SpaceX
SpaceX job posts hint at building satellite constellations for US military
Published within the last week, unusual SpaceX job postings have begun to combine a range of topics unusual for the company, indicating some level of internal interest in entering into an entirely new industry and mode of operations.
Judging from the job descriptions, SpaceX is looking to hire engineers familiar with integrating third-party payloads onto in-house satellite buses, and they are primarily interested in engineers with Top Secret security clearances.
https://twitter.com/collinkrum/status/1002425606401736704
Given the subtlety of the relevant job postings and the apparent need for high-level security clearances to become involved, it’s extremely difficult to figure out what exactly SpaceX’s goals are. Still, they contain just enough detail to point in the direction of several obvious explanations. These revolve around one industry in particular: satellite operations and sales to or for third parties.
To some extent, these job listings are to be expected: SpaceX has extensive experience building spacecraft (Falcon 9 upper stages and Dragon) explicitly intended for internal use and operations only. Instead, what is surprising about these job listings is the presence of repeated references to “customer payload[s]” in the context of “satellite mission design”, “SpaceX-developed satellite constellations and payload missions”, the “simulation of remote sensing payloads and constellations”, and a need for “on-orbit commissioning” or “activation”.
Put simply, there is no obvious explanation for why SpaceX would need any of those things, at least in the context of the company’s publicly-known activities and business interests. Taken individually, they might be explained by – as described in the same listings – “[SpaceX’s expanding] classified mission manifest”, as it’s well-known that SpaceX is in the process of certifying Falcon 9 and Falcon Heavy to launch all practicable Air Force (USAF) and National Reconnaissance Office (NRO) payloads. Those payloads often need to be placed in high-energy orbits that rely on extended upper stage coasts between orbit-raising maneuvers, essentially requiring modifications to Falcon 9’s upper stage such that it becomes a sort of ad-hoc, short-lived satellite.
-
- SpaceX’s first Falcon Heavy launch also happened to be a strategic and successful test of Falcon upper stage coast capabilities. (SpaceX)
-
- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural launch, showing off a thoroughly utilitarian bus and several advanced components. (SpaceX)
Starlink spinoffs
However, in all (conceivable) cases where SpaceX might launch a highly-classified payload for a government customer, the dynamic is still precisely that – launch provider (SpaceX) and customer (NRO/USAF/etc). Just like FedEx or UPS have no ownership of or relationship with the goods they transport, satellite launch providers are simply delivering a (very expensive, fragile, and irreplaceable) payload from Point A (the ground) to Point B (orbit). When UPS ships a new smartphone from the manufacturer to the customer, they most certainly do not perform an “in-house commissioning” – if the customer needs help setting up their new phone, they go to the manufacturer or service provider (cell carrier).
In the same way, satellite commissioning is a generally necessary process where the satellite manufacturer – rarely the actual operator or service provider – raises or fine-tunes the expensive spacecraft’s orbit and verifies that all systems and payloads are functioning as intended – only after that process is complete does the manufacturer finally ‘hand off’ the satellite to the customer that paid for it. In some cases, the manufacturer continues to maintain or at least monitor the satellite in the background as the owner serves its own customers, much like how military airplane manufacturers are typically contracted to maintain or support those planes even after final delivery.
Judging from the need for top-secret security clearance in nearly all of these new job postings, SpaceX clearly has a very particular sort of customer in mind. Be it DARPA, NRO, the USAF, or some totally unknown government actor, one or several of the above entities have expressed explicit interest in coopting SpaceX’s newfound status as a prospective dirt-cheap-satellite manufacturer. If that were not the case, SpaceX would not be keen to publish 5+ engineering job postings with top-secret clearance as an explicit prerequisite.
Project Blackjack
Ultimately, it’s undeniable that the prospect of a completed vertically-integrated launch and satellite service provider could be so alluring that entities like the NRO, USAF, or DARPA simply could not pass up the opportunity to at least give it a try. From a purely speculative perspective, the services and processes SpaceX seems to be in the middle of developing are an almost perfect fit with DARPA’s (Defense Advanced Research Projects Agency) brand new Blackjack program. Perfectly summarized in September by Space News reporter Sandra Erwin,
“[DARPA] wants to buy small satellites from commercial vendors, equip them with military sensor payloads and deploy a small constellation in low-Earth orbit to see how they perform in real military operations.”
DARPA awarded a $1.5M contract to smallsat manufacturer and operator Blue Canyon on in October 2018, small relative to the program’s roughly $118M budget. DARPA has made clear that it plans to finalize multiple contracts with different prospective satellite designers and operators in order to ensure a competitive environment, fuel growth in a fairly new industry, and pave the way for the final procurement of an experimental constellation of 20 satellites by 2021. If successful, it could completely change the way the entire US government procures national security-related satellites, offering a far faster, cheaper, and more flexible route to set up unique capabilities.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk
NASA’s first human outpost on the Moon starts now – SpaceX on deck
NASA named the rovers, landers, and vendors that will build America’s first Moon Base.
