Tech Won't Save Us - Elon Musk is Remaking the US Space Program w/ Tim Fernholz
Episode Date: May 15, 2025Paris Marx is joined by Tim Fernholz to discuss how Elon Musk’s influence in the White House is shaping the US Space Program, why he’s pushing NASA toward Mars instead of the Moon, and whether the... Starship rocket is in trouble.Tim Fernholz is a senior reporter at Payload Space and the author of Rocket Billionaires: Elon Musk, Jeff Bezos, and the New Space Race.Tech Won’t Save Us offers a critical perspective on tech, its worldview, and wider society with the goal of inspiring people to demand better tech and a better world. Support the show on Patreon.The podcast is made in partnership with The Nation. Production is by Kyla Hewson.Also mentioned in this episode:Tim wrote about Donald Trump’s NASA budget and Jared Isaacman’s confirmation hearing.The Wall Street Journal wrote about Elon Musk’s plans to get NASA to refocus on Mars.Trump’s proposed budget aims to cut NASA’s science budget by 47% as part of a larger 24% cut to the agency’s top-line funding.SpaceX’s Starship rocket is running into serious problems.Support the show
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Jeff Bezos is building a moon lander that might fly as soon as this year.
And if that would be ready, that could be used.
And there's some people in Washington who see the possibility of Jeff Bezos gets the moon and Elon Musk gets Mars as a way to sort of square the circle here. Hello and welcome to Tech Won't Save Us, made in partnership with The Nation magazine.
I'm your host, Paris Marks, and this week my guest is Tim Fernholz.
Tim is a senior reporter at Payload Space and the author of Rocket Billionaires, Elon Musk, Jeff Bezos, and the New Space Race. Since Elon Musk embraced Donald Trump and took
on the head of Doge, there have been many aspects of that story that we have been following,
that people have been discussing, but maybe one of the ones that hasn't received the attention
it deserves is what this means for space policy in the United States, but also for NASA as an
agency itself.
It shouldn't be a surprise to anyone to hear that Elon Musk is very invested in what the future of
the American space program is going to look like, because it also shapes what his company is going
to do and whether it is going to profit from the direction that NASA and the space program go
in the coming years. And obviously, Elon Musk has very specific ideas
about how that should work and about what priorities the United States should be setting
for the future of its space program. So in this episode, I wanted to talk to Tim about what he
has been seeing in the influence Elon Musk has been having on what the Trump administration has
been doing with NASA, especially as the initial budget suggests there are going to be huge cuts
to NASA programs in the coming years if the Trump administration gets its way. So if Elon Musk
cares so much about space, about learning about space and about going to space, why is something
like this being pushed in this moment? And how are changes to NASA potentially going to impact
Elon Musk and his company? But there's another piece of this conversation I wanted to get to
with Tim as well. And that is, you know, how SpaceX is actually faring at the moment, because
there are a number of stories that suggest that might be facing some headwinds. We've already
seen the public pushback to Tesla and what that has meant for sales numbers. So I wanted to know
from Tim if SpaceX is experiencing something similar, you know, given that its customers are
very different and also whether the bets SpaceX has made on
future rockets and future launch vehicles are really paying off as we see the number of
Starship explosions continue to increase. So that's just to say, I think this is a
fascinating conversation that covers many different aspects of space policy under the
Trump administration and what Elon Musk is doing to try to shape it in his favor. I certainly don't
want to see funding for space shut down, but I also don't think Elon Musk's priorities for the
space program are one that are reflective of what many people feel NASA should be doing.
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Thanks so much and enjoy this week's conversation. Tim, welcome to Tech Won't Save Us.
Thank you so much for having me.
I'm really excited to chat with you. I have been wanting to have someone on the show for a while
to talk about, you know, what the Trump administration and Elon Musk's relationship to it
is going to mean for space, right? Because, you know, certainly we hear a lot about SpaceX, but
I think that for a lot of us, you know, we kind of look to the stars or, you know, we hear a lot about SpaceX, but I think that for a lot of us, you know, we kind of look to the stars
or, you know, we hear stories about rocket ships and going to space and men on the moon and all
that kind of stuff. And it just feels like aspirational, right? I think that there's a
general interest in these kinds of topics and, you know, the actual details of how that actually
happens can sometimes fall to the wayside, but the Trump administration could potentially have
a really big impact here. And so I wanted just to start with more of a general question, and then we'll dig into some
of the details. You know, in your opinion, what does the Trump administration want to do
in space? You know, do they have a really particular space policy or ambitions there?
How would you think about that? So the way I would think about it,
and it's an important question, and you're absolutely right that what the Trump administration
is doing right now is going to have major knock-on effects in the space world, the private sector,
everything. But I think it's actually important to contrast what happened in the first Trump
administration. Because when Trump was first elected in 2017, obviously everybody was kind
of surprised. Nobody really knew what his space policy would be other than sort of like traditional
Republican space concerns, which are getting rid of climate change research programs and like
aggressive human exploration in space, I would say are the two sort of Republican touchstones
in recent years. So would you say that Republicans tend to be much more interested in that kind of
human spaceflight side of things than the scientific aspect generally?
I think that is a fair stereotype, maybe, or like a fair, like, bias that is had among
Republican policymakers. They certainly don't dislike science. And a lot of what the humans
are exploring to do is science. But it is sort of a more of a flags and nationalistic framing
of what space can be.
And so in 2017, when Trump came in, that was sort of what everyone expected.
And he actually nominated this former Tea Party Republican congressman named Jim Bridenstine
to be the NASA administrator.
And there was like a big fight about, in his nomination, about comments that he made about
LGBT people when he was a congressman, comments about
climate change. He kind of walked everything back. Bill Nye came out and endorsed him. He became the
NASA administrator. And then weirdly, space policy in the first Trump administration was largely
bipartisan, pretty effective. They didn't cancel a lot of climate stuff. They created a moon exploration
program called Artemis that was going to put the first woman on the moon, was literally
the Mike Pence of all people saying this. And NASA budgets went up and it was kind of like,
whoa, it may be the most dynamic time in public specter space in decades.
