returned to port empty, and later observed what looked like several large pieces of the tank test article that reportedly had to be recovered from the sound by divers. The logical conclusion is that the tank was destroyed during its second phase of testing, but the crucial and currently unknown fact of the matter is whether the failure was a result of intentionally destructive testing or defects in what was effectively an experimental engineering article. Further SpaceX talks later this year will likely reveal some level of detail as to what transpired in the testing of that prototype carbon composite tank.
Reasoned speculation aside, the latter months of 2017 have multiple talks, speeches, and hearings planned by SpaceX members like Elon Musk and Tim Hughes, and information on SpaceX’s Mars ambitions and other future prospects will almost certainly be offered. Hughes is to attend a hearing at 9am EST on July 13th for the U.S. Senate on commercial space and will be testifying on the subject as a representative and employee of SpaceX. Just under a week later, Elon Musk is scheduled to be the main keynote speaker at the 2017 ISS R&D Conference. His talk is set to begin at 12:30pm EST on July 19th. A handful of months after that, as mentioned above, Musk may also provide a detailed update on SpaceX’s Mars architecture at the 2017 International Astronautical Congress.
In other words, on top of an aggressive 12 possible launches between August and the end of December, SpaceX fans also can look forward to details, photos, and possibly even more about the company’s Mars efforts over the next several months.
Elon Musk
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
Musk says the US military and president set Starshield limits, not SpaceX, amid Ukraine complaints.
Elon Musk says the speed limit cutting out Ukraine’s military Starlink terminals is not SpaceX’s decision. In a post on X Wednesday, Musk wrote that “Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.” He added that Starlink is a commercial service limited to civilian or defensive activities and “cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.”
He was replying to Mykhailo Fedorov, Ukraine’s former defense minister, who had thanked Musk for restoring connectivity at speeds up to 160 km/h and said removing the Starshield limit entirely is “now critical for Ukraine’s defense.”
Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS.
Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.
— Elon Musk (@elonmusk) October 14, 2026
The complaint started Tuesday night, when Ukrainian officials said military terminals began losing service above roughly 100 mph. Presidential adviser Serhiy Beskrestnov said the defense forces got no warning and several missions were disrupted, as Teslarati reported earlier Wednesday. The 7th Rapid Reaction Corps told Reuters connections dropped for 10 to 20 seconds at speeds well below the limit, which made drones harder to control. Poland’s foreign minister, Radoslaw Sikorski, asked Musk on X whether he is “playing politics with your products again.”
That is why the Starlink and Starshield distinction matters. SpaceX introduced Starshield in 2022 as the government version of Starlink, with an initial focus on Earth observation, communications and hosted payloads. It won a Space Force contract in 2023 with a $70 million ceiling. In December 2024, the Pentagon moved Ukraine’s terminals onto Starshield, covering about 3,000 units across two contracts. Ukraine’s military connections therefore run through a service that Musk now says sits under Washington’s control.
While Musk’s post describes who holds authority, it does not infer that anyone ordered the limit, and neither SpaceX nor the US government has confirmed who set it. Ukrainian officials have pointed to the timing, which follows President Trump’s push for an energy ceasefire and Musk’s Saturday post that “Zelensky has gone too far.” The BBC noted Trump denied threatening to restrict intelligence sharing with Kyiv, and no evidence has been presented that Washington requested the cap.
The episode also revives a promise from 2025. After Poland accused him of threatening Ukraine’s access, Musk said Starlink “will never turn off its terminals” and would not be used as a bargaining chip. Poland has since supplied more than 29,000 terminals to Ukraine. Teslarati also covered Kyiv’s search for Starlink alternatives in 2025, and the latest dispute gives that search new urgency.
Investor's Corner
Tesla opens the Q&A for its biggest earnings call yet
Tesla opens its Q3 earnings Q&A, and Cybercab, Robotaxi, Optimus and regulators loom over October 21.
Tesla has opened its shareholder question portal for the Q3 2026 earnings call, with the Say Q&A page already listing questions. Investors have until 4:00 p.m. EDT on October 20 to submit and vote on what management should answer.
The call is set for Wednesday, October 21. Tesla will post results after the market closes, with a live webcast at 4:30 p.m. CT, or 5:30 p.m. ET, through its investor relations site.
Say ranks questions by the number of shares behind the votes, which gives institutional holders extra weight over the retail crowd.
Ahead of Q2, retail investors asked why Robotaxi growth had stalled, when Cybercab would start customer rides, and where the Optimus Gen 3 ramp stood, while an institutional holder asked how Tesla and SpaceX would split Terafab duties. Cybercab has since answered one of those. Tesla said last week it has 300 plus Cybercabs serving Austin, up eightfold in 30 days, with Dallas named as the next city. The questions now are likely to move from when to how fast.
