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Tesla Cybertruck sure looks similar to NASA’s Mars rover concept

(Credit: CBS This Morning/YouTube)

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Elon Musk’s “Blade Runner” Cybertruck may only be a couple days away from being unveiled to the world, but the vehicle, from its final specs and design, remains a mystery. The Tesla CEO has stated that the vehicle will not look like a traditional pickup truck, and this has been confirmed by teasers from the company and clever Easter Eggs hidden in the CYBRTRK event’s invitation and the vehicle’s stylized logo. 

Considering that Musk has stated that the Tesla Cybertruck will look like an armored personnel carrier (APC) from the future, it’s difficult to not see the potential similarities between the vehicle and NASA’s Mars Concept Rover, which was unveiled back in 2017. NASA’s Mars Rover concept looks a lot like an APC from the future, and it looks very tough. It’s massive at 28 feet long, its ground clearance is no joke, and its modular structure allows it to perform a variety of tasks on the harsh environment of the Red Planet. 

NASA’s Mars Rover Concept (Image: Public Domain)

Quite interestingly, Tesla’s CYBRTRK seems to have some design cues that may very well be similar to that of NASA’s Mars Rover Concept. Tesla’s Easter Eggs show the Cybertruck with a smooth sloping hood, high ground clearance, and an APV-like silhouette. The similarities between the two vehicles’ design (at least based on what Tesla’s Easter Eggs have shown so far) are so notable that one can’t be faulted for speculating that the CYBRTRK may be used by Elon Musk’s companies not just as a disruptive pickup on Earth; it may also be used as a basis for a potential SpaceX Mars Rover. 

This sounds very much like a statement from a sci-fi novel, but considering Musk’s habit of doing the unorthodox and implausible, a double-purpose heavy-duty vehicle may actually make sense. Musk likely prefers to have as much overlap between Tesla and SpaceX’s technologies, after all. Last September, for example, Musk stated that Teslas have the potential to work in other planets. “Well, actually, Teslas will work on Mars. You can just drive them, pretty much, because electric cars don’t need oxygen, they don’t need air. So you can just drive them around, no problem,” Musk said during SpaceX’s Starship Q&A session. 

That being said, creating a crewed Mars Rover from the CYBRTRK’s platform would be incredibly challenging. For a Mars Rover project, SpaceX and Tesla would most likely focus on making the vehicle as light as possible. This is due to the Rover being part of a payload that gets sent to space. Payloads are very expensive, and thus, equipment from the CYBRTRK that’s useful on Earth will likely not be relevant for a vehicle designed for Mars. Performance is also pretty irrelevant in a crewed rover. If Tesla were to design a crewed Mars rover based on the Cybertruck, it would have to create massive modifications to the vehicle in itself, from its battery cooling systems to its equipment. 

This, of course, would be a pretty challenging endeavor on both Tesla and SpaceX’s part. The difficulties of creating a vehicle capable of traversing a foreign planet from the platform of an Earth-based truck are no joke, after all. Things do get a bit easier if SpaceX ends up using the CYBRTRK platform to create an unmanned Mars Rover. 

Tesla has a lot of experience in autonomous driving, and this could play very well into its advantage if Elon Musk’s private space firm decides to deploy unmanned rovers to explore the Red Planet. With this concept in mind, a tough, lightweight vehicle that’s loaded to the teeth with tech and based on the CYBRTRK platform could make sense. Tesla and SpaceX would still have to overcome massive challenges in creating a space-capable land vehicle from a pickup truck platform, but there’s no denying that the electric car maker’s expertise in designing and making EVs can very well make an affordable, reliable unmanned Mars Rover feasible. 

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Inasmuch as these ideas may sound implausible, it should be noted that a Mars Rover project between Tesla and SpaceX will likely not strain either company. The number of rovers needed for the initial years of a Mars mission, crewed or unmanned, will likely be very small, perhaps an order of magnitude less than the rollout of the original Tesla Roadster. Thus, both companies could innovate to the limit based on the CYBRTRK platform and it would not be a difficulty at all. The size of a CYBRTRK-based rover may not even be much of an issue, provided that SpaceX’s Starship rollout goes off without problems. 

Tesla deserves a lot of credit for keeping the CYBRTRK a secret until today. Considering its futuristic cues and Elon Musk’s fond references to the vehicle being a truck worthy of a sci-fi set, the pickup truck may very well be the machine that bridges Tesla and SpaceX, at least to some degree. Even if the only parts of the Cybertruck that can be used for a Mars Rover are its chassis and powertrain, such an overlap will still be incredibly useful. Such ideas are crazy, but they may also be classic Elon Musk.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit

Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.

