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!
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
