

News
SpaceX’s Starlink successes secure US military contract for custom satellites
SpaceX has won $149 million from the Space Development Agency (SDA) to leverage the successes of its Starlink constellation and build custom satellites for the US Department of Defense (DoD).
The development comes as no surprise after SpaceX spent more than six months publishing dozens of job openings for satellite design, development, test, and integration engineers with “top secret” security clearance. Thanks to that paper trail, it’s been apparent for quite some time that SpaceX planned to leverage its nascent satellite design and production capabilities to build custom spacecraft – and even entire constellations – for customers outside of the company.
Perhaps less than coincidentally, that capability closely mirrors a growing desire in the US military to return some level of agility, innovation, and affordability to the development and procurement of space systems (mainly satellites and the ground systems needed to control and communicate with them).
In classic US military fashion, SDA’s contracts appear to mirror DARPA’s (Defense Advanced Research Projects Agency) own Blackjack program. According to DARPA, the “Blackjack program aims to develop and demonstrate the critical elements for a global high-speed network in low Earth orbit (LEO) that provides the Department of Defense with highly connected, resilient, and persistent coverage.” At one point, SDA was seriously considering a role in DARPA’s Blackjack but had no plans to put money where its mouth was as recently as February 2020.
However, in a June 2020 interview, Blackjack project manager Paul Thomas deemed SDA a “very, very awesome partner” that will be directly involved in the launch of two early Blackjack testbed satellites later this year – to be followed by a “subconstellation” (~20 satellites) in 2022.
SDA’s October 5th, 2020 contract awarded SpaceX and L3Harris $149 million and $193 million, respectively, to build four satellites that will spot and track missile launches with wide-field-of-view (WFOV) “overhead persistent infrared” (OPIR) sensors. SDA expects the spacecraft to be ready for launch by September 2022. SpaceX will outsource its OPIR sensors to an unknown company, while L3Harris – already an expert of complex sensor design and production – will build and integrate its own. Bizarrely, DARPA awarded Raytheon $37 million in June 2020 to build and deliver two OPIR sensors for Blackjack satellites by April 2023 – seemingly unrelated to SDA’s October 2020 contract for eight OPIR satellites.
If things go as planned, the eight OPIR satellites SDA is paying $342 million to develop and launch will be the start of a 30-satellite “Tracking Layer” constellation. The Tracking Layer constellation will integrate with a separate “Transport Layer” of 20 laser-interlinked relay satellites to be built by Lockheed Martin ($187.5M) and York Space Systems ($94M) for ~$282 million and launched by September 2022.
Ultimately, it’s ambiguous just how closely SDA and DARPA are working on what currently appear to be separate, partially duplicative constellations of small satellites. Relative to DARPA’s Blackjack program, SDA is pursuing a far more ambitious schedule and has wagered far more resources (more than half a billion dollars) on its plans for a new missile-warning satellite constellation. If SpaceX, L3Harris, Lockheed Martin, and York Space Systems complete their respective work on schedule, SDA could effectively go from the drawing board to an unprecedentedly affordable constellation of 50 cutting-edge satellites in just 28 months – and all while spreading its risk between four unique companies.
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Elon Musk
Tesla vandal who lit Las Vegas repair center on fire arrested

A vandal in Las Vegas who lit a Tesla repair center on fire has been arrested, bringing a name and face to the crime that engulfed vehicles and a structure in flames.
Officers in Las Vegas arrested Paul Kim, a 36-year-old, on Wednesday. He faces charges of arson and possessing an explosive device.
The Tesla repair center at 6260 West Badura Avenue was set aflame on March 18 at around 2:45 a.m. In total, five vehicles were set on fire, as well as the building itself. It was one of the more notable instances of vandalism against Tesla in recent months, but police now have their culprit.
Las Vegas Metro Police Department Sheriff Dori Koren described the weapons Kim used to execute the attack:
“He used what appeared to be multiple Molotov cocktails and firearms to conduct his attack.”
As the instances of attacks on Tesla continue to be publicized, we are now seeing considerable pushback from owners, the company, and even the United States government regarding what it calls “domestic terrorism.”
Owners are now filing lawsuits against those who vandalize their vehicles, as the first civil suit against a vandal was filed in Texas yesterday.
Great
— Elon Musk (@elonmusk) March 27, 2025
Tesla has not made any moves itself against the vandals, but we expect the company to potentially enter some litigation against groups or politicians that incite violence against its property and the owners of its vehicles.
Additionally, the U.S. government has utilized the FBI to probe incidents against Tesla as a part of them being constituted as instances of domestic terrorism. Earlier this month, the Bureau established a specific task force to handle Tesla-related attacks.
“The FBI has been investigating the increase in violent activity toward Tesla, and over the last few days, we have taken additional steps to crack down and coordinate our response,” FBI head Kash Patel said on X. “This is domestic terrorism. Those responsible will be pursued, caught, and brought to justice.”
Elon Musk
Elon Musk clarifies Trump tariff effect on Tesla: “The cost impact is not trivial”
The U.S. President has stated that Elon Musk stayed silent and provided no input in the administration’s tariffs.

