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SpaceX CEO Elon Musk teases Mars breakthroughs as Starship design radically changes
During an interview with Axios, SpaceX CEO Elon Musk noted that he was “[really fired up about] a number of breakthroughs [SpaceX had recently made]” while being asked about his thoughts on the likelihood of him personally going to Mars (“70%”).
The minute-long teaser did not go much deeper but it certainly raises a number of questions (and hints at explanations) for a rapid-fire series of contradictory developments and changes to SpaceX’s BFR – since renamed to “Starship” and “Super Heavy” – per a series of tweets from Musk over the last two weeks.
In a typical Muskian fashion, when Axios interviewers asked, “What is the likelihood that you personally will go to Mars?”, the CEO responded with an exact percentage – 70% – without skipping a beat. Musk also fervently and rather eloquently refuted the popular and harebrained idea that any SpaceX-enabled Mars colony would simply become “an escape hatch for the rich”. If the rich wanted Mars or lunar bases as “escape hatches”, there are dozens of multibillionaires that could singlehandedly fund Musk’s estimated $2-10B price tag for the completion of the entire BFR development program while still retaining 50-90% of their net worth.
Musk’s retort is worth reading in full.
Mike Allen: “[Mars] could be an escape hatch for rich people.”
Elon Musk: “No! Your probability of dying on Mars is much higher than earth. Really the ad for going to Mars would be like Shackleton’s ad for going to the Antarctic. It’s gonna be hard. There’s a good chance of death, going in a little can through deep space. You might land successfully. Once you land successfully, you’ll be working nonstop to build the base. So, you know, not much time for leisure, and once you get there, even after doing all this, it’s a very harsh environment, so there’s a good chance you die there. We think you can come back but we’re not sure. Now, does that sound like an escape hatch for rich people?”
Back to BFR
While thoroughly entertaining, the most interesting aspect of this one-minute teaser was the approximate two seconds where Musk suggested that SpaceX had recently made several major breakthroughs in the context of BFR and Mars. What exactly those breakthroughs could be is entirely unclear, but the fact that Musk seemed positive about the recent developments and spoke of “breakthroughs” at all feels like an encouraging sign that the last two weeks of Musk’s chaotic announcements, updates, and abrupt cancellations are less indicative of program instability than they initially seemed to be.
Most notably, Musk appeared to announce and then completely cancel a sort of mini-spaceship that SpaceX was to base off of Falcon 9’s upper stage as a BFR spaceship technology demonstrator in less than two weeks. If realized, that mini-BFS would have reentered Earth’s atmosphere at orbital velocities to flight-test hypersonic fins and a new “ultra light” heat shield that will be (or would have been) critical for the overall success of BFS/Starship.
Contour remains approx same, but fundamental materials change to airframe, tanks & heatshield
— Elon Musk (@elonmusk) November 25, 2018
Ironically, in the middle of writing this article, Musk tweeted specifically about “fundamental” changes to the spaceship, leaving little more than the general appearance and propulsion systems unchanged. In essence, the design of BFS/Starship is now almost unrecognizable when compared with past iterations, at least from a perspective of the ship’s most critical systems.If Starship will not be built out of composites, then it’s possible that the multiple years SpaceX engineers and technicians have spent trying to develop large carbon composite propellant tanks (2016-present) and the time, energy, and capital put into those efforts will be almost entirely for naught if BFR pivots away from composite tanks.
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- A tall platform was moved inside the tent around November 10th, likely to support the integration of the tank dome and barrel section. (Pauline Acalin)
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- The dome was spied inside the tent on November 12. (Pauline Acalin)
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- SpaceX’s BFR tent is filled with custom hardware that is predominately useful only for building large composite rocket parts. (Pauline Acalin)
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- SpaceX’s huge Port of LA-based BFR tent, September 18th. (Pauline Acalin)
By all appearances, dozens of employees have spent the last year accepting delivery of $10-50M worth of custom-built composite tooling, setting it up, and building giant composite tank domes and segments. If composite tanks are no longer planned for the booster or spaceship, all that work may have been for nothing. Needless to say, we could certainly do for Musk’s proposed Reddit AMA – if not an entirely new BFR update event – to shed some light on the machinations behind these earthshaking programmatic changes.
