SpaceX
SpaceX’s Falcon Heavy shown launching NASA Orion spacecraft in fan render
A spaceflight fan’s unofficial render has offered the best look yet at what SpaceX’s Falcon Heavy could look like in the unlikely but not impossible event that NASA decides to launch its uncrewed Orion demonstration mission on commercial rockets.
Oddly enough, the thing that most stands out from artist brickmack’s interpretation of Orion and Falcon Heavy is just how relatively normal the large NASA spacecraft looks atop a SpaceX rocket. The render also serves as a visual reminder of just how little SpaceX would necessarily need to change or re-certify before Falcon Heavy would be able to launch Orion. Aside from the fact that NASA’s Launch Services Program (LSP) is not quite ready to certify the full launch vehicle for NASA missions, very few hurdles appear to stand in the way of Orion launching on a commercial rocket – be it on Falcon Heavy or ULA’s Delta IV Heavy.
In a wholly unexpected announcement made by NASA administrator Jim Bridenstine during a March 13th Congressional hearing, the agency leader revealed that NASA was seriously analyzing the possibility of launching Orion’s uncrewed lunar demonstration mission – known as Exploration Mission 1 (EM-1) – on commercial launch vehicles instead of the agency’s own Space Launch System (SLS) rocket.
The purpose: maintain the missions launch schedule – 2020 – in the face of a relentless barrage of delays facing the SLS rocket, the launch debut of which has effectively been slipped almost three years in the last 18 or so months, with the latest launch date now featuring a median target of November 2021. Some subset of NASA leaders, Congressional supporters, and White House officials have clearly begun to accept that SLS/Orion’s major continued delays are simply unacceptable to both the taxpayer and maintaining appearances, despite the fact that those delays continue to make SLS/Orion an extremely successful example of both corporate welfare and a jobs program.
As it currently stands, a median target of November 2021 for the SLS launch debut guarantees that there is almost certainly no chance of the rocket launching at any point in 2020, even if NASA took the extraordinary step of completely cutting a full-length static fire of the entirely unproven rocket prior to its debut. Known as the “Green Run”, the ~8-minute long static fire test is planned to occur at NASA’s Stennis Space Center on the B2 test stand, which NASA – despite continuous criticism from OIG before and after the decision – has spent more than $350M to refurbish. Stennis B2’s refurbishment was effectively completed just two months ago after the better part of seven years of work.
Put simply, even heroics verging on insanity would be unlikely to get SLS prime contractor Boeing to cut ~12 months off of the rocket’s schedule prevent additional unplanned delays in the 18 or so months between now and an even minutely plausible launch debut target. Admittedly, NASA’s proposed commercial alternative for Orion’s lunar launch debut also offers a range of different but equally concerning risks for the program and mission assurance.
Major challenges remain
On one hand, the task of successfully launching NASA’s Orion spacecraft around the Moon with Delta IV Heavy and Falcon Heavy rockets has a lot going for it, regardless of which rockets launch Orion to LEO or launch the fueled upper stage to boost it around the Moon. In 2014, NASA and ULA successfully launched a partial-fidelity Orion spacecraft to an altitude of 3700 miles (~6000 km), testing some of Orion’s avionics, general spacefaring capabilities, and the craft’s heat shield, although Lockheed Martin has since significantly changed the shield’s design and method of production/installation. Regardless, the EFT-1 test flight means that a solution already more or less exists to mate Orion and its service module (ESM) to a commercial rocket and launch the duo into orbit.
If ULA is unable to essentially produce a Delta IV Heavy from scratch in less than 12-18 months, Falcon Heavy would be next in line to launch Orion/ESM, a use-case that might actually be less absurd than it seems. Thanks to the fact that SpaceX’s payload fairing is actually wider than the large Orion spacecraft (5.2 m (17 ft) vs. 5 m (16.5 ft) in diameter), any major risks of radical aerodynamic problems can be largely retired, although that would still need to be verified with models and/or wind-tunnel testing. The only major change that would need to be certified is ensuring that the Falcon second stage is capable of supporting the Orion/ESM payload, weighing at least ~26 metric tons (~57,000 lb) at launch. The heaviest payloads SpaceX has launched thus far were likely its Iridium NEXT missions, weighing around 9600 kg (21,100 lb).
However, the most difficult aspects of Bridenstine’s proposed alternative are centered around the need for the EM-1 Orion spacecraft to somehow dock with a fueled upper stage meant to be launched separately. Orion in its current EM-1 configuration does not currently have the ability to dock with anything on orbit, a challenge that would require Lockheed Martin and subcontractors to find a way to install the proper hardware and computers and develop software that was – prior to this surprise announcement – only planned to fly on EM-3 (NET 2024). As such, Lockheed Martin – notorious for slow progress, cost overruns, and delays throughout the Orion program – would effectively become the critical path in finishing and installing on-orbit docking capabilities on Orion in less than 12-18 months.
The only alternative would be to have either SpaceX or ULA retrofit some sort of docking mechanism onto one of their upper stages, perhaps less difficult than getting Lockheed Martin to work expediently but still a major challenge for such a short developmental timeframe. Put simply, completing the tasks at hand in the time allotted could easily be beyond the capabilities of old-guard NASA contractors like LockMart and Boeing. Ironically, the upper stage that was designed for EM-1 and is already more or less complete – known as the interim cryogenic propulsion stage (ICPS) – is built by Boeing, the same company that has the most to lose if NASA chooses to make the SLS rocket – which Boeing also builds – functionally redundant with a commercial dual-launch alternative.
