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Musk vs. Bezos, China in the mirror: A strategic analysis of the new moon race

The competition in the space race between U. S. billionaires, Elon Musk and Jeff Bezos, is intensifying. SpaceX, led by Musk, is planning to establish a lunar base called “Moonbase Alpha” and is looking to launch a device on the moon’s surface. This base is aimed at supporting Musk’s vision of an AI-computing network consisting of one million satellites. Musk’s focus has shifted from colonizing Mars to returning humans to the moon, particularly as SpaceX prepares for a planned initial public offering (IPO) this year, which could value the company at over $1 trillion.

Bezos’s Blue Origin is also ramping up its moon program, shutting down its space tourism business to concentrate on its lunar lander “Blue Moon. ” An uncrewed mission to the moon is set for this year as part of NASA’s Artemis program, which will eventually include manned missions. Blue Origin’s lander has recently begun testing at NASA’s Johnson Space Center, a significant step towards its launch.

Both companies are receiving substantial funding from NASA for their lunar landers. NASA is aiming for astronaut moon landings to begin with SpaceX’s Starship. The agency, which first took astronauts to the moon during the Apollo program from 1969 to 1972, views returning to the moon as essential practice for future Mars missions and has urged the companies to expedite their lunar lander development to stay ahead of China, which aims to send astronauts to the moon by 2030.

Musk has expressed desires to build a “self-growing city” on the moon and launch AI satellite operations from there. His recent acquisition of xAI supports this vision as he sees the moon as a strategic launch point for space operations.

SpaceX has conducted 11 launches of its Starship rocket in 2023 but has yet to reach orbit. The company is facing challenges in having a crewed moon landing by the anticipated 2028 date. Important steps remain for the rocket’s development, including practicing refueling in orbit and landing on the moon’s surface, which will set the stage for carrying humans in the future.

This intense rivalry between Musk and Bezos is impacting the broader lunar industry. A notable increase in interest from investors in lunar projects is observed, with many companies, like Lunar Outpost, which has sent a rover to the moon, feeling the effects of this competition. The urgency of the Musk-Bezos race is pushing the entire space industry forward as they both aim to secure a foothold on the moon.

With information from Reuters

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