

News
SpaceX’s Starship to return humanity to the Moon in stunning NASA decision
In one of the biggest NASA contracting surprises in years, the space agency has chosen SpaceX – and only SpaceX – to return humans to the surface of the Moon with its next-generation Starship rocket.
The Washington Post’s Christian Davenport broke the news a few hours before NASA’s scheduled announcement and teleconference, revealing that SpaceX beat out Dynetics and a Blue Origin-led “National Team” for a sole-source contract to build, launch, and land a custom version of Starship on the Moon for $2.89 billion. If that uncrewed testing is successful, SpaceX and Starship will be tasked with landing the first astronauts on the Moon in half a century as early as the in the mid-2020s.
While a Human Landing System (HLS) announcement was fully planned and expected to happen this month, virtually everyone following the process believed that NASA would continue to lean on the rationale behind selecting multiple providers for its Commercial Resupply Services (CRS) and Commercial Crew (CCP) programs. Having multiple distinct providers, spacecraft, and rockets available to accomplish the same tasks fundamentally insulates NASA (and the International Space Station that depends on those programs) from losing the ability to transport crew or cargo in the event that any one provider is delayed or suffers a major failure.
With a goal as complex as landing humans back on the Moon for the first time since the 1970s, redundancy and multiple distinct solutions would obviously be even more desirable. Entirely contrary to expectations, NASA instead announced that it had exclusively contracted with SpaceX alone for next phase of HLS development. Though SpaceX may have been the only competitor already testing something approximating real integrated flight hardware, NASA’s decision to sole-source HLS to Starship represents a significant gamble.
Simultaneously, though, the move is also extraordinarily pragmatic and indicates that one or several major decisionmakers at NASA have taken less positive lessons from its commercial cargo and crew programs to heart. Crucially, over the first several years of the Commercial Crew Program (CCP), Congress systematically underfunded the development of two commercial crew spacecraft – one from Boeing and the other from SpaceX. As a direct result, the launch debuts of both spacecraft were delayed by several years, forcing NASA to to continue relying on Russian Soyuz launches well into the 2020s to get its astronauts to the ISS.
Additionally, SpaceX – an unequivocal underdog and newbie next to Boeing in the mid-2010s – has drastically outperformed its traditional aerospace counterpart, beating Boeing to the punch and launching astronauts first. Boeing’s Starliner is now at least 18 months behind Crew Dragon despite costing almost 60% more.
In its first year on the books, almost mirroring NASA’s Commercial Crew experience, Congress aggressively underfunded the HLS program, allotting $850M – just 25% – of the $3.4B NASA requested. In other words, NASA seems to be proceeding with HLS under the assumption that Congress – as it did with CCP – will continue to chronically underfund the lunar lander program for years to come. If that’s the case, NASA appears to have made an uncharacteristically astute decision to structure HLS not on its preferred budget – but on what the agency believes Congress will pony up.
Put in a slightly different way, NASA is basically telling Congress that its lack of commitment has forced the agency to sole-source its lunar lander contract to SpaceX, putting the impetus on Congress to properly fund the HLS program if it wants redundant providers. All told, while NASA is undoubtedly taking a risk selecting SpaceX and Starship to return both it and humanity to the Moon, the space agency has now made it abundantly clear that it’s fully committed to the program and goal, whether or not Congress is willing to do its job.
Elon Musk
Tariff reprieve might be ‘Tesla-friendly,’ but it’s also an encouragement to others
Tesla stands to benefit from the tariff reprieve, but it has some work cut out for it as well.

