News
NASA and SpaceX probably can’t terraform Mars but that doesn’t matter
In recent weeks, a great deal of exaggerative noise has been spread wide about the supposed impossibility of making the planet Mars more Earth-like and hospitable, a concept known as terraforming. The reality is quite a bit different, especially within the context of any SpaceX or NASA-driven human outposts or colonization attempts.
Triggered by comparatively reasonable research just published by two experienced planetary scientists, much of the hyperbolic media coverage that followed failed to properly frame the true challenges of terraforming the Red Planet.
Keeping the cart behind the horse
Before anything else, it’s critical to take a step back from the idea of terraforming and consider the simpler facts of any human presence on Mars. First, the rationale for a permanent human presence on Mars is largely independent of the environmental conditions on the planet – it’s a huge help to have basic resources available in situ (on site), but the difficulty of surviving in a given non-Earth environment is immaterial to the human desire to both explore and survive.
Assuming we humans really do want to ensure that a subset of ourselves can independently survive any truly global catastrophe on Earth, be it natural or artificial, we will find a way to do so in even the harshest of environments. Living on Mars would be downright luxurious compared to life aboard the International Space Station, thanks largely to ~1/3rd Earth gravity, accessible natural resources to replenish consumables, an Earthlike day and night cycle, considerably more forgiving temperature extremes, and much more.
-
- The ISS orbits just a few hundred miles above the surface of the Earth and hosts an average of six crewmembers at any given moment. (NASA)
-
- The massive BFR spaceship docked to the International Space Station. (SpaceX)
Despite the inhospitable conditions, human presence aboard the ISS has been uninterrupted for nearly 20 years, even though the average stay per crewmember sits around six months. The ISS also has the luxury of a 90 minute day/night cycle, 100% unfiltered sunlight for peak solar panel efficiency, regular resupply missions from Earth, and an escape route in the event of a catastrophic failure. That escape method (Soyuz capsules docked to the station) has not once been used, aside from a handful of instances where crew boarded their escape vehicles as a cautionary measure during unusually risky space debris events, an absolute non-issue on Mars’ surface.
Put simply: if humans can live in orbit for long periods, they can also survive on Mars with at least the same level of difficulty.
Getting there is the hardest part
By taking natural resources available on Mars (namely water and carbon dioxide) and using them to repopulate the planet’s withered atmosphere, it has long been hoped that the Martian surface might be brought much closer to that of Earth, with a thicker atmosphere translating into familiar air pressure and a far warmer climate. In its current state, humans would always need to wear pressure suits and carry oxygen when traveling beyond their Martian habitats, as Mars’ 0.06 bar atmosphere would be approximately as forgiving as the naked vacuum of space and only moderately warmer.
https://twitter.com/_TheSeaning/status/1026194288886071296
Terraforming could potentially alleviate those significant points against the Red Planet, although updated research published this year (2018) appears to indicate otherwise. In reality, Jakosky and Edwards’ study simply emphasizes and adds on to what should already have been wildly apparent – making desolate planets Earthlike is almost invariably going to be an unfathomably difficult (but by no means impossible) challenge, and is most likely beyond the reach of present-day humanity.
-
- Effectively unreleased, an updated Mars colonization video shown in 2018 replaces 2016’s ITS with the newer BFR design. (SpaceX)
-
- Artist David Romax’s jaw-dropping rendition of a BFR burning to Mars orbit. The craft’s various curves and hull complexities will likely rely on cutting-edge composite joining tech to function. (Gravitation Innovation)
-
- A Crew BFS (Big F____ Spaceship) pictured landing on Mars. (SpaceX)
It also happens to be the case that terraforming as a concept is utterly irrelevant without the means to get to and – more importantly – transport respectable amounts of cargo to the bodies one hopes to one day transform. SpaceX’s BFR transportation system is one such acknowledgment of that problem – the issue with Mars colonization or really any basic human presence at all is not surviving after arrival, but instead actually getting there in the first place and doing so without taking decades or bankrupting entire nations.
Extremely affordable transport to, from, and between orbits happen to be the most unequivocal requirement for both a permanent human presence on other planets and have any hope at all of terraforming them, but it just so happens that the latter is 100% irrelevant and impossible without the former. Let’s seriously worry and argue about terraforming Mars once we can do so from the surface of the Red Planet and focus first on getting there.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
