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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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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.
A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity.
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.
Samsung’s 5G modem
As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.
Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.
The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.
Deepening Tesla–Samsung ties
The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.
Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.
Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
