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cover of episode What's really at stake for SpaceX and Trump

What's really at stake for SpaceX and Trump

2025/6/9
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Elon Musk Podcast

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分析员:特朗普与马斯克的个人恩怨可能会对美国的太空基础设施构成威胁。在特朗普公开批评马斯克后,马斯克威胁要撤回SpaceX的Dragon飞船,这可能会影响美国的核心太空任务。尽管马斯克后来撤回了这一威胁,但NASA和白宫现在面临与SpaceX合作关系的不确定性。SpaceX是目前唯一一家使用美国基础设施向国际空间站运送宇航员的公司,Dragon飞船对美国的人类航天能力至关重要。自航天飞机退役以来,NASA一直依靠SpaceX的飞船将美国及其盟国的宇航员送入近地轨道。撤回Dragon飞船将导致 crew 运输能力出现重大缺口。NASA 通过开放竞争,降低了成本并吸引了创新,SpaceX 通过降低发射和航天器开发成本迅速击败了竞争对手。Dragon 飞船的开发成本低于预算,从最初的数十亿美元估算降至数亿美元。这使得 NASA 能够转向按服务付费的模式,将任务外包给私营公司,而不是在内部管理整个流程。自 2008 年以来,美国政府机构已授予 SpaceX 超过 200 亿美元的合同,其中 NASA 占了 150 多亿美元。马斯克最近表示,仅今年一年,SpaceX 就将从 NASA 获得 11 亿美元的收入。在其他政府承包商失败时,SpaceX 也挺身而出。NASA 选择 SpaceX 从国际空间站取回两名滞留的宇航员,强化了 NASA 在实际操作中对马斯克公司的依赖,以保持关键任务的运行。SpaceX 的作用远不止于人类航天,该公司每年的发射次数超过任何其他私营或政府机构。大量的飞行确保了 SpaceX 在发射节奏方面占据主导地位,使其拥有竞争对手无法比拟的后勤优势。星链卫星互联网网络增加了第二层战略价值,连接了从偏远政府站点到活跃军事区域的一切。这种应用使星链成为五角大楼和其他北约合作伙伴高度关注的资产。SpaceX 在联邦机构的影响力不断扩大,该公司已融入未来国防部任务的规划中。NASA 还选择 SpaceX 在 2030 年国际空间站结束其运行寿命时将其脱离轨道。特朗普政府曾考虑一项 SpaceX 提出的导弹防御系统提案,名为“金圆顶”。马斯克因政治紧张而将 SpaceX 撤出美国政府工作的想法不仅不太可能,而且也有悖于他的商业目标。SpaceX 深入嵌入了未来美国太空探索和国防行动的架构中。NASA 官员认为完全切断联系是不可能的。即使是马斯克也承认需要竞争对手,但这些竞争对手需要数年时间才能赶上他的领先地位。NASA 发言人表示,该机构将继续通过与包括 SpaceX 在内的私营企业合作,实现总统在太空领域的目标。该声明确认,尽管存在任何政治摩擦,该机构认为在短期内没有其他替代方案可以替代与马斯克公司的合作。

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What happens when the personal feud between a U.S. president and the world's most powerful private space executive threatens the stability of American space infrastructure? That question now looms over the relationship between Donald Trump and Elon Musk.

Tensions escalated after Trump publicly criticized Musk, calling him a disappointment despite claiming he had helped him significantly. Musk responded by threatening to pull SpaceX's Dragon spacecraft from NASA service, an abrupt move that could have impacted core U.S. space missions.

Even though Musk walked back the threat within hours, the damage had already been done. Both NASA and the White House now face new uncertainty over one of their most vital private sector partnerships. SpaceX is not just a contractor for NASA. It is the only company currently transporting astronauts to and from the International Space Station using US-based infrastructure.

The Dragon spacecraft has become essential to America's human spaceflight capability. Since the retirement of the space shuttle, NASA has relied on SpaceX's vehicles to carry U.S. and allied astronauts into low-Earth orbit. No other American company offers this service at the same frequency, reliability, and cost.

