News
NASA and SpaceX probably can’t terraform Mars but that doesn’t matter
In recent weeks, a great deal of exaggerative noise has been spread wide about the supposed impossibility of making the planet Mars more Earth-like and hospitable, a concept known as terraforming. The reality is quite a bit different, especially within the context of any SpaceX or NASA-driven human outposts or colonization attempts.
Triggered by comparatively reasonable research just published by two experienced planetary scientists, much of the hyperbolic media coverage that followed failed to properly frame the true challenges of terraforming the Red Planet.
Keeping the cart behind the horse
Before anything else, it’s critical to take a step back from the idea of terraforming and consider the simpler facts of any human presence on Mars. First, the rationale for a permanent human presence on Mars is largely independent of the environmental conditions on the planet – it’s a huge help to have basic resources available in situ (on site), but the difficulty of surviving in a given non-Earth environment is immaterial to the human desire to both explore and survive.
Assuming we humans really do want to ensure that a subset of ourselves can independently survive any truly global catastrophe on Earth, be it natural or artificial, we will find a way to do so in even the harshest of environments. Living on Mars would be downright luxurious compared to life aboard the International Space Station, thanks largely to ~1/3rd Earth gravity, accessible natural resources to replenish consumables, an Earthlike day and night cycle, considerably more forgiving temperature extremes, and much more.
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- The ISS orbits just a few hundred miles above the surface of the Earth and hosts an average of six crewmembers at any given moment. (NASA)
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- The massive BFR spaceship docked to the International Space Station. (SpaceX)
Despite the inhospitable conditions, human presence aboard the ISS has been uninterrupted for nearly 20 years, even though the average stay per crewmember sits around six months. The ISS also has the luxury of a 90 minute day/night cycle, 100% unfiltered sunlight for peak solar panel efficiency, regular resupply missions from Earth, and an escape route in the event of a catastrophic failure. That escape method (Soyuz capsules docked to the station) has not once been used, aside from a handful of instances where crew boarded their escape vehicles as a cautionary measure during unusually risky space debris events, an absolute non-issue on Mars’ surface.
Put simply: if humans can live in orbit for long periods, they can also survive on Mars with at least the same level of difficulty.
Getting there is the hardest part
By taking natural resources available on Mars (namely water and carbon dioxide) and using them to repopulate the planet’s withered atmosphere, it has long been hoped that the Martian surface might be brought much closer to that of Earth, with a thicker atmosphere translating into familiar air pressure and a far warmer climate. In its current state, humans would always need to wear pressure suits and carry oxygen when traveling beyond their Martian habitats, as Mars’ 0.06 bar atmosphere would be approximately as forgiving as the naked vacuum of space and only moderately warmer.
https://twitter.com/_TheSeaning/status/1026194288886071296
Terraforming could potentially alleviate those significant points against the Red Planet, although updated research published this year (2018) appears to indicate otherwise. In reality, Jakosky and Edwards’ study simply emphasizes and adds on to what should already have been wildly apparent – making desolate planets Earthlike is almost invariably going to be an unfathomably difficult (but by no means impossible) challenge, and is most likely beyond the reach of present-day humanity.
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- Effectively unreleased, an updated Mars colonization video shown in 2018 replaces 2016’s ITS with the newer BFR design. (SpaceX)
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- Artist David Romax’s jaw-dropping rendition of a BFR burning to Mars orbit. The craft’s various curves and hull complexities will likely rely on cutting-edge composite joining tech to function. (Gravitation Innovation)
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- A Crew BFS (Big F____ Spaceship) pictured landing on Mars. (SpaceX)
It also happens to be the case that terraforming as a concept is utterly irrelevant without the means to get to and – more importantly – transport respectable amounts of cargo to the bodies one hopes to one day transform. SpaceX’s BFR transportation system is one such acknowledgment of that problem – the issue with Mars colonization or really any basic human presence at all is not surviving after arrival, but instead actually getting there in the first place and doing so without taking decades or bankrupting entire nations.
Extremely affordable transport to, from, and between orbits happen to be the most unequivocal requirement for both a permanent human presence on other planets and have any hope at all of terraforming them, but it just so happens that the latter is 100% irrelevant and impossible without the former. Let’s seriously worry and argue about terraforming Mars once we can do so from the surface of the Red Planet and focus first on getting there.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762Â Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
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.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla Optimus project fires up as Musk sees production line progress