And so fast forward to when Trump was elected again, and it was like, OK, well, one of the
things that happened last time was a lot of emphasis on space, a lot of investment and
a lot of new exploration.
Will we get the same thing this time?
And the answer so far has been no, it's been dramatically
different. And I think that's really interesting. And so when Trump came in this time, the main
promise, as it was last time, was more emphasis on commercial and private sector participation
in the U.S.-based program, which is not unusual. That's been a bipartisan thing for the last
couple of decades. But that was kind of it. And even that has been, I would argue, suffering
in the last couple of months. And there was a sort of uncertainty for a while. But now we're
seeing big trade organizations, business groups saying, actually, this space policy is really
confusing. And a lot of that obviously has to
do with Elon Musk's role in this administration. So that's sort of my opening spiel.
Yeah, no, and I think it gives us a good insight, right? I want to go back to that first Trump
administration for just a second, right? Because I feel like, you know, for me, certainly I pay
attention to this stuff. I wouldn't be as deep in the weeds as you are. I feel like some of the key
milestones that come out of the first Trump administration is, as you say, the Artemis program, this idea that humans are going to return to the
moon after all of this time. I feel like, and maybe you can correct me on this, part of that
was motivated by seeing the Chinese want to do something similar there and America feeling it
needs to show it can still do this after not having been to the moon in so long or having
humans on the moon in particular. But then also was the creation of the Space Force, this kind of branch of the military
that is focused on space. And also, of course, the renewal of launches of American astronauts
from American soil once again, using SpaceX rockets instead of having to go to Russia.
Would they be kind of some of the main points
there? Or am I missing anything? Or have I explained any of them improperly?
Not really here. So one, definitely China is a huge motivating factor for everything we do in
space. Chinese technology and capabilities are getting up to par with the US, maybe even better.
And China does have a very serious moon program, and they want to put
astronauts on the moon by 2030. And you're right that that is why Artemis is happening in large
part. And that also played a big role in the creation of the U.S. Space Force. I would say
the one thing to keep in mind about anything that happens in space is there's usually like a 10-year
trail behind it. So even though the U.S. Space
Force happened under Trump's administration, it had been discussed in a bipartisan way for a long
time just because of what the military saw happening in space. And maybe it took a hawkish
Republican administration to actually make that decision, and it certainly helped that Trump likes
big rockets. But it's not a crazy thing to create the U.S. Space Force is what I would say.
And then when it comes to flying astronauts again on U.S. rockets, that was a huge deal.
But that was the culmination of decisions that started under George W. Bush's presidency in 2008 and were supported by the Obama administration and the Trump administration.
And it was this sort of big rah-rah moment because we were dependent on Russia to send astronauts to the International Space Station.
SpaceX and NASA collaborated to build the Falcon 9 rocket, the Crew Dragon spacecraft.
And now we can send people again.
And it's the cheapest spacecraft ever built.
When that happened in maybe 2020, 2021, I would say that was like the golden high point of like NASA and SpaceX working together.
And now we're starting to see SpaceX acting like NASA is holding them back.
And that has played out in a lot of these sort of policy changes I think we're seeing in the current administration.
Yeah, I think that puts it really into context for us, right? And it's always important to understand that sure,
sure, Americans kind of going back to space on American rockets happens during the Trump
administration, but there's a huge lead up to that moment. And it just happens to be that he
is the president at the time that it's finally ready to go, right? It's not that he really
started it all happening or anything. But you know, you were talking about that relationship
between SpaceX and NASA. And obviously, everyone knows Elon Musk is,
you know, a kind of unavoidable feature of the second Trump administration, his leadership of
Doge. He is obviously someone who is very invested in space policy and has particular ideas around
what the space program should look like and what should be prioritized. Is Elon Musk's
closeness to Trump, you know, changing the administration's approach to space in any notable ways? I think so. Right now, just talking about,
let's say, NASA, there are three sort of things happening that I see that are affecting NASA. And
so we saw the top line numbers for the president's budget for NASA last week. And it was the smallest request,
like reduction, basically ever. It was stunning how much they wanted to cut the budget. And that's
coming from three places, some of which involve Musk, some of which doesn't. But one is, and we're
seeing it across government, this effort to purge DEI and climate and equity related studies. So the Planetary
Society has a spreadsheet you can see where they've tracked all the grants canceled at NASA
by Doge or from other sources. And it's climate research, DEI. That's $100 million or more of
activity canceled. So that's one thing that's happening. And which, as you say, is a big change
from the first Trump administration, where they
were explicitly promoting the fact that they were going to have the first woman on the
moon.
I believe as part of this mission, there's the first black man who's going to be going
to the moon as well.
Is that right?
Or that was a that was a Biden innovation.
Oh, OK.
That was a change.
First woman and first person of color.
But now we're at a point where NASA is like not just, you know, potentially changing those
things, but we've even seen them kind of removing, am I right, women and people of color from their website and kind of the histories that they promote as part of this larger DEI purge, right?
Yeah. So NASA has sort of a rich history of outreach to students really across the United States to inspire them to care about and study STEM topics. And one way they do this is highlight
the contributions of African-Americans or women or all kinds of different groups who are maybe
you don't picture in your head immediately when you think of an astronaut or you picture like
the Apollo control room of 50 white dudes and, you know, short-sleeved shirts. But we've seen
people having stuff just cut from the website. And the staff at NASA notices this.
You talk to people at NASA.
And this is an agency that every single year gets an award.
They do a survey of the best places to work.
And NASA always wins because people go there because they care about this stuff.
And they're gung-ho about space.
And I don't know.
It's not the dollars and
cents side of it, but it is having an effect on morale. And it's a big change under this
administration. And obviously, I think it's hard to separate out Elon Musk's dislike of DAI from
the Trump administration writ large, but it's all of a piece. So that's one major cultural change
at NASA. Another thing happening at NASA right now is the Office of Management and Budget in the White House is setting a lot of spending priorities right now.
