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.
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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.
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SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
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News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
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Elon Musk
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Elon Musk shared a new Terafab video showing Optimus, Robovans, and a stunningly futuristic campus.
Elon Musk posted a new video of Terafab on X Thursday morning, and the most eye-catching details in it were not the building itself, but two products still awaiting production: Optimus and the Robovan.
The concept render, credited to SpaceX, shows Optimus robots working the grounds of the roughly 2.5-mile-long facility planned for the Gibbons Creek site in Grimes County, while a Robovan glides along an elevated roadway cutting through the building itself, sharing the frame with a Tesla Semi and a Cybercab.
Robovan is the boxy, driverless people and cargo mover Musk unveiled alongside Cybercab at Tesla’s “We, Robot” event in October 2024. He pitched it as a way to move up to 20 passengers at once, or handle freight instead, at a target cost he claimed could fall under a dollar a mile, with no steering wheel or pedals, the same layout as Cybercab. Nearly two years later, Robovan still has no confirmed production timeline and has not shown up in any factory footage, which makes Thursday’s render one of the only recent looks at the vehicle in any form.
Terafab Texas will be the largest and most valuable building on Earth by far.
And it will be stunningly beautiful. pic.twitter.com/4NweOqTL7y
— Elon Musk (@elonmusk) August 6, 2026
Optimus has moved further along. Tesla began converting Fremont’s old Model S and Model X assembly line into a Gen 3 Optimus production line earlier this year, and Musk visited the site on July 1 to mark the changeover. A second, larger Optimus plant is under construction at Giga Texas, targeting volume production in summer 2027 and eventual capacity of 10 million units a year. Tesla AI lead Ashok Elluswamy said this month the robot has “big shoes to fill” in replacing the S and X line, while Musk has repeatedly called Optimus the company’s biggest product of any kind, with a long-term price he has pegged between $20,000 and $30,000.
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Check out the “Robovan” from @Tesla
📸: @Teslarati pic.twitter.com/D4es2i9NUe
— TESLARATI (@Teslarati) October 11, 2024
“Terafab Texas will be the largest and most valuable building on Earth by far,” Musk wrote alongside the clip. “And it will be stunningly beautiful.”
One quote post summed up the reaction: “Futuristic scene with RoboVan + Cybercab + Tesla Semi + Optimus.”
Beyond the vehicles, the architecture wrapped around them stands out too. The building’s facade is canted at sharp angles, with illuminated horizontal bands running through what appears to be a multi level interior visible from outside. Below the elevated roadway, pedestrians walk along a plaza next to a reflecting pool, and the skyline behind the campus is dotted with angular spires that read more like sculpture than infrastructure, a departure from the strictly utilitarian look of Gigafactory Texas or Starbase.
The timing tracks with what Terafab representative Riley Trennell told Grimes County residents on Wednesday, when he said renderings of the facility would be released “within days.” Musk’s post followed less than 24 hours later, and Texas Governor Greg Abbott’s office sent out its own release Thursday confirming the project. As Teslarati reported this morning, Terafab’s tax abatement agreements with Grimes County are now signed and active, and SpaceX has sent the county its first $10 million payment under that deal. The dollar figure tied to this phase of construction, per Reuters, is $16.8 billion, one of the first hard capital expenditure numbers attached to Terafab since Musk unveiled the joint Tesla-SpaceX-xAI venture in March.Reaction on X ranged from enthusiastic to skeptical. “God Bless Texas! Everything is bigger and better in Texas!” one reply read. Another was more measured: “Terafab in a decade…..”
Whether the finished building matches the render is a separate question from whether Musk wanted people talking about the render itself. Less than a day after posting, the video had already crossed 5.5 million views.
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Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
