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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.
News
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
The CEO stated that Nvidia is already an investor in xAI, but he wished he had given the artificial intelligence startup more money.
Nvidia CEO Jensen Huang revealed that one of his investment regrets is not putting more money into Elon Musk’s artificial intelligence startup, xAI.
Speaking in a CNBC interview, Huang said Nvidia is already an investor in xAI but wished he had given the artificial intelligence startup more money. This was due to Musk’s record of building transformative companies such as Tesla and SpaceX.
A new wave of transformative AI firms
Huang said he’s very excited about xAI’s latest financing round. He described Musk’s company as part of a powerful new generation of AI developers, alongside OpenAI and Anthropic. that are reshaping the computing landscape.
“I’m super excited about the financing opportunity they’re doing. The only regret I have about xAI, we’re an investor already, is that I didn’t give him more money. You know almost everything that Elon’s pat of, you really want to be part of as well,” the Nvidia CEO stated.
The CEO also clarified Nvidia’s investment in xAI, revealing that Elon Musk had offered the investment opportunity to the chipmaker. “He (Musk) gave us the opportunity to invest in xAI. I’m just delighted by that,” Huang stated.
AI investment boom
Huang contrasted today’s AI-driven economy with the early days of the internet. “Back then, all the internet companies combined were maybe $30 or $40 billion in size,” he said. “If you look at the hyperscalers now, that’s about $2.5 trillion of business already operating today.”
He also stated that the ongoing shift from CPU-based computing to GPU-powered generative AI represents a “multi-trillion-dollar buildout” that Nvidia is looking to support. Huang added that every Nvidia engineer now works with AI coding assistants such as Cursor, which he called his “favorite enterprise AI service,” and it has led to a major productivity boost across the company.
Watch Nvidia CEO Jensen Huang’s CNBC interview in the video below.
Investor's Corner
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Stifel also maintained a “Buy” rating for the electric vehicle maker.
Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.
Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.
Building confidence
In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.
Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.
Tesla’s FSD goals still ambitious
While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.
“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.
Tesla Cybertruck owners are wondering when they will get access to the company’s Full Self-Driving version 14.1 that rolled out to other owners today for the first time.
Cybertruck owners typically receive Full Self-Driving updates slightly later than other drivers, as the process for the all-electric pickup is different. It is a larger vehicle that requires some additional attention from Tesla before FSD versions are rolled out, so they will be slightly delayed. CEO Elon Musk said the all-wheel steering technically requires a bit more attention before rollout as well.
The all-wheel steering of Cybertruck requires a bit more Autopilot training
— Elon Musk (@elonmusk) October 7, 2025
After some owners got access to the v14.1 Full Self-Driving suite this morning, Cybertruck owners sought out a potential timeframe for when they would be able to experience things for themselves.
Tesla owners show off improvements with new Full Self-Driving v14 rollout
They were able to get an answer from Ashok Elluswamy, Tesla’s Head of AI, who said:
“We got you. Coming soon.”
We got you. Coming soon.
— Ashok Elluswamy (@aelluswamy) October 7, 2025
The release of FSD v14.1 for Cybertruck will not be tempered, either. Elluswamy then confirmed that Tesla would be rolling out the full-featured FSD v14 for the pickup, meaning it would be able to reverse and park itself, among other features.
Elluswamy said it would be capable of these features, which were void in other FSD releases for Cybertruck in the past.
Tesla’s rollout of FSD v14.1 brings several extremely notable changes and improvements to the suite, including more refined operation in parking garages, a new ability to choose parking preferences upon arriving at your destination, a new driving mode called “Sloth,” which is even more reserved than “Chill,” and general operational improvements.
Those who were lucky enough to receive the suite have already started showing off the improvements, and they definitely seem to be a step up from what v13’s more recent versions were capable of.
CEO Elon Musk called v14 “sentient” a few weeks back, and it seems that it is moving toward that. However, he did state that additional releases with more capabilities would be available in the coming weeks, but many owners are still waiting for this first version.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Tesla Cybertruck gets Full Self-Driving v14 release date, sort of
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