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SpaceX’s Moon Starship is a brilliant step towards reusable Mars rockets
SpaceX’s newly-announced Moon Starship is a fairly radical departure from the Mars-focused, fully-reusable vehicle the company has been pursuing for years. Unintuitively, that may be the perfect half-step towards truly reusable Mars rockets.
On April 30th, NASA announced that SpaceX had won $135 million to design and build a highly-customized variant of its reusable Starship spacecraft with the intention of launching a handful of space agency astronauts to the Moon in the mid-2020s. Whether or not that initial seed translates into enough funding to seriously design and build the ship SpaceX has shown off in new renders, it has already broken the ice, so to speak, between the US federal government (or at least NASA) and the company’s ambitious next-generation launch vehicle.
With a substantial amount of money now on the table for SpaceX to begin initial work on its Moon Starship, it’s worth analyzing just how different it is from the Starship the company is working on today.
First and foremost, perhaps the most obvious difference between SpaceX’s ‘base’ Starship and its lunar variant is the rocket’s hull. In the case of the Moonbound ship, SpaceX appears to have returned to a fully-painted vehicle for unknown reasons. More likely than not, that white paint is likely motivated by the fact that proposed NASA Moon landers must (obviously) be capable of landing and safely returning their astronaut cargo back into lunar orbit.
To do that, those landers must be able to sit on the surface of the Moon after landing for at least several days, with longer stays being even better. For Starship, this means that the vehicle must likely be able to keep its cryogenic liquid methane and oxygen propellant from warming up and turning into gas, thus preventing it from igniting its main Raptor engines. White paint is at least a bit more reflective (and thus insulating) compared to Starship’s shiny steel hull but it could also hint at the use of more extensive insulation then sealed off with paint.
This ties into perhaps the most significant functional change to the rocket. While visible in a render of the craft after landing on the Moon, a separate render just before touchdown fully revealed not only the addition of large vacuum-optimized retrothrusters – but a major strategic shift in how Lunar Starship will attempt to land on the Moon.
In short, it appears that SpaceX does not plan on propulsively landing Lunar Starship on the Moon under the power of its main Raptor engines. Instead, three triple-thruster clusters – likely relying on the same methane and oxygen propellant as Raptor – will fire up shortly before touchdown to gently land Starship on the Moon. This approach has significant benefits: the Moon’s gravity is so low (~1/6th of Earth’s) that using even just one engine as powerful as Raptor to land would be incredibly difficult – a single engine could theoretically lift a fully-fueled Starship thanks to low lunar gravity.
Additionally, powerful Raptor engines – even if they could be used to land – would likely dig huge craters in the Moon’s powder-like surface during a landing burn, making it more difficult astronauts to leave the ship to explore their surroundings. However, it also means that SpaceX must design and certify an entirely new kind of vacuum-optimized rocket engine – likely using gas propellant and fed by high-pressure tanks – for an extremely critical part of operations. If those landing engines were to fail, Starship would very likely crash on the Moon, marooning, wounding, or even condemning the astronauts aboard it.
Beyond new thrusters, a radically different landing strategy, and a painted (and possibly insulated) steel hull, Lunar Starship also features what looks like the tip of a Crew Dragon spacecraft in place of its nose, likely including Draco thrusters and a docking port. SpaceX has also copied the concept of Crew Dragon’s trunk section, installing a curved solar array that wraps around a large portion of Starship’s conical nose. Lunar Starship also offers what looks like the first official glimpse into a new style of Starship landing legs, prototypes of which are already installed on Starship SN4.
Simplicity first (ish)
Additionally, SpaceX has chosen to entirely exclude a windward heat shield from Lunar Starship, as NASA’s plan is (rather painfully) to launch astronauts to the Moon with SLS and carry them to lunar orbit and back to Earth on Orion. Starship also appears to be missing its complex and extensive habitation module and massive gallery window. All that absent hardware is almost certainly meant to dramatically simplify Starship to the point that even NASA would consider funding its development. Incredibly, that strategy appears to have worked and it’s possible that we could see Lunar Starships flying to the Moon as early as 2022.
While a stop at the Moon is decidedly one-way and requires a bit of a one-off Starship variant, what SpaceX has really done is found a way to get NASA to help fund the development of its fully-reusable next-generation launch system. Even if NASA’s Artemis program dies, flounders, or goes nowhere, SpaceX will likely still benefit significantly, much in the same way that NASA’s assistance developing Cargo Dragon and Falcon 9 was a huge boon for the company.
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Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
