Latest / Elon Musk Podcast / SpaceX wins Massive contract
Transcript
- 0:01Hey everybody, welcome back to the Elon Musk Podcast.
- 0:05This is a show where we discuss the critical crossroads, the
- 0:08Shape, SpaceX, Tesla X, The Boring Company, and Neuralink.
- 0:13I'm your host, Will Walden. Let's talk about Starship, let's
- 0:17talk about New Glen, and let's talk about ula as well for a
- 0:22national security space launch phase three launch services
- 0:27program. OK, that's a lot.
- 0:30Wow. OK, So we know that SpaceX works
- 0:33with the Department of Defense, and we also know the Blue Origin
- 0:37hasn't launched New Glen yet. So those are the two things we
- 0:40have to think about today. SpaceX works with the Department
- 0:43of Defense, with Falcon 9, Falcon Heavy, and they also work
- 0:47with NASA and other firms around the world.
- 0:50Blue Origin sends people to space to do what some would call
- 0:57a carnival ride. You go up, you come back down.
- 1:00I think it's pretty cool though. Right now the the Blue Origin
- 1:04launcher that sends people to space sent Captain Kirk to
- 1:07space. I mean, come on, you can't just
- 1:10be a hater on that. That's pretty cool.
- 1:12But New Glen, their giant massive rocket, hasn't launched
- 1:15yet. Why do they get these contracts?
- 1:18How do they get this contract and what does this mean for
- 1:22SpaceX in the overall scheme of things?
- 1:26This contract is coming up $5.6 billion / 5 years from fiscal
- 1:32year 2025 to 2029. They'll compete for at least 30
- 1:36NSSL Lane One missions, which launch up to two years in
- 1:42advance. So let's talk about Blue Origin
- 1:45first. Blue Origin, who is founded by
- 1:48Jeff Bezos, the Amazon guy, selected for the first time to
- 1:51launch national security satellites under the NSSL
- 1:55program. The only rocket that they have
- 1:57that can do this is New Glen, which hasn't launched yet.
- 2:00We they haven't even test fired the thing.
- 2:02Now heavy lift reusable rocket is expected to attempt its first
- 2:06orbital flight later this year. Could this be possible?
- 2:12Could we see a New Glen flight? I think it would be freaking
- 2:15awesome if we saw a New Glen flight.
- 2:17Let me know down to the comments if you support Blue Origin and
- 2:21their gigantic massive New Glen rocket.
- 2:23It's not as big a Starship Mind you not I don't think it's as
- 2:26cool as Starship. But because it's all hidden and
- 2:28secret, we don't really know what's going on with New Glen
- 2:31until Blue Origin releases something.
- 2:35It's not like SpaceX where you can drive down Hwy. 4, literally
- 2:38parking the side of the road, like across the road from it,
- 2:41take a couple pictures or like to stand there and hang out and
- 2:44notice how huge this thing is. You can't do that with New Glen.
- 2:47It's all in secret. But they received $5 million for
- 2:51initial capabilities assessment and nearly $18 million for early
- 2:55integration studies for New Glen, their initial capabilities
- 2:59assessment. What can it do?
- 3:02What can the Blue origin rocket do?
- 3:04How much can it hold early integration studies for new
- 3:07glance? So they get 50 or 5,5,000,000
- 3:10and 18,000,000 for both of those things.
- 3:13Just it's kind of like a study like hey, early integration
- 3:16studies like how can this how does this thing work?
- 3:19How will it work for the Department of Defense?
- 3:22That's a bunch of money. And then phase three, this is
- 3:26how the program structure and lay details.
- 3:29I'm going to read this off to you because it's hard for me to
- 3:31remember all this stuff. It's divided into two lanes.
- 3:34Lane one is for less demanding low earth orbit launches and
- 3:38lane 2 for heavy lift rockets capable of delivering payloads
- 3:42to 9 reference orbits. So SpaceX has Falcon Heavy, it's
- 3:48their heavy lift rocket. And then Jeff Bezos with New
- 3:51Glen, that's their heavy lift rocket.
- 3:54Lane one contracts are confirmed for Blue Origin, SpaceX and ula
- 3:58with no other launch providers meeting the criteria.
- 4:01Lane two providers will be selected later this year with up
- 4:04to three contracts awarded for high performance launch systems.
- 4:09So lane 2 heavy lift rockets, SpaceX is more than likely going
- 4:12to get it with Falcon Heavy. Not quite Starship yet because I
- 4:16don't know if the, I don't know if the Department of Defense
- 4:19really is into, I know they're into Starship, but I don't know
- 4:22if they're ready for a Starship launch yet.