And the head of the OMB, Russ Vought, does not really like NASA and has over the course of his career pushed to cut spending there. And so that's one reason why this budget came out with such dramatic cuts
is there's no one in the White House advocating for NASA, as far as I can tell, you know, and I
talked to lobbyists, I talked to people at these companies, I talked to people at the agencies,
government employees, there's nobody in the White House carrying that flag and saying,
actually, NASA science is important.
It used to be under the first Trump administration, there was an organization called the National
Space Council. There was a guy named Scott Pace, who was the executive director of that,
who was a longtime space policy guy. And he would be the guy in the room and say, actually,
we would need these things to have a successful space program. There's nobody like that there now.
One bit of news that has just come out is it seems like they're going to recreate the National Space Council. When
the administration came into office, Elon Musk and SpaceX were lobbying against it.
I think they saw it as like an alternative power center to their own. And so there's
terminology going on right now. People are wondering if Elon's special government employee
status expires and he
does reduce his role in the administration, maybe that creates a vacuum where the traditional space
establishment could have more power again. But we just don't know. But that is a source of
pressure to cut NASA funding right now as the OMB. But then like the juicy stuff that we all
really want to talk about is, are there things that are happening at NASA where we can say, oh, this looks like Elon Musk's hands, or this looks like SpaceX interests? And I
think we can see that. There was a Wall Street Journal story that folks should read a couple
months ago that talked about how Musk was pushing for more focus on Mars at NASA, which is his big
thing forever and ever and ever. And we're starting to see that kind of confirmed
in policy documents coming out. So we are seeing, for instance, a de-emphasizing of going to the
moon, which again, remember, this was the Trump administration's signature idea, you know,
eight years ago, six years ago. Now we're talking about Mars. And that's really what SpaceX wants to do. But I think what
is particularly interesting about this is not just the fight over destinations, like where the best
place in space to go is, but it's also about timing. Because right now, the US moon landing
depends basically on SpaceX's rocket Starship.
This is what they're building right now.
It keeps blowing up over the Gulf of Mexico.
But it is what NASA has chosen to land those astronauts on the moon, which we are supposed
to do in 2028-ish.
However, I don't talk to many people who think that timing is reasonable, mainly because
they don't think Starship will be ready
to land people on the moon by then. And so we're seeing them switch away from the moon and towards
Mars. There's going to be a billion dollars, according to the White House, in new Mars
spending at NASA, even as they cut everything else. And they're switching Mars sample return, which was a way over budget, way overdue plan to use robots to bring back samples from Mars to having astronauts do it, presumably with Starship.
And so one way to look at it that maybe is cynical, but I think has some credence, is that SpaceX knows that they're not going to be able to get
to the moon on time. So if they have a new deadline for the Mars that's four or five years further
out, that's four or five years more of government development funding to get ready for Mars.
And so what we're seeing is the space agency shift its priorities in a way that benefits SpaceX, probably at the expense of SpaceX's
competitors and certainly at the expense of what used to be the national priority four months ago.
So it's very interesting to see how these things are turning now.
Yeah, it's a fascinating development, right? And I've been reading the same things that you're
talking about, right? That it does seem at least in part being motivated by, sure, I'm sure Elon Musk wants to go to Mars and all these sorts of things, but also because
they probably don't want to have to admit that what they're supposed to be developing for
the Artemis moon mission is not actually going to be ready on time and would cause it to be delayed.
So if the project and the focus shifts to Mars instead and the moon mission doesn't happen,
then they don't need to say, oh, we weren't able to deliver on the timeline that was expected because now priorities have shifted.
And that's like out the window.
Does that sound right?
I think that's a that's a reasonable interpretation until and again, this is just based on this
top line NASA budget that has very little information.
And the other wrinkle here is Congress doesn't like this budget,
even the Republicans. If you watch the hearings with Trump's nominee to head NASA, Jared Isaacman,
Ted Cruz, the Republican senator from Texas, is the most important senator for space right now.
He's in charge of the committee that sort of oversees NASA's activities. And because he's
from Texas and a lot of the moon stuff takes place in Houston, he wants to go to the moon. And he has Isaacman up there saying, yes, sir, we're going to go to
the moon. And then NASA comes out with this budget that's like, I don't think that we are.
And so traditionally, in general, the president often tries to like cut NASA's budget or reduce
it or realign priorities. And typically Congress says no. And for a long time,
this was kind of a bad thing. The other context for all of this moon stuff is the moon technology,
the rocket that we built to go there, the spacecraft that will carry the astronauts
built by Boeing and Lockheed Martin. Very over budget, very expensive, very delayed,
classic Washington space industrial complex
problems.
And so for a long time, it sort of seemed like SpaceX would save us from this or new
paradigms of contracting would bring more discipline to these contractors.
And there was a chunk of time there where if you were trying to make the case that we
should be more efficient
in our space spending, we should go with SpaceX instead of these traditional military contractors.
And now we're seeing kind of the reverse where once Elon was sort of railing against political
influence, and now he's in the White House sort of setting priorities. There are a bunch of things
there that I want to pick up on, right? So let me say, I'll come back to Isaacman and Starship in just a little bit, but I want to ask
you a bit more about the moon program and this potential shift to Mars first. So if this ends up
happening, and I guess we're still at a point where we don't know for sure that that is certainly the
direction it's going to go, I guess it is then also the American space program or the American
government basically saying, okay, China can can have the moon.
We are giving that up because maybe we can't make it there anyway, because the rocket that we are going to take is not going to be ready.
Yeah. I mean, I even before the Trump administration came into office, I would speak to senior NASA officials who think that China is going to beat the U.S. back to the moon. And, you know, as a propaganda coup,
you can decide how much people around the world will care about that or people in the U.S. will
care about that. You know, we've already been there is one response. But I think it does show
that, you know, the traditional explanation for the original Apollo program is that it was about
geopolitical signaling during the Cold War to show which country has technological mastery.
Well, if China gets back to the moon before the U.S. does, that's a pretty unambiguous signal.
