SpaceX
How does SpaceX measure up to other Mars-destined challengers? [Countdown to Mars, Part 1]
SpaceX isn’t the only organization with eyes set on the skies of Mars. There are other dreamers with their own plans and technology. How does SpaceX measure up?
If it wasn’t entirely clear before, it is now with all the recent announcements from SpaceX: Elon Musk said “Mars”, and he really meant Mars. While Falcon 9 hits milestone after milestone, SpaceX inches closer and closer to “boots on the ground” in red, Martian regolith.
SpaceX isn’t the only organization with eyes set on Martian skies, however. There are other dreamers with their own plans and technology, NASA being a “given” of course. After all, if we’re going to Mars, it’s natural to expect the agency that sent humans to the moon to have something to say about sending humans to another planetary body.
Who all is planning on going to Mars?
To be clear, the Mars planners I’m referring to here are developing full missions for human transport, not just robotics. Further, I’m narrowing the criteria to only include those actively developing the technology rather than working on related scientific studies, developing artistic concepts, engineering helpful devices, and so forth.
In that light, it seems the field thus far consists of two other major players besides SpaceX.
NASA
Aptly named, NASA’s “Journey to Mars” program consists of developing all the capabilities needed to achieve what its designation implies. Their vision comprises the development of their next generation rocket, the Space Launch System, coupled with a crew capsule called Orion.
The Space Launch System has three primary components: One main core and two solid rocket boosters, most components being either derived or upgraded from space shuttle technology. The plan is to “evolve” the configurations through three “blocks”, the third of which will be capable of handling all of the payload needs for a mission to Mars.
The Orion capsule, nicknamed “Apollo on steroids”, is very similar to the capsules used in the Apollo programs, but with significant upgrades such as the heat shield that must handle higher reentry speeds. Further, it will house up to four astronauts (one more than Apollo) while supported by a service module, i.e., a connected structure that will provide resources such as power and oxygen. Overall, it’s about three feet wider than the Apollo capsules, an expansion which translates into a much roomier space square-footage wise.
Somewhere in NASA’s mix is an Asteroid Redirect Mission that involves capturing an asteroid, bringing it into orbit around the moon, and sending crews there to land and study it. Don’t see how that’s really related to Mars? Neither do I, but it’s included on all the “Journey to Mars” posters so it must be. I think I’ve heard people try and explain why the moon wouldn’t suffice for any Mars-related training as well, but I’m personally not convinced enough to really cite the argument. I’m not alone in that confusion, either.
Personally, I’d prefer the pure scientific study of an asteroid to be the justification for the mission, or maybe even “practice” for a future Armageddon event, but when everyone is drumming for Mars, I guess you do what you can. I’ve read that NASA attempted to market it as both of those, but the attempts weren’t successful.
Oh, wait. They changed “asteroid” to “large boulder on an asteroid”. I wonder why? Some of their pages are still citing the original mission… Perhaps it was always either/or?
Speaking of that poster, there’s a space habitat and Mars transfer craft listed, but no other details are provided. NASA’s political and budgetary constraints seem to be limiting any details about how they plan on getting to Mars (landing in particular) once SLS and Orion are flying. These types of restrictions are the reason NASA even has other contenders for the mission, although those same challengers are the ones pushing the journey into the public drumming in the first place.
Mars One
Mars One is a non-profit foundation which hopes to send astronauts they select and train through an in-house application process to Mars via technology they will pay to have built and launched using current service providers.
Founded by Dutch scientist-entrepreneurs Bas Lansdorp and Arno Wielders in 2011, Mars One is an unusual player in the Mars transport game. It is not an aerospace company, as all systems are designed and built by outsourced companies, and their planned sources of funding are private investment and the creation of a reality show documenting the astronauts’ mission from training through their first steps on Mars (although they’ve had some recent troubles with that). Mars One would also like you to purchase plenty of merchandise in the meantime to support their efforts and have even set up a “point” system to encourage this.
