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SpaceX lobbies NASA to foster competitive deep space exploration
Tim Hughes, the senior VP of SpaceX’s global business and government affairs, testified earlier this morning before the Senate Subcommittee on Space, Science, and Technology and the Committee on Commerce, Science, and Technology. He put forth a strong argument that it would be in the best interests of both NASA and the United States to encourage commercial competition in pursuit of the exploration of deep space, and that this could be done with concrete goals like improved interplanetary communications, vertically landing spacecraft on the Moon, and sending substantial amounts of cargo to Mars.
Before joining SpaceX, Hughes was the central actor responsible for drafting and supporting the Commercial Space Launch Amendments Act of 2004, which effectively paved the way for NASA’s first programs of commercial competition just two years later. He joined the company in 2005, and has defined SpaceX’s approach to legal and government affairs in the many years since.
Leveraging data related to the major successes and efficiency of NASA’s Commercial Orbital Transport Services (COTS) initiative, which began in earnest in 2006, Hughes demonstrated that by awarding SpaceX with funds from COTS, NASA ultimately found themselves with a highly-capable orbital launch vehicle after a relatively miniscule investment of $396 million into the venture. A study later conducted by NASA estimated that developing the same vehicle with a traditional NASA or commercial approach would have cost approximately $4 billion or $1.7 billion respectively, implying that the COTS approach was as much as ten times more efficient than NASA’s own traditional strategies of launch vehicle procurement.
SpaceX’s CRS-11 mission just over a month ago was the company’s 10th successful transport of cargo to the ISS. (SpaceX)
Of course, SpaceX themselves invested over $500 million initially following NASA’s COTS award, but NASA’s bode of confidence in the company likely made it possible in the first place for it to raise that level of funding. The point of this presented data, of course, is to segue into the argument that the introduction of commercial competition into the field of deep space exploration could also benefit NASA in the sense that it might be drastically more cost effective than current approaches. Hughes did not explicitly call out any current programs during his testimony, but the clear figureheads are the Space Launch System and Orion. Such a request from private industry also acts as a bit of a gentle suggestion to those in NASA, related Congressional and Senatorial committees. Subcommittees that past and current traditional strategies of hardware procurement for space exploration may be showing signs of age and obsolescence in the face of more efficient commercial ventures.
In fact, NASA’s Chief of Spaceflight, Bill Gerstenmaier, admitted earlier today in a very rare streak of candor that he “[couldn’t] put a date on humans on Mars” and that that was a result of a severe lack of budget to design and build the myriad technologies, hardware, and vehicles necessary to actually take advantage of a heavy launch vehicle like the Space Launch System. NASA is admittedly beginning to pursue and request industry information for what they are calling a Deep Space Gateway or NEXTSTEP, intended to be a small orbital base or space station located closer to the Moon than to Earth. A successfully-developed DSG would indeed become one completed facet of the architecture needed to bring humans to Mars, and can be compared in concept to SpaceX’s Big Falcon Spaceship in a limited fashion.
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- Boeing (pictured here), SNC, and five other companies all produced concepts that are now being evaluated by NASA for the NEXTSTEP program. (Boeing)
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- Sierra Nevada’s NEXTSTEP cislunar station concept. (SNC)
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- SpaceX’s conceptual Interplanetary Transport System from 2016 was considerably larger and more structurally complex than 2017’s BFR. (SpaceX)
Given Gestenmaier’s frank admittance that NASA’s budget is not presently able to support even a fraction of what is necessary for their “Journey to Mars”, exploring alternative methods of more efficiently exploiting the money NASA could realistically make available for further deep space exploration is almost certainly a major priority, or it at least ought to be. Gertsenmaier’s unspoken need for more efficient methods of exploring Mars and deep space would perfectly mesh with the requested program SpaceX’s Tim Hughes also presented earlier today, and the potential benefits SpaceX might also reap from such an arrangement make it worth serious consideration.
The political and corporate mire that NASA is almost innately intertwined with is the primary and most obvious barrier to the existence of a deep space COTS-esque program, but it is possible that some amount of calculated politicking on behalf of SpaceX could result in the right Senators or Representatives getting behind SpaceX’s mission of cost-effective space exploration.
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.
Tesla FSD is about to know your specific house and neighborhood better than any map
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
