I think the development of xAI plays a big role here too. Founded in March 2023, announced in July 2023, they didn't have a lot of product off the ground until well into 2024, and it wasn't really stabilized until well into 2025. I think Musk has gone from idea to product and is now into his "How do I scale the heck out of this?" phase.
The scaling phase is coinciding with a wave of data center construction moratoriums and a squeeze to supply them with power and water. Moving to space makes a lot of sense in that environment if you have a lot of really big rockets at your disposal. Another timing coincidence.
But it doesn't make sense to perpetually fill up your own launch schedule, big as it may get, with only comms and AI satellites if you still want to build Martian cities. Re-targeting SpaceX at the Moon solves this with lunar resource use, manufacturing, and the escape velocity mass driver concept. Then you can use your lunar mass driver for all sorts of things.
I'd like to see Martian cities, but I'd also like to see very large Earth orbiting habits. The Moon base/mass driver would provide for those.
The scaling phase is coinciding with a wave of data center construction moratoriums and a squeeze to supply them with power and water. Moving to space makes a lot of sense in that environment if you have a lot of really big rockets at your disposal. Another timing coincidence.
But it doesn't make sense to perpetually fill up your own launch schedule, big as it may get, with only comms and AI satellites if you still want to build Martian cities. Re-targeting SpaceX at the Moon solves this with lunar resource use, manufacturing, and the escape velocity mass driver concept. Then you can use your lunar mass driver for all sorts of things.
I'd like to see Martian cities, but I'd also like to see very large Earth orbiting habits. The Moon base/mass driver would provide for those.