And I don't think anyone is going to take the answer of, oh, well, we'll be in Mars in five
or 10 years as very compelling, which is one reason why Ted Cruz and Congress don't like
this budget. And the other thing is, if we do want to go back to the moon, there are pathways
for the US to achieve that. Jeff Bezos is building a moon lander that might fly as soon as this year.
And if that would be ready, that could be used. And there's some people in Washington who see
the possibility of Jeff Bezos gets the moon and Elon Musk gets Mars as a way to sort of square the circle here.
But those ideas were much more popular before the massive cuts at NASA. Because if you're doing a
both and you really need a lot of money, the either or makes it much more difficult.
Am I right that the Bezos Blue Origin launcher is a result of that contest a few years ago,
where they basically just said, okay, we're going to give SpaceX a contract and we're going to give Blue Origin a contract as
well as like a backup so that we're not causing political feuds or whatnot here.
Am I right about that or am I misremembering it?
You're kind of right and maybe kind of wrong, not to be rude, but yeah.
That's okay.
There was a big contract fight over what's called the Human Landing System, HLS, which is going to bring astronauts from the Lockheed Martin-built Orion spacecraft around the moon down to the surface and back up again.
NASA had an openly bidded contract for this where anybody could submit a proposal for how to do this. The one thing about slagging on SpaceX is, and despite the challenges of the Starship development program, they submitted a bid that was cheaper than anybody else's and rated by NASA officials as technically quite sound.
And it's probably worth noting that the person who made that decision later went to go work for SpaceX a couple of years later.
But I don't think there was chicanery in how they won that contract. But what NASA likes to do and
what it has done pretty consistently over the past couple of years is have two redundant systems to
do anything it wants to do. And that was a lesson of the space shuttle. When the space shuttle was
retired and there was no backup or alternative, that was when we were dependent on the Russians.
And so ever since, when they did the commercial cargo, there were two different vehicles.
Northrop Grumman made one as well as SpaceX.
Commercial crew was supposed to have two different vehicles, but Boeing's spacecraft has been a disaster for several years. And so I guess now we can look at the record of the last decade and
say, oh, well, we need to learn from these commercial partnerships and redundancy because
we keep getting these players who don't deliver. But SpaceX was the one who kept delivering.
After SpaceX won that contract, NASA did not have the budget for two redundant systems.
And so they basically said, all right, we'll pay SpaceX and do the one good job twice.
Jeff Bezos sued.
That is why ultimately we got a second provider and we got Congress to step in and plus up
that funding, which I believe it was our friend Bernie Sanders who memorably called
it the Bezos bailout.
That's not necessarily true. Like it
wasn't a bailout for him, but it was kind of a bailout for NASA's hopes of getting to the moon.
And maybe now if that scenario comes true where we need Blue Origin's moon lander because Starship
isn't ready, that might be looked back upon as like a good decision. But as always, with all of
these very politically influential billionaires, there are always these questions of influence and whether things are appropriate. And it's only going to get worse was one other piece of the moon mission I wanted to ask about, because I feel like
when I hear people talk about the potential of a Mars mission in the future, people who
are much more knowledgeable about space than I am often say, okay, even if you want to
go to Mars, we still need the moon mission because there's a lot of learning that comes
out of that mission that can then be applied to, you know, a mission to go out
to Mars. Would you say that that is accurate? And if the moon mission doesn't happen, does that also
like kneecap any attempt to get to Mars in, you know, the next five or 10 years or whatever as
well? Prefacing all of this by saying that I'm not an aerospace engineer either. Moon versus Mars
is like the oldest debate, you know, in the U.S. space
program since the Clinton administration, when like the space shuttle was done and we were like,
all right, what are we doing next? And the ISS is done. What are we doing next? There's been a huge
back and forth fight. The other thing is, this is not all just a question of like engineering
and technology and science. It's also a question of politics and financial sustainability. Like, you know, if we wanted to
spend, you know, Apollo level funding percentage points of GDP, could we build, you know, vehicles
to go to Mars before going to the moon? Yes. Theoretically, yes, we could do that. It would
just be hugely expensive and society would need to say, that's what we're doing. I don't anticipate
society saying that. And so from a vehicle development point of view, going to the moon
is helpful in several respects. But I think the Mars people have a point in saying that the way
you land on either astronomical body is very different. The moon doesn't have an atmosphere,
it doesn't have as much gravity. Mars does have a little atmosphere, it has more gravity,
so you need parachutes and one. So it is two very different problems. But in terms of the stuff that you really need,
like powerful rocket engines, life support systems that are very efficient, solar power systems,
robotics that you can deploy, all of that is much cheaper to test and develop around the moon.
And so I think that there is a very strong case to be made that that is the appropriate stepping stone.
There's also an aspect of it that is more unproven, but we do believe that there's a good
amount of water on the moon in the form of ice. And one thing that a lot of people are trying to
do right now at NASA and Japan and Europe, private sector folks, is go to the moon and see if we can
harvest that water and use it to make
rocket fuel. And if that turns out to be feasible, that's a very big advantage in deep space
exploration, because one of the hardest things is flying up all of the propellant we need from Earth
into space. So there are very good reasons to think we should go to the moon first,
mostly for practical and pragmatic reasons, not for any kind of big engineering
reason, I guess. Do you know if the Chinese have a Mars project as well, or are they more focused
on the moon right now? They have Mars projects that are robotic projects, similar to the U.S.
ones right now, not quite as advanced. But for human exploration, they are focused solely on the moon right now,
is my understanding, at least in like the next decade. Going back to the budget just slightly,
you know, you talked about how there's this proposal to cut NASA's budget significantly.
My understanding is that really focuses on a lot of the scientific programs more than the
human kind of spaceflight parts of that. Is that right? The emphasis is definitely on cutting the science
stuff. There are cuts to future exploration things, mainly to vehicles that compete with
SpaceX's on like the moon exploration side. But no, the majority of the cuts come to NASA's science
division. And it's hard to say which specific programs they would affect. But in particular, there is a new big telescope being built called the Nancy Grace Roman Telescope.
It would be the successor to the James Webb Space Telescope that launched a few years ago.
And that in particular seems to be on the cutting block.
