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SpaceX competitor Blue Origin touts 25-reuse future rocket as R&D continues
A spokesperson for Blue Origin, the reusable rocket company funded by Jeff Bezos and one of the only serious prospective SpaceX competitors, reiterated an oft-used claim that its orbital New Glenn rocket has been designed with reusability in mind “from the start” and stated that the vehicle’s booster is expected to fly 25 times, while its BE-4 engines can expect to see as many as 100 reuses.
Ariane Cornell, Blue Origin’s head of business development and strategy, provided her comments as part of a satellite and rocket hardware panel at the Hong Kong-hosted CASBAA 2018 conference, mainly focused on major participants in the Asian satellite broadcasting industry, for which SpaceX has launched a number of satellites with several more soon to come.
Correction from Ariane: New Glenn first stage can do 25 missions, BE-4 engines designed for 100 flights each.
— Caleb Henry (@ChenrySpace) June 25, 2018
While scarcely anything has changed in the last 12 months, that in itself is hugely noteworthy – SpaceX remains almost completely unchallenged in the space launch industry, at least in terms of investing in R&D for the purpose of dramatically decreasing the cost of orbital launches. While they have yet to dramatically cut the customer-side prices of Falcon 9 and Falcon Heavy launches, it’s all but guaranteed that the sustainable ability to do so is not only already in place but improving day by day. Every flight-proven SpaceX launch completed even before Falcon 9 Block 5’s takeover likely provides as much as tens of millions of dollars for the company to either reinvest or recoup investments in reusability and Falcon Heavy, among other things.
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- Blue Origin has had some success with its New Shepard suborbital rocket reuse program, although dramatically different from New Glenn. (NASA)
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- Blue Origin’s aspirational future, the highly reusable BE-4 powered New Glenn rocket. (Blue Origin)
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- BE-4, an extraordinarily powerful 500k lb thrust methane/oxygen rocket engine, is roughly midway through a ground testing program, likely to reach completion in 2019. (Blue Origin)
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- Blue is in the process of constructing an entirely new launch site for New Glenn at Kennedy Space Center, known as LC-36. (Blue Origin)
As of today, Blue Origin is quite simply the only rocket company with demonstrated successes, resources, and commitment to serious operationally-reusable rockets – while Blue has yet to reach orbit, commercial launch stalwarts ULA, Arianespace, and ILS have functionally buried their heads in the sand and either have no plans at all or plan flying even their tepid, disinterested steps into reusable rocket hardware by the mid-2020s at the absolute earliest. SpaceX, on the other hand, has already launched its first purpose-built reusable rocket – Falcon 9 Block 5 – and has two or three more completed boosters either at their launch sites or nearing shipment, with many more being prepared in their Hawthorne, CA factory. In fact, SpaceX’s final non-Block 5 mission is in less than four days (June 29), after which all future launches will be transferred to Block 5 rockets.
All future SpaceX missions will be conducted with highly reusable rocket boosters in the middle of 2018, whereas SpaceX’s current operational competitors are essentially not even trying to field competitive reusable rocket hardware on operational launches before 2024 or 2025. Blue Origin, on the other hand, still appears to be committed to completing the development of its huge, reusable New Glenn rocket, an orbital launch vehicle currently aiming for a debut launch sometime in late 2020. While still late to the start of the SpaceX-fueled reusable launch revolution, commercial launches with reusable hardware beginning as early as 2020-2021 bodes extremely well for Blue’s ability to actually carve out a sturdy segment of the market, while also giving SpaceX at least a decent hint of external motivation to remain competitive.
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- China’s reusable rocket goals aim to fly small prototypes as early as 2020, with the ultimate goal of making all Chinese rockets reusable by 2035. (Sina Weibo & Spaceflightfans)
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- The scale of BE-4 is demonstrated well in this Kent, WA factory photo. (Blue Origin)
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- SpaceX’s first successfully launched and landed Block 5 Falcon 9, May 2018. (Tom Cross)
Aside from Blue Origin and a respectable effort from China, also aiming for initial reusable launch vehicle testing in 2020 (albeit beginning with a conservative – but still orbital – subscale prototype), all other commercial launch competitors are effectively betting their livelihoods on the failures non-traditional launch providers like SpaceX, betting that reusable rockets fail to appreciably lower costs to customers over the better part of the next decade. SpaceX, meanwhile, will begin putting those bets to the test in as few as three weeks.
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Tom Cross – Twitter
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Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
