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SpaceX details plan to build Mars Base Alpha with reusable Starship rockets
For the first time, SpaceX has teamed up with researchers from NASA and several other US institutions to publicly discuss how it plans to use Starship to build Mars Base Alpha.
Save for a handful of comments spread around the periphery of SpaceX and CEO Elon Musk’s main focus, Starship itself, the company and its executives have almost never specifically discussed how the next-generation fully-reusable rocket will be used to create a permanent human presence on Mars. For the most part, that clear focus on near-term hurdles is hard to fault. Half a century of mostly theoretical analysis has made it abundantly clear that a permanent and sustainable extraterrestrial human outpost is impossible without a radical reduction in the cost of access to space. For decades, NASA has studied and studied and studied slight variations of a plan that would cost hundreds of billions of dollars to send a few astronauts to Mars for a few months at a time.
Put simply, without a revolution in space transport, even a temporary presence on Mars where inhabitants are mostly dependent on imported goods is infeasible unless Mars exploration is made a national or international priority on the order of tens of billions of dollars per year. Over the 80-90 years that spaceflight has been seriously pondered, dozens of groups and papers and studies and space agencies have imagined what that revolution might look like and SpaceX is not unique for proposing a solution to that longstanding problem. However, SpaceX is the first of that long list of contenders to propose a solution and both invest significant resources and put hammer to metal in an attempt to make that vision real.
Two years after SpaceX announced its intention to build that next-generation space transportation system, Musk revealed a radical design change and work on the first steel Starship prototypes began. Three years later, SpaceX has completed nine Starship test flights – four brief hops and five flights above 10 km (6 mi). In 2021 alone, SpaceX completed four of those high-altitude flight tests, recovered a high-altitude prototype intact for the first time, built the first orbital-class ship and booster prototypes, began testing that ship, and is nearly finished the first orbital Starship launch site from scratch. In April, SpaceX also secured a $2.9 billion NASA contract to build a human-rated Moon lander variant of Starship.
Put simply, SpaceX – and now NASA with it – has laid a sturdy foundation upon which Starship will almost certainly be realized. A great deal of work remains but SpaceX has more or less surmounted most of the major technical hurdles that towered over Starship/BFR/ITS just a few years ago. A wealth of Starship ground and flight tests have firmly demonstrated that the rocket’s structures, avionics, Raptor engines, exotic methods of descent and landing, and previously unflown fuel of choice are all ready for orbital flight. From then on, SpaceX will still need to prove out Starship’s massive, ceramic, non-ablative heat shield technology; mature orbital rocket refueling techniques and technologies; and finally operationalize all the above to make the rapid launch, reuse, and refueling of the largest rocket in history routine and mundane – something SpaceX has proven to be more than capable of with Dragon and Falcon.
How, then, will SpaceX proceed to the Red Planet?
Packing for Mars
With the help of coauthors from NASA Ames, SETI, and half a dozen prestigious US universities and institutes, SpaceX has begun to answer exactly that question in a 2021 whitepaper [PDF] submitted for the National Academies’ next Planetary Science and Astrobiology Decadal Survey. While that survey alone could influence NASA as the agency prepares to outline its next decade of space science and determine the ultimate destination of tens of billions of federal dollars, the consequences of which could be immense, SpaceX also used the paper to describe its plans for early missions to Mars in unprecedented detail.
As has always been the plan, SpaceX will begin the process of constructing sustainable cities on Mars with a few (relatively) simple steps. Likely as soon as the mid-2020s, SpaceX will begin launching uncrewed Starships to Mars to both verify the system’s maturity and readiness and “deliver significant quantities of cargo to the surface in advance of human arrival.” Likely leaning on a wide range of robotics, those early missions will help SpaceX characterize local resources, stage supplies, test technologies for long-duration Martian surface ops, and begin developing infrastructure – with a propellant plant likely the most pressing need. None of that is surprising. However, there’s more.
According to the authors, which include several current and former SpaceX engineers, “current SpaceX mission planning [tasks those early uncrewed Starships with delivering] equipment for increased power production, water extraction, LOX/methane production, pre-prepared landing pads, radiation shielding, dust control equipment, exterior shelters for humans and equipment, [and more – all hardware needed to support the first human base.]”
Further, confirming what’s been assumed to be the plan for years, “humans will likely live on [Starships] for the first few years until additional habitats are constructed” and “the first wave of uncrewed Starships can also be relocated and/or repurposed as needed to support the humans on the surface,” serving as “valuable assets for storage, habitation, [scientific laboratories], and a source of refined metal structures and resources.” The paper also states that “SpaceX is aggressively developing Starship to…conduct initial test flights to Mars…as soon as 2022 [or 2024]” and even raises the possibility of SpaceX launching the first Starship(s) to Mars before the rocket’s first lunar mission but then launching a separate lunar mission and landing a different Starship on the Moon while the Marsbound ship or ships are still in transit.
The whitepaper marks the first time that SpaceX (or those familiar with the company’s plans) has properly fleshed out the basics of its first crewed and uncrewed Starship missions to Mars and confirms a great deal of well-informed speculation. Namely, SpaceX appears to intend to pack even the very first Mars-bound ships with supplies. But even if they don’t bring much, the first Martian immigrants – launched in batches of “10-20 people” alongside “100+ metric tons” (~220,000+ lb) of cargo – will reuse all surviving Starships as pre-emplaced habitats, storage tanks, and raw material feedstock. Early cargo will focus on power, water, and propellant production, as well as shelters, radiation shielding, and the construction of prepared landing pads. Unsurprisngly, early residents will likely make the Starships that carry them to Mars their first homes on the surface of the Red Planet, taking advantage of an ~1100m³ (~39,000ft³) pressurized volume already outfitted to keep dozens of people alive and healthy in deep space for months at a time.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
