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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 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’
