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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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United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.
Investor's Corner
Tesla has a Cybercab problem nobody saw coming
Tesla’s Cybercab line now builds robotaxis faster than Tesla can deploy them, Lars Moravy says.
Tesla’s Cybercab line in Texas can now build the two seat robotaxi faster than the company can put it into service, according to Lars Moravy, Tesla’s Vice President of Vehicle Engineering. “We don’t run every day because the line can run so fast. It’s currently outpacing our deployments,” Moravy said in a new Cybercab deep dive from Munro Live. “So, it’s a bit of a race right now. Who’s going to go faster? Right now the manufacturing line’s ahead.”
Tesla’s official Robotaxi account shared a Cybercab analysis video on X on Monday, calling it a “Cybercab engineering deep dive.” Moravy’s comments go further than what he told analysts on the Q3 earnings call last week, when he said the Cybercab line’s listed capacity of more than 125,000 units a year undersells what it can actually run.
The tour shows where that speed comes from. Tesla’s unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested on their own before they meet on a short final line. That final line has just 25 fully automated stations, which Tesla’s team estimated is a fifth to a tenth of what a Model Y needs. The full line is about 78% automated, the framing line is already at 100%, and the layout uses roughly 50% less floor space per vehicle. The stated goal is “100% automation in 10 second cycle time,” or one finished Cybercab every 10 seconds.
Tesla also deleted the paint shop. Only the side modules are coated, and the exterior panels get their color inside the molding machine. Engineers said the car is designed to run at least 500,000 miles, which matters for a vehicle that will spend most of its day carrying riders.
The battery got the same treatment. The Cybercab uses an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla, with each module potted separately so a single failed module can be swapped instead of the whole pack. Wireless battery management boards replace a wiring harness, and new contactors are fast enough to drop the pyro fuse entirely. Tesla’s battery director graded the pack an A minus, compared with a D for the Model Y structural pack and a B minus for Cybertruck. Up front, the drive unit runs an 11:1 gear ratio versus roughly 9:1 on most Teslas, since the Cybercab does not need a high top speed.
Cybercab engineering deep dive — Robotaxi (@robotaxi) October 26, 2026
The deployment side is now the bottleneck Moravy described. Tesla had more than 50 Cybercabs working the Formula 1 weekend in Austin, and Texas records show 463 Cybercabs registered. Tesla said on its earnings call that Cybercab service will launch in Dallas next month, and Moravy said the company is aiming to get Cybercabs to customers by the end of 2026. Every unit built so far has gone into Tesla’s own fleet since the line moved into volume production in April.
Munro Live also asked when it could get a Cybercab to tear down. Tesla’s answer: “Not yet.”
Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
Tesla Cybercab’s unorthodox paint process explained
