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Why Trump could be interested in Elon Musk’s Mars mission
Of all the speculations being made about the plans Donald Trump has for the United States, this one may really perk up the ears of space fans in a good way.
“We choose to go to
the MoonMars, not because it is easy, but because it is hard and would be a huge deal for my presidency.”– Future President Trump speech
The future is anyone’s crystal ball with the Trump administration, but there are some credible breadcrumbs out there worth a second look and arguably optimistic conjecture about a Mars-Trump-Elon Musk connection.
Here’s the gluten trail:
- Elon Musk has joined Trump’s Strategic and Policy Forum, signaling Trump’s interest in his business expertise and his access to Trump
- Musk has had at least one meeting with Trump specifically, and had at least two recent visits to Trump Tower, further confirming Trump’s interest in Musk
- Musk has said positive things about being able to work with Trump towards energy technology goals and manufacturing in the U.S. (which would include SpaceX)
- Trump has recently met with historian David Brinkley who specifically cited Trump’s interest in President John F. Kennedy’s famous Moon speech and a mission to the Moon, signaling Trump’s interest in a “big” space goal
- Trump’s NASA transition team includes several pro-commercial spaceflight faces, SpaceX fans included
- Trump is interested in cutting discretionary spending, and commercial-government spaceflight partnerships would be an option in line with that path, especially using SpaceX’s lower cost rocket technology
- Musk’s timeline for SpaceX’s future missions to Mars means they could potentially occur during Trump’s presidency, notably close to reelection campaign season
That last one could be what could pull the lever if the decision came down to the Moon people vs. the Mars people.
It’s no secret that congressional space policy leadership favors the Moon as a stepping stone to Mars, and that itself has significant weight; however, SpaceX is already on the way to sending its Red Dragon capsule to Mars, 2018/2020 being the current launch goal, and redirecting NASA once again to focus instead on the Moon would likely take more time (and money) to do, leaving SpaceX to bask in red planet glory first during reelection season.
Trump has been listening to @elonmusk on Mars and Doug Brinkley on JFK's moonshot. Hmmm…. https://t.co/WkfpppBYIy
— Joel Achenbach (@JoelAchenbach) January 19, 2017
The political picture kind of paints itself, really. The presidential campaign is underway and Trump’s Moon mission, a place the public would possibly see as “been there done that”, is running over budget and likely not even happened yet. Meanwhile, Elon Musk and his SpaceX team have launched their Falcon Heavy cargo, possibly preparing for a second launch, and have either already landed on Mars or about to.
That’s not a pretty picture if you’re President Donald Trump arguing the case for how you’re making America great again.
It’s possible that Trump is really only interested in speaking with Elon Musk about the future of electric cars (maybe that subsidy situation that keeps getting harped on by certain groups on the right?) and/or the unique startup-to-success stories of Elon’s companies, but it would make just as much sense for him to be interested in a Mars mission to unite the country under his leadership. The work is already being done so in a way, Trump just needs to make a few of his famous “deals” to help things along to be able to plant his name on it.
In that light, a journey to Mars certainly looks like it could unfortunately just be a political decision rather than a grandiose vision thing for the President. After all, Trump hasn’t seemed very interested in our space program overall, choosing to focus on economic matters and non-NASA related national security. However, would it really be a bad thing for him to pursue a Mars mission for purely political motivations? Done right, it’s a win-win for everyone: Trump gets his political boost, humanity gets to celebrate the official beginning of becoming a multiplanetary species via the world of “new space”.
Only time will tell, and hopefully we will have more answers rather than questions in the immediate future.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
