News
SpaceX, Blue Origin, and ULA make major progress in commercial megarocket space race
A new generation of space race is currently underway, but this time it’s not a race to determine which country will reach orbit first, but rather which spaceflight company will successfully reach orbit first with the world’s second generation of super-heavy launch vehicles (SHLVs).
SpaceX, United Launch Alliance (ULA), Blue Origin, and NASA all have plans to build and operate their own SHLV rockets. All entities are deep into design and development and are, for the most part, at various stages of assembly and integration of their first flight hardware, offering an excellent opportunity to compare and contrast the differing approaches at work.
While NASA and ULA are developing rockets featuring an expendable single core supported by solid rocket boosters, SpaceX and Blue Origin have developed reusable designs that will utilize an enormous single core booster powered by multiple engines.
SpaceX: Starship/Super Heavy
Currently the world’s only builder and operator of a super-heavy launch vehicle (Falcon Heavy), SpaceX’s next-generation rocket is undoubtedly the most well known.
The design of SpaceX’s next-generation Starship & Super Heavy rocket is by far the most ambitious. According to company CEO Elon Musk, the new rocket will be comprised of a massive booster deemed “Super Heavy”, featuring as many as 35 Raptor engines capable of producing a total of more than 70,000 kN (15.7M lbf) of thrust at liftoff. The rocket’s upper stage is known as Starship and will be a fully-reusable crew and cargo transport vehicle powered by up to 6 Raptors – 3 sea level-optimized engines and 3 vacuum-optimized engines.

Per a September 2018 design update, Starship and Super Heavy will stand 118 meters (387ft) tall and will be able to launch a minimum of 100 metric tons (220,000 lb) to Low Earth Orbit in a fully reusable configuration, in which both the booster and ship return to Earth for recovery and reuse. On its own, Starship will stand at least 55 meters tall and feature a massive payload bay (or crew section) with a usable volume of no less than 1000 cubic meters (~35,000 ft3). The now-outdated 2018 design also featured almost 90 cubic meters of unpressurized cargo space, a bet less than nine times as much SpaceX’s operational Cargo Dragon spacecraft.
Although CEO Elon Musk has stated that the design of Starship’s legs and control surfaces has since changed, including the addition of legs to Super Heavy boosters, the upper stage’s 2018 design featured two actuating canards and fins/legs, two of which actuate a bit like flapping wings.

Currently, SpaceX is actively building two orbital Starship prototypes at two separate facilities in Cocoa Beach, Florida and Boca Chica, Texas, as well as an unusual low-fidelity prototype known as Starhopper. Outfitted with a lone Raptor engine (SN06), Starhopper very recently completed a successful 20-meter hop, also the vehicle’s first untethered test flight.

According to Musk, Starhopper is being prepared for a second untethered flight as early as August 16th, in which the rocket will reach a maximum altitude of up to 200 meters (650 ft) and perform a small divert, landing on an adjacent landing pad. Musk also has plans to present a major update on the status of Starship during an official event, scheduled to occur on August 24th in Boca Chica, TX. Aside from hundreds of disconnected snippets in the form of Musk’s prolific tweets, this will mark the first official presentation on Starship since SpaceX made the radical leap from carbon fiber to stainless steel.
SpaceX has taken a truly unprecedented approach to Starship and Super Heavy production and is currently assembling two full-scale Starship prototypes (Mk1 and Mk2) outside with little to no cover, although some spartan covered production facilities are simultaneously being built.
Blue Origin: BE-4 for all
On the near-opposite side of the spectrum, Blue Origin and ULA have formed a partnership in the sense that both companies will ultimately use the same Blue Origin-built engines to power the boosters of their own next-generation launch vehicles. ULA has decided to acquire Blue-built BE-4 engines for its Vulcan Heavy rocket, motivated primarily by the fact that the company will no longer be able to legally import the Russian-built RD-180 used on Atlas V after 2022 as a result of US sanctions.

