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Answering Elon Musk’s call for help to build Thailand’s cave rescue pod in 24 hours
On the morning of Friday, July 6, Andrew Branagh received a call that would put his company’s 30-year experience in the field to the test. Branagh, who serves as the CEO of Arcata-based Wing Inflatables, had been asked by Elon Musk’s engineering team from SpaceX to construct an inflatable escape pod for the 12 children and their coach who are currently stranded in an air pocket inside the sprawling Tham Luang Nang Non cave complex in Thailand. Knowing that time is of the essence, Branagh and his team got to work.
The stranded members of the Wild Boar Soccer Team have been stranded in the caves since June 23, after a casual excursion into the underground caverns turned into a pitch-black ordeal due to flash floods. The group of 13, comprised of boys aged 11-16 and their 25-year-old coach, were missing until this past Monday, when they were located by two UK divers. The children and their coach have been given food and survival supplies, and on Tuesday, a doctor and a nurse spent the night with them. While the group is safe for now, however, retrieving them is not easy, considering that they are located 2.5 miles away from the entrance to the caves. Parts of the cave systems are also underwater, which would force the children to dive into murky waters during their retrieval.
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- Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
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- Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
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- Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
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- Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
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- Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
Wing Inflatables’ rescue pods under construction. [Credit: Giovanna Castro Salas/Wing Inflatables via Mad River Union]
In a tweet on Friday, Elon Musk posted a brief update on Twitter stating that SpaceX and Boring Co. engineers are headed to Thailand in order to see if they can be helpful to the government’s rescue efforts. That was the same day that Branagh woke up to a text and call from the SpaceX team. Branagh notes that the message was brief, but the request was clear.
“Elon has an idea, or our team does.”
Musk’s initial idea to rescue the trapped children is to use an inflatable tube. Considering Wing’s experience in the field, Branagh and his team went to work refining the idea. The result was a submersible “torpedo,” which could hold a person with an air tank and a breathing apparatus. The torpedo is designed to be towed by its front and back, and be sleek enough to be guided through the cave system’s trickiest sections. Branagh opted to utilize 30% of his company’s workforce for the fast-track effort, reducing his business’ usual output by half. The CEO’s gambit worked, and by 9:30 a.m. on Friday, a prototype was ready. Branagh noted that the first rescue pod, which is 7-feet-long, sealed with velcro, and inflatable with the passenger’s exhaled air, was a finished product. There were no throw-away units or re-dos. There was just not enough time.
By 1:00 p.m., Wing’s rescue pod was tested on the Arcata Community Pool, with a certified dive instructor and two individuals who do not know how to swim. The tests were encouraging, with both test individuals being able to breathe comfortably inside the rescue pod. Branagh had also been speaking with Musk and his engineering staff in a conference call.
“He (Elon) was very direct and clear on supporting getting a solution in place,” Branagh said.
By 5:15 p.m., the first set of Wing Inflatables rescue pods were ready to be transported from Arcata-Eureka airport in Northern CA.
Apart from the inflatable pods that the engineers from SpaceX and The Boring Company transported to Thailand on Friday, Musk and his team at LA are also designing a mini-submarine for the children. In a series of tweets over the weekend, Musk stated that the mini-sub would be small enough to fit through the contours of the cave and its hull will be made of the same material as the oxygen transfer tube of a Falcon rocket, making it extremely durable. The mini-sub would have four handles and hitch points for the front and rear, with two air tanks on both front and rear, allowing up to four tanks to be connected.
Given Chiang Rai airport hours, soonest we could’ve departed US was an hour ago, but cave now closed for diver rescue. Will continue testing in LA in case needed later or for somewhere else in future.
— Elon Musk (@elonmusk) July 8, 2018
Rescue efforts for the stranded children are already underway as of Sunday. For this rescue attempt, the children would have to dive using scuba gear into the waters with two experienced divers. Divers who will be conducting the retrieval of the soccer team are expected to spend 11 hours inside the caves, six hours heading to the children, and five hours going out. It remains unknown for now if the rescuers will be utilizing the rescue pods delivered by the SpaceX and Boring Co. team. Musk’s mini-sub continues testing in LA, just in case it’s needed for the cave rescue efforts.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
