News
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.
- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
- We’re not here just yet, but SpaceX is pushing hard to build BFR and get humanity to Mars as quickly as practicable. (SpaceX)
- Blue Origin’s aspirational future, the highly reusable BE-4 powered New Glenn rocket. (Blue Origin)
- 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!
Elon Musk
Elon Musk sends second warning to SpaceX shorts ahead of first earnings
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
News
Tesla’s AI lead doubles down on FSD’s speed strategy, and owners are confused
Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.
Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.
Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.
With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.
The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.
Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:
What has happened to Mad Max?
At one point it was going 32 in a 35. Traffic ahead had pulled away considerably https://t.co/bjKvaMVTNX pic.twitter.com/aaZSWmLu5v
— TESLARATI (@Teslarati) January 24, 2026
These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.
It is the driver’s responsibility to take over or adjust based on this.
Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.
Max speed control is an anti pattern.
We are working on better learning of user’s implied preferences.
— Ashok Elluswamy (@aelluswamy) August 3, 2026
Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:
This…. is not the way
— Kyle Conner (@itskyleconner) August 4, 2026
😭 I appreciate this mentality ! But currently the no.1 reason I disengage in Australia is incorrect speed zones.
— Ryan’s Model Y (@ryanjaycowan) August 3, 2026
This is fine but you need to start accepting liability for speeding tickets then. https://t.co/lyCgdA83gQ
— Jeremy Judkins (@jeremyjudkins_) August 4, 2026
Okay https://t.co/nOvoXQkNg1 pic.twitter.com/jGRtF2xtox
— Chad Moran (@ChadMoran) August 3, 2026
From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.
I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.
The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.
However, Tesla is not willing to bring back this one level of input because it would technically be a regression.
Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.
News
Tesla qualifies for awesome new first-time EV buyer incentive in California
Tesla is one of several automakers whose vehicles qualify for an awesome new first-time EV buyer incentive program in California.
The Golden State launched the MyFirstEV incentive program, which helps those buying an electric vehicle for the first time with a $3,500 incentive on new-inventory purchases of a Model 3 or Model Y.
First-time electric vehicle buyers in California can now get $3,500 off eligible Model 3 and Model Y new inventory vehicle purchases.
To be eligible, you must place your order on or after August 3, 2026 and take delivery while funds are still available. The incentive applies to… pic.twitter.com/yuXF00XA50
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
The incentive requires an order on or after August 3, and delivery must be taken while the program is still being funded. California has set aside $135.5 million to help strengthen its SEV market and support automotive innovation.
Incentives are offered at the point of sale, and used EVs are also available for a partial incentive of $1,750. Half of the $3,500 and $1,750 incentive amounts are covered by California, with the other half being covered by participating OEMs.
Additionally, rules apply for MSRP and how the vehicle will qualify for the incentive. Any vehicle from a non-California headquartered OEM must have an MSRP of $50,000 or less. Used vehicles must be priced at $25,000 or less and must be at least two model years older than the year of purchase.
The cars must also be purchased from manufacturers as certified pre-owned vehicles. Private dealerships are not eligible.
In total, California expects to incentivize over 73,000 ZEVs.
Participating Manufacturers
Fourteen total automakers are participating in California’s MyFirstEV program:
- Chevrolet – Launching August 2026
- Ford – Launching August 2026
- Honda – Launching September 2026
- Hyundai – Launching August 2026
- Kia – Launching August 2026
- Lexus – Launching September 2026
- Lucid – Launching August 2026
- Mitsubishi – Launching November 2026
- Nissan – Coming Soon
- Rivian – Coming Soon
- Subaru – Launching September 2026
- Tesla – Launching August 2026
- Toyota – Launching September 2026
- Volvo – Coming Soon





