News
SpaceX wants to land its BFR spaceships “like a skydiver” on Earth and Mars
Speaking at the company’s Hawthorne factory, SpaceX CEO Elon Musk announced a new strategy for efficiently recovering its next-gen BFR’s upper stage, describing a process where the spaceship would rely on a number of unintuitive techniques to reliably land on planets or moons with appreciable atmospheres (i.e. Mars, Earth, Titan). In essence, BFS would end up gliding towards the surface in free-fall, controlling its orientation much like an Earthly skydiver.
True physics sim: Very high angle of attack during landing. pic.twitter.com/J0HouiUfPg
— NSF – NASASpaceflight.com (@NASASpaceflight) September 18, 2018
Several times throughout the BFR update and private lunar tourism announcement, Musk emphasized just how unintuitive the new procedures would be, stating that “it’s not like anything that people are familiar with – it’s not like an airplane.” His comparison with skydivers is actually rather apt for conveying why this approach is so unusual for a large, flying vehicle like BFR’s spaceship (BFS). Just like skydivers, BFS will have five main control surfaces to control its orientation, pitch, and general dynamics when operating in an atmosphere – two forward fins (like a skydiver’s arms), two rear fins (legs), and a body.
Also like a skydiver, those forward and aft controls are not aerodynamic in the sense of an airplane’s wing or tail fins – in the case of the skydiver and spaceship, they do not generate lift – in pilot and aerospace parlance, a surface that generates no lift is “stalled”. This is likely the main reason that Musk was so intent on conveying his feeling that the spaceship’s new flight regime was unintuitive – in the world of aerospace engineering, particularly for aerodynamicists, intentionally designed stalled control surfaces is almost oxymoronic, akin to an automotive engineer designing a car with square wheels. For all but fighter pilots, stalled aerodynamic surfaces are traditionally avoided like the plague, and can be frequently blamed for aviation-related fatalities.
BFS Update: Thinks they can get to 1100 m3 volume. Actuated fins/flaps. Control surfaces. pic.twitter.com/XNw3Yg0Fcq
— NSF – NASASpaceflight.com (@NASASpaceflight) September 18, 2018
Even to a layperson, the spaceship landing animation shown might look more like a rock uncontrollably plummeting to the ground than an advanced spaceship meant to land humans on Earth, Mars, and beyond. In essence, the proposal Musk laid out on September 17th takes the high-speed reentry characteristics of NASA’s retired Space Shuttle (aerobraking, S-turns, nose-up reentry), adopts a skydiver’s intuitive and efficient aerodynamic control scheme in free-fall, and replaces said skydiver’s parachutes with a group of high-performance rocket engines, as if a skydiver somehow managed to strap rockets to their feet to gently land on the ground.
SpaceX should have little trouble with the latter task thanks to 15 successful vertical landings of Falcon 9 and Falcon Heavy boosters (and many more to come), while the spaceship’s Shuttle-style orbital reentry profile may be new for SpaceX but has been tackled successfully in the past by other companies/agencies. Free-falling to a successful landing with permanently stalled control surfaces, however, will undoubtedly demand an extensive test campaign in Earth’s atmosphere before SpaceX even thinks of placing humans on the craft, something that Musk foreshadowed in a 2017 Reddit AMA focused on BFR.
“Will be starting with a full-scale Ship doing short hops of a few hundred kilometers altitude and lateral distance. Those are fairly easy on the vehicle as no heat shield is needed.” – Elon Musk, October 2017
-
- (SpaceX)
-
- BFS seen standing vertically on the pads of its tripod fins. (SpaceX)
-
- BFR’s spaceship and booster (now Starship and Super Heavy) separate in a mid-2018 render of the vehicle. (SpaceX)
BFR’s design and the spaceship’s recovery profile may change further over the next 6-12 months, given that the team’s unintuitive freefall realization seems to be a fresh addition to the Mars rocket. Nevertheless, Musk and COO Gwynne Shotwell have publicly stated that they believe Grasshopper-style spaceship hop tests could commence as early as late 2019 or early 2020, with the first orbital BFR launches starting soon after in the 2020/2021 timeframe.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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’
