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ISSR&D: NASA praises SpaceX and commercial partners, looks towards the future
Robert Lightfoot, the current Acting Director of NASA, began the third day of ISS R&D with a rousing keynote on the roles of NASA and the ISS in the future of public and private space exploration.
ISS R&D’s keynote venue. (Teslarati/Eric Ralph)
Lightfoot began the timely statement that those creating new platforms often completely fail to fully predict how those platforms will eventually be used. The ISS is a prime example, with an array of commercial endeavors having come into existence for reasons that were undoubtedly less than prominent in discussions of the use of the ISS around the time it was be theorized and later constructed.
Another shining example, Lightfoot admitted that those involved with ensuring the survival of the ISS may have never imagined or predicted that the Station would act as a catalyst for programs like COTS, CRS, and CCtCap, which have encouraged considerable competition and led to a range of successes in a now-burgeoning commercial space market. In fact, NASA’s willingness to take risks, particularly in the development of the ISS and other platforms, has arguably enabled SpaceX to completely revitalize American participation in the commercial launch industry, and to do so in less than five years.
While not fully accurate, given that Ariane 5 carries two satellites per launch, this chart is still a profound demonstration of the rapid progress SpaceX has made in ensuring a more competitive commercial launch industry. (SpaceX)
Lightfoot went on to praise NASA’s commercial partners, and said that “[NASA will] be able to get four crew on station [once SpaceX, Boeing, and possibly Sierra Nevada are launching crew]”. He offered a brief overview of the past several trunk-loads of scientific instruments SpaceX Dragons have brought to the ISS, enabling it to remain “a vital platform for earth observation, [both hands-on and hands-off]”. A great deal of the experiments and cargo that have enabled such a burgeoning low Earth orbit economy aboard the ISS have been brought there in part by SpaceX’s Falcon 9 launch vehicle and Dragon spacecraft, which marked the first commercial spacecraft to reach orbit and later visit the International Space Station in 2010 and 2012 respectively.
Lightfoot actively asked himself and the audience what the future of the ISS may be or ought to be, and clearly had every desire to ensure the future of the vibrant LEO economy that the ISS has enabled. Whether this means that the ISS continues to function indefinitely or is replaced with a commercial platform, it will be necessary for NASA to eventually decrease or cut completely their funding burden of the ISS if NASA wishes to better develop the hardware and create the knowledge necessary for manned Mars exploration.
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- A prototype of Dragon 2 being tested in an anechoic chamber. (SpaceX)
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- Boeing’s CST-100 Starliner. (Boeing)
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- Orbital ATK’s Enhanced Cygnus, the second CRS partner that delivers cargo to the ISS. (NASA)
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- Sierra Nevada Corporation’s Dream Chaser Cargo, which received investment from NASA for their CRS-2 program. (SNC)
Undertaking all that is necessary, and doing it successfully, will require a great deal of cooperation in the development of space policy in the present and near future. Jeff Bingham, once a Republican aide in Congress and a crucial voice in gathering the votes to ensure the continued existence of the ISS more than a decade ago, noted that his past colleague, Ann Lukowksi, was a Democratic aide, and that “didn’t matter”. Together, with the help of numerous other crucial members, they arguably ensured that the House successfully passed a resolution to pursue the creation of the ISS with a margin of a single vote out of more than 400.
Bipartisan cooperation has long been a standout feature of space policy and decision-making, and is more obvious and crucial than ever in a time of increased polarization. Public investment in private space endeavors, whether direct or indirect, has ensured the existence of SpaceX and a thriving community of commercial space providers and users, and will soon allow the U.S. to rid itself of a reliance upon non-American launch vehicles for access to the ISS.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
Tesla Giga Texas to feature massive Optimus V4 production line
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
