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SpaceX Dragon XL could supply NASA astronauts around the Moon and Earth
SpaceX’s Moon Dragon could one day deliver supplies to astronauts in Earth orbit on top of its raison d’etre – resupplying NASA’s future lunar space station (Gateway).
Known as Dragon XL, the new SpaceX spacecraft was unexpectedly revealed earlier this year when NASA solely awarded it a Gateway Logistics Services contract potentially worth billions. Dragon XL is almost entirely built out of hardware and systems already built and proven with Cargo Dragon and Crew Dragon over 20 space station launches and two orbital missions, respectively.
Due to NASA’s ever-shifting plans and strategies, however, it’s far from guaranteed that a habitable Gateway will ever actually be built – let alone by the rough 2024 target that’s currently favorable. Given that a huge amount of Dragon XL has already technically been developed, its development should be on the slightly easier side as far as SpaceX programs go. As such, Dragon XL could be ready for flight months or even years before any lunar space station is in place with astronauts to take advantage of it. That possibility raises the question: does NASA plan on SpaceX performing a Dragon XL flight test before its lunar cargo debut?
In the unsurprising event that NASA has arranged for a demonstration mission prior to Dragon XL’s first mission-critical lunar resupply launch, a cargo trip to Earth’s International Space Station (ISS) could be a valuable segue. Effectively an expendable, high-volume amalgamation of SpaceX’s Crew Dragon and Cargo Dragon 2 spacecraft, Dragon XL will lose the ability to return payload to the Earth’s surface (downmass) in return for a dramatic increase in payload upmass.
According to NASA, Dragon XL is designed to deliver up to 7.6 tons (~16,800 lb) of cargo – 5 tons pressurized, 2.6 tons unpressurized – to the lunar Gateway and weigh no more than 14 metric tons upon arrival. Compared to Cargo Dragon 1 and 2, XL thus offers a 25-50% improvement. As an expendable spacecraft, Dragon XL is likely going to be much simpler and lighter than SpaceX’s recoverable and reusable Dragon capsules, it’s also reasonable to assume that the new spacecraft could be substantially cheaper, too. Finally, thanks to that 14 ton Gateway mass target, it’s conceivable that a recoverable Falcon 9 booster could launch a fully-loaded Dragon XL to the ISS without issue, making the cost of launch more or less identical to any other Dragon mission.
On the other hand, though, Dragon XL’s mission is substantially different – and in some ways more challenging – than the Dragons it’s built off of. Notably, the deep space environment can be substantially more challenging from both a thermal management and radiation perspective, while propulsive maneuvers, operations, and autonomous docking so far from Earth would be a first for SpaceX. A demonstration mission to the International Space Station (ISS) would fail to put Dragon XL through any of those unproven scenarios.
Excluding a demo mission to the ISS, a Falcon 9-launched Dragon XL could potentially serve as an extra-cheap option for NASA to deliver large volumes of supplies, hardware, and experiments to the space station, complimenting Cargo Dragon’s reusability and downmass capabilities. Of course, no current contract exists that would allow SpaceX to fly Dragon XL outside of two resupply missions to the lunar Gateway, but NASA is by no means averse to the idea according to Mark Wiese, manager of Gateway Deep Space Logistics.
Ultimately, the likelihood of Dragon XL being coopted for ISS cargo delivery is low but there is clearly a chance that NASA will exploit its substantial investment in the new SpaceX spacecraft for more than just two Gateway supply runs.
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Tesla dispels reports of ‘sales suspension’ in California
“This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.”
Tesla has dispelled reports that it is facing a thirty-day sales suspension in California after the state’s Department of Motor Vehicles (DMV) issued a penalty to the company after a judge ruled it “misled consumers about its driver-assistance technology.”
On Tuesday, Bloomberg reported that the California DMV was planning to adopt the penalty but decided to put it on ice for ninety days, giving Tesla an opportunity to “come into compliance.”
Tesla enters interesting situation with Full Self-Driving in California
Tesla responded to the report on Tuesday evening, after it came out, stating that this was a “consumer protection” order that was brought up over its use of the term “Autopilot.”
