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NASA funds study on SpaceX BFR as option for massive space telescope launch
Speaking at the Exoplanets II conference in Cambridge, UK July 6th, geophysicist and exoplanet hunter Dr. Debra Fischer briefly revealed that NASA had funded a study that would examine SpaceX’s next-gen BFR rocket as an option for launching LUVOIR, a massive space telescope expected to take the reigns of exoplanet research in the 2030s.
Conceptualized to follow in the footsteps of NASA’s current space telescope expertise and (hopefully) to learn from the many various mistakes made by their contractors, the LUVOIR (shorthand for Large UV/Optical/IR Surveyor) concept is currently grouped into two different categories, A and B. A is a full-scale, uncompromised telescope with an unfathomably vast 15-meter primary mirror and a sunshade with an area anywhere from 5000 to 20000 square meters (1-4 acres). B is a comparatively watered-down take on the broadband surveyor telescope, with a much smaller 8-meter primary mirror, likely accompanied by a similarly reduced sunshade (and price tag, presumably).
Debra Fischer: NASA is funding study on launching LUVOIR with SpaceX's BFR.
Primary option still SLS Block 2, but if it isn't ready there are private sector alternatives.#Exoplanets2
— Ryan MacDonald (@MartianColonist) July 6, 2018
Remember, this is a space telescope that would need to fit into the payload fairing of a rocket, survive the launch into orbit, and then journey nearly one million miles from Earth to its final operational destination, all before deploying a mirror and starshade as large or larger than Mr Steven’s SpaceX fairing recovery net. The James Webb Space Telescope (JWST), a rough successor to Hubble with a 6.5-meter primary mirror, is the only space telescope even remotely comparable to LUVOIR, and it has yet to launch after suffering a full decade of delays and almost inconceivable budget overruns. All we can do is hope that Northrop Grumman (primary contractor for JWST) is kept away from future giant space telescopes like LUVOIR.
LUVOIR A is pictured here with a 15-meter mirror and absolutely vast sunshade, roughly 80-100m long. (NASA)
The rocket problem
Nevertheless, the sheer scale of LUVOIR brings us back to an existential problem faced by all space telescopes – how to get into space in the first place. In this case, JWST offers a small taste of what launching such a large telescope requires, although it only truly applies the 8m LUVOIR B. The reason LUVOIR’s conceptual design was split into two sizes is specifically tied to the question of launch, with LUVOIR B’s 8m size cap dictated by the ~5 meter-diameter payload fairings prevalent and readily available in today’s launch industry.
https://twitter.com/Shamrocketeer/status/821799890942652417
LUVOIR A’s 15-meter mirror, however, would require an equally massive payload fairing. At least at the start, LUVOIR A was conceptualized with NASA’s Space Launch System (SLS) Block 2 as the launch vehicle, a similarly conceptual vehicle baselined with a truly massive 8.4 or 10-meter diameter payload fairing, much larger than anything flown to this day. However, the utterly unimpressive schedule performance of the SLS Block 1 development – let alone Block 1B or 2 – has undoubtedly sown more than a little doubt over the expectation of its availability for launching LUVOIR and other huge spacecraft. As a result, NASA has reportedly funded the exploration of alternative launch vehicles for the A version of LUVOIR – SpaceX’s Cargo BFR variant, in this case.
While only a maximum of 9 meters in diameter, the baselined cargo spaceship’s (BFS Cargo) payload bay has been estimated to have a usable volume of approximately 1500 cubic meters, comparing favorably to SLS’ 8.4 and 10-meter fairings with ~1000 to ~1700 cubic meters. The more traditional SLS fairing may offer more flexibility for minimizing complex deployment mechanisms for large telescopes (a sore spot for JWST), but SLS Block 2 is almost entirely up in the air at the moment, and liable to cost $5-10 billion alone to develop even after SLS Block 1 is flying (NET mid-2020). On the other hand, barring abject and total failure, SpaceX’s BFR rocket and spaceship could have many, many launches under its belt and a proven track record of reliability, whereas SLS Block 2 is unlikely to fly more than a handful of times ever, even if it gets built.
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- NASA/Boeing’s SLS overview, showing the different Blocks planned. Currently Block 1’s first launch is NET mid-2020, while future variants are likely years away from launch. (NASA)
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- The cargo version of the BFS (Big F- Spaceship) rendered by David Romax, including a number of educated guesses at what it might look like and how it might function. At the request of a friend, artist David Romax put together a truly jaw-dropping collection of concept art featuring SpaceX’s BFR rocket and its Cargo and Crew spaceships. (Gravitation Innovation/David Romax)
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- BFR prepares for launch as the sun sets over the upgraded LC-39A, built off a concept of the future modifications included in SpaceX’s 2016 and 2017 video updates. At the request of a friend, artist David Romax put together a truly jaw-dropping collection of concept art featuring SpaceX’s BFR rocket and its Cargo and Crew spaceships. (Gravitation Innovation/David Romax)
With any luck, the results of the LUVOIR SpaceX BFR launch analysis will make their way into the public sphere once the study is completed, perhaps revealing a few tidbits about the capabilities of the next-generation composite rocket. Another astrophysicist familiar with the project also noted that Blue Origin was firmly in the running of similar conceptual launch studies, hinting at a potential competition for commercial launches of each company’s massive future rockets.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
