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SpaceX’s Starship to spar with Blue Origin for NASA Moon landing contracts
On November 18th, NASA announced that it had added commercial Moon lander offerings from SpaceX, Blue Origin, Sierra Nevada Corporation, and others to a pool of companies that will be able to compete to affordably deliver cargo to the surface of the Moon. With this latest addition of landers, competition could get very interesting, very quickly.
In November 2018, NASA revealed a big step forward in its plans to kickstart robotic exploration and utilization of the Moon, announcing nine new partners in its Commercial Lunar Payload Services (CLPS) initiative. Designed first and foremost to encourage the commercial development of unprecedentedly affordable Moon landers, the program’s first nine partners included Lockheed Martin, Astrobotic, Intuitive Machines, Masten Space, Orbit Beyond, and several others.
In May 2019, NASA announced the next step, contracting with three of those nine aforementioned providers to bring their proposed Moon landers to fruition and attempt their first lunar landings. Orbit Beyond dropped out shortly after but Astrobotic and Intuitive Machines continue to work towards that goal and aim to attempt the first Moon landings with their respective Peregrine and Nova-C spacecraft no earlier than (NET) July 2021. Intuitive Machines has contracted a SpaceX Falcon 9 for its first Nova-C Moon launch, while Astrobotic side with the very first launch of United Launch Alliance’s (ULA) next-generation Vulcan rocket.
Generally speaking, the landers offered by the first nine CLPS partners were on the smaller side of the spectrum, capable of delivering around 50-100 kg (100-200 lb) of useful cargo to the surface of the Moon with launch masses around 1500-3000 kg (3300-6600 lb). On November 18th, NASA announced that a second group of partners would be added to the competitive ‘pool’ of CLPS-eligible Moon landers, all of which can technically compete to land a range of NASA payloads on the Moon. The new five are Ceres Robotics, Tyvak Nano-Satellite Systems, Sierra Nevada Corporation, Blue Origin, and SpaceX.
Next to nothing is known about Tyvak’s or Ceres Robotics’ apparently proposed landers, but a render of SNC’s Moon lander concept shares some obvious similarities with its Dream Chaser spacecraft and expendable power and propulsion module, implying that it’s likely on the larger side. Blue Origin and SpaceX, of course, proposed their Blue Moon and Starship spacecraft.
As a 100%-speculative guess, Ceres and Tyvak’s landers are likely in the same ~100 kg-class range as the nine CLPS providers selected before it, while Sierra Nevada’s lander concept is probably closer to 500 kg (1100 lb). According to Blue Origin, it’s recently-updated Blue Moon lander is designed to deliver up to 4500 kg (9900 lb) to the lunar surface and is expected to attempt its first Moon landing no earlier than 2024.
Unsurprisingly, SpaceX’s Starship blows all 13 other lander proposals out of the water and, in the context of the CLPS program, is a bit like bringing a Gatling gun to a paintball match. According to SpaceX, a fully-refueled Starship should be able to land 100 metric tons (220,000 lb) of cargo on the Moon, although it’s unclear if that would allow the Starship to return to Earth.
In simpler terms, there is just no chance whatsoever that the practical scope of NASA’s CLPS program could possibly warrant more than a few metric tons delivered to the surface of the Moon. NASA as a whole doesn’t have the budget needed to build useful several-dozen-ton spacecraft or experiments, let alone CLPS. In that sense, the real question to ask is what could Starship manage if the useful payloads it needs to deliver are no more than a few metric tons?
Assuming SpaceX’s technical know-how is mature enough to allow Starship to preserve cryogenic propellant for weeks or months after launch, it’s entirely conceivable that a Moon launch with, say, 10 tons of cargo could be achieved with just one or two in-orbit refuelings, all while leaving that Starship enough margin to safely return to Earth. Given that NASA awarded Intuitive Machines and Astrobotic approximately $80M apiece to land 50-100 kg on the Moon, it’s far too easy to imagine SpaceX quoting a similar price to deliver 10+ tons to the Moon by enabling full Starship reuse.
All things considered, politics still looms in the distance and there is just as much of a chance that SpaceX (and maybe even Blue Origin) will be passed over by CLPS when the time comes to award the next round of Moon delivery contracts. Still, the odds of something far out of the ordinary happening are much higher with a program like CLPS. Stay tuned!
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Elon Musk
Tesla ramps Cybercab test manufacturing ahead of mass production
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
Tesla is seemingly ramping Cybercab test manufacturing ahead of mass production, which is scheduled to begin next month, the company said.
At Tesla’s Gigafactory Texas, production of the Cybercab, the company’s groundbreaking purpose-built Robotaxi vehicle, is accelerating markedly. Drone footage from Joe Tegtmeyer captured striking aerial footage today, revealing what appears to be the largest public sighting of Cyebrcabs to date.
A total of 25 units were observed by Tegtmeyer across the Gigafactory Texas property, marking a clear step-up in testing and validation activities as Tesla prepares for a broader output.
Tesla Cybercab production begins: The end of car ownership as we know it?
In the footage, 14 metallic gold Cybercabs were parked in a tight formation outside the factory exit, showcasing their sleek, autonomous-only design with no steering wheels, pedals, or traditional controls. Another 9 units sat at the crash testing facility, likely undergoing structural and safety validations, while two more appeared at the west end-of-line area for final checks.
Big day for Cybercab at Giga Texas today! Actually, yesterday to kick off March, the production line went into a higher volume & today we see 25 at three main locations, and there were several others I observed driving around too!
