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SpaceX wins NASA funds to study a Falcon Heavy-launched Moon lander
NASA has announced a series of awards as part of its 2024 Moon return ambitions, providing up to $45.5M for 11 companies to study lunar landers, spacecraft, and in-space refueling technologies.
Among those selected for studies are SpaceX, Blue Origin, Masten Space, and the Sierra Nevada Corporation, alongside usual suspects like Boeing and Lockheed Martin. The chances of NASA actually achieving a crewed return to the surface of the Moon by 2024 are admittedly minuscule. However, with the space agency’s relatively quick three-month turnaround from accepting proposals to awarding studies, those chances of success will at least be able to continue skirting the realm of impossibility for now. In fact, SpaceX believes its Moon lander could be ready for a lunar debut as early as 2023.
Do the OldSpace Limbo!
Almost exactly 90 days (three months) since NASA released its lunar lander request for proposal (RFP), the 11 US companies selected for awards can now begin mature their designs, concepts of operations, and even build prototypes in a select few cases. At least based on the volume of awards and prototypes funded, the bulk of the $45.5M available for these studies unsurprisingly appears to have gone to Boeing and Lockheed. The duo of military-industrial complex heavyweights have maintained a decades-old stranglehold over NASA’s human spaceflight procurement.
In the last 13 years, the companies – combined – have carefully extracted no less than $35B from NASA, all of which has thus far produced a single launch of a half-finished prototype spacecraft (Orion) on a contextually irrelevant rocket (Delta IV Heavy) in 2014. The SLS rocket and Orion spacecraft remain almost perpetually delayed and are unlikely to complete their uncrewed launch debut until 2021, if not later.
SpaceX enters the lunar lander fray
“SpaceX was founded with the goal of helping humanity become a spacefaring civilization. We are excited to extend our long-standing partnership with NASA to help return humans to the Moon, and ultimately to venture beyond.”
– SpaceX President and COO Gwynne Shotwell
SpaceX was one of the 11 companies to receive NASA funding for a lunar lander-related design study. By all appearances, the company has been analyzing this potential use-case for some time. What they offer is significantly more complex than what NASA’s press release described as “one descent element study”. First and foremost, however, it must be stressed that these NASA funded studies – particularly those relegated to design, with no prototype builds – are really just concepts on paper. The NASA funding will help motivate companies to at least analyze and flesh out their actual capabilities relative to the task and time frame at hand, but there is no guarantee that more than one or two of the 11 studies will translate into serious hardware contracts.
Regardless of the many qualifications, SpaceX’s proposed descent module (i.e. Moon lander) is undeniably impressive. If SpaceX were to win a development contract, the lander would be based on flight-proven Falcon 9 and Crew Dragon subsystems wherever possible, translating into a vehicle that would have significant flight heritage even before its first launch. That first Moon landing attempt could come as early as 2023 and would utilize the performance of SpaceX’s own Falcon Heavy, currently the most powerful rocket in operation.
No renders have been released at this stage but it’s safe to assume that a SpaceX Moon lander would be somewhat comparable to Blue Origin’s just-announced Blue Moon lander, capable of delivering ~6.5t (14,300 lb) to the lunar surface. Rather than hydrogen and oxygen, SpaceX would instead use either Crew Dragon’s NTO/MMH propulsion or base the lander on Falcon 9’s extremely mature liquid kerosene/oxygen upper stage and Merlin Vacuum (MVac) engine.
Impressively, the SpaceX lander would aim for nearly double Blue Moon’s 6.5t payload capability, delivering as much as 12t (26,500 lb) to the surface of the Moon. That payload could either enable an unprecedentedly large crew capsule/ascent vehicle or permit the delivery of truly massive robotic or cargo payloads. Additionally, SpaceX believes that a descent stage with the aforementioned capabilities could potentially double as an excellent orbital transfer stage, refueling tug, and more. The lander would also serve as a full-up testbed for all the advanced technologies SpaceX needs to enable its goals of sustainable, reliable, and affordable solar system colonization.
Time will tell if NASA is actually serious about upsetting the status quo and getting to the Moon quickly and affordably, or if they will instead fall back on well-worn habits shown to minimize results and maximize cost. The White House recently proposed an additional $1.6B be added to NASA’s FY2020 budget, inexplicably choosing to take those funds from the federal Pell Grant system, which helps more than five million underprivileged Americans afford higher education. Regardless of the sheer political ineptitude involved in the proposed funding increase, even $1.6B annually (the WH proposal is for one year only) would be a pittance in the face of the spectacular inefficiencies of usual contractors Boeing and Lockheed Martin.
The telltale sign of which direction NASA’s lunar ambitions are headed will come when the agency begins to award actual development and hardware production contracts to one or several of the proposals to be studied. Stay tuned!
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Elon Musk
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla.
The Delaware Supreme Court has overturned a lower court ruling, reinstating Elon Musk’s 2018 compensation package originally valued at $56 billion but now worth approximately $139 billion due to Tesla’s soaring stock price.
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla. Musk quickly celebrated the outcome on X, stating that he felt “vindicated.” He also shared his gratitude to TSLA shareholders.
