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NASA head calls out SpaceX CEO Elon Musk over Starship event in bizarre statement

SpaceX CEO Elon Musk presented an update on Starship on September 28th. NASA's administrator did not approve. (Teslarati - Eric Ralph)

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Roughly 24 hours before SpaceX CEO Elon Musk was scheduled to present an update on the company’s Starship launch vehicle development, NASA administrator Jim Bridenstine tweeted a bizarre and wholly unprovoked statement on the subject.

Seemingly equating SpaceX’s recent Crew Dragon delays with the distribution of Elon Musk’s public attention, the NASA administrator’s comment was almost universally criticized by the spaceflight community at large – and rightfully so.

https://twitter.com/JimBridenstine/status/1177711106300747777

First, some context. Created in 2010 and first supported with serious funding some 12-24 months later, NASA’s Commercial Crew Program (CCP) exists to replace the astronaut transport capabilities once offered by Space Shuttle and now achieved with contracts for seats on Russian Soyuz launches. Primarily the result of inept bureaucracy in NASA and Congress, the Space Shuttle was “retired” in 2011 in full knowledge that the US would have to rely on Russia to get NASA astronauts to the ISS until 2015 (at the absolute earliest).

Congress shut down multiple 2010 proposals to continue Shuttle flights until the late 2010s, choosing instead to kill the Shuttle and divert its associated funding to the expendable Ares V rocket (now the Space Launch System, SLS) and Orion crew capsule. More on that later...

Retweeted by Bridenstine’s official Twitter account, above is the absolute best-case interpretation of the NASA administrator’s comment. Although Eric Berger means well, the interpretation gives NASA far too much credit. Specifically, Bridenstine (or whoever fed him the statement) went out of his way to make it entirely one-sided in its focus on SpaceX. By all appearances, it would have never been posted if not for Elon Musk’s plans to present on Starship. Bridenstine additionally notes that “Commercial Crew is years behind schedule” and indicates that “NASA expects to see the same level of enthusiasm focused on [its] investments”.

Altogether, it’s simply impossible to interpret it as anything less than Bridenstine scolding SpaceX – and SpaceX alone – for not falling to the floor, kissing NASA’s feet, and pretending that Crew Dragon and Falcon 9 are the only things in existence. Absent from Bridenstine’s criticism was NASA’s other (and even more delay-complicit) Commercial Crew Partner, Boeing, who has yet to complete a pad abort or orbital flight test of its Starliner spacecraft. SpaceX completed Crew Dragon’s pad abort in 2015 and completed a flawless orbital flight test in March 2019.

A render of Boeing’s Starliner spacecraft. (Boeing)
An actual photo of Crew Dragon in orbit. (NASA)

In essence, Bridenstine is publicly implying that SpaceX needs to stop being (or appearing to be) distracted by Starship and focus 100% on Crew Dragon. Boeing was not mentioned, despite being a minimum of six months behind SpaceX and dramatically more ‘distracted’ in the Bridenstine-style interpretation of the word. For reference, Boeing is a publicly-traded company with 150,000 employees, annual revenue of more than $100B, and a market cap of $206B. Boeing has 14 subsidiaries, a handful of which are involved in spaceflight, and has no less than one or two dozen products that are each more fiscally important to shareholders and board members than Starliner.

Compared to Boeing’s annual ~$100B revenue, the entirety of the Starliner development program – from the drawing board in 2010 to crewed, orbital spaceflight sometime in 2020 – is ~$4.8B. On the scale of corporate focus, Starliner has likely been a blip at most in 2019, with the company probably far more focused on the systematic organizational failures that lead to the deaths of hundreds of people in two near-identical 737 MAX crashes. Alas, NASA administrator Jim Bridenstine did not release a statement publicly implying that Boeing needs to devote the “same level of enthusiasm” to Starliner after the second fatal 737 MAX crash in March 2019. Nor did Bridenstine release a statement charging Boeing with a lack of focus after continuous reports of issues with the company’s KC-46 Pegasus tanker program, nor Boeing’s recent $9.2B US Air Force trainer jet contract, or myriad other corporate focuses.

A Boeing Starliner test article prepares for thermal vacuum (TVac) testing in January 2019. Starliner’s uncrewed orbital flight test (OFT) – comparable to Crew Dragon’s March 2019 DM-1 launch – is unlikely to occur until November or December 2019. (NASA)

On the other hand, as Musk noted in his relatively subtle September 28th responses to Bridenstine’s implicitly derisive comment, something like 50-80% of the entirety of SpaceX’s workforce and resources are focused on Crew Dragon, the Falcon 9 rockets that will launch it, or a combination of both. At present, Starship is – at most – a side project, even if its strategic importance to SpaceX is hard to exaggerate. The same is largely true for Starlink, SpaceX’s ambitious internet satellite constellation program. It may be true that Starship will eventually make Crew and Cargo Dragon (as well as Falcon 9 and Falcon Heavy) wholly redundant, but that is likely years away and SpaceX will support NASA – as it is contractually required to – for as long as the space agency has vested interest in using Crew Dragon.