And in particular, they're looking to cut the entire Goddard Space Center, which is in Maryland.
It's one of a handful of big
NASA research centers. And it's not clear why they targeted that one, except that it does have a lot
of heliophysics, sun study stuff, climate studies, earth science, that the agency is, I guess,
deprioritizing. But we will see if Congress lets them. That would be so huge if that ends up getting
cut. I feel like on the telescope, they need to, you know, make sure we see more of those beautiful
photos that come from James Webb to convince them. I know there's a lot of science and stuff that
happens too, but like, you know, thinking of the public and the PR, it's like, look at all the nice
things we can see about space. Don't you want more of this? Yeah, we do. This is again, cynical,
but there was that report a few weeks ago of, oh, we might have
detected a signature of life at a distant exoplanet that has already been poo-pooed
by scientists now, but it did get James Webb into the news.
Totally.
Make some headlines, right?
For someone who's just watching, who maybe, you know, hasn't followed Elon Musk too closely
or the specifics of the arguments that he makes around space, you would probably imagine
that someone who is arguing that we need to colonize other planets, become a multi-planetary species,
would want to see as much money as possible going into the space program and would be arguing for
a bigger NASA budget for science and human exploration and everything. Do we know how
Elon Musk feels about these potential cuts to the NASA budget? Because as you were saying,
there's this kind of view that he feels NASA is holding SpaceX back rather than wanting to, you know,
continue to promote and expand what NASA is doing. What do you see there?
It is a very interesting question in particular because SpaceX really owes its existence to NASA.
It would have failed long ago without that agency. And Musk has always been publicly,
you know, very grateful and says nice
things to the NASA administrators. But, you know, he is very influential in this administration,
and we're seeing cuts happen during some of the initial firings that were planned. There
were supposed to be some cuts at NASA that got delayed, and it was supposedly because
Elon delayed them. But I think a couple of things are going on.
One is, you know, Musk has never been interested in the moon and he much prefers Mars and he
would like NASA to reflect that.
He is strongly of the view that NASA should be doing, basically NASA shouldn't do anything
that a private company could do.
And so if that, even if that involves like
building spacecraft to, you know, do scientific missions, then I don't think he wants them to do
that. He's always questioned NASA's contracting decisions, usually when they go to his competitors.
And so it's not clear if he's trying to build the agency in his image. And that is why I think it's important to
think about the other actors like Russ Vought at the OMB, like Doge, DEI, Climate Purge, because
it doesn't necessarily make sense if you imagine just like Elon Musk as the dictator of NASA,
would he do all these things? I don't know. The part where he does like a billion dollars more
in Mars funding, sure, he would do that. And the interesting thing is, you know, it's kind of a drop in the bucket to him. But the issue for
the rest of the industry is all these science missions, all that money is mainly going to the
private sector. It's going to the contractors who are building these things and testing them.
It's going to hurt the supply chain and the workforce for all across space. And it's going to hurt the supply chain and the workforce for all across space.
And it's going to mean like less rocket launches that, you know, Elon Musk could bid on.
So I think it's a little short sighted.
And that's certainly what aerospace industry lobbyists are saying.
And the other thing with Musk is it's just not clear, you know, how he's spending his time with all of his companies,
with everything he's involved with the government.
Has he been talking about the NASA science budget? Does he listen to anyone who talks to him about it? I don't know.
One thing that I've been reporting on is that there's just, as I said, not much in the way of space people in the White House.
And I've even heard people being told, you know, go talk to ex-VP at SpaceX about this because they might be able to get Elon to do something about it.
Right now, it's just so hard to say who's behind anything and paranoia is everywhere.
It seems odd to me because, you know, you hear the way Elon Musk talks about Mars and it's kind
of like, you know, it's this planet just ready for us to inhabit. When, you know, you speak to
people who understand the science and they're like, this would be really difficult. You know,
there's a lot of things that we need to learn if we were to, you know, seriously think about
colonizing this other planet. And, you know, I was talking to Zach Wienersmith last year,
who was saying like, if we were serious about this, we'd be making huge investments in the
space science to actually understand, you know, what it would look like to live there,
to reproduce there on this other planet, to grow food, all these other sorts of things.
And it seems like that piece is something that Elon Musk, despite talking so much about, you know, colonizing other planets, living on Mars,
seems far less concerned about when it's actually really important to this project he claims to
really support. Yeah, it has always been an open question ever since he, you know, in 2016 was the
first time he unveiled what would become Starship as his this is going to take me to Mars thing.
And consistently, people have been asking him about deep space radiation, terraforming.
How would you live? What would the government be? The government would be Twitter.
None of the answers are super compelling.
And in my framework of how SpaceX and Elon Musk work, you know, SpaceX is very successful at executing.
And one of the reasons is they attract a lot of talented people. And I think that was a function
of if you were, you know, just got your master's in aerospace engineering circa 2013, you could go
work for SpaceX, which was building and launching rockets all the time with a guy who wants to go to
Mars, like a vision of
that. Or you could go work for a traditional contractor that might launch a satellite every
10 years. And the CEO is talking about gross margins and share buybacks. And so anybody who
gives a shit about it would go work at SpaceX. And that benefited them a lot. And I sort of was
like, okay, Mars is this teleological end goal. But what really
matters about SpaceX is their reusable rocket and everything they're doing in low Earth orbit
and Starlink, all these things that have an impact here on Earth. And the Mars stuff just
kind of enables that as like a future thing. And maybe 20 years in the future, we'll go to Mars.
But now that Musk is being like, oh, we're going to do it by the
end of the decade, which he's also been saying for a while, these questions become much more
pressing. And also the question of funding, because even the billion dollars he's getting
from NASA, NASA is going to spend on Mars, whatever the profits that SpaceX is generating,
like there's not enough money to make this happen without big changes. So it becomes increasingly, the closer he brings the target date, the more these questions
about the basics of survival become more important.
