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SpaceX Mars landing expert talks Starship recovery challenges in new interview
Formerly responsible for developing Falcon 9 (and Heavy) into the routinely-landing reusable rocket it is today, senior SpaceX engineer Lars Blackmore says he now has one primary focus: figuring out how to land Starship on Earth, the Moon, and Mars.
A graduate of University of Cambridge and MIT, the latter of which interviewed him on October 23rd for an “Alumni Stories” blog, Lars Blackmore has become famous for his groundbreaking work in guidance, navigation, and control (GNC). After graduating with honors from Cambridge and earning a PhD from MIT, Dr. Blackmore joined NASA in 2007 and immersed himself in “precision Mars landing”, part of a more general focus on figuring out how to autonomously control vehicles in uncertain conditions.
In his last year at NASA, Blackmore co-invented an algorithm known as G-FOLD (Guidance for Fuel Optimal Large Divert) that should theoretically enable precision landings on Mars, improving the state of the art by two full orders of magnitude (+/- 10 km to +/- 100 m). In 2011, he departed NASA and joined SpaceX, where he lead the development of the GNC technology needed to successfully and reliably recovery Falcon 9 boosters. Although the same could be said for any number of critical, groundbreaking systems that had to be developed, the onboard software that autonomously guides Falcon 9 landings on the fly is one of many things that booster recovery and reuse would be wholly impossible without.
After numerous failed attempts, all part SpaceX’s preferred learning process, Falcon 9 successfully landed for the first time on December 21st, 2015. As they say, the rest is history: in the roughly four years since that milestone landing, SpaceX has successfully completed 57 orbital launches, recovered boosters 43 more times, and reused flight-proven boosters on 23 launches. Since that first success, more than half of all SpaceX launches have been followed by a successful booster landing (or two).
Back to Mars
In 2018, Dr. Blackmore officially took on a new full-time role as SpaceX’s Principal Mars Landing Engineer. As the namesake suggests, this meant handing (now semi-routine) Falcon 9 and Heavy GNC development to a strong team and beginning to tackle an array of new problems that will need to be solved for SpaceX to reach the Moon, Mars, and beyond.
Following radical design modifications made to Starship in 2018 and again in 2019, SpaceX is pursuing a radically different method of recovery with Starship (the upper stage), while Super Heavy will more directly follow in the footsteps of Falcon 9/Heavy. Starship, however, is being designed to perform a guided descent more akin to a skydiver falling straight down, using flaps at its nose and tail (explicitly “not wings”) to accurately guide its fall.
As little as a few hundred meters above the ground, Starship will then perform a radical maneuver, igniting its Raptor engines to flip around, burn in the opposite direction to counteract that sideways boost, and finally coming in for a precise landing on Earth/Mars/the Moon.
Beyond the new GNC software and knowledge needed to make that maneuver real, Blackmore is also responsible for Starship atmospheric entry, no less critical to enabling precise, repeatable landings from orbital velocity to touchdown. In his recent interview with University of Cambridge staff, Lars revealed that his role as Principal Mars Landing Engineer involved a far wider scope than his previous GNC-centered work, with the goal instead being to design a launch vehicle (Starship) from the ground up to be easily recovered and reused. Falcon 9 Block 5 may be radically different than the ‘V1.0’ rocket that debuted in 2010, but it’s still ultimately a product of retroactive engineering.
With Starship and Super Heavy, SpaceX instead wants to take the vast wealth of knowledge and experience gained from F9/FH and build the vehicle from the ground up to be optimized for full reuse. Ultimately, Dr. Blackmore stated that “landing Starship will be much harder than landing Falcon 9, but if [SpaceX] can do it, it will be revolutionary.”
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SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
