News
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.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