For their astronauts, the company solicited applications from would-be space travelers around the world via the Internet, received about two hundred thousand responses, and is now in the process of narrowing down their candidate field to a maximum of twenty-four hopefuls (six groups of four, specifically) that will train together for the next ten years before groups are shuttled off to Mars every two years.
Mars One also plans on having their entire human habitat set up by rovers prior to the first astronaut arrivals, meaning there will be several cargo missions to the surface in the lead-up years. Their first unmanned mission is planned for 2020 wherein some tech will be put to the test along with placing a communications satellite in orbit. Then, a rover and second communications satellite is planned for 2022, followed by cargo missions in 2024 to have the habitat fully operational by 2025 in advance of the first crew arrival in 2027.
Oh, by the way, their trip to Mars will be one-way. According to them, it’s a strategic choice, not a matter of insurance liability for guaranteeing return.
While all space-going organizations face criticism in one way or another, the criticism lodged at Mars One is fairly significant, some even labeling the mission as a scam. To be fair, the nature of their mission combined with the lack of government backing or a billionaire founder puts them in the position that demands fundraising to be a primary activity. Add to that an estimated mission cost of six billion dollars and skepticism quickly rises. Everything involved becomes subject to close analysis.
Their plans aren’t impossible, of course, just full of challenges without perceivable solutions. I don’t personally believe the mission is a scam, and I don’t doubt its long-term viability should the astronauts actually make it to Mars; I think they won’t be the only crews visiting the planet come the days when their intentions match their funding needs, therefore a “back up” plan is essentially built-in. However, I also see a ten-year mission plan that is placing a lot of faith in contract work that is supposed to produce what SpaceX is still working on fourteen years after-the-fact and with a much better financial portfolio.
Honorable Mention: “Mars Direct” by The Mars Society
Founded in 1998 by Dr. Robert Zubrin (and “others”), The Mars Society has made humans on Mars their business for a very long time. Since they are not an organization primarily developing & building technology to go to Mars, I have to classify them as “honorable mention”; however, their contributions to the effort should definitely be noted. Elon Musk certainly has.

Dr. Zubrin of The Mars Society introduces Elon Musk. (Credit: Chris Radcliff under CC by SA-2.0.)
“Mars Direct” is The Mars Society’s detailed plan for putting humans on Mars and, like Mars One, it focuses on building components using existing technology to achieve orbit and landing rather than depending on future developments. It advocates a “live off the land” approach that minimizes cargo needs.
The Mars Direct mission would comprise two phases. First, using a heavy lift launch vehicle, a fuel generation structure would be sent to the Martian surface to generate a Methane/Oxygen bipropellant for a return trip and to power equipment. Second, another fuel generation structure plus a crew and habitat would be sent and landed near the first structure. While in orbit, the effects of zero gravity would be mitigated by rotation of the crew vehicle via a tether connected to the spent upper stage of the transport rocket to act as an anchor. The crew missions would necessarily require a two-year length due to the orbital proximities of Earth and Mars combined with the six-month travel time each way.
Unlike Mars One, this plan has been developed with incredible detail and was published in 1991 by Dr. Zubrin, David A. Baker, and Owen Gwynne. The Mars Society also has annual conferences (this year’s will be the 19th one) which both flesh out the plan’s details and feature speakers across the aerospace spectrum discussing the various aspects. Dr. Zubrin’s book, The Case for Mars, fleshes out the plan in a more readable format, and there’s also plenty of good stuff on the Mars One website.
SpaceX’s Plan for Mars
The founding goal of SpaceX was, and still is, making humans a multiplanet species. Therefore, no incredibly detailed introduction or lengthy explanation is really needed for them when discussing companies interested in going to Mars (see: publicity). However, for the sake of being thorough (and for the sake of sake’s sake), let’s review the Musk brand for Mars.
Known for its Falcon rocket series (along with its famous founder), SpaceX isn’t hitching a ride to Mars as is Mars One, thereby avoiding the potential pitfall of being “all dressed up with nowhere to go”. They’re building their own ride: The Falcon Heavy.