At the same time, NASA has explicitly and publicly chosen to prioritize safety over schedule with the Commercial Crew Program, accepting the possibility of delays and cost overruns to ensure that SpaceX and Boeing can build the safest spacecraft possible.

In a September 28th interview with CNN, Musk bluntly noted that the hardware was – at this point in time – more or less ready for flight and will be on-site at SpaceX’s Pad 39A Florida launch site within the next two months. According to Musk, from then on, any additional launch delays can almost entirely be attributed to the paperwork and reviews NASA must complete before giving SpaceX the go-ahead. If Bridenstine wants SpaceX to launch astronauts sooner, one – and possibly the only – solution is to tackle the roadblocks created by NASA’s own self-enforced red tape. The question, then, is whether Bridenstine wants to cut away red tape that may (or may not) be there for good reason.

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When the pot calls the kettle black

Detached from whining about a contractor’s CEO presenting about a non-NASA program, complaining about Commercial Crew delays is at least slightly more reasonable. Originally intended to launch as early as 2015, Congress systematically underfunded the Commercial Crew Program by more than 50% for over half a decade, dispersing $2.4B of the $5.8B NASA requested from 2011 to 2016. Unsurprisingly, this completely upended Boeing and SpaceX development schedules. By September 2014, SpaceX aimed to have Crew Dragon certified by NASA for astronaut transport before the end of 2017, but even then, NASA already saw that schedule as overly optimistic.

It would be another two years before Congress began to seriously fund Commercial Crew at its requested levels, beginning in FY2016. In response to Bridenstine, former NASA deputy administrator Lori Garver noted that over the ~5 years Congress consistently withheld hundreds of millions of dollars of critical funds from Commercial Crew, NASA’s SLS rocket and Orion spacecraft were just as consistently overfunded above and beyond their budget requests. From 2011 to 2016 alone, SLS and Orion programs requested $11B and received an incredible $16.3B (148%) from Congress, while Commercial Crew requested $5.8B and received $2.4B (41%).

NASA’s SLS rocket seen in its Block 1 configuration with on Orion capsule on top. (NASA)

Ironically, despite literally receiving almost seven times as much funding as Crew Dragon and Starliner, SLS and Orion are arguably just as – if not more – delayed than their commercial brethren. Originally intended to launch an uncrewed test flight in 2017, there is now little to no chance that that mission (known then as EM-1 and now as Artemis-1) will launch before 2022, a delay of roughly half a decade. The cost of the SLS/Orion program recently crested $30B, a figure likely to grow to ~$40B before it has conducted a single launch. Of that funding, approximately a third has gone to Boeing, the primary contractor responsible for NASA’s comically-delayed SLS Core Stage – the orange booster pictured above.

The Commercial Crew development program will likely cost NASA $8B total over 9-10 years and produce two clean-sheet, high-performance, (relatively) low-cost crewed spacecraft. After their demonstration launches are completed, NASA will transition to fixed-price service contracts with SpaceX and Boeing to routinely send astronauts to the ISS several times per year.

Put simply, if Bridenstine actually cared about defending “the investments of the American taxpayer” more than wielding their sanctity as a political weapon, he wouldn’t have folded like a house of cards at the slightest resistance to his attempts to cull SLS/Orion delays and cost overruns, and he certainly wouldn’t be wasting breath complaining about what SpaceX’s CEO is or isn’t talking about.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla bolsters App with new safety, insurance, and storage features

The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.

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Credit: Tesla

Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.

The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.

But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.

Tesla Insurance – Safety Score 3.0

This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.

Tesla intertwines FSD with in-house Insurance for attractive incentive

Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).

Update Tracking

Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.

Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.

Storage Management

Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.

Now, manually deleting the Dashcam videos is easier than ever.

Trailer Light Test

This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.

Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.

Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.

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Tesla Robotaxi-only Superchargers are starting to appear

For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert. 

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Credit: Tesla

Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.

Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.

In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.

A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.

The sites were spotted by Supercharger observer MarcoRP.

Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.

By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.

The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.

V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.

The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.

Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.

Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.

Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:

Tesla Cybercab spotted with interesting charging solution, stimulating discussion

For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.

It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.

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ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling

ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.

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ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.

The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.

Additionally,  ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.

SpaceX officially acquires xAI, merging rockets with AI expertise

The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.

The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.

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