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China successfully sprouts cotton seeds on the moon in a historic first

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International discussions about sending humans to the Moon and Mars have brought many challenges waiting to be solved, and among them is food supply. While astronauts aboard the International Space Station (ISS) have been growing and consuming lettuce in space for a few years now, China has achieved a historic milestone by sprouting cotton seeds on the surface of the Moon. The news and corresponding photos were announced today. The seeds were part of a biosphere experiment which, if it performs as intended, will provide helpful data towards the development of sustainable agriculture in environments other than Earth.

China’s Chang’e 4 craft lunar lander arrived January 3, 2019 on the far side of the Moon, and part of its cargo included an aluminum alloy canister equipped with materials necessary for not only plant growth, but a self-sustaining biological environment lead by Chongqing University. Along with cotton seeds, the experiment included rapeseed, potato, and arabidopsis seeds, as well as fruit fly eggs and yeast to form a simple, tiny biosphere. A heat control system and two cameras were also part of the makeup.

Each member of the experiment was chosen with a bioprocess purpose in mind: Potato seeds represented a primary food supply for future space travelers (see also: The Martian), rapeseed could be used to produce oil, cotton seeds for clothing/supply fabric, the fruit fly would act as the consumer, and the yeast could regulate the oxygen and carbon dioxide being exchanged between the fly and the plants. The arabidosposis seeds contribute via its photosynthesis and could be a food source, but the plant is generally considered to be weed with a short growth cycle that could be useful for observation. The seeds and eggs were kept dormant until their lunar arrival, after which time they were watered by the lander. The germination of the cotton seeds alone has not yet been determined or specified by China’s space agency, the China National Space Administration (CNSA).

UPDATE: CNSA announced later on January 15, 2018 that the cotton sprouts are now dead. As the night period on the far side of the Moon set in, temperatures dropped to a level not sustainable in the biosphere canister. 

Self-sustaining habitable environments for off-planet travel have been part of scientific research for decades, including a famous large-scale experiment conducted almost 30 years ago called Biosphere 2 (Earth is Biosphere 1). On September 26, 1991, 8 researchers were voluntarily sealed into a glass and steel structure on over 3 acres of land in Oracle, Arizona for two years, growing their own food and algae to sustain their living conditions, air included. It was supposed to be a step towards establishing space colonies, but unfortunately, low oxygen and food levels along with infighting (i.e., the human component) rendered the experiment a non-success.

While it’s certainly been determined that human interaction will be a big hurdle for long-term space faring missions, the engineering side of sustainable food production off-Earth is still facing challenges of its own and will continue to need development efforts. For example, astronauts on the ISS are currently working with an orbital agriculture experiment called Veggie which has recently faced issues with plant mold. While on Earth, we’ve become accustomed to the benefits provided by our planet’s natural biosphere – things like humidity, sunlight levels, water levels, etc. work in ways that are difficult to reproduce in a completely controlled environment like a spacecraft.

China’s mini biosphere experiment is another important step towards the long-term goal of sustainable off-planet environments. Given the struggles experienced during biosphere attempts on Earth, there might be a slow growth curve towards developing habitats that don’t need tons of resupply. This challenge is clearly acknowledged by the creators of the Chang’e lunar bio-canister. Professor Liu Hanlong, head of the experiment, stated in the seed sprout announcement, “We have given consideration to future survival in space. Learning about these plants’ growth in a low-gravity environment would allow us to lay the foundation for our future establishment of [a] space base.”

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Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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SpaceX AI investment gamble will make it a big winner, firm says

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Credit: SpaceX

SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.

The firm also upgraded shares to a Buy from Hold and set a $160 price target.

SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.

Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.

There are plenty of ways the company can do this:

Leasing excess compute capacity through contracts

SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.

SpaceX is charging Anthropic massive money for its compute

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High utilization driven by industry-wide scarcity

The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.

Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.

Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.

High incremental margins on the rental business once capacity is online

GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.

Parallel monetization of its own AI software and applications

Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.

These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.

Efficient, large-scale deployment and vertical integration advantages

SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.

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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.

SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.

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Tesla headlights cause recall of over 20,000 Model 3 and Model Y

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Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.

Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”

Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.

Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.

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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.

Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.

Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.

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