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Tesla Cybertruck sales bolstered by bold Musk move, report claims
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
A new report from Bloomberg claims Tesla Cybertruck sales were inflated by internal buyers, meaning companies owned by CEO Elon Musk, and most notably, SpaceX.
According to a new registration data analysis, a significant portion of the fourth quarter’s Cybertruck sales came from Musk companies.
In the fourth quarter of 2025, 7,071 Cybertrucks were registered in the United States. SpaceX, Musk’s rocket and satellite company, accounted for 1,279 of those vehicles—more than 18 percent of the total. Musk’s additional ventures, including xAI, the Boring Company, and Neuralink, acquired another 60 trucks during the same period.
Tesla Cybertruck just won a rare and elusive crash safety honor
If accurate, that means nearly one in every five Cybertrucks registered in the quarter was transferred internally within Musk’s business empire. The purchases, valued at more than $100 million, have continued into 2026.
These internal sales supplemented the Cybertruck’s overall performance for the quarter, as without them, sales would have plunged 51 percent. The vehicle, which has repeatedly been called “the best product Tesla has ever made,” has fallen short of expectations due to pricing.
When first unveiled back in 2019, Tesla had a $39,990, $49,990, and $69,990 configuration for sale. Those prices inflated significantly as the truck was not released to customers until 2023. Those who had placed orders for affordable configurations were priced out.
Sam Fiorani, VP of Global Vehicle Forecasting at AutoForecast Solutions, said, “Tesla is running out of buyers for the Cybertruck.” In reality, there are probably a lot of buyers, but they simply cannot afford the truck at its current price point.
The Cybertruck was supposed to broaden Tesla’s appeal beyond its core lineup of sleek sedans and SUVs. While it has done a lot for brand notoriety, it has not lived up to its monumental expectations, and it’s simply because the truck has not been as available as most had thought.
The truck is still the best-selling electric pickup in the country, outpacing rivals like the Ford F-150 Lightning and Chevrolet Silverado EV. It is also not uncommon for companies to use their own vehicles for internal operations, like Ford using its own Transit van for Mobile Service.
However, this much inventory of Cybertrucks being purchased by Musk’s companies is not what you love to see as a fan or investor.
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Tesla Signature Model S, X owners get hit with crazy no-resale clause
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Tesla Signature Model S and X owners got hit with a crazy no-resale clause by the company, a move that has been used before to limit the immediate resale of a vehicle to obtain a sizeable profit.
Tesla has introduced a strict “No Resale Agreement” for its ultra-limited Signature Edition Model S and Model X Plaid vehicles, signaling the automaker’s determination to keep these final flagship models in the hands of genuine enthusiasts rather than speculators.
With production of the Model S and X winding down to focus on next-generation projects like the Optimus robot, Tesla is building just 250 units of each model. Priced at $159,420, these exclusive vehicles come loaded with bespoke features and the full Luxe Package—but buyers must sign a binding contract before delivery that bars resale for one full year.
Signature Edition Model S/X orders contain a No Resale Agreement.
Here is the document.
Additionally, here is the resale clause which states the Luxe Package does not transfer (this is not new) pic.twitter.com/CGB5QBJIL6
— The Cybertruck Guy (@cybrtrkguy) April 12, 2026
Purchasers promise they “will not sell or otherwise attempt to sell the vehicle within the first year following your vehicle’s delivery date.”
Violators face steep consequences: Tesla can pursue liquidated damages equal to $50,000 or the full amount received from any sale or transfer, whichever is greater. The company also reserves the right to refuse future vehicle sales to anyone who breaches the clause. Orders are account-specific, requiring buyers to log in with their personal Tesla account, which further complicates any informal transfers.
The restrictions extend beyond the one-year lockout. Even after the prohibition period ends, key elements of the Signature Edition’s appeal do not transfer with the car. The Luxe Package—bundling lifetime Full Self-Driving (Supervised), free lifetime Supercharging, and permanent Premium Connectivity—terminates upon any change in ownership.
