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.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
News
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
Musk says China’s magnet export ban cost Optimus months, and robot hands remain shockingly hard.
Elon Musk says China’s export curbs on magnets used in electric motors set back Tesla’s Optimus program by two to three months, and that the robot’s hands remain the hardest part of the project. He made the comments Saturday during a live interview with Tesla Owners Silicon Valley at the X Takeover event at Giga Texas, in front of roughly 2,000 attendees. The Optimus discussion begins around the 49 minute mark of the stream.
On the hands, Musk was blunt and noted that a general purpose humanoid needs fine motor skills that are “incredibly difficult to get right. Shockingly difficult,” he said in the interview. He pointed to a problem he says no one has demonstrated yet: “One of the hardest things also generally is to do precision and force at the same time,” such as driving a small self tapping screw into wood. Touch sensors add another layer, since it is “actually kind of hard to get touch sensors that elastically deform and can handle high cycle life and it won’t just break after a few thousand cycles.”
He also took aim at rival robot videos. “Any complicated looking robot demo, it’s a canned demo. It’s not real,” Musk said, adding that real AI means showing a robot something it has never seen and watching it still cope, the way FSD handles a city it has never driven.
Musk expects the Optimus ramp to be slower than a new vehicle production ramp. “The initial part of that S curve of production ramp is going to be very slow at the beginning,” Musk said, partly because “unlike cars, there’s no pre existing supply chain for robot stuff.” That echoes his July reply on X that Optimus production “will be extremely slow at first, as everything is new.”
The magnet disclosure puts a number on a problem Musk first raised in 2025. He said China “prevented the export of magnets for use in electric motors” and that it “set back the Optimus program by like two or three months.” Then he added: “We had robots with no arms.” Tesla’s fix is to bring the supply chain home. “You’ve got to be able to make all the parts domestically,” he said. Teslarati reported in April 2025 that Musk tied the issue to permanent magnets in the arm actuators, where motors have to be as small as possible.
Tesla Optimus V3 hand and arm details revealed in new patents
Production is moving regardless, with a reported internal goal of more than 1,000 a week by the end of 2026. Teslarati recently covered how Tesla is certifying supply partners in China for Optimus parts, while the company’s hand design has been the subject of new patent filings.
Musk has said he wants Optimus available to the public by late 2027, though Tesla has not confirmed that date or published updated production figures.
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Tesla Cybercab and Robotaxi’s real advantage won’t be the ride service
Why Elon Musk’s target date for buying an Optimus robot is harder than it sounds
The Pentagon taps Elon Musk to design the battlefield of the future
Tesla Roadster’s new patent preps white-knuckle speeds, keeping it grounded