Pulling Dragon out of the lineup, even temporarily, would leave a major gap in crew transport capabilities. After years of using a monopoly provider, United Launch Alliance, a Boeing and Lockheed Martin merger, NASA opened up competition to reduce costs and attract innovation. SpaceX quickly underbid its rivals by reducing launch and spacecraft development costs. The Dragon capsule alone came in under budget, falling from initial billion-dollar estimates to hundreds of millions.

That allowed NASA to shift to a pay-for-service model, outsourcing missions to private companies rather than managing the entire stack internally. Over time, NASA funneled more money into SpaceX projects. Since 2008, U.S. government agencies have awarded SpaceX over $20 billion in contracts.

Of that, NASA accounts for more than $15 billion, including $2.9 billion for developing a human landing system for the Artemis moon missions and another $4.9 billion for ferrying astronauts to and from the ISS. The financial arrangement is mutually beneficial. Musk recently stated that SpaceX will generate $1.1 billion in revenue from NASA this year alone.

SpaceX has also stepped in when other government contractors failed. Last year, NASA selected SpaceX to retrieve two stranded astronauts from the ISS after Boeing's Starliner capsule encountered delays and technical issues. The decision signaled more than just confidence in SpaceX. It reinforced NASA's practical reliance on Musk's company to keep key missions operational.

That kind of trust doesn't emerge overnight. It reflects years of successful launches and dependable delivery on complex missions. SpaceX's role extends far beyond human spaceflight. The company is conducting more launches per year than any other private or government player. In the last 12 months, SpaceX launched nearly twice as many missions as the next three most active launch providers combined. Those missions support commercial satellite clients, internal Starlink deployments, and military payloads.

The volume of flights ensures SpaceX dominates launch cadence, giving it logistical leverage unmatched by competitors. The Starlink satellite internet network adds a second layer of strategic value. Starlink connects everything from remote government sites to active military zones. One of its most visible uses has been in Ukraine, where defense officials have relied on Starlink to maintain communications amid Russian attacks on infrastructure.

That application turned Starlink into a high-interest asset for the Pentagon and other NATO partners. Beyond defense, consulting firm Quilty Space projects that Starlink will generate $12.3 billion in revenue for SpaceX this year, making it a financial cornerstone that doesn't depend on federal budgets.

budgets. SpaceX's footprint across federal agencies keeps expanding. The company is integrated into planning for future Department of Defense missions, with a $6 billion contract awarded in April 2025 for satellite launches. NASA also selected SpaceX to deorbit the ISS at the end of its operational life in 2030.

Meanwhile, the Trump administration considered a SpaceX proposal for a missile defense system nicknamed "Golden Dome," which would combine ground-based interceptors with satellite capabilities. The proposal hasn't been finalized, but national security officials believe SpaceX is a likely partner because of its unmatched launch capacity and ongoing development of Starship, a heavy-lift vehicle built for large-scale missions.

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The idea of Musk pulling SpaceX out of U.S. government work over political tensions isn't just unlikely, it would also run counter to his business goals. SpaceX is deeply embedded in the architectures of future American space exploration and defense operations. Unwinding that integration would disrupt multiple long-term projects, including Mars-related missions, commercial lunar contracts, and military communications satellites.

Musk continues to promote a long-term goal of making humanity a multi-planetary species, which aligns with SpaceX's deep government ties. NASA officials believe a total severing of ties is improbable. While increasing competition remains a long-term objective, few companies are positioned to compete with SpaceX on price, speed, and scale.

Even Musk acknowledges the need for rivals, but those rivals will take years to match his lead. Until then, NASA and the Department of Defense will continue relying on SpaceX for the missions they cannot yet outsource to others. A NASA spokesperson stated that the agency will continue fulfilling the president's objectives in space by partnering with private industry, including SpaceX.

That statement affirms that despite any political friction, the agency sees no short-term alternatives to its collaboration with Musk's company. The Hoover Dam wasn't built in a day, and the GMC Sierra lineup wasn't built overnight. Like every American achievement, building the Sierra 1500 heavy-duty and EV was the result of dedication, a dedication to mastering the art of engineering. That's what this country has done for 250 years.

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