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SpaceX waits in the wings as NASA risks maiming Jupiter probe to pinch pennies
SpaceX and its Falcon Heavy rocket continue to wait in the wings as NASA risks maiming its ‘Europa Clipper’ Jupiter probe by pinching the wrong pennies.
For the second time, NASA has performed “continuation/termination reviews” of three of the Europa Clipper spacecraft’s scientific instruments after budget overruns on the order of no more than a few tens of millions of dollars. Thankfully, no instruments were canceled, unlike the “ICEMAG” magnetometer that was functionally killed last year. Still, a NASA program scientist casually noted that the space agency would tolerate launching without one of two cameras and would offer no more funding to a mass spectrometer instrument (MASPEX), raising the risk of instrument failure during the challenging mission.
For any scientific spacecraft or rover, the instruments carried along are effectively the entire reason for their existence: if those instruments are faulty (or even removed before launch), the mission is effectively rendered pointless. Further, due to the sheer complexity and challenges posed by the act of getting to the destination and surviving after arrival, the actual instruments most scientific spacecraft carry represent a tiny fraction of the overall mission cost and mass. It’s not easy to readily imagine a better way to signal inept program management than by singularly focusing on that tiny, lifeblood-esque portion of a spacecraft’s budget. Undeterred, that is exactly what NASA appears to be doing with Europa Clipper – penny-wise, perhaps, but undoubtedly pound-foolish.
It’s not always true that only a small portion of an exploratory spacecraft’s budget is spent on scientific instruments but it absolutely is when it comes to Europa Clipper. Originally hoped to cost as little as $2 billion in 2013, Europa Clipper’s budget allocation has ballooned to $4.5 billion over the life of the program. Of that $4.5 billion, as little as $110M was dedicated to nine scientific instruments assigned to the spacecraft – a ratio of ~41:1. Even if instrument cost ballooned by 100% to ~$220 million, it would still be a measly 20:1. The space environment around Jupiter is admittedly one of the most challenging in the Solar System, warranting some imbalance, but either ratio is still exceptionally bad as far as most exploratory missions go.
Designed to create detailed maps of Europa’s theorized water oceans, ICEMAG, for example, jumped from a $30 million cost estimate to $45 million before NASA abruptly killed it. A Clipper planetary scientist called ICEMAG “a critical instrument that’s been central to Europa science forever”. MASPEX, meanwhile, is a mass spectrometer that will be used to analyze possible chemicals captured by flying through Europa’s transient atmosphere (or, even better yet, plumes from vast ocean geysers). In other words, the instrument most likely to be hobbled next by NASA is also the only instrument on Europa Clipper capable of potentially detecting signs of life by directly sampling material ejected by Europa’s plumes.
Even just with ICEMAG removed, the value proposition of a $4.5 billion mission to an ocean moon of Jupiter becomes much hazier. With ICEMAG removed and MASPEX at risk of being thrown to the wolves, Europa Clipper’s purpose becomes even weaker. Of course, seven valuable instruments remain – some of which partially overlap with MASPEX’ goals – and MASPEX could still technically make it to the finish line in its original handicap-free state, but the tides are definitely not moving in an encouraging direction.
The worst part is that excluding the extraordinarily expensive spacecraft that will host instruments worth ~3-5% its cost, Congress has been dead-set on forcing Europa Clipper to launch on NASA’s chronically-delayed, over-budget Space Launch System (SLS) rocket. SLS has yet to launch once despite more than a decade of development and almost $30 billion spent on the rocket alone, and it would take a miracle for an SLS rocket to be ready to launch Clipper before 2025 or 2026. Europa Clipper is working towards a launch no earlier than 2024, meaning that the spacecraft would have to be stored indefinitely at a cost of at least $125 million per year.
Intrepid readers may note that the cost of simply waiting a single year for SLS to be ready for launch is higher than the cost of all of Europa Clipper’s scientific instruments at their original $110 million budget. The actual cost to NASA for a single SLS launch is expected to $1.5 billion at the absolute minimum, while $2-2.5 billion is far more reasonable. With a little effort and some moderate cruise stage tweaks, Ars Technica has already reported that an expendable SpaceX Falcon Heavy rocket augmented with an off-the-shelf kick stage could send Europa Clipper to Jupiter in 5-6 years, compared to ~3 with SLS.
Ironically, that means that if Falcon Heavy was ready to launch Europa Clipper when the spacecraft is expected to be ready in 2024, it would actually arrive at the same time (or close) if it launched on SLS – once a minimum two-year launch vehicle delay is accounted for. A Falcon Heavy would also save NASA at least $1-2 billion, while it would directly save the Europa Clipper program the ~$250 million it would otherwise need to spend to store the spacecraft while waiting years for an SLS rocket. That $250 million alone – an inevitable add-on cost if SLS is chosen – could easily double the budget of every single Europa Clipper science instrument, adding plenty of breathing room, reinstating ICEMAG, and likely improving the science they output – data-gathering quite literally being the whole purpose of the mission.
Of course, the odds that NASA actually steps out from under the political shadow of SLS and stops playing penny wise and pound foolish with the extraordinarily expensive science missions it shepherds is unlikely. But still, the possibility (and hope) remains. Most recently, a very slight change in the wording of a proposed law (bill) could give the Europa Clipper program the legal wiggle room it needs to sidestep Congress’ desire to force it to launch on SLS. Of course, the senators and representatives with parochial attachment to the rocket will continue to fight tooth and nail to legally force it upon NASA at every possible turn, but there is now at least a chance of a sane outcome.
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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
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Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
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Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
