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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
How much of SpaceX will Elon Musk own after IPO will surprise you
SpaceX’s IPO filing confirms Musk will maintain his voting power to make key decisions for the company.
Elon Musk will retain dominant voting control of SpaceX after it goes public, according to the company’s IPO prospectus that was filed with the SEC. The filing reveals a dual-class equity structure giving Class B shareholders 10 votes each, concentrating power with Musk and a handful of other insiders, while Class A shares sold to public investors carry one vote.
Musk holds approximately 42% of SpaceX’s equity and controls roughly 79% of its votes through super-voting shares. He will simultaneously serve as CEO, CTO, and chairman of the nine-member board after the listing. Beyond that, the filing includes provisions that may limit shareholders’ influence over board elections and legal actions, forcing disputes into arbitration and restricting where they can be brought.
The case for Musk holding this level of control is grounded in SpaceX’s actual history. The company’s most important bets, from reusable rockets to a global satellite internet constellation, were decisions that ran against conventional aerospace thinking and would likely have faced resistance from a board accountable to investor gains. Fully reusable rockets were considered economically irrational by established industry players for years. Starlink, which now generates over $4 billion in annual operating profit, was widely dismissed as financially unviable when it was proposed. The argument for concentrated founder control seems straightforward, and the decisions that built SpaceX into what it is today required someone willing to ignore consensus and absorb years of losses.
SpaceX files confidentially for IPO that will rewrite the record books
For context, Musk’s position is significantly more dominant than Zuckerberg’s at Meta. The comparison with Tesla is also worth noting. When Tesla did its IPO in 2010, it did not issue dual-class shares. Musk has only recently pushed for enhanced voting protection, proposing at least 25% control at Tesla in 2024 after selling shares to fund his Twitter acquisition left him with around 13%.
SpaceX has clearly learned from that experience and structured the IPO differently by planning to allocate up to 30% of shares to retail investors, roughly three times the typical norm for a large offering. The roadshow is expected to begin the week of June 8, with a Nasdaq listing rumored to be a $1.75 trillion valuation and a $75 billion raise.
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Tesla bolsters App with new safety, insurance, and storage features
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.
Tesla Insurance – Safety Score 3.0
This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.
Tesla intertwines FSD with in-house Insurance for attractive incentive
Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).
Update Tracking
Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.
Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.
Storage Management
Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.
Now, manually deleting the Dashcam videos is easier than ever.
Trailer Light Test
This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.
Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.
Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.
News
Tesla is building private Superchargers just for Robotaxi
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.
Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.
In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.
A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.
The sites were spotted by Supercharger observer MarcoRP.
On the same day, Tesla also submitted a draft for another proposed location in the city of Mesa, also listed as private use.
This site is located in an industrial area on the east side of the city. pic.twitter.com/jCC1IsKKKw
— MarcoRP (@MarcoRPi1) April 17, 2026
Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.
By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.
The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.
V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.
The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.
Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.
Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.
Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.
How much of SpaceX will Elon Musk own after IPO will surprise you
Tesla bolsters App with new safety, insurance, and storage features
