News
SpaceX Inspiration4 astronaut shares behind-the-scenes look at largest space window’s ‘first light’
SpaceX Inspiration4 astronaut Sian Proctor has shared the first behind-the-scenes look at what it was like for the world’s first all-private astronaut crew to witness the largest window ever flown in space for the first time.
In front of the camera: Hayley Arceneaux, now the youngest American astronaut in history and the first person ever to fly in space (or orbit) with an internal prosthetic. The mission: Inspiration4, a philanthropic creation of billionaire and CEO Jared Isaacman heavily focused on raising money (and awareness) for St. Jude’s Children’s Hospital and the fight against childhood cancer. While, as many an internet-goer will be more than eager to point out, Isaacman could have technically donated ~10% – not ~5% – of his net worth and been done with it, he instead decided to commit $100M to St. Jude’s and shepherd the world’s first all-private crewed orbital spaceflight into existence.
Private orbital spaceflight is not unique – seven other paying customers have flown to orbit and back in the 21st century. What Jared conceived of, however, is. Instead of a rather less inspirational mishmash of anyone rich enough to pay ~$20-40M for a seat, Isaacman chose to invite three relatively ordinary people along for the ride and even raffled one of the three ‘tickets’ to any American willing to donate $10 or more to the fight against childhood cancer. A step further, thanks to an excellent and transparent social media presence, millions of people from around the world got to follow the mission’s progress, watch a large portion of it live, and generally be awed by an important step forward for spaceflight and inspired by one of the most simultaneously eclectic and ordinary astronaut crew of all time.
More to the point, millions of people (or at least hundreds of thousands, for now) wouldn’t have gotten to vicariously experience the sheer joy of the first orbital cancer survivor experiencing the largest, most uninterrupted window ever flown in space for the first time. Officially known as the ‘cupola,’ SpaceX conceived of, designed, built, qualified, and flew the massive dome window in less than a year from start to finish.
Measuring around 1.2m (3.9 ft) wide and around 0.8-1m (2.5-3.2 ft) wide on the inside, Inspiration4’s cupola might offer less internal volume than NASA’s decade-old International Space Station cupola, but it makes up for the tighter space with the largest seamless window ever flown in space. Likely made out of several layers of acrylic domes not dissimilar to the ‘bubbles’ one might come across at aquariums, the innermost ‘layer’ of Dragon’s cupola carries an odd brownish hue but the glass (technically plastic) is still almost completely transparent and has no ‘frame’ or interruptions save for where it attaches to the spacecraft itself.
Thankfully, by all appearances, that brownish hue – perhaps some kind of optical coating or a tint to reduce glare – isn’t easily discernable from the inside looking out. Instead, the uninterrupted window practically melts away into a crystal-clear nothing, offering what has to be one of the best views available in space.
Given that SpaceX reportedly turned Dragon’s cupola from idea to reality in the matter of a single year and for a single customer, it’s difficult to imagine what additional upgrades could be realized on future Dragon spacecraft. Already, a senior SpaceX director says that the company is seriously considering building one or several new Dragons solely for private astronaut launches after receiving a massive uptick in demand for tickets to orbit. Even before Inspiration4 had splashed down, CEO Elon Musk promised that future flights would offer in-flight internet and hot food with the addition of a small oven/heater and a connection to the company’s own Starlink satellite constellation.
If SpaceX were to build an entirely new Dragon just for private free-flyer launches, it could potentially implement significant design changes as long as they didn’t appreciably lower safety. Given that an exclusively free-flying Dragon would never need to worry about docking in orbit, SpaceX might even be able to tweak the nosecone and make the cupola wider and taller. The possibilities may be far from endless but the fact that SpaceX would consider a modification as extreme as the cupola that flew on Inspiration4 in the first place suggests that the company is quite a lot more confident – and more willing to make big changes – than one might have previously guessed.
-
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.
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.
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.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
