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SpaceX-launched Uranus mission a top priority of new decadal survey
The National Academies of Sciences, Engineering, and Medicine have published their latest decadal survey of planetary science and astrobiology, revealing a recommendation that NASA prioritize the development of a flagship mission to Uranus baselined to launch on SpaceX’s Falcon Heavy rocket.
Known as the Uranus Orbiter and Probe or UOP, the mission proposal has been under development by a team of NASA, University of California, and Johns Hopkins University scientists and engineers for several years. In fact, a very similar concept ranked third in the Academies’ 2013-2022 decadal survey flagship recommendations, reiterating its central importance and potential value in the eyes of the survey’s dozens of contributors. According to its creators, in its latest iteration, the Uranus Orbiter and Probe have the potential to fully or partially answer 11 of the 12 primary questions the latest Decadal Survey structured itself around.
Additionally, the survey indirectly states that if it weren’t for the existence of one specific technology, it would have been a wash between a mission to Uranus or Neptune. That keystone: SpaceX’s Falcon Heavy rocket.
While the survey’s authors don’t explicitly point to SpaceX in the context of UOP, they do state that “a Uranus mission is favored because an end-to-end mission concept exists that can be implemented in the 2023-2032 decade on currently available launch vehicles.” In reality, there only appears to be one launch vehicle: Falcon Heavy. Three other alternatives do technically exist: United Launch Alliance’s (ULA) Vulcan Centaur, Blue Origin’s New Glenn, and NASA’s own Space Launch System (SLS).
NASA’s Europa Clipper orbiter – originally manifested on SLS but later moved to SpaceX’s Falcon Heavy to avoid major launch delays – has helped demonstrate that SLS isn’t viable for non-Artemis Program missions without massive production improvements and significant workarounds or design changes. While capable in many regards, Blue Origin’s reusable New Glenn rocket appears to have extremely poor performance beyond Earth orbit – well below what UOP requires – and is unlikely to launch before 2024 or 2025. It’s possible that an expendable New Glenn could suffice but Blue Origin has never mentioned the option and, even then, the rocket’s expendable performance could still fall short.
Finally, ULA’s expendable Vulcan Centaur rocket has yet to launch and its debut could easily slip into 2023. More importantly, according to official information provided by the company to a NASA-run performance calculator, even Vulcan’s most capable variant (VC6) with six solid rocket boosters (SRBs) simply doesn’t have the performance required to launch the Uranus Orbiter and Probe (7235 kg / 15,950 lb) on seven of the mission’s preferred trajectories. For three other secondary windows, Vulcan could potentially launch UOP but only with the inclusion of a Venus gravity assist that would require significant design changes to protect the spacecraft while traveling much closer to the sun.
According to NASA’s calculator, a fully-expendable Falcon Heavy rocket with a standard payload fairing could launch around 8.5-10 tons (18,700-22,000 lb) to UOP’s preferred trajectories, leaving a very healthy margin for spacecraft weight gain or launch underperformance and likely enabling a longer launch window for each opportunity.
If NASA agrees with the survey’s conclusions, decides to develop the Uranus Orbiter and Probe, and also plans on the Academies’ optimistic assumption of an ~18% budget increase on average from 2023 to 2032, work towards a preferred 2031 launch window could begin in earnest as early as 2024. Comprised of a namesake Orbiter and Probe, UOP would arrive in orbit around Uranus in late 2044 or early 2045 weighing around five metric tons (~11,000 lb). The primary science mission would begin by deploying a small atmospheric probe to directly analyze the composition and behavior of the planet’s exotic atmosphere, which is believed to be volatile, prone to vast and violent storms, and host to some of the most extreme winds in the solar system. The probe would weigh ~270 kilograms (~600 lb) and is only expected to survive for a few hours at most.
The orbiter, however, would continue on to tour the Uranian system for at least four years, observing and studying the ice giant and its rings, magnetosphere, and 27+ moons. Uranus itself resides in what may be the most common class of exoplanets in the universe, making a close study of it invaluable for exoplanet science as a whole. It’s also possible that – like several moons around Saturn and Jupiter – one or more Uranian moons have liquid water oceans created by tidal heating, adding to the list of extraterrestrial bodies that might feature habitable environments or alien life.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
