News
NASA contracts SpaceX for a second crewed Starship Moon landing
NASA says it exercised a contract option to purchase a second crewed Starship Moon landing from SpaceX.
Aside from its general existence, though, very little else is known about the new contract. NASA has yet to discuss when it will launch or which Artemis mission it will be attached to. A step further, it’s not actually clear why two crewed “demonstrations” are needed or what the difference between those two missions is. But more importantly, a broader Artemis Program manifest overview published days later revealed that NASA has plans for a truly unusual gap in crewed Moon landings in the mid-2020s.
Mere days after the announcement, an official NASA schedule showing the agency’s plans for the Moon and Mars over the next ten years explicitly contradicted it, showing only two Starship HLS demonstrations: one uncrewed and one crewed. Assuming that was simply a matter of poor coordination, the graphic reveals another bizarre reality: NASA appears to be explicitly planning for a three-year gap between SpaceX’s first crewed Starship landing in 2025 and the next crewed Moon landing, which the graphic suggested might occur in 2028.
Every single crewed Apollo Program mission to the Moon – including one aborted circumlunar mission, two missions to lunar orbit, and six successful landings – happened in less than four years. As published, NASA’s current Artemis plan would be akin to completing Apollo 11 – the first crewed Moon landing – in 1969 and then sitting around and waiting until 1972 for the next landing attempt. It’s difficult to properly convey just how bizarre such a huge gap would be.
There are only two obvious possible explanations. First, NASA might prefer a multi-year delay between crewed Moon landings to building and launching another SLS Block 1 rocket, in which case the three-year landing gap is explicitly the fault of years of SLS Block 1B delays – specifically NASA and Boeing’s work on the rocket’s larger Exploration Upper Stage (EUS). Second, it could be the case that NASA and/or SpaceX expects Starship’s first crewed landing to be delayed by one or several years. In 2018, SLS Block 1B was expected to debut as early as 2024. In 2022, NASA now says Block 1B will debut no earlier than 2027, while the last Block 1 launch is NET 2025.
The first explanation is arguably much likelier given that structuring schedules based on the assumption of delays would make very little logistical sense. If SpaceX were to be ready on or close to the original schedule, that would leave NASA’s Moon landing program sitting on its hands for a third of a decade. In an alternative scenario, if NASA was planning to take full advantage of every year it has and SpaceX’s Starship demonstration was still delayed, the space agency would simply end up with more SLS and Orion hardware on hand than it planned for – only a problem if the rocket is literally incapable of launching more than once every year or two. There are few conceivable scenarios where having a mission waiting on a rocket would be preferable to having a rocket waiting for a mission
In other words, NASA probably doesn’t want to plan for a three-year gap between crewed Moon landings. Rather, the anchor NASA has chained the Artemis Program to – SLS and Orion – is likely giving it no choice in the matter. Worse, if SLS Block 1B and EUS development are as poorly managed as SLS Block 1, it’s possible – if not likely – that Artemis IV and V will slip another year or two. As a result, even in the likely scenario that SpaceX’s crewed HLS demonstration runs into a year or so of delays, there could still be a three or even four-year gap between crewed NASA Moon landings right when the program should be getting up to speed.
SpaceX, meanwhile, is privately developing Starship with the ultimate intent of landing humans on Mars. Without NASA’s interest and support, the Moon is a distraction from SpaceX’s real goals. Additionally, through NASA’s Human Landing System (HLS) program, SpaceX will be providing Starship as a service, meaning that the company will retain full rights to and ownership of any system that results. Put simply, there’s a real possibility that NASA’s seemingly extraordinary lack of motivation will create a scenario in which SpaceX could outgrow the space agency’s usefulness in the mid-2020s.
If, for example, SpaceX privately human-rates Starship for launches and entry, descent, and landing; it could use the Starship HLS lander it’s developed with NASA to land its own astronauts on the Moon without the need for SLS, Orion, or NASA. Given that the full extent of NASA’s Artemis Program ambitions appears to be one Moon landing per year, there would be plenty of room for SpaceX to perform multiple additional landings independent of NASA while the space agency’s contractors struggle to build and launch a single SLS rocket in the same time-frame.
Given the political power behind the SLS/Orion programs, it’s not clear if NASA will ever be willing or able to publicly support or take advantage of that logical and likely inevitable maturation of SpaceX’s Starship HLS capabilities. A crewed Moon mission – and especially a crewed Starship landing – successfully completed without the need for SLS or Orion could put NASA’s unsustainable rocket and spacecraft in a very uncomfortable position. Already, the HLS program has relegated SLS/Orion to the role of an Earth-Moon taxi service that just so happens to cost more than $4 billion per launch.
Above all else, uncertainty continues to reign over NASA’s longer-term human spaceflight plans – helped in no small part by the space agency’s lack of any obvious overarching strategy. NASA officials may religiously repeat phrases about how the Artemis Program aims to “sustainably” return humans to the Moon and pave the way to landing astronauts on Mars, but that doesn’t change the fact that the agency’s tangible, funded plans show virtually no evidence of serious preparations for either goal. Only time will tell where that rudderless ship ends up.
Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
![Tesla Optimus Gen 3 [Credit: Tesla]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-optimus-gen3-diner.jpg)
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.
Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.
![Tesla Optimus Gen 3 [Credit: Tesla]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-optimus-gen3-diner-80x80.jpg)
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Tesla Semi lands the biggest electric truck deal in U.S. history
