News
Why does SpaceX market space better than NASA?
NASA may be truly making progress, but when compared to SpaceX, it seems more like thus far, they just have a guitar amp that “goes to 11”.
Unless you live under a rock (where exactly are these rocks, anyhow?), you’ve heard the news that SpaceX completed the 4th successful first stage landing of its Falcon 9 rocket after launching to a very high orbit. This was the third one in a row to land on an oceangoing droneship, setting the event up for a pathway to becoming routine business.
Waiting for Falcon 9 at the Park
I was in Florida last week and had the opportunity to go to Jetty Park in Cape Canaveral to watch the launch on its first scheduled date of Thursday, May 26th.
Unfortunately, I had to catch a flight before the next launch window opened after the first one was scrubbed, and I ended up catching the live stream from home on Friday; however, I still don’t regret having rearranged my flights to be there Thursday. Seeing the enthusiasm for the launch first-hand isn’t something I could have fully appreciated from a webcast.
Cars were piled in all over the park by the time the original launch time arrived. People were under sun shades, having picnics, and there were even a few tailgaters – an awesome concept in itself. The only damper is the inability to guarantee the launch will actually happen as scheduled, but since when has that impeded a viable tailgating excuse?
I’m not sure whether this type of activity happens for all launches, but it made me think about some of the discussions and my observations from earlier in the week.
SpaceX at the Space Congress
I also attended the first day’s events for the 44th Space Congress wherein commercial space technology was the primary topic. Bob Cabana, former space shuttle astronaut and current director of the John F. Kennedy Space Center, was the keynote speaker to kick off the event.
While taking questions, an audience member mentioned that her neighbor thought NASA had been “shut down”, and more audience members concurred that they’d had similar discussions with others. The purpose of the question was to gather Cabana’s opinion on why people weren’t more aware of NASA’s activities, but he didn’t entirely have an answer. I later overheard him speaking to someone else about how they were doing so many “great things” and didn’t understand why people weren’t more aware of them. As a SpaceX enthusiast, of course, I found the problem amusing. I mean, rockets involve at least 99 problems, but SpaceX does not have one with publicity. [Sorry, I had to.]
However, I still questioned why SpaceX was having an awareness impact on space travel that NASA, in all its social media, outreach efforts, and resources couldn’t seem to mirror. Was it that the technology SpaceX was developing more reminiscent of Hollywood and science fiction? Was it all just better marketing overall? Better video music?
Cue the First Panel
After more questions and a short break, the panel on the progress being made in NASA’s Commercial Crew program began with guests Danom Buck from Boeing and Benji Reed from SpaceX.
Boeing’s Commercial Crew capsule, CST-100 Starliner. Credit: BLM Nevada under CC by 2.0.
The Commercial Crew program involves the development of the next generation of transport technology for human space travel to and from the International Space Station (and eventually beyond). Or in other words, it’s the program to get America launching people from American soil again rather than buying rocket seats from the Russians.
The overall panel discussion was interesting, but I will admit that I kept waiting for Boeing to get to the “good” part. 
As a member of the general public, my interpretation of their technology was that it was a reworked version of the capsules used on the Apollo program and not much else. Their landing system consisted of high-speed-impact capable air bags versus SpaceX’s propulsive landing, i.e., “hovering”, Dragon capsule.
While I understand that there are significant improvements in the works with Boeing’s craft, I know I’m not the only one to be unmoved by the lack of apparent novelty in the landing system, particularly because I had recently seen this video of Elon Musk responding to an MIT student’s question comparing SpaceX’s system to Boeing’s:
https://youtu.be/PULkWGHeIQQ?t=48m7s
I kept waiting for the right question to break down the professionalism between the two company representatives (“Fight! Fight! Fight!”), but alas, nothing of the sort happened. I wasn’t entirely convinced that Danum was very excited about Boeing’s technology, either. Maybe I wasn’t being fair to Boeing. After all, Benji’s presentation began with this familiar SpaceX recap video:
Crossover Landing Technology Between Dragon and Falcon 9
Credit: SpaceX
I did get a chance to ask Benji my own question wherein I inquired about how much technology crosses over between the Dragon capsule’s propulsive landing system and the Falcon 9’s first stage landing system. I was curious whether it was mostly just software sharing since landing the crafts were likely to use similar calculations, but the equipment involved was too different to be relatable.
His response consisted of an explanation about how the development environment at SpaceX is set up to encourage collaboration among systems engineers (open floor layout, connected teams next to one another). Implied answer: He either wasn’t sure specifically but assumed there was some crossover, or he knew some specifics, but wasn’t going to give them for one reason or another. Or perhaps it was some mix of the two.
Cue Lunch and the Next Panel
The speaker during lunch was Col. Eric Krystkowiak, the 45th Space Wing Launch Group Commander. The 45th Space Wing Launch Group is located at Patrick Air Force Base in Cape Canaveral, Florida where the May 27th Falcon 9 lifted off from. The first Falcon 9 ground landing also took place there, something Col. Krystkowiak spoke about during his presentation: “They’re thinking…still can’t believe the Air Force let us do that.”