And you talked about Starship earlier, you know, this big rocket that's not just supposed
to be the one to bring us to the moon, but, you know, was really central to this vision
of Mars
colonization that Elon Musk has been presenting. As you were just saying, there's real questions
as to whether this is actually going to be ready in time for the moon launch. But I've also heard
broader concerns about Starship more generally, that it can actually achieve the types of things
that Elon Musk has set out for it, that it can carry the volumes that have been claimed it will be able to carry. We've seen this ship blow up a number of times in these different experiments.
As the company is trying to refine what it is, we know this is the way that they tend to
test these things to launch them and see what happens and then have some learnings to try to
improve for the next iteration. But is it reaching a point where there are bigger questions about the feasibility
of the Starship project? I think so. And again, with my I'm not an aerospace engineer hat on,
but in looking at a development program like this from the outside, it's hard to say.
But what I can say is what we've seen this year is they launched two second versions of this
vehicle. It's V2, or Block 2, I think is what they're
calling it. And both times it broke apart before getting to orbit. Whatever else you want to say,
they have not gotten to orbit yet with any of their vehicles in the last two years, and they
haven't gotten this vehicle to fly. That doesn't mean that they can't do it. My introduction to
SpaceX was watching their test campaign for their reusable Falcon 9, which
also saw a lot of rockets blow up. But every time there was a lot more transparency on what went
wrong and they would identify it and it would usually be one issue. And you would see, and this
is like the big watchword of SpaceX is iteration. We go a little further every time,
you would see them iterate. And so, you know, it would land a little better, be a little closer,
and you could watch that progress. And the other thing that's important to remember with like
Falcon 9 reusability is they were experimenting with something that was already expendable.
So if you don't try and reuse the first stage of a
rocket, it's going in the ocean, goodbye. So they weren't losing any money. I mean, they were losing
some money, but it was not the same as launching a whole rocket that is supposed to be reusable
and having it blow up. It's just a bigger setback. And the fact that going from that Block 1 rocket to the Block 2 rocket, it there. They have incredible telemetry. They
have built all of these tools for launching rockets. They know better than me. But just
based on what we've seen, they're not getting up to cadence. The big issue they've had with the FAA
is the FAA won't let them fly more than five launches a year. Well, they've never been able
to do that. You know, the most they've ever done is four, and most of their delays are these mishap
investigations after things go wrong. And so I guess from the outside, it's not clear how they're
trying to push the envelope. You know, there's this concept of engineering in aerospace where
every time you fly, you push the envelope so normal performance gets bigger. And I don't understand
coherently how they're trying to push it. Now, one thing you can say is they're landing that big
first stage heavy booster back at Starbase very consistently. That's really impressive,
but it's not as hard. I don't know if anyone has ever seen Jeff Bezos give this talk,
but he loves giving a talk about how when you're landing a rocket, the bigger it is, the better it is. Because if you try and balance a pencil on your finger,
you can't do it. But if you did a broomstick, you could. So maybe that's not as impressive.
The real problem with Starship is probably the thermal protection. For a reusable rocket of that
size to go in and out of the atmosphere, it needs to survive incredible heat. They're doing a stainless steel
body and carbon panels that have not been tested before. And the issue is when we're talking about
the future performance of Starship, Elon is talking about the vision for what they started
at and worked backwards from. What we're actually going to get could be
very different. With the Falcon 9 as a reference again, when they first announced like the final
version of the Falcon 9, the Block 5, he said, we're going to refly one of these rockets twice
in 24 hours. So we'll launch it, we'll bring it back, we'll refurb it and launch it again within
24 hours. They never did that because they never had to.
There's no economic reason to do that. And probably because they can't, who knows. But
they were able to like increase the rates and now they can fly these things more than 10 times,
which nobody thought was possible. But the issue is the rates for Starship are so crazy.
You know, when we talk about the moon landing, one thing is to get Starship from the Earth to the moon, they need to refuel it after it gets to orbit. And to refuel it, they need to launch 10 more Starships to carry the fuel, and then they dock in space and transfer the fuel, which incidentally has never been demonstrated. They're supposed to do it this year. I don't think they're going to.
If you just think to go on that one trip to the moon,
they need to launch the moon ship.
They need to launch a tanker that's going to be up there to hold the fuel.
And then 10 more starships.
They've not launched more than four of these in a year.
So to get to a cadence
where you would reasonably do a moon mission that involves launching 12 to 14 spacecraft in less refurbishment, what's really going to happen is
they're going to get it to the point where they can like fly it once and then refurb it in like
six weeks. They'll build 25 of them and just be using them that way. And that makes sense maybe
technologically, but I don't know if that will match up with the concept of operations SpaceX
has for rapid reuse and if those books close. And SpaceX
loves proving people wrong, but that next Starship flight better not explode over the Gulf of Mexico.
Yeah, absolutely. Or there's going to be even more questions. I had no idea about the refueling
thing and how you needed to launch 10 more Starships just to fuel this one.
10 is a conservative estimate.
There's been some space, like some NASA documents that say dozens.
And again, it comes back to that question of how much capacity does Starship have when it takes off, when it's operational.
Right.
Yeah, because I've read some things about the volume that it can hold actually being
less than what was previously kind of imagined it would do or estimated or whatnot,
I guess, depending on how the stuff plays out. That is probably true. I think basically every
rocket advertises like a payload that it will bring. And that is like under very ideal conditions
or maybe like once we've worked out the kinks, like it's true, the Falcon 9's payload expanded
as like the engines got more powerful and they improved it.
But again, that took many years. So you're talking there about the issues with Starship,
right? And as I was listening to you say that, I was also thinking about Tesla, right? You know,
when we think about Tesla as, you know, this leader in the electric vehicle space,
and over the past few years has run into a lot of troubles where it is facing more competition
from Chinese automakers,
but also other Western automakers as well.
And of course, you know, put a lot of energy and effort behind the Cybertruck and the Robotaxi.
And it's not clear that those products are, you know, kind of working out and it feels
like they're really losing the momentum and the market share.
I was wondering on the space side of things, you know, are we seeing potential issues with SpaceX's dominance here as other players are rising up and maybe the Starship isn't working out as previously planned?
What do you see on that on that side of things?
Yeah, well, so there are two sort of dynamics that are related.