- 4:25And Joey Roulette, we're going to talk about that in a minute
- 4:28too. Joey Roulette had some
- 4:30information about this on X as well.
- 4:33I'll talk about that in a little bit.
- 4:35Now the competition. Space Force aims to increase
- 4:38competition and drive down launch costs, which is a great
- 4:40thing for SpaceX while maintaining assured access to
- 4:43space through redundant capabilities.
- 4:47Do it through ula do it through Blue Origin, do it through
- 4:50SpaceX. You have three different things.
- 4:52You can launch with three different launch providers.
- 4:55So it's going to be redundant. They can always get something to
- 4:57orbit or beyond on wrap. Opportunities will be available
- 5:01early year to allow new providers and systems to enter
- 5:03the competition. So if anybody else out there has
- 5:06a heavy lift rocket or rocket that can suffice what the
- 5:13Department of Defense needs, sure, throw your hat in the
- 5:16ring. Go for it early year every year
- 5:19to allow new providers to and systems to enter the
- 5:23competition. Potential new entrants for lane
- 5:25one include Rocket Lab, Relativity Space, Firefly
- 5:28Aerospace, and they're all, they all have like medium lift
- 5:31rockets right now or they're developing them.
- 5:34So the task orders, task order number one in phase three lane 1
- 5:39includes 7 launches for the Space Development Agency and one
- 5:43for National Reconnaissance Office, SpaceX and ula as
- 5:47incumbent phase two providers will each receive 1.5 million.
- 5:51It's not that much money for these mega mega corporations.
- 5:57Only launch providers who have completed a successful orbital
- 6:00launch prior to the proposal due date can bid for task orders.
- 6:06So why are they using Starship right now?
- 6:08They don't really need to. They have Falcon Heavy.
- 6:11Starship isn't proven yet. Could they do?
- 6:14Could they do it by then? Yeah, of course.
- 6:17And also, if they do with Falcon Heavy this year, they could
- 6:21always bid for the Starship on next year's program.
- 6:26So Blue Origin looks like they have the confidence of the
- 6:30Department of Defense, which is great because we need
- 6:32competition. Not only do does Blue Origin
- 6:37compete with Starship, but they're going to be competing
- 6:40with these giant contracts, with these giant contracts.
- 6:44SpaceX wants that money. So they're going to make
- 6:47Starship better, faster, a bigger, cheaper also ula going
- 6:53to do the same thing actually ula is kind of old space, right?
- 6:57So Ula does things the old way where they have a fixed way of
- 7:01doing things. And the rocket doesn't change
- 7:05until later. I mean, it will change later on.
- 7:08They will have their blocks for this rocket, but it's not clear
- 7:12exactly when that'll happen. Also, it's not really clear when
- 7:14Starship will make it to orbit and complete a full orbit, but
- 7:19I'm hoping it's by the end of this year.
- 7:22That would be great. I'm assuming that it will be by
- 7:24the end of this year. They'll they'll complete a full
- 7:26orbit and they'll possibly get some star links into into orbit
- 7:31while they're up there and hopefully they'll catch a
- 7:34booster. And I don't think, I don't
- 7:37think, you know, IFT 5 is going to be the booster catch.
- 7:41I think IFT six or seven is going to be the booster catch.
- 7:43I'm still optimistic. You know, I'm not a pessimist
- 7:46about this thing. I'm just being realistic.
- 7:48So I think somebody left a comment in on the last video
- 7:52that I was pessimistic about this stuff.
- 7:53I'm, I'm just being realistic, man.
- 7:55You know, with the, with the booster catch for Starship, it's
- 7:59just a little bit dangerous, you know, and I'm optimistic about
- 8:02Starship. I want it to work very well.
- 8:05I want it to work perfectly. But sometimes you got to be
- 8:08realist, you know, IFT 5, if everything looks great, go for
- 8:12it. Go for it.
- 8:13But you know, it seems like the Department of Defense really
- 8:16likes Blue Origin in this case. And Space Force plans to select
- 8:21lane two providers this fall. And it they said the government
- 8:25intends to award up to three contracts for the NSSL phase
- 8:29three lane two launch launch service procurement lane two
- 8:35providers this fall. Could that be Starship possibly,
- 8:40possibly. That's a heavy lift 1.
- 8:41So it's either going to be Falcon Heavy or Starship.