First and foremost, though, Blue Origin is developing BE-4 as the primary propulsion of the company’s own two-stage super heavy-lift rocket, known as New Glenn. New Glenn’s first stage will be powered by 7 of the extremely powerful oxygens, utilizing liquefied natural gas (LNG) and liquid oxygen to produce at least 2,450 kN (550,000 lbf) of thrust. Altogether, New Glenn will lift off with a maximum thrust of 17,100 kN (3.85m lbf) of thrust at sea level.
Unintuitively, New Glenn will actually produce a full 33% less thrust than SpaceX’s Falcon Heavy (~23,000 kN or 5.1M lbf) at liftoff but will likely be able to crush Falcon Heavy’s performance to higher orbits while still in a reusable configuration. This is thanks in large part to the greater efficiency of a single-core rocket, as well as the greater efficiency of its methane-powered BE-4 boost-stage engines and hydrogen-powered BE-3U upper stage engines. According to Blue, New Glenn will be able to launch 45,000 kg to LEO and 13,000 kg to GTO while still recovering the booster, compared to Falcon Heavy’s 8,000-10,000 kg GTO performance.
New Glenn will stand 95 meters (313 ft) tall and feature the largest payload fairing in operation, measuring 7m (23 ft) wide and in diameter. New Glenn’s booster will follow in the footsteps of Blue Origin’s relatively tiny New Shepard and will rely on actuating fins for in-atmosphere maneuvering, as well as two fixed wing-like strakes that will partially function as wings during recovery. New Glenn will also feature six retractable landing legs and land on a modified ship, much like SpaceX’s Falcon family.
While Blue Origin has scarcely published a word or photo on New Glenn’s production progress since its September 2016 reveal, the company does provide small updates on the status of its BE-4 engine every few months, including a photo of a recent full-power engine test completed on August 2nd at Blue’s Van Horn, Texas facilities.
ULA: Vulcan Heavy
ULA’s next-generation Vulcan Heavy rocket will feature two such BE-4 engines but will be fully expendable for at least 4-6 years after its nominal 2021 launch debut. ULA will continue to lean on their well-worn preference for supplementing liquid propulsion with 2-6 strap-on solid rocket boosters (SRBs), adding as much as ~12,000 kN (2.7M lbf) to booster’s two BE-4s, themselves producing 4,800 kN (1.1M lbf) of thrust
In its largest configuration, Vulcan Heavy will stand 69.2 m (227 ft) tall – just a tad shorter than Falcon 9 – and be capable of launch up to 15 tons (~33,000 lb) to GTO and 30.3 tons (67,000 lb) to LEO.

ULA CEO Tory Bruno recently took to Twitter to provide a small Vulcan development update, revealing that the first Vulcan booster was recently completed at the company’s Decatur, Alabama factory. This particularly booster is a structural test article (STA) and will never fly, but it’s still a huge milestone for ULA’s next-generation rocket.
The photos give a great idea of scale as the Vulcan booster is pictured alongside one of the company’s significantly smaller Atlas V booster, 3.8m compared to Vulcan’s 5.4m diameter.

Ultimately, this modern space race will hopefully benefit the spaceflight industry as a whole, particularly with respect to the introduction of New Glenn, hopefully giving SpaceX’s reusable Falcon 9 and Heavy rockets some real technological competition. ULA’s Vulcan is aiming for a H1 2021 debut, followed by New Glenn in late-2021 or 2022.
SpaceX’s Falcon Heavy is already operational and just completed its third launch in June 2019, with several more launch contracts on the books from late-2020 onwards. Its Starship/Super Heavy rocket is in a bit of a chaotic state at the moment, but CEO Elon Musk believes an orbital launch attempt could come as early as early-2020. Meanwhile, NASA is very slowly making its way to the launch debut of its Space Launch System (SLS) rocket, likely to slip into 2022.
With any luck, the early 2020s will be greeted by the operational debuts of two, three, four, or even more extremely capable rockets offering largely unprecedented launch costs. For now, we wait…
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Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
Investor's Corner
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.