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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.
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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.
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.
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.
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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.
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.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
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.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
