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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
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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 has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
