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SpaceX talks Moon mission as strategic stepping stone for Mars colony
Josh Brost, Senior Director of SpaceX’s Government Business Development was in attendance at a civil spaceflight conference in Washington D.C. yesterday, January 18, and provided a number of interesting details about SpaceX’s upcoming activities in 2018. Perhaps most intriguingly, he reiterated SpaceX’s interest in enabling exploration of the Moon and Mars, while also clarifying that the upcoming Falcon 9 upgrade will be the last major change to the vehicle for the indefinite future.
Although the audience may have been more focused on SpaceX’s potential lunar prospects, Brost provided a vision similar to CEO Elon Musk’s common-knowledge goal of Martian (and interplanetary) colonization. This lunar focus was in part evidenced by a pointed question from an audience member that triggered Brost’s subsequent suggestion that the Moon could be a more logical starting place for the company as it ramps up its deep space efforts and gradually slips beyond Earth orbit. This strategic and calculated extension of the aspirations of the launch company’s famous founder is a rational attempt to position SpaceX in ways that allow the company to derive as much value as possible from the US government’s recently revived interest in returning the US and its astronauts to the Moon.
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- SpaceX’s 2017 BFS (now Starship) delivers cargo to a large lunar base. (SpaceX)
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- Starship and a Martian city, circa 2017. (SpaceX)
To a large extent, his comments mesh with the vision Elon Musk reiterated at 2017’s September IAC.
SpaceX’s next-generation heavy-lift rocket and spaceship (BFR and BFS) are being designed to carry 150 metric tons into low Earth orbit while still recovering both the first and second stages, and will be purpose-built for rapid and complete reusability. BFR and BFS are also being intentionally designed to be relatively destination-agnostic. In other words, BFS will be capable of transporting cargo and eventually crew to a number of destinations in the solar system, be it the Moon, Mars, or beyond. The outer planets are almost certainly off limits for crew due to the sheer length of any journey beyond the orbit of Mars, but BFR, as it was discussed last year, would be capable of transporting unprecedented amounts of cargo almost anywhere in the solar system. Reusability is, of course, paramount to SpaceX’s operational intent with BFR/BFS; unless a very lucrative offer is made, it is highly unlikely that SpaceX will even consider expendable missions, thus partially limiting what the next-gen vehicle will be capable of.
Still, it will be an incredibly capable rocket even with full reusability. Add in the potential promise of mature in-situ resource utilization (ISRU), more simply the production of methane and oxygen propellant at the destination, and it will open a hundred entirely new worlds to serious scientific, exploratory, and economic prospecting throughout the solar system.
SpaceX’s massive BFR visualized taking to the sky. (SpaceX).
What’s next?
The question, then, is “when?” While Brost did not specifically provide any sort of timeline for BFR, aside from a brief statement on its readiness in “a few years,” he did describe in some detail the imminent end of serious Falcon 9 upgrades. A continual stream of upgrades and modifications has been one of the only real constants with SpaceX’s Falcon 9 rocket: the original Falcon 9 is in almost every respect a completely different rocket when compared to the Falcon 9 Full Thrust (FT/1.2) of the present. However, one final leap is expected for Falcon 9, this time almost exclusively intended to improve the vehicle’s reliability and reusability as SpaceX rapidly approaches its first flights of Crew Dragon and dreams of rapid and repeated booster reuse.
While it was a small detail in an obscure sentence of one of several hour-long discussions, Brost specifically stated this:
Brost: with Block 5, goal it to lock down the design and fly the vehicle at very high flight rates. Innovation will focus on designing and testing BFR.
— Jeff Foust (@jeff_foust) January 18, 2018
This is arguably the most exciting tidbit provided to us by SpaceX. While it was undeniably vague and rather less than crystal-clear, it can be interpreted as something like this: once Block 5 has been introduced and begun to fly and refly both regularly and successfully, the vast majority of SpaceX’s launch vehicle development expertise will begin to focus intensely on the development and testing of BFR and BFS.
Statements from just last week made by SpaceX President Gwynne Shotwell strengthen this intuitive leap considerably, because BFR and BFS are liable to require a considerable amount of attention as they proceed through design maturation and eventually begin physical hardware testing in Texas.
Shotwell’s comments implied that SpaceX’s Boca Chica launch facilities, currently under construction, would be ready to support “vehicle tests” as early as late 2018/early 2019. Comments from earlier in 2017 indicate that SpaceX (and Shotwell) perceive Boca Chica as a near-perfect location for BFR launches (and thus BFR testing, as well). Finally, Brost’s implication that SpaceX’s exceptional team of brilliant and innovative launch vehicle engineers would be refocused on BFR soon after Block 5 was stable also meshes with this rough timeline. If Falcon 9 Block 5 does indeed debut within the “next few months” as Brost stated, it will have likely reached some level of design and operational maturity by the end of 2018, assuming SpaceX’s expected launch cadence.
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- SpaceX’s Falcon 9 ahead of the launch of Zuma. (Tom Cross/Teslarati)
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- A Falcon 9 lifts off from LC-40 carrying the highly secretive Zuma spacecraft. Hispasat 30W will launch from the same pad in just a few days. (Tom Cross)
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- Falcon 9 1035 conducts its second landing after successfully launching CRS-13 on December 15. Improved reusability will be a huge focus of SpaceX in 2018. (NASA)
As of right now, SpaceX is already looking at a very busy February, and currently has as many as three commercial launches scheduled within a period of maybe three weeks (GovSat-1, PAZ, and Hispasat), maybe even four if Falcon Heavy completes its first static fire later this weekend. Musk estimated that SpaceX would complete 30 missions in 2018, and a cadence anywhere near three launches per month (let alone four) would easily push SpaceX past that goal and provide the company dozens of opportunities to test, launch, recover, and relaunch their new Block 5 version of Falcon 9. As such, while BFR is probably not going to reach fully integrated hardware development or testing in 2018, it is certainly a distinct possibility, and 2019 is far more promising for the company’s interplanetary aspirations.
For now, SpaceX’s 2018 focus is quite explicitly centered on ensuring the reliability of its Crew Dragon – set to debut NET August 2018 – and Falcon 9 as it strives to complete the development of both vehicles. Up next on the company’s busy schedule is another attempt at Falcon Heavy’s inaugural static fire on Saturday afternoon, as well as the flight-proven launch of GovSat-1/SES-16, currently NET January 30.
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings live from both coasts.
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Tom Cross – Instagram
Eric Ralph – Twitter
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