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Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.

Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.

Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.

The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”

Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”

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The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.

Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.

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SpaceX President to gift Trump Accounts her SpaceX stock

Gwynne Shotwell’s 2 million SpaceX shares are headed to children’s Trump Accounts starting this December.

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Concept rendering of SpaceX President Gwynne Shotwell overlooks the company’s Hawthorne, California headquarters as an American flag flies over the campus at sunset.

SpaceX President Gwynne Shotwell said Friday that more than 2 million SpaceX shares belonging to her and her husband, Robert, will be distributed to children’s Trump Accounts in December, turning a pledge she made over the summer into an actual transfer. “Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!” Shotwell wrote on X, adding that the shares are “transferring to escrow as we speak.”

The first round goes to children aged 11 to 17 who live in ZIP codes where the median family income is $57,000 or less, along with kids in ZIP codes with too few residents for the Census to report that figure. Shotwell said those families should receive a notice by Monday, Reuters reported.

A second gift is expected to be finalized in the next few weeks. That round will cover eligible children in military families serving overseas, children in foster care, and more kids in Texas counties near the Shotwells’ home where median family income is $90,000 or less. Elon Musk replied to the announcement with “Cool” and a heart emoji.

Shotwell first announced the donation on July 6, less than a month after SpaceX priced its record IPO at $135 per share on the Nasdaq. IPO filings showed Shotwell owned about 12.6 million SpaceX shares, Quartz reported at the time, which makes the gift roughly one sixth of her stake. At the roughly $146 per share used to value Musk’s own pledge earlier this month, 2 million shares are worth about $290 million.

How the stock would actually reach the accounts had been an open question since July. Treasury guidance acknowledged that stock donations could flow into Trump Accounts, but it did not explain the mechanics for a program whose contributions default into an S&P 500 index fund. Shotwell thanked the Treasury, the IRS, the Dell Foundation, Greater Horizons, Invest America and the law firms Morgan Lewis and Gibson Dunn for “working over the past few months to make this happen.”

The transfer also works as a dry run for a far larger gift. On October 19, Musk said he would give one of his SpaceX shares to every kid in America next year and called it “the first of many.” With roughly 72 million children in the country, that pledge is worth about $10.5 billion. President Donald Trump thanked Musk the same day and said the shares would go through Trump Accounts, though neither SpaceX nor the Treasury has published how or when that distribution will happen.

Shotwell’s recipients also fill a gap in the program itself. Trump Accounts launched on July 4, and the $1,000 Treasury deposit only goes to babies born between 2025 and 2028. Teenagers aged 11 to 17 receive no government seed money, so for many of the families getting a notice on Monday, SpaceX stock will be the first asset in the account. The accounts convert into retirement accounts when the child turns 18.

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Tesla Full Self-Driving becomes main pillar of new Referral Program

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Credit: Tesla

Tesla Full Self-Driving is now the centerpiece of the company’s newly revised Referral Program, which launched on October 29.

Instead of referring people to purchase vehicles and the referrer receiving $250 in Tesla Credit, the new program now incentivizes Full Self-Driving subscriptions.

If a Tesla owner is on an FSD trial and uses a referral code to subscribe to Full Self-Driving, the person whose Referral Link was used will receive one month of FSD (Supervised). Their code can be utilized 12 times per year, with January 1 marking the reset date.

Realistically, this means that if your Referral Code is used by 12 Tesla owners on an FSD trial, you will receive a full year of FSD for free.

The previous program made it pretty difficult to get referrals; buying a vehicle is obviously a much larger financial strain than subscribing to Full Self-Driving for a month.

Of course, the previous Referral Program also offered a tangible benefit: $250 in credits you could use on Service, Supercharging, or anything in the Tesla Shop. It truly could pay for someone’s travel for a year. It recently bought me a new backpack and a T-shirt.

However, this new program is much more attainable for those who do not have a massive online presence of a slew of friends in the Tesla community who will use the code and max out subscriptions for vehicle purchases.

The Full Self-Driving suite will now be the keystone of the Referral Program, which makes it more inclusive and more fun for everyone with an awesome benefit.

It also gives the impression that Tesla is truly focused on FSD subscriptions, something that saw a tremendous increase in volume in Q3, as 75 percent of deliveries for the quarter came with an FSD subscription attached.

Full Self-Driving data is so instrumental to the suite’s improvement that this kind of program benefits Tesla as much as it does the consumer.

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