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SpaceX’s reusable Falcon rockets have Europe thinking two steps ahead
In a rare instance of some connection to reality, a European Union commissioner overseeing the space industry has acknowledged the elephant in the room, admitting that SpaceX has changed the game for commercial rockets and that the upcoming Ariane 6 rocket may already be outdated.
While slight, European Commissioner Thierry Breton expressed some level of urgency, stating that “SpaceX has redefined the standards for launchers.” “Ariane 6 is a necessary step, but not the ultimate aim: we must start thinking now about Ariane 7.” Ariane 6 is a new European Space Agency (ESA) rocket designed to replace the existing Ariane 5 workhorse and do some while cutting costs. However, the vehicle’s design and the strategy behind it were fixed in place before SpaceX began to routinely demonstrate Falcon 9 reusability, effectively creating a rocket optimized for a market that ceased to exist soon after.
Based on the economically infeasible design decision to build a hybrid first stage with a liquid core and add-on solid rocket boosters (SRBs), as well as the structurally inefficient use of hydrogen and liquid oxygen propellant for the booster, Ariane 6 is designed to compete with the likes of the United Launch Alliance’s (ULA) Delta IV, Atlas V, and upcoming Vulcan rockets. Despite several years of halfhearted, half-baked attempts to even consider making parts of Ariane 6 reusable, the rocket will be 100% expendable come its first (and likely last) launches.

While effectively dead on arrival from a commercially competitive perspective, Ariane 6 is still an impressive rocket. Featuring two variants, the only major difference is the inclusion of either two or four SRBs. A62 is expected to cost roughly $82 million and will be able to launch up to 5000 kg (~11,000 lb) to the geostationary transfer orbit (GTO) commonly used by the communications satellites that are Ariane 5’s bread and butter. Doubling down on solid rocket boosters, A64 will cost at least $135 million apiece and can launch up to 11.5 metric tons (~25,400 lb) to GTO and 5 metric tons to a circular geostationary orbit (GEO).

Compared to SpaceX’s reusable Falcon 9 and Falcon Heavy offerings, Ariane 6 is thus put in a bit of a nightmarish situation. According to the most up-to-date information available, the base price for a commercial orbital launch on a flight-proven Falcon 9 booster may already be as low as $50 million. Even in a recoverable configuration, Falcon 9 easily trounces Ariane 62’s performance and is able to launch more than 16 metric tons to low Earth orbit (A62: 10.3 t) and 5.5 tons (A62: 5 t) to geostationary transfer orbit (GTO), all while costing almost 40% less.
Technically, Ariane 64 is a bit more viable from a performance perspective, but Falcon Heavy can offer almost identical performance to higher orbits and vastly superior performance to lower orbits while still permitting recovery of all three boosters. Cost-wise, Falcon Heavy either meets or beats A64, with existing contracts ranging from $115 to $130 million for extraordinarily high-value NASA and US military payloads. According to SpaceX, the rocket’s base price could be as low as $90 million. Once SpaceX has three operational drone ships on the East Coast, Falcon Heavy can send up to 10 metric tons to GTO while still allowing all three boosters to land at sea. If one of those three boosters is expended, that performance leaps to 16 tons, 40% more than A64.


In short, even assuming no improvements between now and Ariane 6’s first several launches in 2021 and 2022, SpaceX’s existing Falcon 9 and Heavy rockets beat Europe’s newest entrant at almost every turn. It should be no surprise, then, that a senior ESA commissioner is already publicly implying that Ariane 6 is outdated before its first launch. As far as “Ariane 7” goes, no official plans exist, although ESA, French space agency (CNES), and Arianespace have tenuous concepts in work that point towards a fully liquid methane-oxygen rocket with a reusable booster.
In theory, a rocket like Themis could launch Europe back into the competitive global launch industry, but ESA’s history of launch vehicle development suggests that such a radical departure from Ariane 5 and Ariane 6 (>$4 billion on its own) would require a huge uptick in funding and 5-10 years of development. With pragmatic supporters like Breton, there is at least some hope, but the outlook is decidedly gray.
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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.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
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.
Elon Musk
X changed how everyone gets paid, and this lawsuit shows why
X sued a Bitcoin account network over fake payouts as its creator pay model shifts
Elon Musk’s X has taken a Bitcoin-focused engagement ring to court, and the case doubles as a receipt for how differently the platform pays creators today. The company filed suit in the High Court of England and Wales against Vivek Kumar Sen and Zamyang Sherpa, alleging the pair ran six accounts, including @Vivek4real_, @Bitcoin_Teddy and @TrendingBitcoin, as one coordinated operation to fake the kind of engagement that used to translate directly into money.
According to the filing, first reported by Gizmodo, the accounts posted near identical “BREAKING” crypto headlines seconds apart, in one case 11 seconds, then had three more handles like, reply to and repost the material to manufacture what X called “a false appearance of genuine, human communication and interaction.” X says the scheme pulled in at least £207,384, about $278,000, and pegs its own investigation and remediation costs at another £75,000. The accounts were suspended August 18. X general counsel James Burnham announced the case on X last weekend, writing that the company “will act forcefully to protect our platform and the earnings of genuine creators.” Musk’s own reaction, posted shortly after, was three words: “Don’t mess with 𝕏.”
Don’t mess with 𝕏 https://t.co/HSmd5hL6aQ
— Elon Musk (@elonmusk) September 21, 2026
The timing lines up with a a recent update to how X pays its creators. The program these accounts allegedly gamed, Creator Revenue Sharing, launched in mid 2023 and paid out based on how much a post got engaged with. Originality was never part of the formula, which is exactly how the platform ended up flooded with recycled clips, copy pasted “BREAKING” posts and replies engineered purely to farm reactions from paying subscribers.
X tried patching the model more than once, including an April cut to aggregator payouts and a March regional weighting change that Musk personally paused hours after it was announced. X retired Creator Revenue Sharing for good on September 7 and opened its replacement, Original Content Rewards, the next day.
Today, we’re launching Original Content Rewards.
The reality is that Revenue Sharing had reached a point where its incentives were misaligned. Creators should be focused on bringing net new content to the platform instead of maximizing payouts. We could have kept adding more… pic.twitter.com/VJIxqlPrjm
— Allegra Jacchia (@allegrajacchia) August 7, 2026
The new math is stricter. Payouts now come only from qualified impressions, meaning unique Home Timeline views from Premium subscribers where at least half the post is visible, and replies no longer count toward eligibility at all. Copied posts, reuploaded media and reposts without meaningful changes are explicitly excluded. Allegra Jacchia, senior product manager for Creators at SpaceXAI, which now runs X’s product and AI work following xAI’s acquisition of the platform, put it bluntly, saying the goal is to reward creators who bring original ideas and perspective, “not those who have become best at gaming the system.”
Read that way, the lawsuit isn’t really about six crypto accounts. It’s X putting a dollar figure on what the old incentive structure cost, then suing to collect it right as the new one goes live. For live updates on how the case and the new rewards program shake out, follow @Teslarati on X.