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SpaceX, NASA celebrate Blue Origin’s lunar lander lawsuit loss and get back to work

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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.

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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.

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NASA’s first SLS core stage arrived in Florida almost seven months ago and is still at least 3-6 months away from launch. (Richard Angle)

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.

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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The secret behind Tesla’s Cybercab Gold goes well beyond just the color

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Tesla has spent years trying to engineer its way out of the automotive paint shop, one of the most expensive, space-consuming, and environmentally costly steps in vehicle manufacturing. With the Cybercab, Tesla confirmed on X this week that a new reaction injection molding process will embed color directly into the panel itself during production.

“Our new reaction injection molding (RIM) process shrinks Cybercab paint cycles from hours to minutes. This cuts those parts’ manufacturing and supply chain emissions by 35% and eliminating 100% of paint volatile organic compounds (VOCs) emitted in traditional paint methods.” noted Tesla.

While the RIM process isn’t necessarily new and has existed since the 1960s, what makes Tesla’s application notable is how it is being used specifically for exterior body panels that traditionally required a separate paint process after forming.

Tesla Cybercab stands to gain from new Trump autonomy rules

Tesla’s RIM approach integrates the color directly into the panel material during the molding process itself. The pigment is part of the polymer mix injected into the mold, meaning the panel comes out of the mold already colored, with no separate paint application required. The clear coat or protective layer can be applied at the mold stage or through a much faster post-process than traditional multi-stage painting. Tesla claims this compresses what was a multi-hour paint cycle into minutes per panel.

Tesla’s obsession with killing the paint shop is one of the most consistent threads running through the company’s manufacturing philosophy going back years. As far back as 2018, Musk was trimming paint color options to simplify production, tweeting at the time: “Moving 2 of 7 Tesla colors off menu on Wednesday to simplify manufacturing.” Two years later, in a 2020 Automotive News interview, Musk laid out his broader vision, saying he believed Tesla factories could one day be 1,000 times more efficient than conventional plants, and pointing to the paint shop as one of the biggest sources of waste, cost, and complexity. The Cybertruck was the most extreme expression of that thinking. Tesla chose an unpainted stainless steel exterior partly because it would eliminate the need for a $200 million paint facility at Gigafactory Texas. The stainless approach proved harder and more expensive than anticipated, but the underlying ambition never changed. The Cybercab is what happens when that same ambition meets a manufacturing process that delivers on it.

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Tesla app update makes Robotaxi ownership make a lot more sense

Tesla’s app now shows a live indicator when your car is actively driving itself.

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A recent Tesla app update, released last week  (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.

The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.

The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.

Tesla expands Robotaxi to Florida, marking its third state for autonomy

As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.

As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.

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California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid

California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla

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California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.

The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.

California hits Tesla Cybercab and Robotaxi driverless cars with new law

Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.

California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.

The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.

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