NASA has laid out its most detailed Moon Base plan to date, describing a permanent outpost near the Moon’s south pole that the agency intends to build over the coming decade as a direct stepping stone to Mars. “The Moon Base will be America’s and humanity’s first outpost on another celestial world,” NASA Administrator Jared Isaacman said, adding that every mission crewed and uncrewed “will be a learning opportunity as we return to the lunar surface, build the infrastructure to stay, and master the skills required to live and operate in one of the most demanding and dangerous environments imaginable.”
The plan is structured in three phases involving both uncrewed and crewed missions to deliver equipment, vehicles, and infrastructure to the surface, with the first three moon base missions targeted to launch before the end of 2026.
Moon Base I, targeting fall 2026, will use Blue Origin’s Blue Moon Mark 1 lander to deliver scientific instruments to the Shackleton Connecting Ridge, the same region where Artemis astronauts will land. Moon Base II will send Astrobotic’s Griffin lander carrying more than 1,100 pounds of cargo including Astrolab’s FLIP rover to begin developing mobility systems on the surface. Moon Base III will carry the Lunar Vertex science mission on Intuitive Machines’ Nova-C Trinity lander to study lunar swirls near the south pole, with ESA and Korean science payloads aboard.
On the rover side, NASA awarded Astrolab $219 million and Lunar Outpost $220 million to build the first phase of Lunar Terrain Vehicles, with both rovers targeted for deployment to the lunar surface by 2028. Astrolab’s crewed rover weighs roughly 2,000 pounds and can reach over 6 mph. Lunar Outpost’s Pegasus rover can operate autonomously or via remote control at over 9 mph. Blue Origin separately received $188 million with an option worth $280.4 million to deliver cargo landers for rover transport.
NASA also confirmed that MoonFall, a mission deploying four survey drones to scout Artemis landing sites, has selected Firefly Aerospace to build the transport spacecraft, with a 2028 launch target.
SpaceX sits at the center of that commercial layer. SpaceX holds the NASA Human Landing System contract for the Starship-derived lander that will put astronauts on the surface under Artemis IV, currently targeting 2028. Before that can happen, SpaceX must demonstrate in-orbit propellant transfer at scale, a process requiring multiple Starship tanker launches to fuel a single mission. Water ice at the lunar south pole is central to the base’s long-term viability, as it can be converted into drinking water, breathable oxygen, and rocket fuel, directly reducing dependence on Earth resupply. That resource loop becomes far more practical if Starship can land and be refueled on or near the Moon itself.
Elon Musk has publicly stated that Starship V3, which recently completed its first flight, should be capable enough for initial Mars missions. The Moon Base plan announced Tuesday is the infrastructure layer that connects everything between those two ambitions, and SpaceX is the only American company currently contracted to build the rocket that gets humans to either destination.
SpaceX’s Starlink product has just gotten its latest airline adoptee, and the move marks the successful partnership of three of the “Big Four” U.S. airlines.
American Airlines announced on Tuesday that it would utilize Starlink in more than 500 narrowbody aircraft beginning in the first quarter of 2027. These include the Airbus aircraft in its fleet, including the new A321XLR and A321neo.
With the new partnership with American Airlines, Starlink is now present on three of the largest airlines in the country: American, United, and Southwest.
Starlink gets its latest airline adoptee for stable and reliable internet access
Starlink’s VP of Enterprise Sales, Jason Fritch, said:
“We are proud to bring Starlink on board American Airlines, delivering fast and reliable internet to passengers and crew. Whether traveling for leisure or business, Starlink enables a fully connected experience gate to gate, making every flight smoother and more enjoyable.”
Additionally, American Airlines Chief Customer Officer, Heather Garboden, said:
“As a premium global airline, we are continuously seeking out world-class partners like Starlink to deliver what our customers need and want. The addition of Starlink solidifies American as a leading airline in keeping passengers connected in flight.”
Starlink has been on a tear over the past year, as it has continued to be adopted by a wide variety of airlines as a more consistent and reliable way to provide WiFi to its passengers. It has already gained a great reputation among residential users, but its biggest commercial application appears to be how it is being used in the air.
American Airlines will adopt Starlink on more than 500 of its narrowbody aircraft beginning in Q1 2027
“As a premium global airline, we are continuously seeking out world-class partners like Starlink to deliver what our customers need and want,” said American Airlines Chief… pic.twitter.com/XY2wflycc0
— TESLARATI (@Teslarati) May 26, 2026
The only airline of the Big Four not to adopt Starlink thus far is Delta, which chose to opt for the alternative, which is Amazon Leo. CEO Ed Bastian said to Bloomberg that Delta chose Amazon’s product over Starlink’s because “the opportunities, in terms of the improved bandwidth with a much lower price point than what we’ve ever seen from Starlink, will make a big difference.”
Delta will not start installing Amazon Leo until 2028.
“Of course, we expect Starlink will be warning people that we’re going to go with an inferior product,” Bastian said. “But I’m not too worried about partnering with Amazon.”
Tesla’s Robotaxi dreams just took a massive step toward reality
The Tesla and SpaceX merger everyone is talking about is quietly building
