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SpaceX has announced that BFR's first crewed lunar voyage will be funded by billionaire Yasuka Maezawa and will include as many as 10 additional passengers. (SpaceX) SpaceX has announced that BFR's first crewed lunar voyage will be funded by billionaire Yasuka Maezawa and will include as many as 10 additional passengers. (SpaceX)

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SpaceX and NASA accidentally set the stage for a new race to the Moon

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Almost entirely driven by chance, SpaceX and NASA may soon find themselves in an unintentional race to return humans to the Moon for the first time in half a century.

Both entities – SpaceX with its next-generation BFR and NASA with its Shuttle-derived SLS – are tentatively targeting 2023 for their similar circumlunar voyages, in which NASA astronauts and private individuals could theoretically travel around the Moon within just months of each other, showcasing two utterly dissimilar approaches to space exploration.

SpaceX’s updated BFR spaceship seen cresting over the Moon’s limb. (SpaceX)

Over the course of no fewer than seven years of development, NASA’s SLS rocket and Orion spacecraft have run into an unrelenting barrage of issues, effectively delaying the system’s launch debut at a rate equivalent to or even faster than the passage of time itself. In other words, every month recently spent working on the vehicle seems to have reliably corresponded with at least an additional month of delays for the launch system.

Why these incessant delays continue to occur is an entire story in itself and demands the acknowledgment of some uncomfortable and inconvenient realities about the state of NASA’s human spaceflight program in the 21st century, but that is a story is for another time.

A different kind of paper rocket

Returning to SLS, a brief overview is in order to properly contextualize what exactly the rocket and spacecraft are and what exactly their development has cost up to now. SLS is comprised of four major hardware segments.

  • The Core Stage: A massive liquid hydrogen/liquid oxygen rocket booster, this section is essentially a lengthened version of the retired Space Shuttle’s familiar orange propellant tank, while the stage’s four engines are quite literally taken from stores of mothballed Space Shuttle hardware and will be ingloriously expended after each launch (SLS is 100% expendable).
  • Solid Rocket Boosters (SRBs): Minimally modified copies of the SRBs used during the Space Shuttle program, SLS’ SRBs have slightly more solid propellant and have had all hints of reusability removed, whereas Space Shuttle boosters deployed parachutes and were reused after landing in the Atlantic Ocean.
An overview of SLS. (NASA)
  • The Upper Stage (Interim Cryogenic Propulsion System, ICPS): ICPS is a slightly modified version of ULA’s off-the-shelf Delta IV upper stage.
  • The Orion spacecraft and European Service Module: Borrowing heavily from the Apollo Command and Service Modules that took humanity to the Moon in the 1960s and 70s, Orion has been in funded development in one form or another for more than 12 years, with just one partial flight-test to call its own. Orion’s development has cost the U.S. approximately $16 billion since 2006, with another $4-6 billion expected between now and 2023, a sum that doesn’t account for the costs of production and operations once development is complete.

 

For the SLS core stage and SRBs, a generous bottom-rung estimate indicates that $14 billion has been spent on the rocket itself between 2011 and 2018, not including many billions more spent refurbishing and modifying the rocket’s aging Saturn and Shuttle-derived launch infrastructure at Kennedy Space Center. Of the many distressing patterns that appear in the above descriptions of SLS hardware, most notable is a near-obsessive dependence upon “heritage” hardware that has already been designed and tested – in some cases even manufactured.

Despite cobbling together or reusing as many mature components, facilities, and workforces as possible and relying on slightly-modified commercial hardware at every turn, SLS and Orion will somehow end up costing the United States more than $30 billion dollars before it has completed a single full launch; potentially rising beyond $40 billion by the time the system is ready to launch NASA astronauts.

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Moonward bound

SLS’ first crewed mission, known as Exploratory Mission-2 (EM-2), brings us to the title – NASA’s mission planning has settled on sending a crew of four astronauts on what is known as a Free Lunar Return trajectory in the Orion spacecraft, essentially a single flyby of the Moon. Official NASA statements appear to be sending mixed messages on the schedule for EM-2’s launch, with September 2018 presentations indicating 2022 while a late-August blog post suggests that the crewed circumlunar mission is targeting launch in 2023.

As it happens, SpaceX announced its own plans for a (private) crewed circumlunar voyage less than two weeks ago. Funded in large part by Japanese billionaire Yasuka Maezawa, SpaceX’s hopes to send 10+ people to the Moon on its next-generation BFR launch vehicle, comprised of a fully-reusable booster and spaceship. Deemed Dear Moon by Maezawa, SpaceX is targeting an extremely ambitious launch deadline sometime in 2023, although CEO Elon Musk frankly noted that hitting that 2023 window would require all aspects of BFR booster and spaceship development to proceed flawlessly over the next several years.

Compared to the 10+ years and $30+ billion of development SLS and Orion will have taken before their first full launch, SpaceX is targeting the first orbital BFR test flights as early as 2020 or 2021, self-admittedly optimistic deadlines that will likely slip. Still, betting against SpaceX completing its first BFR launch sometime in the early to mid-2020s for something approximating Musk’s $2-10 billion development cost seems a risky move in the context of SpaceX’s undeniable track record of proving the old-guard wrong.

 

It must be noted that the apparent alignment of both SpaceX and NASA’s first crewed circumlunar missions with new rockets and spacecraft is a fluke of chance, and the fact that it may or may not take the shape of a second race to the Moon – pitting two dramatically different ideologies and organizational approaches against each other – is purely coincidental.

However, despite the undeniable fact that NASA and SpaceX are deeply and cooperatively involved through Crew and Cargo Dragon and despite Musk’s genuine affirmations of support and admiration for the space agency, it can be almost guaranteed that the world will look on in the 2020s with the same underlying emotions and motivations that were globally present during the Apollo Program. Rather than a battle of economic and nationalistic ideologies, the New Space Race of the 2020s will pit two (publicly) amicable private and public entities against each other at the same time as they work hand-in-hand to deliver crew and cargo to the International Space Station.

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Critically, this new “race” will be fairly illusory. Thanks to the fact that the new goal of human spaceflight appears to be the sustainable exploration of the solar system, there will inherently be no Apollo-style finish line for any one company or country or agency to cross. Rather than the Apollo Program’s shortsighted economic motivations and its consequentially abrupt demise, the end-result of this new age of competition will be the establishment of humanity as a (deep) spacefaring species, be it a temporary burst of effort or a permanent human condition.

Buckle up.


For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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SpaceX just combined Grok, Cursor, and X into one mega plan

SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.

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SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.

There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.

The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.

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That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.

The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.

The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.

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Energy

Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows

Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.

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Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan
Concept render of Tesla Megapack farm supporting an AI Data Center in Taiwan

A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.

The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.

Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.

Tesla Taiwan partners with Costco to sell vehicles

Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.

Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.

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The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.

Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.

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Lifestyle

Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service

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Concept art of a Tesla Cybercab in Las Vegas Strip as rendered via Grok

For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.

Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.

Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.

Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant

Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.

This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?

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If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.

What do you think? Leave me a comment.

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