The Air Force’s customer service considerations.
As a lifelong Air Force brat, I may have been partial in my reception to the talk due to the familiar social gathering “zone” it reminded me of.
The presentation format and overall humor were very good (isn’t anything that quotes Seinfeld?), and although they have to remain impartial as government representatives, it certainly felt as though the Air Force genuinely liked the SpaceX team and was leaning towards their business model to support in their commercial spaceflight customer service role moving forward. Perhaps they just appreciate SpaceX’s wherewithal and determination to push through bureaucracy to really enable innovation.
Oh, and I think someone asked about the lawsuit SpaceX filed against the Air Force, but I don’t remember the specifics of either the question or the answer. Hey, it was lunch time!
The Journey Ends
Jumping forward again to the original Thursday launch date, once it was clear the launch was not happening before my flight home (shout out to the very nice lady listening to the AM radio updates), I had to book it to the airport. Then, ironically, it turned out my Uber driver had spent seventeen years as a defense contractor with Raytheon working on satellite technologies.
It really was a space kind of week!
Space geek that I am, I took the opportunity to have him provide first hand insight into what that type of job was like. I was particularly interested in why contract work like that always went over time and over budget. His answer was that essentially, when NASA approaches its contractors, they are asking for things to be done that have never been done before, thus it’s hard to predict exactly what the future will hold as far as the development of the technology.
Fair enough, but once again, SpaceX shines here. There’s never been a company quite like them before, doing quite the things they’re doing in quite the way they’re doing them.
Maybe just being first has its merits? After all, history tends to reward the winners. Most Americans don’t know who the first American in space was, but they know the Russians beat us there to begin with, and they know we beat everyone to the Moon. Then again, Sally Ride tends to be mistaken by Americans as the first woman in space, but Russian Valentina Tereshkova was actually first.
The question of what makes SpaceX so different in marketing space technology is still a difficult one for me as my personal reasons for admiring their progress has little to do with the aesthetics of the achievements. I admire the true progress they’re making and the relatability of what they’re developing to what their larger goals are.
NASA may be truly making progress towards a “Journey to Mars”, but when compared to the advancements SpaceX has achieved, it seems more like thus far, they just have a guitar amp that “goes to 11”.
Thoughts, anyone?
Author’s Note: I’ve uploaded more pics of the Space Congress and the park on launch day to my Flickr account. Nothing spectacular – just FYI.
News
Tesla patent aims to make massive change to common automotive part
Detailed in US 2026/0110320 A1 and published on April 23, the patent re-engineers the humble trim clip—the small plastic fastener that secures interior panels to the vehicle’s body structure. Traditional clips are single-piece plastic parts designed for one-time installation.
A new Tesla patent aims to fix a common automotive item for a more peaceful ride, revolutionizing its design to remove vibrations and noise during normal operation.
Detailed in US 2026/0110320 A1 and published on April 23, the patent re-engineers the humble trim clip—the small plastic fastener that secures interior panels to the vehicle’s body structure. Traditional clips are single-piece plastic parts designed for one-time installation.
Over time, they loosen, rattle, and transmit road noise, suspension vibrations, and minor panel buzz directly into the passenger compartment. Tesla’s new design turns that ordinary item into a reusable, two-material vibration-damping system built for long-term silence.
A TESLA PATENT DETAILS THE TWO MATERIALS AND FOUR FORCES THAT MAKE A TRIM CLIP REUSABLE
Tesla published a single patent application on April 23 that describes how to make an interior trim clip reusable across multiple service cycles.
US 2026/0110320 A1 was filed in October 2024… https://t.co/02yOUKkar2 pic.twitter.com/pEJUCw46yc
— SETI Park (@seti_park) May 3, 2026
The clip consists of four components drawn from just two material families. The pin and grommet are molded from rigid glass-fiber-reinforced nylon, giving them the strength needed to hold panels firmly in place.
Not a Tesla App reported on the patent.
A soft thermoplastic elastomer (TPE) is then overmolded onto the assembly in a distinctive mushroom shape that flares outward beyond the pin shaft. This soft layer does the heavy lifting for comfort: it spreads mechanical loads over a wider area and actively damps oscillations before they can reach the interior trim.
The result is a measurable reduction in noise, vibration, and harshness (NVH)—the very factors that separate a merely quiet electric vehicle from one that feels genuinely serene.
Engineers used finite-element analysis to dial in four precise forces that make the system both secure and serviceable. It takes 31 newtons to insert the grommet into the body panel and 243 newtons to pull it back out, ensuring it stays anchored during normal driving. The pin, however, slides in with only 7 newtons and releases at 152 newtons, the patent says.
Because the grommet grips the sheet metal far more tightly than the pin grips the grommet, technicians can pop the trim panel off, service wiring or components behind it, and snap everything back together without disturbing the grommet or degrading the soft overmold.
The clip survives repeated service cycles with no measurable loss of damping performance.
