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NYC subway closure canceled, Elon Musk’s Boring Company tapped for ideas to improve other systems

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The Governor of New York State, Andrew Cuomo, announced on Thursday evening that the current plan to shut down the 225,000 commuter-strong L-train tunnel in the New York City public transportation system for a 15-month-long repair process will no longer be necessary due to a plan implementing new reconstruction techniques. After consulting with a panel of expert engineers from Columbia and Cornell Universities, a new design was proposed to be used in the tunnel which would streamline the repair process and require closures during nights and weekends with partial train tunnel service still available. When asked in a conference call Friday whether other innovators such as Elon Musk of Tesla and The Boring Company were consulted, the governor said Musk had not advised on this specific issue, but was consulted on improvements to the subway’s signaling system. The Metropolitan Transport Authority (MTA), New York’s transportation network, accepted the Governor’s panel recommendations following the announcement.

The L train tunnel under the East River connecting Brooklyn and Manhattan in New York, known as the Canarsie Tunnel, was damaged during Hurricane Sandy, the Category 3 major hurricane which affected the entire eastern seaboard of the United States in 2012. Its storm surge hit NYC on October 29, flooding huge portions of the island, including 9 of the 14 underwater tunnels in the city’s transport system. Of these, 6 have already been repaired. According to the MTA, the damage to the Canarsie Tunnel is comparable to tunnel damage experienced on 9/11, underlining the extent of the repairs needed and the reason behind the original required shutdown.

Saltwater flooding in from the East River during Sandy significantly damaged the infrastructure of the 7,100-foot-long tunnel, including tracks, signals, switches, cables, and lighting. The flood waters additionally filled protected cable tube pathways called “duct banks” throughout the tunnel, and once dry, the silt hardened to a cement-like consistency inside them, making it impossible to rip out and restore the damaged components. Canarsie Tunnel also opened in 1924, adding age to the brewing number of problems being amplified by the lingering effects of corrosive saltwater remnants from Sandy.

In 2016, residents were informed the tunnel was possibly going to be shut down for 15 months to address the extensive repairs, causing significant commute challenges for the approximately 225,000 riders depending on the service. The date for service closure was scheduled to begin April 27, 2019, but the impending deadline motivated Governor Cuomo to seek out alternative solutions. “I can’t tell you the number of people in Brooklyn who have looked me right in the eye and said, ‘Are you sure that there is nothing else that can be done and there’s no way you can possibly shorten this?’,” Cuomo stated in a recent press conference announcing the new subway repair plan.

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The repair announcement was the end result of a review process Governor Cuomo began on December 14, 2018, wherein he and a consulting team walked through the damaged tunnel to assess the repairs needed first hand. While the plan will take longer than the original project’s timeline – 20 months instead of 15 – the ability to remain open during the repairs is a welcome relief for city residents. The technology that will enable the tunnel to remain open includes wire wrapping along with ultrasound and laser measurement (LIDAR) tools to assess and monitor damage. Engineers from Cornell University’s College of Engineering and Columbia University’s Fu Foundation School of Engineering and Applied Science with expertise in the type of construction involved were the primary sources for the solutions chosen.

Similar to the innovations that came from Musk’s Boring Company tunneling project, the governor has hopes that the unique system planned for the Canarsie Tunnel will inspire other similar repair projects. “This could be a national model because it is a totally different way to reconstruct a tunnel,” Governor Cuomo touted at the press conference. Also, according to the governor, the techniques in the new plan have been implemented in projects in Europe before for bridge repair, but not in tunnel reconstruction. He hopes to bring more out-of-the-box innovations to the city’s transportation as well. In reference to Elon Musk’s companies, he said, “I don’t believe a time where they’re talking about flying cars and you can get into a car and drive 100 miles on the LIE and never touch the steering wheel, that there’s not a better technology that can regulate the trains!”

For more about the announcement and repair plan, watch Governor Cuomo’s press conference below:

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Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Investor's Corner

Tesla annihilates Wall Street expectations with strong Q2 delivery showing

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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 467,762  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.

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.

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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.

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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.

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Tesla Optimus project fires up as Musk sees production line progress

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Credit: Elon Musk | X

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.

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.

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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.

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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.

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Investor's Corner

Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’

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Credit: MarcoRP | X

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.”

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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.

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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.

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