I think this may be the largest single grouping… pic.twitter.com/HZDMNv57lJ
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) March 3, 2026
Tegtmeyer noted additional Cybercabs driving around the complex, hinting at active movement and real-world testing beyond static parking.
This surge follows the first production Cybercab rolling off the line in mid-February 2026, several weeks ahead of the originally anticipated April start.
That milestone, celebrated by Tesla employees and confirmed by CEO Elon Musk, kicked off low-volume builds on the dedicated “unboxed” manufacturing line, a modular process designed to slash costs, reduce factory footprint, and enable faster assembly compared to conventional methods.
Industry observers interpret the jump to dozens of visible units in early March as evidence that Tesla has transitioned into higher-volume test manufacturing.
Tesla still has plans for volume production, which remains between four and eight weeks away, aligning with Musk’s statements that early ramps would be deliberately measured given the Cybercab’s novel architecture and full reliance on Tesla’s vision-based Full Self-Driving technology.
The Cybercab, envisioned as a sub-$30,000 autonomous two-seater for robotaxi fleets, represents Tesla’s bold pivot toward scalable autonomy and robotics.
Tesla fans and enthusiasts on X praised the imagery, with many expressing excitement over the visible progress toward deployment. While challenges remain, including software maturity, regulatory hurdles, and supply chain scaling, the increased factory activity underscores Tesla’s momentum in turning the Cybercab vision into reality.
As Giga Texas continues expanding and refining the manufacturing process of the Cybercab, the coming months will prove to be a pivotal time in determining how quickly this revolutionary vehicle reaches roads in the U.S. and internationally.
Elon Musk
SpaceX to launch Starlink V2 satellites on Starship starting 2027
The update was shared by SpaceX President Gwynne Shotwell and Starlink Vice President Mike Nicolls.
SpaceX is looking to start launching its next-generation Starlink V2 satellites in mid-2027 using Starship.
The update was shared by SpaceX President Gwynne Shotwell and Starlink Vice President Mike Nicolls during remarks at Mobile World Congress (MWC) in Barcelona, Spain.
“With Starship, we’ll be able to deploy the constellation very quickly,” Nicolls stated. “Our goal is to deploy a constellation capable of providing global and contiguous coverage within six months, and that’s roughly 1,200 satellites.”
Nicolls added that once Starship is operational, it will be capable of launching approximately 50 of the larger, more powerful Starlink satellites at a time, as noted in a Bloomberg News report.
The initial deployment of roughly 1,200 next-generation satellites is intended to establish global and contiguous coverage. After that phase, SpaceX plans to continue expanding the system to reach “truly global coverage, including the polar regions,” Nicolls said.
Currently, all Starlink satellites are launched on SpaceX’s Falcon 9 rocket. The next-generation fleet will rely on Starship, which remains in development following a series of test flights in 2025. SpaceX is targeting its next Starship test flight, featuring an upgraded version of the rocket, as soon as this month.
Starlink is currently the largest satellite network in orbit, with nearly 10,000 satellites deployed. Bloomberg Intelligence estimates the business could generate approximately $9 billion in revenue for SpaceX in 2026.
Nicolls also confirmed that SpaceX is rebranding its direct-to-cell service as Starlink Mobile.
The service currently operates with 650 satellites capable of connecting directly to smartphones and has approximately 10 million monthly active users. SpaceX expects that figure to exceed 25 million monthly active users by the end of 2026.
Elon Musk
Elon Musk’s xAI and X to pay off $17.5B debt in full: report
The update was shared initially in a report from Bloomberg News, which cited people reportedly familiar with the matter.
Elon Musk’s social platform X and artificial intelligence startup xAI are reportedly preparing to repay approximately $17.5 billion in outstanding debt in full.
The update was shared initially in a report from Bloomberg News, which cited people reportedly familiar with the matter.
Morgan Stanley, which arranged the debt financing for both companies, has reportedly informed existing lenders that X and xAI plan to pay back the full amount of the $17.5 billion debt. Bloomberg’s sources did not disclose where the capital for the repayment would be coming from.
X, formerly known as Twitter, assumed roughly $12.5 billion in debt during Musk’s acquisition of the company. xAI separately borrowed about $5 billion through bonds and loans last June. The two firms merged last year under xAI Holdings.
Bloomberg noted that portions of the debt are relatively recent and may carry early repayment penalties. xAI’s $3 billion in high-yield bonds are expected to be redeemed at 117 cents on the dollar, reflecting a premium since the debt was expected to stay outstanding for at least two years.
X has been servicing tens of millions of dollars in monthly debt payments, while xAI has reportedly been burning approximately $1 billion in cash per month as it invests heavily in data centers, chips, and AI talent. That being said, xAI also concluded a funding round in January, where it raised $20 billion of new equity.
The repayment plans come as Musk consolidates several of his businesses. SpaceX recently acquired xAI, making it a subsidiary as the company explores plans for space-based data centers. The combined entity has been valued at approximately $1.25 trillion.
Bloomberg previously reported that SpaceX is targeting a confidential IPO filing as soon as this month, potentially positioning the private space firm for a public listing later this year. Representatives for Morgan Stanley declined to comment, and X and xAI did not immediately respond to requests for comment.
Tesla ramps Cybercab test manufacturing ahead of mass production
SpaceX to launch Starlink V2 satellites on Starship starting 2027