For drivers, the payoff is a noticeably more peaceful ride. Road rumble, panel flutter, and high-frequency buzz that often sneak into luxury cabins are absorbed at the source rather than conducted through rigid plastic. Over the life of the vehicle, the reusable design also prevents the gradual loosening that causes rattles in conventional clips. Fewer replacements mean less cabin noise from degraded parts and lower long-term maintenance costs.
Tesla’s patent shows how even the smallest hardware decisions affect the overall driving experience. By giving a mundane trim clip two distinct personalities—rigid where strength is needed, soft where silence matters—the company is quietly engineering away one more source of distraction.
If the design reaches production, future Tesla owners could enjoy an even calmer, more refined interior without ever noticing the clever little clips holding it all together.
News
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
The two companies are currently in talks for a rocket launch deal to support the placement of data centers in orbit as part of their push into space-based computing.
SpaceX and Google are in the process of ironing out the details of a potential partnership, a new report from the Wall Street Journal says. The two companies are currently in talks for a rocket launch deal to support the placement of data centers in orbit as part of their push into space-based computing.
In a move that blends cutting-edge AI demands with the final frontier of space exploration, Google is in exclusive talks with Elon Musk’s SpaceX for a rocket launch deal to deploy data centers in orbit. The Wall Street Journal is now reporting today, May 12, that the discussions mark Google’s aggressive expansion into space-based computing, addressing the exploding energy needs of artificial intelligence that terrestrial infrastructure can no longer sustain.
Exclusive: Google is in talks with SpaceX for a rocket launch deal as the search giant expands its own efforts to put orbital data centers in space https://t.co/QUCD3cPjxi
— The Wall Street Journal (@WSJ) May 12, 2026
SpaceX, nor Google, have commented on the report.
The catalyst for a potential deal is clear: AI’s voracious appetite for electricity. Global data centers consumed about 415 terawatt-hours (TWh) of electricity in 2024—roughly 1.5 percent of worldwide usage—according to the International Energy Agency. That figure is projected to more than double to around 945 TWh by 2030, with AI-focused servers growing at 30 percent annually, outpacing overall electricity demand growth by more than four times.
Some forecasts peg data center consumption exceeding 1,000 TWh by 2026, equivalent to Japan’s entire national electricity use. A single large AI training facility can draw as much power as 100,000 homes. On Earth, this translates to grid overloads, skyrocketing costs, land shortages, and massive water demands for cooling—constraints that threaten to throttle AI progress.
Orbital data centers promise a radical workaround. In space, satellites can harness constant, unobstructed sunlight for power—solar panels generate roughly five times more energy in orbit than on the ground, with no night cycle or atmospheric interference.
Excess heat radiates harmlessly into the vacuum of space, eliminating energy-intensive cooling systems and water usage. No terrestrial land or power grid is required, freeing operations from regulatory and environmental bottlenecks.
Musk has long championed the concept, framing it as inevitable. “Space-based AI is obviously the only way to scale,” he wrote on SpaceX’s site following the xAI merger. “Global electricity demand for AI simply cannot be met with terrestrial solutions… In the long term, space-based AI is obviously the only way to scale.”
He has repeatedly highlighted solar advantages: “Space has the advantage that it’s always sunny,” and “any given solar panel is going to give you about five times more power in space than on the ground.”
Musk predicted in early 2026 that “in 36 months but probably closer to 30 months, the most economically compelling place to put AI will be space,” adding that within five years, annual space-launched AI compute could surpass Earth’s cumulative total. “SpaceX will be doing this,” he declared when discussing scaled-up Starlink satellites with high-speed laser links for orbital data transfer.
Meanwhile, Google has been quietly advancing a similar vision under Project Suncatcher, its internal “moonshot” initiative. CEO Sundar Pichai has described plans to launch two prototype satellites equipped with Tensor Processing Units (TPUs) by early 2027 for testing thermal management and reliability in orbit. In interviews, Pichai has called orbital computing a potential “normal way to build data centers” within a decade, enabled by launch cost reductions.
SpaceX is uniquely positioned to make this reality. The company recently filed with the FCC to launch up to one million satellites dedicated to orbital data centers at altitudes between 500 and 2,000 kilometers, projecting capacity for 100 gigawatts of AI compute.
These talks align with SpaceX’s broader ambitions, including a potential IPO where orbital infrastructure features prominently in investor pitches.
FCC accepts SpaceX filing for 1 million orbital data center plan
Challenges remain formidable, as is expected with a project with expectations so lofty. Radiation-hardened hardware, laser-based inter-satellite and Earth-downlink communications, launch economics, and orbital debris management are key hurdles.
Yet early movers like Starcloud (which trained the first large language model in orbit in late 2025) and Google’s prototypes signal accelerating momentum. Rivals, including Amazon and Blue Origin, are exploring similar paths, but SpaceX’s Starship and Starlink heritage give it a launch cadence edge.
This partnership could redefine AI infrastructure, turning the skies into the next data center frontier. As Earth’s power limits loom, Musk’s vision, combined with Google’s ambition, could position space not as sci-fi, but as the scalable solution for humanity’s computational future.
Investor's Corner
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.
Tesla patent aims to make massive change to common automotive part
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