Delaware Supreme Court makes a decision
In a 49-page ruling Friday, the Delaware Supreme Court reversed Chancellor Kathaleen McCormick’s 2024 decision that voided the 2018 package over alleged board conflicts and inadequate shareholder disclosures. The high court acknowledged varying views on liability but agreed rescission was excessive, stating it “leaves Musk uncompensated for his time and efforts over a period of six years.”
The 2018 plan granted Musk options on about 304 million shares upon hitting aggressive milestones, all of which were achieved ahead of time. Shareholders overwhelmingly approved it initially in 2018 and ratified it once again in 2024 after the Delaware lower court struck it down. The case against Musk’s 2018 pay package was filed by plaintiff Richard Tornetta, who held just nine shares when the compensation plan was approved.
A hard-fought victory
As noted in a Reuters report, Tesla’s win avoids a potential $26 billion earnings hit from replacing the award at current prices. Tesla, now Texas-incorporated, had hedged with interim plans, including a November 2025 shareholder-approved package potentially worth $878 billion tied to Robotaxi and Optimus goals and other extremely aggressive operational milestones.
The saga surrounding Elon Musk’s 2018 pay package ultimately damaged Delaware’s corporate appeal, prompting a number of high-profile firms, such as Dropbox, Roblox, Trade Desk, and Coinbase, to follow Tesla’s exodus out of the state. What added more fuel to the issue was the fact that Tornetta’s legal team, following the lower court’s 2024 decision, demanded a fee request of more than $5.1 billion worth of TSLA stock, which was equal to an hourly rate of over $200,000.
Delaware Supreme Court Elon Musk 2018 Pay Package by Simon Alvarez
News
Tesla Cybercab tests are going on overdrive with production-ready units
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the vehicle being reported across social media this week.
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the autonomous two-seater being reported across social media this week. Based on videos of the vehicle that have been shared online, it appears that Cybercab tests are underway across multiple states.
Recent Cybercab sightings
Reports of Cybercab tests have ramped this week, with a vehicle that looked like a production-ready prototype being spotted at Apple’s Visitor Center in California. The vehicle in this sighting was interesting as it was equipped with a steering wheel. The vehicle also featured some changes to the design of its brake lights.
The Cybercab was also filmed testing at the Fremont factory’s test track, which also seemed to involve a vehicle that looked production-ready. This also seemed to be the case for a Cybercab that was spotted in Austin, Texas, which happened to be undergoing real-world tests. Overall, these sightings suggest that Cybercab testing is fully underway, and the vehicle is really moving towards production.
Production design all but finalized?
Recently, a near-production-ready Cybercab was showcased at Tesla’s Santana Row showroom in San Jose. The vehicle was equipped with frameless windows, dual windshield wipers, powered butterfly door struts, an extended front splitter, an updated lightbar, new wheel covers, and a license plate bracket. Interior updates include redesigned dash/door panels, refined seats with center cupholders, updated carpet, and what appeared to be improved legroom.
There seems to be a pretty good chance that the Cybercab’s design has been all but finalized, at least considering Elon Musk’s comments at the 2025 Annual Shareholder Meeting. During the event, Musk confirmed that the vehicle will enter production around April 2026, and its production targets will be quite ambitious.
News
Tesla gets a win in Sweden as union withdraws potentially “illegal” blockade
As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Swedish union Vision has withdrawn its sympathy blockade against Tesla’s planned service center and showroom in Kalmar. As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Vision’s decision to pull the blockade
Vision announced the blockade in early December, stating that it was targeting the administrative handling of Tesla’s facility permits in Kalmar municipality. The sympathy measure was expected to start Monday, but was formally withdrawn via documents sent to the Mediation Institute and Kalmar Municipality last week.
As noted in a Daggers Arbete report, plans for the strike were ultimately pulled after employer group SKR highlighted potential illegality under the Public Employment Act. Vision stressed its continued backing for the Swedish labor model, though Deputy negotiation manager Oskar Pettersson explained that the Vision union and IF Metall made the decision to cancel the planned strike together.
“We will not continue to challenge the regulations,” Petterson said. “The objection was of a technical nature. We made the assessment together with IF Metall that we were not in a position to challenge the legal assessment of whether we could take this particular action against Tesla. Therefore, we chose to revoke the notice itself.”
The SKR’s warning
Petterson also stated that SKR’s technical objection to the Vision union’s planned anti-Tesla strike framed the protest as an unauthorized act. “It was a legal assessment of the situation. Both for us and for IF Metall, it is important to be clear that we stand for the Swedish model. But we should not continue to challenge the regulations and risk getting judgments that lead nowhere in the application of the regulations,” he said.
Vision ultimately canceled its planned blockade against Tesla on December 9. With Vision’s withdrawal, few obstacles remain for Tesla’s long-planned Kalmar site. A foreign electrical firm completed work this fall, and Tesla’s Careers page currently lists a full-time service manager position based there, signaling an imminent opening.
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
Tesla Cybercab tests are going on overdrive with production-ready units