Second render in this series. Commercial transport for Orion from LEO to TLI in a dual-launch profile (this part is much harder in the near term, really need ACES unless the goal is only a flyby) https://t.co/70eG2i7Axz— Mack Crawford (@brickmack) March 24, 2019
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Elon Musk
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.
Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.
Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.
Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.
The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”
Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”
The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.
Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.
Elon Musk
SpaceX President to gift Trump Accounts her SpaceX stock
Gwynne Shotwell’s 2 million SpaceX shares are headed to children’s Trump Accounts starting this December.
SpaceX President Gwynne Shotwell said Friday that more than 2 million SpaceX shares belonging to her and her husband, Robert, will be distributed to children’s Trump Accounts in December, turning a pledge she made over the summer into an actual transfer. “Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!” Shotwell wrote on X, adding that the shares are “transferring to escrow as we speak.”
The first round goes to children aged 11 to 17 who live in ZIP codes where the median family income is $57,000 or less, along with kids in ZIP codes with too few residents for the Census to report that figure. Shotwell said those families should receive a notice by Monday, Reuters reported.
A second gift is expected to be finalized in the next few weeks. That round will cover eligible children in military families serving overseas, children in foster care, and more kids in Texas counties near the Shotwells’ home where median family income is $90,000 or less. Elon Musk replied to the announcement with “Cool” and a heart emoji.
Shotwell first announced the donation on July 6, less than a month after SpaceX priced its record IPO at $135 per share on the Nasdaq. IPO filings showed Shotwell owned about 12.6 million SpaceX shares, Quartz reported at the time, which makes the gift roughly one sixth of her stake. At the roughly $146 per share used to value Musk’s own pledge earlier this month, 2 million shares are worth about $290 million.
How the stock would actually reach the accounts had been an open question since July. Treasury guidance acknowledged that stock donations could flow into Trump Accounts, but it did not explain the mechanics for a program whose contributions default into an S&P 500 index fund. Shotwell thanked the Treasury, the IRS, the Dell Foundation, Greater Horizons, Invest America and the law firms Morgan Lewis and Gibson Dunn for “working over the past few months to make this happen.”
The transfer also works as a dry run for a far larger gift. On October 19, Musk said he would give one of his SpaceX shares to every kid in America next year and called it “the first of many.” With roughly 72 million children in the country, that pledge is worth about $10.5 billion. President Donald Trump thanked Musk the same day and said the shares would go through Trump Accounts, though neither SpaceX nor the Treasury has published how or when that distribution will happen.
Shotwell’s recipients also fill a gap in the program itself. Trump Accounts launched on July 4, and the $1,000 Treasury deposit only goes to babies born between 2025 and 2028. Teenagers aged 11 to 17 receive no government seed money, so for many of the families getting a notice on Monday, SpaceX stock will be the first asset in the account. The accounts convert into retirement accounts when the child turns 18.
News
FCC green lights SpaceX’s move to a showdown with Verizon and AT&T
The FCC advanced plans opening 482 MHz to satellite phone service, boosting SpaceX’s Starlink Mobile.
The Federal Communications Commission voted Thursday to move forward with a proposal that would open an additional 482 MHz of spectrum to satellite service beamed directly to ordinary phones, a step that could widen the road for SpaceX’s Starlink Mobile to compete with the country’s largest wireless carriers.
The commission adopted the notice of proposed rulemaking at its October open meeting in Washington, Reuters reported. The proposal would raise the number of bands eligible for Supplemental Coverage from Space from five to 13, according to the FCC fact sheet. Commissioners also advanced a companion item proposing an auction of 25 MHz in the 1675 to 1695 MHz and 2020 to 2025 MHz bands, which could be used for terrestrial service, direct to device service or both.
Thursday’s vote does not hand any spectrum to SpaceX. It opens a public comment period, and final rules will come later. Under the draft, comments would be due 60 days after the notice is published in the Federal Register. The FCC had not released the adopted text at the time of writing, so it is not yet clear whether any bands were changed before the vote.
That question is where the fight now moves. AT&T, Verizon and T-Mobile, through industry group CTIA, asked the FCC to drop the 2.5 GHz and 3.45 GHz bands, which make up 290 MHz of the 482 MHz on the table, as Teslarati reported ahead of the vote. T-Mobile argued satellite interference could wipe out up to 96% of a cell site’s uplink coverage area. SpaceX asked the commission to go the other way and add the 902 to 928 MHz band.
The rule change that matters most to SpaceX may be a structural one. Today, a satellite operator must lease spectrum from every carrier holding co-channel licenses across an entire region such as the contiguous United States. The proposal would replace that with a certification that the operator has coexistence agreements covering only the areas it plans to serve, or that it holds the terrestrial licenses itself.
SpaceX has spent this year building that second path. It bought EchoStar’s AWS-4 and H-block licenses in a deal worth roughly $17 billion, and earlier this month agreed to acquire Grain Management’s nationwide 800 MHz portfolio, which the company said would pave the way for Starlink to become a major US mobile carrier. The FCC approved SpaceX’s purchase of three unused AWS-3 licenses from Tristar on October 21, and cleared its plan for 15,000 next generation direct to cell satellites on October 6.
The regulator has not always sided with SpaceX. In April, the FCC dismissed a SpaceX petition seeking access to Mobile Satellite Service spectrum held by incumbents, and it rejected 2.5 GHz for satellite coverage when it first adopted the framework in 2024.
The carriers are also building their own defenses. In May, the three companies agreed in principle to form a joint venture pooling spectrum for satellite service, and T-Mobile remains SpaceX’s US launch partner for Starlink Mobile even as it leads the push to keep satellites out of 2.5 GHz. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Tesla owners who tap Emergency Drive Away for fun are in for a surprise
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