So one is unlike Tesla, where you have many, many car companies trying to compete with them for the rockets, there are a couple of people trying to compete and they just can't do it.
SpaceX continues to dominate launch and will continue to dominate launch for many years to come, at least in the West, Blue Origin, the European national champion, Arianespace,
United Launch Alliance, the sort of incumbent military industrial competitor, none of these
guys are flying rockets that are as capable or as cheap as the Falcon 9. That's it. But you could
say Blue Origin's new rocket is just supposedly about to come online. And if it performs the way
that they have said it will, SpaceX will be under some real pressure. There's another company called
Rocket Lab. That's a US, New Zealand company. They have a small rocket that is very, very good.
They're trying to build a Falcon 9 competitor that might fly by the end of the year.
If they get that going, I think SpaceX will have
a real problem. There are Chinese rocket companies out there trying to compete with them, but you
can't buy a rocket from China. But the other thing that I think is interesting when you think about
like the Cybertruck, one of the cool things about the Falcon 9, it was kind of a miracle of like
customer-centric design. Like they went out to people who operate satellites
and they sort of said, what do you need? What actually do you need? Because they started off
with a small rocket called the Falcon 1 that they got off the ground, but it didn't really have much
of a market. But NASA wanted a medium rocket and so did all the other satellite operators.
And in the Falcon 9, they have made like a product that people love. And you might compare it to the earlier Tesla cars.
People wanted an electric car that was reasonably priced, and they got it.
Now with Starship, that's not really based on what customers are trying to pay for right now.
That is based on if I were an engineer and wanted to create a vehicle that would revolutionize the space economy, it would be heavy lift and it would be reusable. That's where they started from. And if they do it, but there's not that market there for it
unless it's perfect. And I think with the Cybertruck, you know, I don't know exactly what
customer they were designing for, but I don't think they hit the nail on the head of what there's a
big market for. And so if you don't engineer it perfectly and you're not thinking about what the
customer needs, you might be in trouble. You know, it feels like both Starship and Tesla and like the Cybertruck were engineered for
Elon, not the customer, I guess is a shorter way to say that. I think it sets up a bad comparison
for Starship if that is kind of what SpaceX is really dependent on for the next stage, right?
Because if it doesn't work out, then that it's a huge cost and it really needs to deliver, right? Because if it doesn't work out, then that it's a huge cost and it really needs to deliver,
right? So Jared Isaacman proposed to be the new head of NASA, someone who has ties with SpaceX and Elon Musk, you know, is a space entrepreneur, if I understand that correctly. There have also
been some headlines that have said that, you know, he isn't in total agreement with Elon Musk all the
time and others saying that he would basically be Elon's man at NASA.
How are you thinking about Jared Isaacman? Who is this guy? What might he mean for NASA if he
gets confirmed? He's a very interesting character. I think it's actually probably not correct to
call him a space entrepreneur. He started off as a high schooler in the early days of the internet.
He started an online payments company that he built. It's
called Shift4. And he built it into a very successful publicly traded payments company,
made his fortune, decided that he was really interested in aviation, started a company that
bought fighter jets, like Russian surplus fighter jets, so he could learn to fly them.
And he made that into a company that helps the US to fly them. And he made that into like a company
that helps the US Air Force train.
And then he got into space right when Elon Musk
started offering space tourism trips, basically.
There's a spectrum of ways to be a space tourist.
And Isaacman took it to the max.
He went and he bought a whole vehicle for himself.
He created like a scientific research agenda, like NASA, a charitable component, a whole thing, flew a mission on the Dragon, orbited the Earth. Really cool. First you're like a super rich guy into space, this is a pretty classy way to do it. And then he became even more enmeshed with SpaceX
through a couple of ways. His company started doing payments for Starlink. So when you're like
paying for Starlink, you're going through shift four. His company invested in SpaceX, which is
pretty interesting. And he personally bought a series of missions called Polaris, where there were going to be two Dragon missions.
That's the smaller human spacecraft,
and then he would be one of the first people to fly on Starship
when that was ready.
He did the first of those missions last year.
It was the first private spacewalk in SpaceX's new spacesuits.
It was a big triumph.
And I was like, oh, well, Elon is very clever.
He's gotten some guy to pay to test his vehicles for him.
That's that's quite smart. But then after the election, suddenly it comes out.
Isaacman is tapped to be the NASA administrator. And so what do you want in a NASA administrator?
Typically, it's a former engineer, former astronaut, NASA person or like the most famous, you know, probably like the guy who led NASA through the
Apollo program was a lawyer. And so it's you're running a big political organization. You know,
he's run a big company. So he's an administrator. He obviously cares about space. That's important.
But you can't come up with a path to this guy being NASA administrator without Elon Musk
knowing him and saying that he should go through. And so like in his confirmation hearing, obviously, there was a bunch of questions like, was Elon Musk present when the president was interviewing you and he gave this stilted non-answer again and again? Just say he was there. No one is under the impression that you're not involved with Elon. Are they on the same side on everything?
Probably not. I don't know. I think it's interesting, you know, you know, Shift4 had a DEI program. And, you know, he seems like his political views are probably more middle of the road than
Elon's based on his public statements. I don't think he's a lefty. I don't think he's super
hard right. I think he's like, just a guy who cares about going to space.
But what I think is maybe notable is, you know, when he went up for his confirmation hearing, he literally promised the moon and stars.
You know, all of these members of Congress were like, what are you going to prioritize?
He said everything we can do it all. And then the White House came and said, well, we're cutting 25% of your budget. And so the
next time he's going to go talk to Congress, assuming that he is confirmed and seems like it,
although the budget didn't help, he's going to be explaining how he's going to cut everything and
why that's a good idea. So I think it's going to be tough for him because I don't think necessarily
that he feels the need to cut all climate science and DEI stuff, but he will have
to justify it. He does care a lot, I think, about human exploration and going to Mars. I think he
and Elon are sympathetic on that. But I don't know what his vision really is personally, other than
more commercial, more private sector stuff, and just doing more. And I think it's going to be
hard for him to figure out
how to do that at NASA. I feel like when it comes to these guys, you know, like a Jared Isaacman,
or even Elon Musk, or this wider industry, one of the things that it feels like they really want to
do with NASA and with military and aerospace contracting more broadly, is to redirect more
of that money toward these kind of new private companies
operating in these spaces, rather than, say, the old way that NASA would do it and its
reliance on the Boeings and Lockheeds of the world.