While four years of Premium Service, tire, and windshield protection plans do transfer, the high-value software and charging perks effectively vanish for the second owner. This non-transferability has long been Tesla’s policy for Luxe-equipped vehicles, but it carries extra weight on a nearly $160,000 limited-run model.
Tesla’s move is a direct response to past flipping of rare editions. By tying the car to the original buyer’s account and imposing financial penalties, the company aims to curb gray-market speculation that could drive prices far above MSRP.
Critics of the no-resale clause argue that the agreement limits personal property rights and could complicate legitimate life events like relocation or financial hardship.
For now, the policy appears ironclad. Deliveries of the Signature Editions are expected to begin in May 2026, complete with Garnet Red paint, gold-accented badging, Alcantara interiors, yoke steering, and unique numbered plaques.
In an era when limited-edition vehicles often become instant investment pieces, Tesla is betting that true fans will embrace the rules. Whether the No Resale Agreement successfully protects the final chapter of the Model S and X legacy remains to be seen—but one thing is clear: these will be among the most tightly controlled Teslas ever sold.
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Tesla just tipped its hand on a major Cybercab feature as production hits Plaid Mode
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear. On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 freshly built Cybercabs parked in the outbound lot—each one conspicuously lacking a steering wheel.
Tesla just tipped its hand on a major Cybercab feature as it is putting production into Plaid Mode, but a clear indication of what the company plans to do with the vehicle is now apparent.
Tesla has delivered a clear signal that its Robotaxi ambitions are shifting into high gear, and it’s doing it with full autonomy in mind.
On April 17, longtime factory observer and drone pilot Joe Tegtmeyer captured drone footage and still images showing approximately 14 newly built Cybercabs parked in the outbound lot, each conspicuously lacking a steering wheel, and potentially pedals.
Tegtmeyer’s post highlighted the significance of this development: The images and video reveal sleek, two-seat Cybercabs in their final production form: no driver controls, no side mirrors, and the minimalist interior first unveiled at Tesla’s “We Robot” event in October 2024.
Something big has changed at Giga Texas with Cybercab production … ~ 14 in the outbound lot WITHOUT STEERING WHEELS!
Earlier this week, the production line has begun what we are all waiting for and I would expect to see many more starting on Monday, 4/20 🤠
A big step… pic.twitter.com/K17ZzBlQ8k
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) April 17, 2026
These units contrast with earlier test vehicles spotted at the factory’s crash-test area, which carried temporary steering wheels and pedals to meet current federal regulations during data-collection phases.
The outbound-lot vehicles appear complete, with production wheels, tire stickers, and the signature Cybercab styling ready for deployment.
This sighting represents a pivotal transition. Tesla designed the Cybercab from the ground up as a purpose-built robotaxi, engineered for unsupervised Full Self-Driving (FSD) operation. Removing manual controls eliminates cost, complexity, and weight while maximizing interior space and range.
The move also signals that Tesla has cleared initial validation hurdles and is now building vehicles to the exact specification intended for commercial robotaxi service.
Industry watchers note the timing aligns with Tesla’s broader rollout plans. Production of early Cybercabs began in late 2025 and early 2026, primarily for internal testing and regulatory compliance.
Federal Motor Vehicle Safety Standards currently limit vehicles without steering wheels to 2,500 units per year without exemption, a cap that Tesla is navigating through ongoing filings.
Tesla Cybercab spotted next to Model Y shows size comparison
The appearance of steering-wheel-free units in the outbound lot suggests the company is preparing a small initial fleet—likely for Austin pilot operations or further validation—while pushing for regulatory relief to scale output.
The development comes as Tesla ramps its dedicated Cybercab line at Gigafactory Texas. If the Monday surge materializes as predicted, observers expect dozens more units to accumulate rapidly.
With unsupervised FSD advancing and regulatory conversations ongoing, these wheel-less Cybercabs parked under the Texas sun represent more than hardware—they embody Tesla’s bet that autonomous mobility is no longer a prototype dream but an imminent reality.
Tesla Cybertruck sales bolstered by bold Musk move, report claims
Tesla Signature Model S, X owners get hit with crazy no-resale clause
