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SpaceX competitor Blue Origin targets first Moon landing for 2023
Prospective SpaceX competitor and reusable rocket developer Blue Origin detailed its plans earlier this month to enable significant human presence on the Moon and announced a tentative schedule that could see the company begin experimental lunar landing tests of a multi-ton spacecraft just a few years from today – NET 2023.
Funded entirely with stock sales courtesy of founder Jeff Bezos’ lucrative position at the helm of Amazon (not to mention his status as the wealthiest human alive), Blue Origin receives roughly $1 billion annually to develop its space tourism-oriented New Shepard rocket and capsule (suborbital), the magnitudes-larger orbital New Glenn launch vehicle, and a number of other longer-term projects like human colonies in Earth orbit (including the Moon).
In answer to my question, @ac_charania said would evolve to reusable Blue Moon lander. Also under consideration is reusable New Glenn upper stage & faring. https://t.co/Dg3UTN9HU5
— Charles A. Lurio (@TheLurioReport) July 4, 2018
Think SpaceX in terms of ambition (and, perhaps, quality of workforce) but with essentially no existential motivation to field products quickly – framed a bit less flatteringly, Blue Origin moves very slowly when compared with SpaceX. The company was born a full two years before SpaceX and has been working on reusable rockets for at least as long, yet has less than ten launches of a genuinely reusable rocket to claim its own. That rocket, New Shepard, is a purely suborbital, single-stage vehicle intended to enable zero-gee tourism, and is downright minuscule when examined alongside Falcon 9 and Heavy.
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- Blue Origin’s BE-4 engine, the propulsion for New Glenn, seen conducting hot-fire tests in Texas. The engine’s nozzles is a full 6 feet (~1.8m) in diameter. (Blue Origin)
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- New Shepard ahead of Blue Origin’s most recent suborbital launch, the eighth completed so far. April 2018. (Blue Origin)
New Glenn, however, would truly catapult Blue Origin into a competitive position in the orbital launch business, placing them alongside companies like SpaceX, ULA, and Arianespace. Further, Blue appears to believe that it can design and produce New Glenn boosters capable of as many as 25 flights from the get-go, versus the three years SpaceX spent iteratively design and upgrading its Falcon 9 before arriving at a booster potentially capable of 10-100 reuses. New Glenn’s inaugural launch is currently scheduled for late 2020, and the impressive BE-4 methalox rocket engine powering its first stage is well into serious hot-fire testing, while the engine that will power New Glenn’s upper stage is already successfully flying (albeit as a sea-level variant) on New Shepard.
In a glance, Blue Origin undoubtedly has a lot going for it, although its confidence quite plainly outstrips its the achievements it can actually lay claim to at present. Nevertheless, the company’s Blue Moon project is clearly serious and will build heavily on the (hoped for) successes of New Shepard and New Glenn, integrating the hands-on experience and technologies developed over the course of building and launching both rockets. Presumably depending on New Glenn as the launch vehicle, Blue Origin stated on July 3 that its lunar lander – designed to deliver multiple tons of cargo to the Moon’s surface – could begin experimental Moon missions by 2023 and potentially even sooner if work proceeds exceptionally smoothly.
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- Blue Origin’s New Glenn rocket. (Blue Origin)
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- SpaceX’s BFR. (Gravitation Innovation/David Romax)
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- Credit: NASA-MSFC
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- Arianespace’s next-generation Ariane 6. (Arianespace)
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- ULA’s upcoming Vulcan rocket. (ULA)
Whether or not Blue Origin manages to make that extraordinarily aggressive scheduled and jumps from suborbital missions to giant orbital reusable rocket launches to multi-ton Moon landings in barely five years, the 2020s are lining up to be an extraordinarily exciting time for spaceflight. With any luck, a veritable fleet of next-generation rockets from Blue Origin, SpaceX, Arianespace, ULA, NASA, Japan, and five or more smaller commercial companies will complete their first launches over the next three years.
Meanwhile, heavyweights SpaceX and Blue Origin may find themselves in a whole different arena, racing to land payloads on the Moon (or perhaps on the Moon and Mars).
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Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
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Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.
Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.
Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.
With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.
The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.
Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:
What has happened to Mad Max?
At one point it was going 32 in a 35. Traffic ahead had pulled away considerably https://t.co/bjKvaMVTNX pic.twitter.com/aaZSWmLu5v
-— TESLARATI (@Teslarati) January 24, 2026
These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.
It is the driver’s responsibility to take over or adjust based on this.
Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.
Max speed control is an anti pattern.
We are working on better learning of user’s implied preferences.
— Ashok Elluswamy (@aelluswamy) August 3, 2026
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Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:
This…. is not the way
— Kyle Conner (@itskyleconner) August 4, 2026
😭 I appreciate this mentality ! But currently the no.1 reason I disengage in Australia is incorrect speed zones.
— Ryan’s Model Y (@ryanjaycowan) August 3, 2026
This is fine but you need to start accepting liability for speeding tickets then. https://t.co/lyCgdA83gQ
— Jeremy Judkins (@jeremyjudkins_) August 4, 2026
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Okay https://t.co/nOvoXQkNg1 pic.twitter.com/jGRtF2xtox
— Chad Moran (@ChadMoran) August 3, 2026
From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.
I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.
The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.
However, Tesla is not willing to bring back this one level of input because it would technically be a regression.
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Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.
Tesla is one of several automakers whose vehicles qualify for an awesome new first-time EV buyer incentive program in California.
The Golden State launched the MyFirstEV incentive program, which helps those buying an electric vehicle for the first time with a $3,500 incentive on new-inventory purchases of a Model 3 or Model Y.
First-time electric vehicle buyers in California can now get $3,500 off eligible Model 3 and Model Y new inventory vehicle purchases.
To be eligible, you must place your order on or after August 3, 2026 and take delivery while funds are still available. The incentive applies to… pic.twitter.com/yuXF00XA50
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
The incentive requires an order on or after August 3, and delivery must be taken while the program is still being funded. California has set aside $135.5 million to help strengthen its SEV market and support automotive innovation.
Incentives are offered at the point of sale, and used EVs are also available for a partial incentive of $1,750. Half of the $3,500 and $1,750 incentive amounts are covered by California, with the other half being covered by participating OEMs.
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Additionally, rules apply for MSRP and how the vehicle will qualify for the incentive. Any vehicle from a non-California headquartered OEM must have an MSRP of $50,000 or less. Used vehicles must be priced at $25,000 or less and must be at least two model years older than the year of purchase.
The cars must also be purchased from manufacturers as certified pre-owned vehicles. Private dealerships are not eligible.
In total, California expects to incentivize over 73,000 ZEVs.
Participating Manufacturers
Fourteen total automakers are participating in California’s MyFirstEV program:
- Chevrolet – Launching August 2026
- Ford – Launching August 2026
- Honda – Launching September 2026
- Hyundai – Launching August 2026
- Kia – Launching August 2026
- Lexus – Launching September 2026
- Lucid – Launching August 2026
- Mitsubishi – Launching November 2026
- Nissan – Coming Soon
- Rivian – Coming Soon
- Subaru – Launching September 2026
- Tesla – Launching August 2026
- Toyota – Launching September 2026
- Volvo – Coming Soon
Elon Musk sends second warning to SpaceX shorts ahead of first earnings
Tesla’s AI lead doubles down on FSD’s speed strategy, and owners are confused