- 8:44If they can show that they can get to orbit, SpaceX has to make
- 8:47some sort of some sort of door, some sort of hatch for their
- 8:53satellites to come out because I don't think they're ready for
- 8:57they're not ready for the clamshell quite yet.
- 8:58You know, how want the, the clamshell with the, the nose of
- 9:03the Starship opening up like this and then the, the
- 9:07satellites come out. I don't think they're ready for
- 9:08that yet. They could do a hatch of some
- 9:10sort. They did the the Starlink hatch,
- 9:13which seemed to be OK, seemed to work all right.
- 9:16As far as we know is that they said it was a successful test.
- 9:19So yes, it was successful. Was a little bit janky and
- 9:22little, you know, and, you know, probably a couple seconds worth
- 9:26of closing the doors little janky, but you know, it's their
- 9:29first try and it's a Starship so it's huge.
- 9:31It's massive. So The thing is, Starship may
- 9:37get this contract. Falcon Heavy more than likely
- 9:40like that's reliable. It's proven.
- 9:43If SpaceX wants to go the proven route for this one, I would say
- 9:47just get the contract, take that money.
- 9:50Because if you can demonstrate for the Department of Defense
- 9:53that you can do these things again and again with Falcon
- 9:55Heavy, of course, use that as a heavy lift rocket.
- 9:58It's not a super heavy lift rocket like Starship.
- 10:00And I don't think they're going to need a Starship for what the
- 10:04Department of Defense, US Space Force needs for this launch.
- 10:09So why would you use the Starship if you don't need it?
- 10:12Let me know in the comments down below what you think they're
- 10:14going to do. Joey Roulette, I'm going to read
- 10:16you some of his tweets. So he just goes over Space Force
- 10:22awarded Blue Origin 5 million to conduct a da, da, da.
- 10:25And then so he says, Joey says SpaceX pitch Starship, Blue
- 10:31Origin pitch New Glen Ula pitch Vulcan.
- 10:35Then he goes on to say, I've asked SSC if Starship was
- 10:38admitted to lane one. They said yes.
- 10:41But I don't think that's correct.
- 10:42SpaceX got 1.5 million for a well understood system, which
- 10:46obviously wouldn't be Starship, it would be Falcon.
- 10:49And it's highly doubtful Starship would be operational by
- 10:53December. So fully operational by
- 10:56December. He said it's highly doubtful.
- 10:59I think there's a possibility it's possible SpaceX pitch
- 11:02Starship for lane one independent of Falcon because
- 11:06why not in SSC only chose its Falcon bid, but that's not
- 11:10confirmed. I don't know waiting SSC to
- 11:13clarify, but it certainly seems obvious Falcon is the one.
- 11:18And then Nick Proxima said, hey, hi Joey.
- 11:21Where exactly does it say what each vehicle was pitched?
- 11:24Just trying to phrase this the best of my ability.
- 11:27Thank you. And then Joey said Space Force
- 11:30confirmed to him, as did the company's execs exec SpaceX.
- 11:36And then he said, I don't think it's Starship.
- 11:38So interesting that it's not Starship when New Glenn is
- 11:42launching too. So Joey's very reputable about
- 11:45this stuff. So it's it's kind of a little
- 11:47bit weird, but also you got to understand it.
- 11:50This is a business like they don't do this to show off
- 11:52Starship. They do this to win contracts.
- 11:54They do this for billions of dollars.
- 11:57So if they have a rocket that can already do that, use the
- 12:00rocket that's already there. Use the Falcon Heavy for now
- 12:04until you get your Starship ready and then when starship's
- 12:06ready, start launching. It's not like they lost a race
- 12:09or anything like that. They're here to win money and
- 12:12they're winning money with Falcon Heavy because they have a
- 12:14reliable rocket that already works.
- 12:16Unlike Blue Origin who has, you know, their has their tourism
- 12:22rocket, which takes people up to space, they float back down.
- 12:26It's all good. It's fun, it's pretty cool.
- 12:28It's actually, it's actually really cool.
- 12:30I like that. The rocket idea for Blue Origin.
- 12:34I would love to do it someday. So there you have it.
- 12:38That's what we know so far. Starship isn't going to be
- 12:40launching these as far as we know.
- 12:42If anything changes, I'll let you know.
- 12:43So leave a comment down below and please hit the like button
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- 13:12I subscribe to other channels. I'm like, wow, I didn't even
- 13:14know they existed. And that's really cool.
- 13:17So thank you so much everybody for watching today.
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