Scheduled for a test launch this November, the Falcon Heavy will be the most powerful rocket in operation since the Saturn V was used for the Apollo moon program. With three cores powered by nine Merlin engines each, Falcon Heavy will be able to haul around 120,000 pounds to low earth orbit (LEO), 50,000 pounds to geostationary transfer orbit (GTO), and 30,000 pounds of payload to Mars. Just for fun, SpaceX’s website also cites a 6,400 pound payload capacity for trips to Pluto.
SpaceX is also developing their own crew capsule, the Dragon (“Red Dragon” when on its way to Mars), which will include a propulsive landing system (i.e., it can hover) via its eight SuperDraco engines. The landing system also doubles as an emergency escape system in the event that there’s a problem during launch, and while space traveling, Dragon will be supported by a “trunk” (essentially with the same function as Orion’s service module) to support missions as needed.
Now, pardon my excitement, but these things are really cool. The SuperDraco engines are doubled up and self-contained, meaning that the lander can lose up to half its engines and still land safely, and if anything goes wrong with one engine, it’s isolated to not impact the others. The engines are also 3D-printed out of Inconel, a high performance nickel-based super alloy.
Bonus level! SpaceX’s long-terms plans don’t just include short(ish) jaunts to Mars and back, although, unlike Mars One, there will be an option to return to Earth via regular cargo missions. There also may be an option with their up and coming Mars Colonial Transport vehicle.
The Mars Colonial Transporter is, at the moment, a mysterious development SpaceX is working on to achieve its goal of large-scale Martian colonization. There’s plenty of speculation about the details, but officially, even the size is being kept secret for now. Elon will only reveal it to be “So big.” A few details were shared (or speculations confirmed) during a Reddit “Ask Me Anything “ (AMA) session this past January such as:
- The second stage could be reusable
- The architecture will be completely different from the Falcon/Dragon system
- The goal payload capacity is 100 metric tons
- There is a family of methane-based engines called “Raptor” being developed by SpaceX for travel to and exploration of Mars.*
*Note: This detail wasn’t particularly new to the AMA, but there aren’t many original sources where Elon or a SpaceX executive has spoken directly about it, thus I’ve included it.
Overall, it certainly seems like SpaceX is charging ahead compared to the others that are aimed for Mars, but it’s not because of their publicity wins. Their steady march via the piece by piece development of the required technology combined with the customer-driven financial viability of the company as a rocket launch provider are key to the believably that they will actually make Mars “happen”.
Coming Up on Countdown to Mars…
SpaceX’s colonial “grand plan” reveal is what I’m counting down to with this “Countdown to Mars” article series. Scheduled for September 26th – 30th of this year, Elon Musk has stated that he will be announcing detailed plans for their Mars Colonial Transporter at the International Astronautical Conference in Guadalajara, Mexico. It’s supposed to be so awesome, even Elon can hardly contain himself. To say that I’m incredibly excited as well would be a huge understatement. So I won’t. I’ll just keep writing about things related to it!
Coming up on “Countdown to Mars”…
How do these companies plan on solving some of the biggest challenges for achieving a successful mission to Mars? Then, if we are talking about permanent settlements on Mars, what will the human power structure look like? Or in other words, what kind of government will the first human Martians have?
Stay tuned!
Elon Musk
SpaceX just got pulled into the biggest Weapons Program in U.S. history
SpaceX joins the Golden Dome software group, deepening its role in America’s most expensive defense program.
SpaceX has joined a nine-company group developing the core operating software for the Golden Dome, America’s next-generation missile defense system. According to a Bloomberg report, SpaceX is focused on integrating satellite communications for military operations and is working alongside eight other defense and artificial intelligence companies, including Anduril Industries, Palantir Technologies, and Aalyria Technologies, to build software connecting missile defense capabilities.
