News
SpaceX to livestream private BFR Moon mission “in high-def VR” with Starlink satellites
Following a detailed update to SpaceX’s BFR plans and the first privately contracted mission to the Moon, CEO Elon Musk has tweeted that the company intends to stream the entire six-day journey in “high def VR”, a plan that would demand unprecedented communications capabilities between the Moon and the Earth.
Musk further confirmed that “Starlink should be active by [2023]”, suggesting – at a minimum – that the SpaceX-built and SpaceX-launched internet satellite constellation will have reached what is known as ‘initial operating capability’, pegged for Starlink at roughly 800 satellites launched.
Moon mission will be livestreamed in high def VR, so it’ll feel like you’re there in real-time minus a few seconds for speed of light
— Elon Musk (@elonmusk) September 18, 2018
No small task
To give some rough context for what Musk wants, streaming in high-enough quality for a good virtual reality (VR) experience on a deep space voyage around the Moon will demand a sea of bandwidth that’s difficult to find even on the surface of Earth, let alone in space. A 2017 estimate pegged the bandwidth requirements for 4K VR streaming around 300 megabits per second (Mbps), while a solution more fitting for five years of iterative improvement between now and 2023 might demand almost a magnitude greater bandwidth (~3000+ Mbps).
For context, the average American internet connection hovers around 15-20 Mbps while the average 4K YouTube video takes about 25 Mbps to stream, meaning that BFR’s communications link between the ~390,000 km (240,000 mi) Earth-Moon gap would need to be anywhere from 10 to more than 100 times faster than typical Earthly connectivity. While NASA has already completed a successful tech demonstration of laser communications from the Moon to the Earth, maxing out at a rather impressive ~620 Mbps in 2013, that one-off test concluded years ago, and there simply is no infrastructure available to achieve the sort of capabilities SpaceX will need to stream a lunar voyage in VR.
Starlink to the rescue
The only possible way SpaceX could accomplish this sort of technical feat is by having their own high-bandwidth satellite constellation at least partially operational, needs that mesh reasonably well SpaceX’s public planning schedule for their Starlink constellation. Speaking in late-2017, SpaceX VP of Satellite Government Affairs Patricia Cooper laid out a timeline that would see ~800 satellites launches sometime in the early 2020s, followed later by the remaining ~3600 spacecraft in the Phase 1 constellation. Those launches would take place between 2019 and 2024.
Since then, Musk has indirectly hinted that Starlink’s schedule has slipped or stretched 6-12 months, unsurprising for such a massive technical task at hand. This still leaves a fair amount of time for some sort of initial operational capability to be realized, even if it is little more than the skeleton necessary for Musk’s high-def VR-streaming ambitions. Although the tweet response that triggered it was deleted, Musk confirmed in the comments of his original tweet that Starlink would be the relay network of choice – having an Earth network already installed would certainly minimize the need for global ground stations to receive a BFR spaceship’s continuous lunar downlink.
Yeah, Starlink should be active by then
— Elon Musk (@elonmusk) September 18, 2018
Evidenced by previous comments from Musk and NASA execs expressing interest in developing a commercial communications relay between Earth and Mars, the thought is at least there that the Starlink satellite bus may sooner or later be called upon to serve as deep space communications relays throughout the solar system, beginning with the Moon and Mars.
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
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- SpaceX’s updated BFR spaceship seen cresting over the Moon’s limb. (SpaceX)
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- Falcon 9 B1049 returns to Cape Canaveral, 09/12/18. (Tom Cross)
It’s possible that those distinct space environments would necessitate changes to the spacecraft’s hardware and software, but the fundamental goal of mass-producing Starlink satellites at an unprecedented scale and cost means that a few off-the-shelf satellites could plausibly be placed in relay positions under the assumption that they will die faster than those in Earth orbit. At just a few hundred kilograms apiece, Falcon 9 would have no problems launching a handful to the Moon or elsewhere, and they could potentially be included as copassengers on BFR launches, acting as a sort of a la carte communications relay for the spaceship.
Time will tell, but SpaceX fans certainly have an incredible amount of things to look forward too from the last 48 hours alone, regardless of whether the #dearMoon BFR mission’s 2023 launch target slips (spoiler: it probably will).
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’