U.S. President Donald Trump’s plan to implement a 25% tariff on non-U.S.-made vehicles starting next week would affect American electric car maker Tesla.
This was confirmed by CEO Elon Musk in a recent post on social media platform X.
Musk and Trump
While Elon Musk works closely with the Trump administration due to his role in the Department of Government Efficiency (DOGE), the U.S. president has emphasized that the Tesla CEO never asks for favors. This was highlighted in his recent comments, when he stated that Elon Musk stayed silent and provided no input in the administration’s 25% auto tariffs.
When asked by reporters if the new tariffs would be good for Tesla, Trump noted that they may be “net neutral or they may be good.” The U.S. president also pointed to Tesla’s automotive plants in Fremont, California and Austin, Texas, which produce vehicles that are sold in the country. “Anybody that has plants in the United States — it’s going to be good for them,” Trump noted.
Tesla Affected
In a post on X, Elon Musk clarified that the Trump administration’s tariffs would affect the prices of vehicle parts that are sourced from other countries. This was a concern that Tesla previously outlined in a letter to the U.S. Trade Representative, which noted that even with “aggressive localization” of its supply chain, “certain parts and components are difficult or impossible to source within the United States.”
As per Musk in his recent post on X, the cost impact of the Trump administration’s tariffs is no joke. “To be clear, this will affect the price of parts in Tesla cars that come from other countries. The cost impact is not trivial,” Musk wrote in his post.
Potential Effects
Reactions to Musk’s comments from users of the social media platform were varied, with some speculating that the Trump auto tariffs could result in Teslas becoming more expensive in the United States. Despite this, the potential increases in Tesla’s vehicle prices might not be as notable as other cars, particularly those that are produced outside the country.
News
Hyundai’s $7.6B Georgia plant dodges Trump’s 25% Tariffs

Hyundai’s $7.6 billion Georgia plant dodged U.S. President Donald Trump’s recently announced tariffs on imported vehicles and auto parts.
The South Korean automaker’s Hyundai Motor Group Metaplant America (HMGMA) in Georgia celebrated its opening recently by announcing plans to expand the factory. Hyundai aims to boost production by two-thirds, increasing HMGMA’s capacity from 300,000 to 500,000 vehicles annually.
“This plant couldn’t come at a better time than now. Because definitely all the cars that we would produce here are going to be exempted from any tariffs,” said Hyundai Motor Company CEO Jose Munoz.
President Donald Trump recently announced 25% tariffs on auto imports at the White House. President Trump praised the HMGMA plan in Georgia, commenting it was a “clear demonstration that tariffs very strongly work.”
According to the Associated Press, the Georgia expansion ties into $21 billion in U.S. investments. It includes a $5.8 billion steel mill in Louisiana, which will supply parts for Georgia and Alabama plants.
Hyundai aims to employ 8,500 workers at the Bryan County site. Battery partners are estimated to add 3,500 more jobs. The car company does not have worker estimates for HMGMA’s expansion plans.
Hyundai Motor Group Executive Chairman Euisun Chung said the legacy automaker came to Georgia “to stay, to invest and to grow.”
“Standing here today, I can say I have never been more confident about building the future of mobility with America, in America,” Chung said.
Hyundai started EV production in Georgia six months ago. As of this writing, over 1,200 workers run the massive plant. Hyundai’s Georgia factory builds two electric SUVs now. The IONIQ 5 is already in production. Hyundai will start producing the IONIQ 9 this spring. Hyundai plans to produce hybrids, too. Munoz predicted hybrids would eventually make up one-third of production.
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