The Golden Dome concept dates back to President Trump’s 2024 campaign, and on January 27, 2025, he signed an executive order directing the U.S. Armed Forces to construct the system before the end of his term. The system is planned to employ a constellation of thousands of satellites equipped with interceptors, with data centers in space providing automated control through an AI network.
FCC accepts SpaceX filing for 1 million orbital data center plan
Space Force Gen. Michael Guetlein, director of the Golden Dome initiative, has described the software layer as a “glue layer” that would enable officers to manage and control radars, sensors, and missile batteries across services. The consortium is aiming to test the platform this summer.
Trump selected a design in May 2025 with a $175 billion price tag, expected to be operational by the end of his term in 2029, though the Congressional Budget Office projected the cost could reach $831 billion over two decades.
The Golden Dome role is only the latest in a string of military wins for SpaceX. As Teslarati reported, the U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency, covering two Falcon 9 launches beginning in Q3 2027. That came on top of more than $22 billion in government contracts held by SpaceX as of 2024, per CEO Gwynne Shotwell, spanning NASA resupply missions, classified intelligence satellites through its Starshield program, and military broadband.
The accumulation of defense contracts, now including a seat at the table on the most expensive weapons program in U.S. history, positions SpaceX as the dominant infrastructure provider for American national security in space. With a SpaceX IPO still on the horizon, each new contract adds weight to what is already one of the most consequential companies in aerospace history, raising real questions about how much of America’s defense architecture will depend on a single private operator before it ever trades publicly.
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Elon Musk
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
SpaceX has secured an option to acquire Cursor AI for $60 billion ahead of its historic IPO.
SpaceX announced today it has struck a deal with AI coding startup Cursor, securing the option to acquire the company outright for $60 billion later this year, while committing $10 billion for joint development work in the interim. The announcement described the partnership as building “the world’s best coding and knowledge work AI,” and comes just days after Cursor was separately reported to be raising $2 billion at a valuation above $50 billion.
The move makes strategic sense given where each company currently stands. Cursor currently pays retail prices to Anthropic and OpenAI to the same companies competing directly against it with Claude Code and Codex. That means every dollar of revenue Cursor earns partially funds its own competition. With SpaceX bringing computational infrastructure to the Cursor platform, that could reduce Cursor’s dependence on OpenAI and Anthropic’s Claude AI as its providers. Access to SpaceX’s Colossus supercomputer, with compute equivalent to one million Nvidia H100 chips, gives Cursor the infrastructure to run and train its own models at a scale it could never afford independently. That one change restructures the entire unit economics of the business.
Elon Musk teases crazy outlook for xAI against its competitors
Cursor’s $2 billion in annualized revenue and enterprise reach across more than half of Fortune 500 companies gives SpaceX something its xAI subsidiary currently lacks, which is a proven, fast-growing software business with real enterprise distribution.
For Cursor, SpaceX’s $10 billion in joint development funding is transformational. Cursor raised $3.3 billion across all of 2025 to reach that $2 billion in revenue. A single $10 billion commitment from SpaceX, even as a development payment rather than an acquisition, dwarfs everything Cursor has raised in its entire existence. That capital accelerates product development, enterprise sales infrastructure, and proprietary model training simultaneously.
The timing is deliberate. SpaceX filed confidentially with the SEC on April 1, 2026, targeting a June listing at a $1.75 trillion valuation, in what would be the largest public offering in history. The company is expected to begin its roadshow the week of June 8, with Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley serving as underwriters. Adding Cursor to the portfolio before that roadshow gives IPO investors a concrete enterprise software revenue story to price in, alongside rockets and satellite internet.
The deal also addresses a weakness that became visible after February’s xAI merger. Several xAI co-founders departed following that acquisition, and SpaceX had already hired two Cursor engineers, signaling where its AI talent strategy was heading. Cursor, for its part, faces a pricing disadvantage competing against Anthropic’s Claude Code.
Whether SpaceX exercises the full acquisition option before its IPO or after remains the open question. Either way, this deal reshapes what investors will be buying into when SpaceX goes public.

