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.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?'”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
