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“Smart skin” can identify weaknesses in bridges and airplanes using laser scanner
Recent research results have demonstrated that two-dimensional, on-demand mapping of the accumulated strain on metal structures will soon be a reality thanks to an engineered “smart skin” that’s only a fraction of the width of a human hair. By utilizing the unique properties of single-walled carbon nanotubes, a two-layer film airbrushed onto surfaces of bridges, pipelines, and airplanes, among others, can be scanned to reveal weaknesses in near real-time. As a bonus, the technology is barely visible even on a transparent surface, making it that much more flexible as an application.
Stress-inducing events, along with regular wear and tear, can deform structures and machines, affecting their safety and operability. Mechanical strain on structural surfaces provides information on the condition of the materials such as damage location and severity. Existing conventional sensors are only able to measure strain in one point along one axis, but with the smart skin technology, strain detection in any direction or location will be possible.
How “Smart Skin” Technology is Used
In 2002, researchers discovered that single-wall carbon nanotubes fluoresce, i.e., glow brightly when stimulated by a light source. Later, the fluorescence was further found to change color when stretched. This optical property was then considered in the context of metal structures that are subject to strain, specifically to apply the property as a diagnostic tool. To obtain the fluorescent data, researchers applied the smart skin to a testing surface, irradiated the area with a small laser scanner, and captured the resulting nanotube color emissions with an infrared spectrometer. Finally, two-dimensional maps of the accumulated strain were generated with the results.
The primary researchers, Professors Satish Nagarajaiah and Bruce Weisman of Rice University in Texas, have published two scientific papers explaining the methods used for achieving this technology and the results of its proof-of-principle application. As described in the papers, aluminum bars with holes or notches in areas of potential stress were tested with the laser technique to demonstrate the full potential of their invention. The points measured were located 1 millimeter apart, but the researchers stated that the points could be located 20 times closer for even more accurate readings. Standard strain sensors have points located several millimeters apart.
What Are Carbon Nanotubes?
Carbon nanotubes (CNTs) are carbon molecules that have been structurally modified into cylinders, or rather, rolled up sheets of carbon atoms. There has been some evidence suggesting that CNTs can be formed via natural processes such as volcanic events. However, to really capitalize on their unique characteristics, production in a laboratory environment is much more efficient.
Several methods can be used for production, but the most widely used method for synthesizing CNTs is chemical vapor deposition (CVD). This process combines a catalyzing metal with a carbon-containing gas which are heated to approximately 1400 degrees Fahrenheit, triggering the carbon molecules to assemble and grow into nanotubes. The resulting formation resembles a forest or lawn grass, each trunk or blade averaging .43 nanometers in diameter. The length is dependent on variables such as the amount of time spent in the high heat environment.
Besides surface analysis, carbon nanotubes have proven invaluable in many research and commercial arenas, their luminescence being only one of many properties that can improve and enable other technologies. Their mechanical tensile strength is 400 times that of steel while only having one sixth the density, making them very lightweight. CNTs also have highly conductive electrical and thermal properties, are extremely resistant to corrosion, and can be filled with other nanomaterials. All of these advantages open up their applications to include solar cells, sensors, drug delivery, electronic devices and shielding, lithium-ion batteries, body armor, and perhaps even a space elevator, assuming significant advances overcome its hurdles.
Next Steps
The nanotube-laced smart skin is ready for scaling up into real-world applications, but its chosen industry may take time to adopt given the general resistance to change in a field with long-standing existing technology. While awaiting embrace in the arena it was primarily designed for, the smart skin has other potential uses in engineering research applications. Bruce Weisman, also the discoverer of CNT fluorescence, anticipates its advantages being used for testing the design of small-scaled structures and engines prior to deployment. Niche applications like these may be the primary entry point into the market for some time to come. In the meantime, the researchers plan to continue developing their strain reader to capture simultaneous readings from large surfaces.
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.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
