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.
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Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla has finished construction at its biggest Supercharger ever in Lost Hills, California, and all 168 stalls are officially open as of today.
After several years of development, the company has officially announced that the Lost Hills Supercharger, known as Project Oasis, is officially open with 168 stalls active and available to drivers.
Tesla announced the completion of the Lost Hills Supercharger on Tuesday, showing off the site, which is powered by 10 Megapack batteries for storage and is completely independent of the grid, as it has 11 MW of solar panels bringing energy to the massive Battery Energy Storage System (BESS).
All 168 Stalls at the Tesla Supercharger in Lost Hills, California are officially open! pic.twitter.com/eo9xmZyUNB
— TESLARATI (@Teslarati) November 25, 2025
This is the largest Supercharger in the world and opens just in time for the Thanksgiving holiday, which is the most-traveled weekend of the year in the United States.
Spanning across 30 acres, it was partially opened back in July 2025 as Tesla opened just 84 of the 168 stalls at the site. However, Tesla finished certifying the site recently, which enabled the Supercharger to open up completely.
The site generates roughly 20 GWh of energy annually, which is enough to power roughly 1,700 homes. The launch of this site specifically is massive for the company as it plans to launch more Superchargers in more rural areas, making charging more available for cross-country rides that require stops in more remote regions of the United States.
This is perhaps the only weak point of Tesla’s massive charging infrastructure.
It has some features that are also extremely welcome for some owners, including things like pull-through stalls for those who tow, an idea that was extremely popular following the launch of the Cybertruck.
Tesla has over 70,000 active Superchargers across the world. The company has also made efforts to create unique experiences at some of the stops, most notably with its Tesla Diner, located on Santa Monica Boulevard in Los Angeles.
That Supercharger has two massive drive-in movie theaters and will soon transition to a full-service restaurant following the departure of its executive chef, Eric Greenspan.
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
