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Mars has competition from Venus after new study shows signs of life
NASA and SpaceX are simultaneously planning their trips to Mars and the Moon, but a recent study published in Nature Astronomy has brought a different planet into the running for a new near-term exploration mission: Venus.
A team of scientists led by Dr. Jane Graeves of Cardiff University in the UK just announced the discovery of phosphine in the clouds of Venus. This rare molecule is made either industrially or as a byproduct of microbes that live in oxygen-free environments, meaning there’s serious evidence that life may exist on our sister planet.
“This was an experiment made out of pure curiosity, really,” Dr. Graeves detailed to the Royal Astronomical Society. “I thought we’d just be able to rule out extreme scenarios, like the clouds being stuffed full of organisms. When we got the first hints of phosphine in Venus’ spectrum, it was a shock!”
With NASA’s 2020 Mars Rover Perseverance on its way to do some astrobiological science on our red neighbor, this new finding on Venus looks to now have some high-level advocates for prioritized exploration.
“Life on Venus? The discovery of phosphine, a byproduct of anaerobic biology, is the most significant development yet in building the case for life off Earth,” NASA Administrator Jim Bridenstine tweeted about the news shortly after its publication. “About 10 years ago NASA discovered microbial life at 120,000ft in Earth’s upper atmosphere. It’s time to prioritize Venus.”
https://twitter.com/JimBridenstine/status/1305598182571810822
Planetary scientist Paul Byrne of North Carolina State University echoed this same sentiment in a quote published by The New York Times. “If this planet is active and is producing phosphine, and there is something that’s making it in the Venus atmosphere, then by God almighty, forget this Mars nonsense,” Byrne opined. “We need a lander, an orbiter, we need a program.”
Similar to thinking about Mars’ ancient past being filled with more Earth-like components such as water bodies (or perhaps not), Venus is thought to have been the home to lakes, rivers, and oceans before a runaway greenhouse effect made it into the hellish landscape it is today. This thinking has partly lead to speculation about the possibility of microbes migrating or developing in the clouds of the planet as ‘aerial’ life where temperatures are much more Earth-like, albeit very acidic. “Finding phosphine on Venus was an unexpected bonus! The discovery raises many questions, such as how any organisms could survive. On Earth, some microbes can cope with up to about 5% of acid in their environment – but the clouds of Venus are almost entirely made of acid,” commented team member Dr. Clara Sousa Silva of MIT.
For planetary science enthusiasts, of course, the idea of looking for life or even a new home for humans in the clouds of Venus isn’t new. Astrobiologist David Grinspoon, for one, has been advocating for the planet’s cause for quite some time. “Venus, this planet where I’ve been proposing for decades that there could be a biosphere in the clouds,” he exclaimed in a recent video chat about the discovery. “I mean, Venus is a place we do not associate with extraterrestrial life… It’s so hot, and so dry, the pressure’s so huge…we think life is gonna be anywhere but Venus. But interestingly if you go 30 miles up into the clouds, it’s rather comfortable in the sense that it’s sort of like room temperature [and pressure] in the room you’re in right now.”
The discovery of phosphine on Venus is also exciting for exoplanet hunting endeavors, i.e., looking for signs of life on planets outside our solar system. “It’s very exciting because phosphine is a gas that should not exist in an atmosphere like Venus’,” Grinspoon explained. “It stands out as an anomaly… Not only that, phosphine has been previously suggested as a very good biosignature that we might find on an exoplanet – a gas that’s made by life. It’s not easy to make in non-biological ways.”
A renewed call for Venusian exploration is already ready to be answered by a few scientists and groups, one notable example being startup launch provider Rocket Lab. As a rocket company focused on dedicated missions for small payloads, Rocket Lab stands as a ready and willing partner for any organization looking to gather more data from Venus directly. In fact, CEO Peter Beck already has plans in the works for the planet most symbolically synonymous with romance.
“I’m madly in love with Venus,” Beck said on August 5th this year during a live streamed company update. “I’m working very hard to put together a private mission to go to Venus in 2023… At the very least, I think it’s a needle-mover even for just a private mission to try and go do something interplanetary. That sends a message to the rest of the world that, ‘Hey, look — we can do these things privately.’”
Another notable mission that’s relevant to Beck and Rocket Lab’s goals for small payload missions to interplanetary destinations was the Mars Cube One companions of NASA’s InSight lander launched in 2018. After traveling the the red planet with the lander, the twin cube satellites were able to send back data and a photo of Mars to Earth. This proved that tiny affordable spacecraft could be used for some serious deep-space science. Perhaps one of the biggest discoveries in our solar system of late could be followed up by an itty bitty mission (respectively)?
You can watch Dr. Jane Greaves, explain the discovery on Venus in detail:
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’
