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SpaceX and NASA accidentally set the stage for a new race to the Moon
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.
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.
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- SLS. (NASA)
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- NASA’s Orion spacecraft, European Service Module, and ICPS upper stage. (NASA)
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.
- 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.
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- The Orion spacecraft and ESM. (NASA)
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.
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.
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- NASA’s EM-2 circumlunar voyage. (NASA)
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- SpaceX’s own circumlunar trajectory, nearly identical. (SpaceX)
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- SLS Block 1. (NASA)
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- BFR’s spaceship and booster (now Starship and Super Heavy) separate in a mid-2018 render of the vehicle. (SpaceX)
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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- An overview of BFR’s booster and spaceship, now known as Super Heavy and Starship. (SpaceX)
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- SpaceX has already completed the first of many carbon-composite sections of its prototype spaceship. (SpaceX)
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- SLS’ movable launch pad is very slowly being prepared for a 2020/2021 debut. (Tom Cross)
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- SLS undoubtedly has several steps up on BFR in terms of volume of hardware in work, although target launch dates are quite similar for both rockets. (NASA)
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.
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Elon Musk
OpenAI cites distrust of SpaceX in decision to drop Cursor partnership
OpenAI will cut SpaceX-owned Cursor’s model access in November, citing Musk’s history of broken contracts.
OpenAI, the company behind ChatGPT, announced late Friday that it is ending its partnership with Cursor, cutting off the coding tool’s access to its models on November 12. The move comes two weeks after SpaceX completed its $60 billion acquisition of Cursor’s parent company, Anysphere, folding the popular AI coding assistant into Elon Musk’s growing SpaceXAI division.
In a post on its website, OpenAI said the decision came down to trust, not technology. “We cannot be confident that SpaceX will use our technology within our terms of service, based on our experience with Elon Musk’s companies violating contracts,” the company wrote. OpenAI pointed to two specific incidents: X, now part of SpaceX, allegedly breaking the terms of an existing OpenAI contract after Musk bought Twitter.
That lawsuit is the backdrop for all of this. Musk cofounded OpenAI in 2015, left the board in 2018, and sued Sam Altman and Greg Brockman in 2024, arguing they abandoned the company’s nonprofit mission for profit. A federal jury sided with OpenAI in May, finding Musk waited too long to sue rather than ruling on the merits of his claims. Musk said at the time he would appeal to the Ninth Circuit, calling the outcome a “calendar technicality” rather than a real judgment.
SpaceX’s interest in Cursor predates that verdict by weeks. The company first struck a deal with Cursor in April, securing an option to acquire it for $60 billion or pay $10 billion for joint development work instead. As Teslarati reported at the time, the logic was straightforward: Cursor was paying retail prices to Anthropic and OpenAI, two of its most direct competitors, every time a developer used its product, while SpaceX had idle capacity on its Colossus supercomputer, roughly the equivalent of a million Nvidia H100 GPUs, that Cursor could use to train its own models instead. SpaceX exercised the option in June, days after its own IPO, and the deal closed in mid-August.
Once it closed, Musk moved fast. On an all-hands call with more than 1,000 Cursor employees, he reportedly told staff that SpaceXAI’s Grok was playing catchup in the AI race, unlike Tesla and SpaceX in their own markets, and singled out Anthropic as the company to catch. Cursor CEO Michael Truell now reports directly to Musk inside SpaceXAI.
Losing OpenAI’s models leaves Cursor leaning harder on Anthropic’s Claude, which has its own compute agreement with SpaceX, and on Cursor’s in-house Composer model, the one SpaceX’s compute was supposed to accelerate in the first place. OpenAI framed the November deadline as maximum notice under its contract, and said it wants to “go above and beyond” to help developers through the transition. Whether Anthropic makes the same call is now the open question in AI coding.
The in-car Tesla Theater is among the most unique features available within the cars. When charging, parked, camping, or just hanging out, vehicle occupants can access a variety of streaming platforms on the large center screen, helping keep them entertained during downtime.
However, the Theater might be getting plenty more streaming platforms, something that owners have requested for some time.
Tesla owners recently discovered that visiting Apple TV in the vehicle browser can launch a fullscreen interface that looks and behaves like a dedicated application rather than an ordinary webpage:
Today I learned that if you go to Apple TV in the Tesla browser, it will open up an actual Apple TV app, fully functional. Not just the site.