After Secretary of Commerce Howard Lutnick made adjustments to the automotive tariff program that was initially announced, many quickly pointed to the reprieve as “Tesla-friendly.”
While that may be the case right now, it was also a nudge of encouragement to other companies, Tesla included, to source parts from the U.S. in an effort to strengthen domestic manufacturing. Many companies are close, and it will only take a handful of improvements to save themselves from tariffs on their cars as well.
Yesterday, Sec. Lutnick confirmed that cars manufactured with at least 85 percent of domestic content will face zero tariffs. Additionally, U.S. automakers would receive credit up to 15 percent of the value of vehicles to offset the cost of imported parts.
Big Tesla win? Sec Lutnick says cars with 85% domestic content will face zero tariffs
“This is ‘finish your cars in America and you win’,” Lutnick said.
Many were quick to point out that only three vehicles currently qualify for this zero-tariff threshold: all three are Teslas.
However, according to Kelley Blue Book’s most recent study that revealed who makes the most American cars, there are a lot of vehicles that are extremely close to also qualifying for these tariff reductions.
Tesla has three vehicles that are within five percent, while Ford, Honda, Jeep, Chevrolet, GMC, and Volkswagen have many within just ten percent of the threshold.
Tesla completely dominates Kogod School’s 2024 Made in America Auto Index
It is within reach for many.
Right now, it is easy to see why some people might think this is a benefit for Tesla and Tesla only.
But it’s not, because Tesla has its Cybertruck, Model S, and Model X just a few percentage points outside of that 85 percent cutoff. They, too, will feel the effects of the broader strategy that the Trump administration is using to prioritize domestic manufacturing and employment. More building in America means more jobs for Americans.

Credit: Tesla
However, other companies that are very close to the 85 percent cutoff are only a few components away from also saving themselves the hassle of the tariffs.
Ford has the following vehicles within just five percent of the 85 percent threshold:
- Ford Mustang GT automatic (80%)
- Ford Mustang GT 5.0 (80%)
- Ford Mustang GT Coupe Premium (80%)
Honda has several within ten percent:
- Honda Passport All-Wheel-Drive (76.5%)
- Honda Passport Trailsport (76.5)
Jeep has two cars:
- Jeep Wrangler Rubicon (76%)
- Jeep Wrangler Sahara (76%)
Volkswagen has one with the ID.4 AWD 82-kWh (75.5%). GMC has two at 75.5% with the Canyon AT4 Crew Cab 4WD and the Canyon Denali Crew Cab 4WD.
Chevrolet has several:
- Chevrolet Colorado 2.7-liter (75.5%)
- Chevrolet Colorado LT Crew Cab 2WD 2.7-liter (75.5%)
- Chevrolet Colorado Z71 Crew Cab 4WD 2.7-liter (75.5%)
These companies are close to reaching the 85% threshold, but adjustments need to be made to work toward that number.
Anything from seats to fabric to glass can be swapped out for American-made products, making these cars more domestically sourced and thus qualifying them for the zero-tariff boundary.
Frank DuBois of American University said that manufacturers like to see stability in their relationships with suppliers and major trade partners. He said that Trump’s tariff plan could cause “a period of real instability,” but it will only be temporary.
Now is the time to push American manufacturing forward, solidifying a future with more U.S.-made vehicles and creating more domestic jobs. Tesla will also need to scramble to make adjustments to its vehicles that are below 85%.
News
Tesla Cybertruck RWD production in full swing at Giga Texas
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.

