News
SpaceX’s Elon Musk says landing Starship on the Moon could be easier than convincing NASA
Speaking in an interview with TIME Magazine’s Jeffrey Kluger, SpaceX CEO Elon Musk telegraphed some clear, latent frustration with US space agency NASA, indicating that quite literally building Starship and landing it on the Moon could be easier than convincing NASA that the company is serious.
Although minor progress has been made in the last six or so months, NASA headquarters – for the most part – still effectively operates as if SpaceX’s next-generation launch vehicle plans do not exist, all while the agency is seriously considering other similarly unproven rockets with years of development remaining. In light of this frustrating inconsistency, Musk has taken to publicly acknowledging that developing, building, and launching Starship completely internally may be an easier (and faster) fight to win than attempting to convince NASA to assist in Starship development or even just be willing to use it as a launch option.
NASA assistance or support could come in any number of forms, ranging from a cost-sharing development contract, a developmental launch contract like the US Air Force’s STP-2 Falcon Heavy mission, or something as basic as publicly expressing support for the SpaceX program and a willingness to launch NASA payloads on it down the road. For now, the closest SpaceX has gotten to public NASA interest in and acknowledgment of Starship is an official Starship render posted by the Goddard Space Flight Center (GSFC).
In a sign of just how unengaged NASA is, the closest SpaceX’s Starship/Super Heavy vehicle has gotten to an acknowledgment from NASA headquarters is quite literally having an outdated BFR render subtly included in a few slideshows and documents published less than two months ago (late May 2019).
Ironically, despite the fact that Starship – first and foremost – is designed to be a giant, human-rated reusable spacecraft nominally capable of carrying dozens of astronauts into space and back, the US military appears to have been far more receptive to Starship. This is despite the fact that a BFR-heavy bid may have cost SpaceX a development contract last year. Even with the challenges such an ambitious vehicle poses, the US Department of Defense is still interested in at least discussing potential use-cases and providing input that might influence SpaceX’s final design.
Speaking in September 2018, CEO Elon Musk indicated SpaceX’s BFR (now Starship/Super Heavy) program was likely to cost ~$5B – no less than $2B and no more than $10B. However, this answer – provided off the cuff as a response to a reporter’s question – was almost certainly directed at BFR prior to a radical move from carbon composite structures and tanks to stainless steel. Since then, Musk has made some radical claims about the potential of an efficient, stainless-steel rocket, indicating that it could actually cost less to build than Falcon 9 – a far smaller rocket with a fraction of the performance.
In other words, if the potentially low cost of the vehicle itself also translates to a low development cost, SpaceX could quite feasibly develop Starship/Super Heavy from scratch with nothing more than traditional investment rounds. In the first half of 2019 alone, SpaceX has raised more than $1B in funding through three separate rounds, all of which have been described by Musk and other executives as “oversubscribed” – the demand for SpaceX equity far outstrips supply.
“If it were to take longer to convince NASA and the authorities that we can do it versus just doing it, then [SpaceX] might just do it [ourselves]. It may literally be easier to just land Starship on the moon than try to convince NASA that we can.”
— Elon Musk, July 12th, 2019, via TIME Magazine
As such, unless NASA’s attitude undergoes rapid changes, SpaceX may simply leave the agency behind when it comes to space exploration beyond low Earth orbit. In the event that quite literally developing, building, and launching a giant, stainless steel rocket and spaceship is faster, more efficient, and less disruptive than trying to convince NASA to get its foot in the door, SpaceX might have to forge its own path. If SpaceX can raise enough funding to develop its next-generation rocket independently, what comes next is anyone’s guess.
Ultimately, Musk believes that SpaceX can make that Starship Moon landing happen as few as two years from now, with the first crewed landing potentially coming as few as one or two years after that. All told, this ambitious timeline would see SpaceX land humans on the Moon – perhaps entirely commercially – as early as 2022 or 2023.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
