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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.
Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Investor's Corner
SpaceX gets initial stock coverage from Tesla’s biggest bull
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.