The company said “not one single customer came forward to say there’s a problem,” yet a judge and the DMV determined it was, so they want to apply the penalty if Tesla doesn’t oblige.
However, Tesla said that its sales operations in California “will continue uninterrupted.”
It confirmed this in an X post on Tuesday night:
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
The report and the decision by the DMV and Judge involved sparked outrage from the Tesla community, who stated that it should do its best to get out of California.
One X post said California “didn’t deserve” what Tesla had done for it in terms of employment, engineering, and innovation.
Tesla has used Autopilot and Full Self-Driving for years, but it did add the term “(Supervised)” to the end of the FSD suite earlier this year, potentially aiming to protect itself from instances like this one.
This is the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” naming. Previous Transportation Secretary Pete Buttigieg was vocally critical of the use of the name “Full Self-Driving,” as well as “Autopilot.”
News
New EV tax credit rule could impact many EV buyers
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date. However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
Tesla owners could be impacted by a new EV tax credit rule, which seems to be a new hoop to jump through for those who benefited from the “extension,” which allowed orderers to take delivery after the loss of the $7,500 discount.
After the Trump Administration initiated the phase-out of the $7,500 EV tax credit, many were happy to see the rules had been changed slightly, as deliveries could occur after the September 30 cutoff as long as orders were placed before the end of that month.
However, there appears to be a new threshold that EV buyers will have to go through, and it will impact their ability to get the credit, at least at the Point of Sale, for now.
Delivery must be completed by the end of the year, and buyers must take possession of the car by December 31, 2025, or they will lose the tax credit. The U.S. government will be closing the tax credit portal, which allows people to claim the credit at the Point of Sale.
🚨UPDATE: $7,500 Tax Credit Portal “Closes By End of Year”.
This is bad news for pending Tesla buyers (MYP) looking to lock in the $7,500 Tax Credit.
“it looks like the portal closes by end of the year so there be no way for us to guarantee the funds however, we will try our… pic.twitter.com/LnWiaXL30k
— DennisCW | wen my L (@DennisCW_) December 15, 2025
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date.
However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
If not, the order can still go through, but the buyer will not be able to claim the tax credit, meaning they will pay full price for the vehicle.
This puts some buyers in a strange limbo, especially if they placed an order for the Model Y Performance. Some deliveries have already taken place, and some are scheduled before the end of the month, but many others are not expecting deliveries until January.
Elon Musk
Elon Musk takes latest barb at Bill Gates over Tesla short position
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
Elon Musk took his latest barb at former Microsoft CEO Bill Gates over his short position against the company, which the two have had some tensions over for a number of years.
Gates admitted to Musk several years ago through a text message that he still held a short position against his sustainable car and energy company. Ironically, Gates had contacted Musk to explore philanthropic opportunities.
Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’
Musk said he could not take the request seriously, especially as Gates was hoping to make money on the downfall of the one company taking EVs seriously.
The Tesla frontman has continued to take shots at Gates over the years from time to time, but the latest comment came as Musk’s net worth swelled to over $600 billion. He became the first person ever to reach that threshold earlier this week, when Tesla shares increased due to Robotaxi testing without any occupants.
Musk refreshed everyone’s memory with the recent post, stating that if Gates still has his short position against Tesla, he would have lost over $10 billion by now:
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
— Elon Musk (@elonmusk) December 17, 2025
Just a month ago, in mid-November, Musk issued his final warning to Gates over the short position, speculating whether the former Microsoft frontman had still held the bet against Tesla.
“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said. This came in response to The Gates Foundation dumping 65 percent of its Microsoft position.
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
Musk’s involvement in the U.S. government also drew criticism from Gates, as he said that the reductions proposed by DOGE against U.S.A.I.D. were “stunning” and could cause “millions of additional deaths of kids.”
“Gates is a huge liar,” Musk responded.
It is not known whether Gates still holds his Tesla short position.
Tesla dispels reports of ‘sales suspension’ in California
New EV tax credit rule could impact many EV buyers
