Connect with us

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”.

Published

on

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.

Falcon 9 launch onlookers.

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.

Advertisement
-

99RocketProblemsQuoteWhile 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.

Credit: BLM Nevada under CC by 2.0.

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. BoeingGoodPartQuote2As 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:

Advertisement
-

Crossover Landing Technology Between Dragon and Falcon 9

Credit: SpaceX

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.”Falcon9AirForceLanding

The Air Force's customer service considerations.

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.

Advertisement
-

But these go to "11".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.

Advertisement
-

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

Advertisement
Comments

News

Tesla Cybercab gets a for sale date at last

Published

on

Credit: Tesla

Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.

During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.

“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”

Advertisement
-

Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.

CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.

The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.

Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.

Continue Reading

Elon Musk

Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS

Published

on

Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.

Here’s where Earnings came in:

  • Total Revenues: $28.046 reported vs. $28.34B expected
  • Non-GAAP EPS: $0.48 reported vs. $0.45 expected
  • Operating Margin: 2.6 % reported vs. 2.5% expected
  • Operating Income: $718M reported vs. $721M expected
  • Free Cash Flow: $1.531B reported vs. ~-$4.51B expected

Major Takeaways

Full Self-Driving (Supervised)

“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”

Advertisement
-

Tesla Semi

“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”

SI Compute

“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”

Robotaxi

“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

Continue Reading

Investor's Corner

Tesla reports Q3 Earnings today: here’s what to expect

Published

on

Credit: TechOperator | X

Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.

Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.

Tesla showrooms picked clean ahead of Q3 end as demand looks strong

For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:

  • Total Revenues: $28.34B
  • Non-GAAP EPS: $0.43
  • Operating Margin: 2.5%
  • Operating Income: $721M
  • Free Cash Flow: ~-$4.51B

Here are a few things we are looking forward to hearing about on the call:

Automotive Gross Margin and Overall Profitability

This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.

Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.

Advertisement
-

Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress

The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.

Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.

Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for

Say Investor Questions

  1. How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
  2. When can we anticipate FSD unsupervised in customer cars?
  3. When will the CyberCab be available for customer purchase/ownership?
  4. What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
  5. Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?

The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.

Continue Reading