Apparently there are more apps than just the few that show on the apps page. pic.twitter.com/os1Ypfm4JR
— Jason W (@jmwilt21) August 20, 2026
The experience drops the usual address bar and browser chrome, presenting catalogs, continue watching rows, and playback controls in the same window Tesla Theater already uses for its listed services. Independent testers soon found similar treatment for HBO Max, Paramount+, Peacock, Disney+, and Prime Video when those sites are opened from the car browser.
This shift is a plausible early signal that Tesla is widening Theater support without a formal software note. Theater has long been a set of web views rather than native applications, so recognizing extra domains and stripping the browser frame is a small server-side change that can expand the catalog quickly.
Owners still lack permanent Theater icons for the newly recognized services, and video remains limited to Park, yet the smoother launch is a meaningful step toward a broader lounge while charging.
Tesla Theater arrived with software version 10 in September 2019. The first video services were Netflix, YouTube, and Hulu, available only while parked and originally tied to WiFi. Spotify arrived in the same era as music rather than Theater video. Disney+ joined officially in July 2021 with the 2021.24 update, giving owners another major catalog on the center screen. Twitch and TikTok later appeared among the default Theater tiles, and Tesla Tutorials remained a persistent educational tile.
Not every addition stayed put. In December 2023, a Holiday software build removed the Disney+ tile for many United States owners after a public dispute involving advertising on X. Hulu stayed visible even though Disney owned it. Visiting disneyplus.com in the browser often restored the tile, which suggested the removal was a recognition list change rather than a complete block. Owners have also reported occasional blank Theater grids after updates, usually fixed by language toggles, resets, or later firmware.
Tesla axes Disney+ from vehicles with Musk-Iger rivalry, but there’s a workaround
Code archives from 2024 listed many unused source names, including Apple TV and Prime Video, that never became official icons, which now looks like groundwork for the current fullscreen browser behavior.
Now that this hint toward an expanded Theater experience has been recognized, Tesla could follow through with these additional shortcuts as a sign that more streaming platforms are available in Teslas than ever before.
Tesla recently received its largest order for the all-electric Semi from Einride, a Swedish transport service, for 500 units, a groundbreaking invoice to receive before the first deliveries begin.
Even more remarkable, Einride CEO Roozbeh Charli said in a recent interview that he expects his company to take delivery of all 500 — the entire order — before the end of 2027. He even expects to have 75 Tesla Semi units in the Einride fleet before the end of this year.
🚨 Einride CEO Roozbeh Charli on the Tesla Semi partnership:
“If we start with the Amazon announcement that we did earlier this year, that was on the back of having gone through a proving period together with them and proving out our technology. Then we took that next step in… pic.twitter.com/oazkXjwoig
— TESLARATI (@Teslarati) August 28, 2026
Charli said the Tesla partnership was part of a broader push, along with its earlier partnership with Amazon. Einride is assisting Amazon with the use of its Saga AI platform, which helps eliminate questions about budgeting and forecasting for logistics companies.
The Semi, as well as Tesla’s production and subsequent delivery of the units to Einride, will help the company “to have a good supply of vehicles that we can deploy on the [Saga AI] platform,” Charli said. “Tesla is also a relationship we’ve had for a while, and as the Tesla Semi deliveries are firming up, we decided to do a larger commitment to that and deploy that on our platform.”
In its initial announcement, Einride said it anticipated taking delivery of the trucks over the next two years, but now it appears the company is expecting all 500 units within the next 16 months.
Built at a dedicated factory in Sparks, Nevada, the Tesla Semi has been perhaps the biggest and most intensive testing process the company has ever had for a single vehicle model. For the past several years, Tesla has been working with many companies, most notably Frito-Lay and PepsiCo, to gain knowledge on the performance on regional routes.
Tesla plans to launch the Semi officially on September 24, five months after production started ramping.
Additionally, drivers have said they are happy about the Semi’s performance and that its numerous safety and productivity features have made their jobs and routes much easier.
OpenAI cites distrust of SpaceX in decision to drop Cursor partnership
Tesla Theater might be getting plenty more streaming platforms
