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NASA head hints that reusable rocket cos. like SpaceX will enable Moon return
In a series of thoroughly unexpected and impassioned introductory remarks at one of several 2018 Advisory Council meetings, NASA administrator Jim Bridenstine bucked at least two decades of norms by all but explicitly stating that reusable rockets built by innovative private companies like SpaceX and Blue Origin will enable the true future of space exploration.
Incredibly, over the course his fascinating hour-long prelude, Bridenstine effectively mentioned NASA’s own SLS rocket and Orion spacecraft – under development for the last decade at a cost of at least several tens of billions of dollars – a total of one time each. Instead, heavily emphasizing the absolute necessity that NASA’s next major human exploration project be sustainable, the administrator spoke at length about the foundational roles that international and domestic space agencies and private companies will need to take on in order to make NASA’s on-paper return to the Moon both real, successful, and useful.
Aside from his arguably brave (but spot-on) decision to all but ignore Boeing and Northrop Grumman’s SLS rocket and Lockheed Martin’s Orion spacecraft over the course of an hour spent speaking about the future of NASA’s human exploration of the Moon and on spaceflight more generally, Bridenstine had nothing but praise for recent successes in the American aerospace industry.
Most notably, he spoke about his belief – at least partially stemming from an executive order requiring it – that the only way NASA can seriously succeed and continue to lead the world in the task of human space exploration is to put an extreme focus on sustainability. Judging from his comments on the matter, the new NASA/Federal buzzword of choice is just a different way to describe hardware reusability, although it certainly leaves wiggle room for more than simply avoiding expendable rocket hardware.
“It’s on me to figure out how to [return to the Moon] sustainably. … And this time, when we go, we’re gonna go to stay. So how do we do go sustainably? Well, [we take] advantage of capabilities that didn’t exist in this country even five or ten years ago. We have commercial companies that can do things that weren’t possible even just a few years ago … to help develop this sustainable [Moon exploration] architecture.” – NASA Administrator Jim Bridenstine, 08/29/2018
While it might not look like much (aside from a “no duh” statement) to anyone unfamiliar with the trials and tribulations of NASA bureaucracy and politicking, this quote – directed at an audience of senior NASA scientists and managers and independent experts – is absolutely extraordinary in the context of NASA’s history and the formulaic eggshells NASA administrators have traditionally been forced to walk on when discussing American rocketry.
Not only is SLS/Orion utterly and conspicuously absent in a response to the “how” of starting a new wave of lunar exploration, but Bridenstine also almost explicitly names Blue Origin and SpaceX as torchbearers of the sort of exceptional technological innovation that might revolutionize humanity’s relationship with space. By referring specifically to “commercial companies that can do things that weren’t possible even just a few years ago”, the only obvious answers in the context of serious human exploration on and around the Moon are Blue Origin and SpaceX, both of which managed their first commercial rocket landings in late 2015.
Bridenstine went even further still, noting that NASA will need not just reusable rockets for this sustainable lunar exploration, but also reusable orbital tugboats (space tugs) to sustainably ferry both humans and cargo to and from Earth and the Moon and reusable lunar landers capable of many trips back and forth from space stations orbiting the moon. At one point, he even used SpaceX CEO Elon Musk’s (in)famous and well-worn analogy of commercial airlines to emphasize the insanity of not using reusable rockets:
“We have reusable rockets [now]… Imagine if you flew here across the country to [NASA Ames] in a 737 and when the mission was over, you threw the airplane away. How many of you would have flown here?” – NASA Administrator Jim Bridenstine, 08/29/2018
At today's NASA Advisory Council (NAC) meeting, Administrator Jim Bridenstine says the next hop to the moon is going to be sustainable – and will require reusable spaceflight hardware. Uses the same airplane analogy @ElonMusk does when it comes to explaining advantages.
— Emre Kelly (@EmreKelly) August 29, 2018
Reusable rockets lead the charge
It may be generous to include Blue Origin side by side with SpaceX, given the fact that its New Shepard rocket is extremely small and very suborbital, but the company does have eyes specifically set lunar landers and outposts (a project called Blue Moon) and is developing a large and reusable orbital-class rocket (New Glenn) set to debut in the early 2020s.
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- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
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- We’re not here just yet, but SpaceX is pushing hard to build BFR and get humanity to Mars as quickly as practicable. (SpaceX)
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- Blue Origin’s aspirational future, the highly reusable BE-4 powered New Glenn rocket. (Blue Origin)
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- Blue Origin’s Blue Moon concept, set to begin experimental lunar landings as early as 2022 or 2023. (Blue Origin)
SpaceX, while focused on Mars colonization, has also expressed a willingness to participate in any sort of lunar exploration that NASA or other international space agencies might have interest in. Currently in the middle of developing its own massive and fully reusable rocket, known as the Big F_____ Rocket (BFR), SpaceX nevertheless already has a flight-tested, highly successfully, and unbeatably cost-effective family of reusable Falcon rockets capable of affordably launching significant mass to the Moon. In fact, both NASA and ESA (European Space Agency) are already seriously considering SpaceX’s Falcon Heavy as the launch vehicle of choice for several critical pieces of a Moon-orbiting space station, expected to launch no earlier than the early to mid-2020s.
Whether or not Bridenstine’s incredible and eloquent statements translate into tangible changes to NASA’s long-term strategy, it’s quite simply refreshing to hear a senior NASA executive – let alone the administrator – speak freely and rationally about the reality of what is needed to enable a truly new era of human spaceflight and exploration.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
