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SpaceX Falcon Heavy beats out ULA Vulcan rocket for NASA Moon rover launch
SpaceX’s Falcon Heavy rocket appears to have edged out competitor United Launch Alliance’s (ULA) next-generation Vulcan Centaur launch vehicle to send a NASA rover and commercial lander to the Moon in 2023.
Back in August 2019, not long after NASA first began announcing significant contracts under its Commercial Lunar Payload Services (CLPS) program, startup Astrobotic announced that it contracted with ULA to launch its first small “Peregrine” lander and a dozen or so attached NASA payloads to the Moon in 2021. Rather than the extremely expensive but operational Atlas V rocket, the startup instead chose to manifest Peregrine on the first launch of Vulcan Centaur, a new ULA rocket meant to replace both Atlas V and Delta IV Heavy.
Less than two years later, Astrobotic has decided to purchase a dedicated launch from SpaceX – not ULA – for even larger “Griffin” lander that aims to deliver NASA’s ice-prospecting VIPER rover to the Moon and kick off the exploration of permanently-shadowed craters at its south pole.
Back in August 2019, Astrobotic’s announcement stated that “it selected United Launch Alliance’s (ULA) Vulcan Centaur rocket in a [highly competitive commercial process].” It later became clear that the Peregrine lander – while still scheduled to be sent directly to the Moon on a trans-lunar injection (TLI) trajectory – would not be the only payload on the mission. None of Vulcan Flight 1’s other payloads are known, but the presence of other paying customers helps explain how Vulcan beat SpaceX for the contract.
More importantly, companies willing to risk their payload(s) on new rockets have historically been enticed to overlook some of that first-flight risk with major discounts. In other words, in the often unlikely event that a company manages to sell a commercial rocket’s first launch, it’s incredibly unlikely that the same rocket will ever sell that cheaply again.
That appears to be exactly the case for ULA’s Vulcan Centaur rocket, which secured a lunar lander contract for its launch debut only to lose a similar lunar lander launch contract from the same company – well within the range of Vulcan’s claimed capabilities – less than two years later. If SpaceX’s relatively expensive Falcon Heavy managed to beat early Vulcan launch pricing, there is virtually no chance whatsoever that Vulcan Centaur will ever be able to commercially compete with Falcon 9.
In fact, back in 2015 when Astrobotic began making noise about its plans to build commercial Moon landers, the larger Griffin was expected to weigh some 2220 kg (~4900 lb) fully-fueled and – when combined with SpaceX’s Falcon 9 workhorse – be able to land payloads as large as 270 kg (~600 lb) on the Moon. It’s unclear if that figure assumed an expendable Falcon 9 launch or if it was using numbers from the rocket’s most powerful variant, which was still a few years away at the time.
Either way, NASA’s VIPER lander – expected to have a launch mass of ~430 kg (~950 lb) – is a bit too heavy for a single-stick Falcon 9 flight to TLI. It’s also reasonable to assume that Griffin’s dry and fueled mass has grown substantially after more than half a decade of design maturation and the first Peregrine lander reaching the hardware production and assembly phase. While Falcon 9 narrowly falls short of the performance needed for Griffin/VIPER, a fully recoverable Falcon Heavy is capable of launching more than 6.5 metric tons to TLI, offering a safety margin of almost 100%.
Astrobotic says it has purchased a dedicated Falcon Heavy launch for Griffin-1 and VIPER, but it would be far from surprising to see one or multiple secondary payloads find their way onto a mission with multiple tons of extra capacity. Presumably assuming that its Q4 2021 or early 2022 Peregrine Moon landing debut is successful, Astrobotic and SpaceX aim to land Griffin-1 and NASA’s VIPER rover on the Moon as early as “late 2023.”
Tesla has spent years trying to engineer its way out of the automotive paint shop, one of the most expensive, space-consuming, and environmentally costly steps in vehicle manufacturing. With the Cybercab, Tesla confirmed on X this week that a new reaction injection molding process will embed color directly into the panel itself during production.
“Our new reaction injection molding (RIM) process shrinks Cybercab paint cycles from hours to minutes. This cuts those parts’ manufacturing and supply chain emissions by 35% and eliminating 100% of paint volatile organic compounds (VOCs) emitted in traditional paint methods.” noted Tesla.
While the RIM process isn’t necessarily new and has existed since the 1960s, what makes Tesla’s application notable is how it is being used specifically for exterior body panels that traditionally required a separate paint process after forming.
Tesla’s RIM approach integrates the color directly into the panel material during the molding process itself. The pigment is part of the polymer mix injected into the mold, meaning the panel comes out of the mold already colored, with no separate paint application required. The clear coat or protective layer can be applied at the mold stage or through a much faster post-process than traditional multi-stage painting. Tesla claims this compresses what was a multi-hour paint cycle into minutes per panel.
Tesla’s obsession with killing the paint shop is one of the most consistent threads running through the company’s manufacturing philosophy going back years. As far back as 2018, Musk was trimming paint color options to simplify production, tweeting at the time: “Moving 2 of 7 Tesla colors off menu on Wednesday to simplify manufacturing.” Two years later, in a 2020 Automotive News interview, Musk laid out his broader vision, saying he believed Tesla factories could one day be 1,000 times more efficient than conventional plants, and pointing to the paint shop as one of the biggest sources of waste, cost, and complexity. The Cybertruck was the most extreme expression of that thinking. Tesla chose an unpainted stainless steel exterior partly because it would eliminate the need for a $200 million paint facility at Gigafactory Texas. The stainless approach proved harder and more expensive than anticipated, but the underlying ambition never changed. The Cybercab is what happens when that same ambition meets a manufacturing process that delivers on it.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
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.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla app update makes Robotaxi ownership make a lot more sense