It appears that Tesla is indeed ramping the production of the Cybertruck Long Range Rear Wheel Drive (LR RWD), the most affordable variant of the brutalist all-electric pickup truck.
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.
Giga Texas Footage
As per longtime Tesla watcher Joe Tegtmeyer, Giga, Texas, was a hotbed of activity when he conducted his recent drone flyover. Apart from what seemed to be Cybercab castings being gathered in the complex, a good number of Cybertruck LR RWD units could also be seen in the facility’s staging area. The Cybertruck LR RWD units are quite easy to spot since they are not equipped with the motorized tonneau cover that is standard on the Cybertruck AWD and Cyberbeast.
The presence of the Cybertruck LR RWD units in Giga Texas’ staging area suggests that Tesla is ramping the production of the base all-electric pickup truck. This bodes well for the vehicle, which is still premium priced despite missing a good number of features that are standard in the Cybertruck AWD and Cyberbeast.
Cybertruck Long Range RWD Specs
The Cybertruck LR RWD is priced at $69,990 before incentives, making it $10,000 more affordable than the Cybertruck AWD. For its price, the Cybertruck Long Range RWD offers a range of 350 miles per charge if equipped with its 18” standard Wheels. It can also add up to 147 miles of range in 15 minutes using a Tesla Supercharger.
Much of the cost-cutting measures taken by Tesla are evident in the cabin of the Cybertruck LR RWD. This could be seen in its textile seats, standard console, seven-speaker audio system with no active noise cancellation, and lack of a 9.4” second-row display. It is also missing the motorized tonneau cover, the 2x 120V and 1x 240V power outlets on the bed, and the 2x 120V power outlets in the cabin. It is also equipped with an adaptive coil spring suspension instead of the adaptive air suspension in the Cybertruck AWD and Cyberbeast.
Elon Musk
Tesla preps for a Cybercab takeover of the Robotaxi platform after pilot program
Tesla looks to be preparing the Cybercab for Robotaxi operation as castings pile up at Gigafactory Texas.

Tesla is evidently preparing for the Cybercab to take over the Robotaxi platform after the pilot program in Austin, Texas, is launched.
That claim is made based on new drone footage from Gigafactory Texas captured by Joe Tegtmeyer, who found hundreds of Cybercab castings that have accumulated on property in Austin.
🚨 The Drone GOAT @JoeTegtmeyer has captured images of “several hundred” Cybercab castings outside of Giga Texas
The Model Y will handle the initial Robotaxi pilot program in Austin, but it looks like Cybercab could be introduced later this year as well! https://t.co/PkPXjuR5Tc pic.twitter.com/iSohkSZcIZ
— TESLARATI (@Teslarati) April 30, 2025
The Cybercab is Tesla’s dedicated Robotaxi vehicle that was unveiled last October. It features just two seats and is minimalistic, aimed toward allowing the Full Self-Driving suite to chauffeur passengers from Point A to Point B without ever having to deal with human interaction or any responsibilities within the vehicle.
In June, Tesla plans to launch its first Robotaxi rides in Texas. Although employees in Austin and in the Bay Area of San Francisco have already had access to over 1,500 trips and 15,000 miles of autonomous (but supervised) travel, Tesla plans to launch a driverless version in a limited fashion in June.
However, this initial pilot program, while presumably operating on an Unsupervised version of the FSD, will only utilize Model Ys, at least at first.
The drone footage captured by Tegtmeyer today seems to tell a story of a quick transition to the Cybercab for the Robotaxi responsibilities, especially as Tesla gets its feet wet with the early Unsupervised FSD rides and gains confidence in the fleet’s ability to navigate passengers:
Many more @Tesla Cybercab Castings at Giga Texas today! Looks like around 75 or so in the racks waiting for production line testing (or more than that?) 😎 pic.twitter.com/0zUdH6BKLx
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) April 30, 2025
It appears that between 400 and 500 Cybercab castings can be seen in the images Joe captured, a very respectable number considering the company said it will not launch the Robotaxi with the initial rides it gives in Austin.
The images seem to paint a picture that Tesla is truly ready to get things moving in terms of the Cybercab project. While it does not plan to use the vehicle initially, its manufacturing efforts for the car are being prepared by stacking these castings so they’re ready to be expanded upon into the real thing.
On the most recent Earnings Call, Tesla’s VP of Vehicle Engineering, Lars Moravy, said the Cybercab’s engineering has progressed over the last several months to “derisk things like corrosion, the ceiling across the seams of the vehicle, and when you marry several components,” and even things like early crash testing have already taken place.
Moravy continued, “As with all that combined, we kind of go into the builds that we have in this quarter for the Cybercab product, and that’s the next real big test of full-scale integration with the unboxed process. And that’s kind of where we are. So you’ll see them on the test roads in a couple of months.”
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