There is also a regulatory question hanging over the call. NHTSA has demanded sworn answers on how the pedal free Cybercab was certified against federal safety standards, with responses due October 30, nine days after the call. Whether an analyst raises it live is unknown, but it is the kind of exposure that tends to find its way into a Q&A.
The numbers will not be the main draw. Tesla already reported 486,532 deliveries and 13.7 GWh of storage for the quarter. Consensus sits around 43 to 45 cents per share on roughly $27.8 billion in revenue, according to Zacks, after a Q2 report that missed on EPS. Goldman Sachs, which holds a Neutral rating and a $360 target, argues the outlook for Robotaxi, FSD and Optimus will matter more to the stock than the quarter itself.
The call also lands six days after the rescheduled Roadster event, which Tesla will stream on X on Thursday, October 15, at 7:55 p.m. CT. If the Roadster shows up with a production date or a SpaceX thruster package, expect it to climb the voting list before the deadline.
Elon Musk
Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
Ukrainian officials allege SpaceX limited military Starlink speeds, disrupting drone missions; SpaceX has not commented.
Ukrainian officials are accusing SpaceX of placing a speed limit on the military version of Starlink that their forces use to fly drones, but SpaceX has not confirmed that any change was made. Presidential adviser Serhiy Beskrestnov said in a Telegram post on Wednesday that Starshield terminals have begun losing service when they move faster than about 100 miles per hour, according to a Reuters report. “Our defense forces did not receive a warning about this limitation, and this led to the disruption of several missions,” he wrote.
Ukraine’s 7th Rapid Reaction Corps told Reuters that connections dropped for 10 to 20 seconds at just 68 to 75 mph, which made the drones harder to control. Volunteer Serhiy Sternenko, citing military reports, said the dropouts are now starting at 37 to 43 mph. These accounts come from Ukrainian officials and military sources and have not been independently verified. Regular civilian terminals were reportedly not affected, according to EUalive.
.@POTUS: We told Zelensky, ‘You can do whatever you want to Russia, but don’t hit the refineries because that’s a world problem.’ And what does he do? He goes and hits the diesel fuel. He better damn well stop. https://t.co/CdRlMcPlKr
— Rapid Response 47 (@RapidResponse47) October 10, 2026
SpaceX has not publicly commented or explained what, if anything, changed. Beskrestnov and other Ukrainian officials believe the issue is intentional and point to the timing. Washington has been pressing Kyiv to stop long range strikes on Russian oil refineries after President Trump called for an “energy ceasefire,” and Musk posted on Saturday that “Zelensky has gone too far.” EUalive noted that neither Ukrainian nor Polish officials have presented evidence that the limit was ordered by Washington or by SpaceX, so the link to politics remains an allegation. Other explanations, such as a technical or policy change affecting fast moving terminals, have not been ruled out.
Poland’s foreign minister, Radosław Sikorski, responded on X by quote tweeting a Kyiv Independent report and writing: “Hey, @elonmusk, big man, are you playing politics with your products again? As your European customers, we are watching you.” Poland is the largest funder of Ukraine’s Starlink service, having supplied more than 29,000 terminals and covering operating costs Sikorski has put at roughly $50 million a year. The wording echoes their 2025 clash, when Musk told Sikorski to “be quiet, small man.” At the time of writing, neither Musk nor SpaceX had responded to the claims.
Hey, @elonmusk, big man, are you playing politics with your products again?
As your European customers, we are watching you.— Radosław Sikorski 🇵🇱🇪🇺 (@sikorskiradek) October 14, 2026
The dispute sits on top of a long history. Musk confirmed in February 2022 that Starlink was active in Ukraine after a request from a Ukrainian minister. That October, SpaceX asked the Pentagon to share the bill and Musk said the cost was approaching $20 million a month, before he reversed course and said SpaceX would keep paying. In December 2024 the Pentagon moved some of those terminals onto the Starshield service, the government version now at the center of the complaints.
SpaceX has also changed how its network treats certain terminals in Ukraine before, and that time it was with Kyiv’s cooperation. In February, Ukrainian officials confirmed that terminals believed to be used by Russian troops were disabled after coordination with SpaceX, a step that Ukrainian commanders later said hurt Russian assaults. Whether anything similar is behind the latest reports is unclear, which is why Kyiv is asking for answers.
Ukraine is already looking at backups. Defense tech company Stetman is developing its own satellite system, UASAT-NANO, and officials in Europe have discussed alternatives to Starlink since early 2025, though none match its scale yet.
Elon Musk breaks his silence on the Starlink impact to Ukraine drones
Tesla opens the Q&A for its biggest earnings call yet
Ukraine says Starlink is cutting out its military drones as Poland calls out Elon Musk
The Pentagon taps Elon Musk to design the battlefield of the future
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
