News
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:
-
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.”
-
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.
-
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.
-
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.
-
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
