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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.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Tesla brought its innovative Cybercab robotaxi to the National Federation of the Blind (NFB) Annual Convention in Austin, Texas, on July 3 at the JW Marriott Austin.
The hands-on demonstration highlighted the vehicle’s thoughtful design for blind and visually impaired users, underscoring Tesla’s commitment to inclusive autonomous mobility. Attendees, many using white canes or accompanied by service dogs, experienced the steering-wheel-free Cybercab firsthand.
Cybercab at the National Federation of the Blind’s Annual Convention in Austin for a hands-on experience of its accessibility features for blind or visually impaired customers⁰⁰For example:⁰– Braille lettering on physical controls
– Space for service animals & assistive… pic.twitter.com/8wrJcDHkw7— Tesla Robotaxi (@robotaxi) July 6, 2026
The showcase emphasized practical features tailored to the needs of the blind community. Braille lettering appears on physical controls, including door releases and emergency buttons, allowing users to navigate interfaces independently through touch. Generous interior space accommodates service animals and assistive devices such as canes, guide dogs, or mobility aids without compromising comfort.
Wheelchair-height seating facilitates easier transfers for users with additional mobility challenges. Photos from the event captured blind attendees approaching the vehicle confidently, service dogs relaxing inside, and hands exploring Braille-equipped handles.
Tesla Robotaxi’s official account detailed these elements, noting the Cybercab’s focus on accessibility, especially noting the Braille lettering and additional space for service animals.
How Tesla Will Transform Mobility for the Blind
Autonomous vehicles like the Cybercab promise revolutionary independence for the roughly 2.2 million visually impaired Americans. Traditional barriers—reliance on sighted drivers, costly paratransit, or limited public transit—often restrict spontaneous travel. Tesla Full Self-Driving aims to eliminate the need for a human operator, enabling on-demand, door-to-door rides via simple app hailing with voice guidance.
Users gain freedom to work, socialize, shop, or attend events anytime without scheduling hassles or safety concerns. This reduces isolation, boosts employment opportunities, and enhances quality of life, turning mobility from a dependency into true personal autonomy.
The NFB demonstration not only gathered valuable feedback but also generated excitement about a future where technology levels the playing field. By prioritizing inclusive design, Tesla advances a vision of transportation that serves everyone, potentially reshaping daily life for blind individuals and setting a standard for the autonomous industry.
As Cybercab deployment scales, these accessibility innovations could mark a significant step toward equitable mobility.
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
SpaceX’s newest logo confirms everything about what it’s become
