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SpaceX, NASA celebrate Blue Origin’s lunar lander lawsuit loss and get back to work
In a November 9th press conference, NASA leaders have begun to publicly celebrate the end of seven months of Blue Origin litigation and disruption to its Human Landing System (HLS). A federal court’s dismissal of that lawsuit means that the space agency can finally get back to work with SpaceX on its Starship Moon lander.
Following the failure of that lawsuit, NASA administrator Bill Nelson says that it will take the space agency some time to fully determine what and how much damage Blue Origin has caused. In the briefing, Nelson and associate administrators Kathy Lueders and Jim Free confirmed that Dynetics’ protest and Blue Origin’s protest and lawsuit have delayed SpaceX’s first crewed Starship Moon landing to no earlier than (NET) 2025.
Painfully, though, the briefing primarily focused on NASA’s Space Launch System (SLS) rocket and Orion spacecraft and the latest news about the system and the space agency’s attitude towards it are not encouraging.
Namely, exemplifying just how broken and deceptive NASA’s cost “transparency” is when it comes to SLS and Orion, the space agency used the briefing to announce its first updated Orion cost projections in more than half a decade. All the way back in September 2015, NASA announced major Orion delays and revealed that it had already spent $4.7B on the spacecraft and was committing another $6.7B through its first crewed launch – then scheduled no earlier than 2023.
That’s likely where NASA is getting its magically diminished Orion cost estimate. In reality, including Bush-era Constellation Program development that began in 2006, Orion will have cost NASA and the US taxpayer almost $22 billion by the end of 2021 and before a single full-up launch. Effectively doing the bare minimum to acknowledge a sanitized version of reality, NASA now says that Orion will cost at least $9.3 billion to its first crewed launch, which has been delayed to NET May 2024. It’s entirely unclear how NASA is calculating that deflated figure but in the six years since the space agency’s 2015 announcement that it would spend another $6.7B before Orion’s first crewed launch, it’s actually spent at least $8.4B and will have blown past the latest $9.3B target by mid-2022. Barring drastic funding cuts, Orion development will actually cost the US about $12.6B from 2016 to Artemis II and ~$25.8B since 2006 (not including inflation).
In an even starker demonstration of cognitive dissonance, when a New York Times reporter asked a hard question about the possibility of sidestepping Orion and SLS to get astronauts onto SpaceX’s Starship lunar lander, Administrator Nelson – having just repeatedly discussed Starship – fell back on an old boilerplate statement that “there’s only one rocket capable of doing this” – “this” being launching humans to the Moon and returning them to Earth and that “one rocket” being SLS. Association admin Jim Free also exhibited similar confusion, stating that “the architecture…just wouldn’t work.”
In reality, as currently contracted with NASA, SpaceX’s Starship Moon lander is a highly capable crewed spacecraft that will be refueled in Earth orbit before propelling itself to lunar orbit, where an SLS-launched Orion spacecraft would join it and transfer over three astronauts. Starship would then use its own propulsion to change orbits, land on the Moon, and eventually boost back into lunar orbit to transfer that crew back to Orion for the return to Earth. Nothing short of sheer ignorance – willful or not – could prevent competent spaceflight engineers or managers from understanding the possibilities such an architecture raises.
If NASA is already committed to human-rating Starship’s propulsion systems, which it is, it doesn’t take a grand leap of imagination to consider the possibility of adding a few more burns to Starship’s extremely complex concept of operations. If, for example, Starship has enough performance to return to Earth orbit from the lunar surface, it’s not hard to imagine NASA’s Artemis astronauts boarding Starship in Earth orbit after a far cheaper commercial launch and then returning to Earth orbit to debark Starship and return to that crew-rated reentry vehicle. As it turns out, NASA already has a highly successful crew-rated commercial rocket and spacecraft that’s already operational and likely more than 10 times cheaper than SLS/Orion.
While there are obvious challenges and uncertainties with such an option, the point is more that failing to even acknowledge the possibility of alternatives is a brutal appraisal of several of NASA’s most senior leaders and confirms that the politics of a jobs program like SLS/Orion is actively disrupting their ability to engage with reality and properly manage complex, risky programs.
Ultimately, it’s great news that SpaceX and NASA can finally get back to work on their Starship Moon lander plans. However, it’s also clearer than ever that SLS and Orion will remain a noose precariously balanced around the agency’s neck, forever threatening the Artemis Program and stifling NASA’s ability to seriously plan for – let alone publicly entertain or even acknowledge – contingencies or fresh ideas.
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.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
