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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.
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- 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)
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- 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.
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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.
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- Effectively unreleased, an updated Mars colonization video shown in 2018 replaces 2016’s ITS with the newer BFR design. (SpaceX)
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- 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)
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- 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.
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SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
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SpaceX is coming for wireless giants with Starlink Mobile
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
