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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
Tesla CEO Elon Musk confirms Robotaxi safety monitor removal in Austin: here’s when
Musk has made the claim about removing Safety Monitors from Tesla Robotaxi vehicles in Austin three times this year, once in September, once in October, and once in November.
Tesla CEO Elon Musk confirmed on Tuesday at the xAI Hackathon that the company would be removing Safety Monitors from Robotaxis in Austin in just three weeks.
This would meet Musk’s timeline from earlier this year, as he has said on several occasions that Tesla Robotaxis would have no supervision in Austin by the end of 2025.
On Tuesday, Musk said:
“Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks.”
Musk has made the claim about removing Safety Monitors from Tesla Robotaxi vehicles in Austin three times this year, once in September, once in October, and once in November.
In September, he said:
“Should be no safety driver by end of year.”
The safety driver is just there for the first few months to be extra safe.
Should be no safety driver by end of year.
— Elon Musk (@elonmusk) September 4, 2025
On the Q3 Earnings Call in October, he said:
“We are expecting ot have no safety drivers in at least large parts of Austin by the end of this year.”
Finally, in November, he reiterated the timeline in a public statement at the Shareholder Meeting:
“I expect Robotaxis to operate without safety drivers in large parts of Austin this year.”
Currently, Tesla uses Safety Monitors in Austin in the passenger’s seat on local roads. They will sit in the driver’s seat for highway routes. In the Bay Area ride-hailing operation, there is always a Safety Monitor in the driver’s seat.
Three weeks would deliver on the end-of-year promise, cutting it close, beating it by just two days. However, it would be a tremendous leap forward in the Robotaxi program, and would shut the mouths of many skeptics who state the current iteration is no different than having an Uber.
Tesla has also expanded its Robotaxi fleet this year, but the company has not given exact figures. Once it expands its fleet, even more progress will be made in Tesla’s self-driving efforts.
News
SpaceX reportedly mulling IPO, eyeing largest of all time: report
“I do want to try to figure out some way for Tesla shareholders to participate in SpaceX. I’ve been giving a lot of thought to how to give people access to SpaceX stock,” Musk said.
SpaceX is reportedly mulling an initial public offering, eyeing what would be the largest valuation at the time of availability of all time, a new report from Bloomberg said on Tuesday.
It is one of many reports involving one of Elon Musk’s companies and a massive market move, as this is not the first time we have seen reports of an IPO by SpaceX. Musk himself has also dispelled other reports in the past of a similar nature, including an xAI funding round.
SpaceX and Musk have yet to comment on the report. In the past, untrue reports were promptly replied to by the CEO; this has not yet gained any response, which is a good sign in terms of credibility.
However, he said just a few days ago that stories of this nature are inaccurate:
“There has been a lot of press claiming SpaceX is raising money at $800B, which is not accurate. SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors. Valuation increments are a function of progress with Starship and Starlink and securing global direct-to-cell spectrum that greatly increases our addressable market. And one other thing that is arguably most significant by far.”
There has been a lot of press claiming @SpaceX is raising money at $800B, which is not accurate.
SpaceX has been cash flow positive for many years and does periodic stock buybacks twice a year to provide liquidity for employees and investors.
Valuation increments are a…
— Elon Musk (@elonmusk) December 6, 2025
Musk has discussed a potential IPO for SpaceX in recent months, as the November 6 shareholder meeting, as he commented on the “downsides” of having a public company, like litigation exposure, quarterly reporting pressures, and other inconveniences.
Nevertheless, Musk has also said he wants there to be a way for Tesla shareholders to get in on the action. At the meeting in early November, he said:
“I do want to try to figure out some way for Tesla shareholders to participate in SpaceX. I’ve been giving a lot of thought to how to give people access to SpaceX stock.”
Additionally, he added:
“Maybe at some point., SpaceX should become a public company despite all the downsides of being public.”
Musk has been historically reluctant to take SpaceX public, at times stating it could become a barrier to colonizing Mars. That does not mean it will not happen.
Bloomberg’s report cites multiple unidentified sources who are familiar with the matter. They indicate to the publication that SpaceX wants to go public in mid-to-late 2026, and it wants to raise $30 billion at a valuation of around $1.5 trillion.
This is not the first time SpaceX has discussed an IPO; we reported on it nine years ago. We hope it is true, as the community has spoken for a long time about having access to SpaceX stock. Legendary investor Ron Baron is one of the lucky few to be a SpaceX investor, and said it, along with Tesla, is a “lifetime investment.”
Tesla bull Ron Baron reveals $100M SpaceX investment, sees 3-5x return on TSLA
The primary driver of SpaceX’s value is Starlink, the company’s satellite internet service. Starlink contributes 60-70 percent of SpaceX’s revenue, meaning it is the primary value engine. Launch services, like Falcon 9 contracts, and the development of Starship, also play supporting roles.
SpaceX reached an incredible milestone with its Starlink program with a launch last night, as the 3,000th satellite of the year was launched into low Earth orbit.
On Monday, SpaceX also achieved its 32nd flight with a single Falcon 9 rocket from NASA’s Kennedy Space Center.
The mission was Starlink 6-92, and it utilized the Falcon 9 B1067 for the 32nd time this year, the most-used Falcon booster. The flight delivered SpaceX’s 3000th Starlink satellite of the year, a massive achievement.
There were 29 Starlink satellites launched and deployed into LEO during this particular mission:
Falcon 9 launches 29 @Starlink satellites from Florida pic.twitter.com/utKrXjHzPN
— SpaceX (@SpaceX) December 9, 2025
SpaceX has a current goal of certifying its Falcon boosters for 40 missions apiece, according to Spaceflight Now.
The flight was the 350th orbital launch from the nearby SLC-40, and the 3,000 satellites that have been successfully launched this year continue to contribute to the company’s goal of having 12,000 satellites contributing to global internet coverage.
There are over five million users of Starlink, the latest data shows.
Following the launch and stage separation, the Falcon 9 booster completed its mission with a perfect landing on the ‘Just Read the Instructions’ droneship.
The mission was the 575th overall Falcon 9 launch, highlighting SpaceX’s operational tempo, which continues to be accelerated. The company averages two missions per week, and underscores CEO Elon Musk’s vision of a multi-planetary future, where reliable connectivity is crucial for remote work, education, and emergency response.
As Starlink expands and works toward that elusive and crucial 12,000 satellite goal, missions like 6-92 pave the way for innovations in telecommunications and enable more internet access to people across the globe.
With regulatory approvals in over 100 countries and millions of current subscribers, SpaceX continues to democratize space, proving that reusability is not just feasible, but it’s also revolutionary.
Tesla CEO Elon Musk confirms Robotaxi safety monitor removal in Austin: here’s when
SpaceX reportedly mulling IPO, eyeing largest of all time: report