What do you make of the push in that direction?
Because obviously, they would argue that, look at what SpaceX has achieved by bringing
costs down.
But then is there also risk of kind of sidelining an organization like NASA and putting more of the responsibility,
I guess, on these private companies over this kind of public agency?
It's a really good question. And I wish that it would be possible for people to have it,
have this conversation divorced from everything that's happening, because
there are really big problems with the way NASA has traditionally approached its engineering projects.
There's a lot of pork.
There's plenty of soft corruption.
And I think one reason that so many people, even within NASA, were very excited about
SpaceX, certainly in the first couple of years, was that, oh, it promised we could free up
resources.
We could do more cheaply. You know, there was one, I wrote a very
glowing story for a publication called Quartz when NASA switched rockets for the Europa Clipper
mission that launched this year. And they switched it from the SLS to SpaceX's Falcon and saved like
$500 million. I mean, that's a lot of money. In theory, that helps you do more good stuff.
And so procurement reform, the idea that we're not going to do these cost plus contracts that
guarantee the contractor a profit and don't really discipline them for failing to deliver,
we should move in this fixed price direction. But some of those contracts aren't playing out well. And one of the issues is now that SpaceX and other companies have succeeded initially, other companies have realized there's this playbook of getting a lot of VC funding, underbidding on something, getting into the development process, and then raising your prices later on. And that's having kind of a pernicious effect.
But I think when it comes to NASA contracting, you know, there's two things going on. One is that
NASA was doing a lot of stuff that the private sector could do. And we saw that in like launch
vehicles. Developing a rocket that goes to low Earth orbit is not the hardest thing anymore in the 2000s. What is harder is, you know,
going to land on an asteroid, you know, going to sail through the atmosphere of Europa. The short
answer is, well, NASA should do stuff that's never been done before, and the private sector should do
what is routine. But in practice, there's like a real gray area there. And it's hard to sort out
what is what. And so, you know, there was a really good report, not really good, but an interesting
report I thought came out last year from a guy named Norm Augustine, who's like 90 now. He's
just like the gray old man of aerospace, just looking at like what NASA should do. And basically
like NASA is in trouble because it's shifted a lot of money into like missions that it's trying to do because those get attention,
but not like the buildings are crumbling, the infrastructure is not good.
And they're losing their expertise because they're outsourcing stuff to like SpaceX.
And so how do you create an organization that can efficiently outsource to the private sector the things that it should while maintaining like the expertise to be able to say, no, SpaceX, that's not right when they're wrong and do these like far out things that have never been done before.
And so the last like 15 years of NASA, there has been an effort to sort of shift in that direction with like commercial crew, for example, but the moon stuff was supposed to be traditionally done. And now with Artemis,
you know, we're doing the human landing systems in the sort of public-private partnership model.
Are they really working? Whereas the very overpriced and expensive rocket, the SLS rocket,
is there and ready to go, even though it costs $4
billion a pop. So I think one thing that I have learned covering this, when I started covering
this, I was like, oh, this disruptive company is going to save taxpayer money and allow us to do
more space exploration. And that's going to be great. And that was true. But also, it has disrupted
the way NASA works. And no one has been able to figure out the proper
public private roles. And now it's really irritating with all the efficiency stuff going on
because there is a really good conversation to be had about how to make NASA more efficient,
but that's not what's happening. They're just cutting shit.
It's not a surprise that we come back around to like, there are benefits to this new model,
but there are also drawbacks and we should kind of make a good decision based on a true understanding rather than just, you know, what an Elon Musk or someone like that wants us to believe. Tim, I feel like there are so many things I could ask you. I feel like we could keep talking for a whole other hour. I feel like I'm going to have to have you back on the show to talk about Starlink because we basically didn't touch on it. But I have one final question for you. Obviously, we see this really close relationship between
Donald Trump and Elon Musk. And we can see publicly that it has caused some damage to
Tesla and Tesla's reputation and its market share in many countries. If Tesla was facing business
issues, now it has these declining sales in part because of Elon Musk's reputation. Does that translate over to the space business as well? You know, have we been seeing growing questions about, say, the use of SpaceX rockets or Starlink satellites there? Or is that, you know, a bit different than what we's because, you know, Tesla has, in theory, millions, thousands of customers, right? SpaceX has like 15. And now so and the other thing that SpaceX has is kind of a monopoly on launch vehicles and experience of Ukraine. The Ukrainians really like Starlink.
They really need it to fight the Russians.
They really don't like that Elon Musk has been hanging out with Vladimir Putin and supporting
Trump's pivot on this issue.
They would love to not use Starlink or give Musk money, but there's not a great capability
out there to replace that.
And so they're scrambling.
They're trying to get a European solution.
If Amazon manages to get its Kuiper satellites working, you will see, I think, a lot of similar customer service effects where people have the luxury of saying, I don't want to work with this company or this person.
But for the rockets, there's not another option. And so, you know, even if there are people,
and again, these are big government agencies, mainly, or like big Fortune 500 companies,
if they could buy a different thing, maybe they would, but they can't. So we'll have to see.
Yeah, it'll be really interesting to see if this like accelerates that effort to create
real competition there. And if the other companies can actually make it work right
in these different parts of the world where that's being pushed. Tim, it's been really fascinating to talk to you to
learn more about what's going on in this broader space, you know, because we're all interested in
what happens, you know, out there in the stars. But, you know, there are real kind of political
and economic decisions that fuel a lot of that. And it's good to understand what's happening there.
So thanks so much for taking the time to come on the show. I really appreciate it.
Thank you so much for having me. It was a delight.
Tim Fernholtz is a senior reporter at Payload Space and the author of Rocket Billionaires.
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