News
NASA may prematurely kill long-lived Mars rover with arbitrary wake-up deadline
In a decision with no obvious empirical explanation, JPL’s Opportunity Mars rover project manager John Callas was quoted in an August 30th press release saying that the NASA field center would be “forced to conclude” that the dust storm-stricken rover was effectively beyond saving if it fails to come back to life 45 days after 2018’s massive dust storm can be said to have officially ended.
Below the upbeat-sounding title of this press release is the scarier fact that after tau clears below 1.5, the rover has 45 days to wake up before NASA stops actively trying to revive it. Come on, #WakeUpOppy https://t.co/piCQLeaCEO
— Emily Lakdawalla (@elakdawalla) August 30, 2018
Over the course of that press release, Callas made a number of points that may technically hold at least a few grains of truth, but entirely fail to add up to any satisfactory explanation for the choices described therein. This is underscored in one critical and extended quote:
“If we do not hear back [from Opportunity] after 45 days, the team will be forced to conclude that the Sun-blocking dust and the Martian cold have conspired to cause some type of fault from which the rover will more than likely not recover. At that point, our active phase of reaching out to Opportunity will be at an end. However, in the unlikely chance that there is a large amount of dust sitting on the solar arrays that is blocking the Sun’s energy, we will continue passive listening efforts for several months.” – John Calwell, JPL
Scott Maxwell, a former JPL engineer who led drive planning for rovers Spirit and Opportunity, solidly explained the differences between active and passive recovery attempts:
Because it's a FAQ … "active listening" has two parts: (1) forcing Opportunity's radio, if she's listening, to a particular frequency (because it can drift), and (2) a command to talk to us. Pretty much guaranteed to work if she's awake with her radio on. https://t.co/iaHbHXFKqm
— 🇺🇦ScottMaxwell @marsroverdriver@deepspace.social (@marsroverdriver) August 31, 2018
The JPL press release offers exactly zero explanation for the “45-day” deadline, starting the moment that dust clears from Martian skies near Opportunity to a certain degree, likely to happen within the next few weeks. Nor does it explain why “active” recovery attempts would stop at that point, despite the fact that the PR happens to directly acknowledge the fact that the best time to attempt to actively restore contact Opportunity might be after Mars’ windy season is given a chance to blow accumulated dust off of the rover’s solar arrays.
In fact, while all points Callas/the press release makes may theoretically be valid, the experiences of the actual engineers that have been operating Opportunity and MER sister rover Spirit for nearly two decades suggest that his explanations are utterly shallow and fail even the most cursory comparison with real data.
Thanks largely to a number of comments collected by The Atlantic from past, present, and anonymous employees involved with Opportunity, it would seem that there is no truly empirical way to properly estimate the amount of dust that may or may not be on the rover’s solar arrays, no rational engineering-side explanation for the 45-day ultimatum, no clear excuse for how incredibly short that time-frame is, and essentially zero communication between whoever this decision originates from and the engineers tasked with operating and restoring communications with the forlorn, 15-year old rover.
Most tellingly, this exact impromptu dust-storm-triggered hibernation already occurred several times in the past, and even resulted in the demise of Opportunity’s sister rover Spirit in 2010. The Atlantic notes that when a dust storm forced that rover into hibernation in 2010, JPL mission engineers spent a full ten months actively attempting to resuscitate Spirit, followed by another five months of passive listening before the rescue effort was called off.
Given that Opportunity’s engineers appear to believe that there is every reason to expect that the rover can, has, and should survive 2018’s exceptional Martian dust storm, the only plausible explanation for the arbitrary countdown and potentially premature silencing of one of just two active rovers on Mars is purely political and financial. While it requires VERY little money to operate scientific spacecraft when compared with manufacturing and launch costs, the several millions of dollars needed to fund operations engineers and technicians (roughly $15 million per year for Opportunity) could technically be funneled elsewhere or the employees in question could be redirected to newer programs.
For example, the ~$200 million spent operating the rover from 2004 to 2018 could instead fund considerably less than 20% of the original cost of building and launching both Opportunity and Spirit. This is to say that that cutting operation of functioning spacecraft to save money can be quite fairly compared with throwing an iPhone in the trash because the charging cable ripped because $10 could instead be put towards buying a new phone months or years down the line.
Ultimately, all we can do is hope that Opportunity manages to successfully wake up over the course of the next two or three months. If the rover is unable to do so, chances are sadly high that it will be lost forever once active communications restoration efforts come to an end. With an extraordinarily productive 15 years of exploration nearly under its belt, Opportunity – originally designed with an expected lifespan of ~90 days – would leave behind a legacy that would fail to disappoint even the most ardent cynic. Still, if life may yet remain in the rover, every effort ought to be made to keep the intrepid craft alive.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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’
