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SpaceX posts first BFR-dedicated job posting – wanna build a Mars rocket?
SpaceX has published the first job posting specifically dedicated to BFR, the company’s ambitious fully-reusable Mars rocket and multipurpose launch vehicle. Currently targeting the first half of 2019 for initial hop tests with a prototype spaceship (upper stage) and 2020 for the first full-up orbital tests of the booster and ship. Job postings specific to BFR signify the beginning of serious R&D expansion and acceleration.
Since its announcement in September 2017, SpaceX has made slow but steady (visible) progress on its path to integrated BFR prototype production, including the construction of a giant temporary tent, the successful lease of a large plot of land intended to support the first dedicated BFR factory at Port of Los Angeles, and accepted shipments of massive tooling that will be used to construct the huge rocket’s first carbon composite propellant tanks.
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- Lots of cars at the BFR tent. This also provides a sense of scale for the tent’s absolutely massive access flaps. (Pauline Acalin)
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- SpaceX’s first major BFR and BFS fabrication tooling, likely being stored temporarily in a tent at Port of San Pedro. Note the tent framework at the top. (Elon Musk)
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- Images corroborated the location of the giant mandrel tool inside the Port of San Pedro tent, April 2018. (Pauline Acalin)
First revealed in 2016 in the form of the 33% larger Interplanetary Transport System (ITS), CEO Elon Musk provided a second update in 2017 that showed an optimized, smaller rocket with all the same goals, known as BFR (Big F- Rocket). The rocket’s main propulsion, a methane and liquid oxygen-fueled engine known as Raptor, also saw its 2016 targets lowered partially, dropping its targeted maximum thrust to about double (from 3000 kN to 1700 kN) the current Merlin 1D engines powering the Falcon family.
Tellingly, the job posted on Monday, June 11, sounds very similar to those posted for equivalent engineering positions with Falcon 9 and Dragon. Titled “BFR Build Engineer”, the listing describes many of the same skills and tasks prospective employees would expect to find if hired, with most focused on SpaceX’s culture of constant improvement. The same is expected from build engineers and engineers, in general, focused on SpaceX’s current operational launch vehicles and spacecraft, strongly suggesting that the BFR effort is taking its very first steps from an experimental research program to something more akin to an operational branch of the launch company.
What is definitely new is the specific focus on expertise with advanced forms of welding, particularly with joining distinct composite and metal components, as will be required throughout BFR.
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- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
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- Shown here is a prototype of the original 12m diameter ITS tankage. BFR’s tanks will be 25% narrower, and thus easier to manufacture. (SpaceX)
Read the best parts of the job listing below:
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“The BFR (Big Falcon Rocket) is a massive next generation launch vehicle and spacecraft designed to carry [hu]mankind to the moon, Mars, and beyond. Also capable of flying humans from Los Angeles to New York in 25 minutes, the BFR will eventually replace the current Falcon 9, Falcon Heavy, and Dragon programs as the primary vehicle for all SpaceX missions.”
“The goal of this team is to investigate, test, and develop new hardware, software, and automation efforts capable of supporting advanced metallic and composite joining methods for the BFR. Focusing on friction stir welding, EB [electron-beam] welding, and composite tank lamination, the BFR Build Engineer is responsible for delivering results on critical projects with a highly demanding and fast-paced schedule”
- Drive the technology development for manufacturing cryogenic composite tanks through research, mechanical/destructive testing and sub-scale manufacturing
- Work closely with vehicle analysts and manufacturing team to ensure solutions meet the requirements for vehicle design as well as the manufacturing processes
- Partner with engineering & production teams to generate ideas, designs, and improvements for current and next-generation vehicles
- Strong background in composite structures with knowledge of automated fiber placement, autoclaves and composite design criteria
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
