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SpaceX ready to begin training astronauts for first private spacewalk
Two members of the “Polaris Program” say that SpaceX could begin training private astronauts for the first private spacewalk in spaceflight history as early as May or June 2022.
Revealed earlier this year, the Polaris Program is a sort of hybridization of orbital spaceflight tourism and technology development and has one primary goal: to “rapidly advance human spaceflight capabilities.” Created in partnership with SpaceX by billionaire and Shift4 Payments founder Jared Isaacman, who also funded and flew on SpaceX’s first private Crew Dragon launch, Polaris aims to pick up where Inspiration4 left off last year.
While it will still be affiliated with and seek to help St. Jude Children’s Research Hospital, the Polaris Program will focus on the development of several crucial technologies that SpaceX will need to accomplish its ultimate goal of spreading humanity throughout our solar system.
One of those crucial technologies is a cheap, reliable, and easy-to-use spacesuit that will allow future SpaceX astronauts to work outside of the safety of their spacecraft in the vacuum of space, and, one day, walk on the surfaces of other planets and moons. For Crew Dragon, SpaceX has already developed an ‘intra-vehicular activity’ or IVA pressure suit that all Dragon astronauts must wear during mission-critical maneuvers. In the event of capsule depressurization, the suits would be able to keep Dragon astronauts alive inside the capsule for at least a few days, supplying them with clean air and maintaining enough pressure to avoid altitude sickness (or worse).
However, because IVA suits generally prioritize unpressurized mobility, the astronauts inside them can do very little when the suits are fully pressurized. At sea level, every person on Earth is subjected to standard atmospheric pressure, which amounts to about 101 kilopascals or 14.5 pounds per square inch. In a spacesuit, the suit itself must maintain a pocket of air at similar pressures, ultimately meaning that the outer skin of a suit must resist the same force. To put that into context, even operating at the absolute minimum pressures that humans can realistically tolerate and use (4-6 psi), simply moving one’s arm in an IVA suit could require hundreds of pounds or kilograms of force.
Even in NASA’s aging extra-vehicular activity (EVA) spacesuits, which feature mechanical joints and other upgrades meant to make movement and life easier inside them, spacewalks are one of the most brutal and exhausting physical activities conceivable, requiring extraordinary levels of near-constant exertion for hours on end. According to comments made to Spaceflight Now by Jared Isaacman and by pilot Scott Poteet in an interview covered by AmericaSpace, SpaceX’s first EVA suit will be quite basic. To some extent, they will be heavily modified versions of SpaceX’s existing IVA suit design, but with much more advanced thermal management, an improved helmet/visor, and – most importantly – the addition of a number of mechanized joints.
As was the case with early NASA EVA suits developed in the 1960s, SpaceX’s first EVA suits will receive consumables, power, and communications through cables (tethers) that connect to Dragon’s life support. It will take SpaceX some time to develop a miniaturized, portable life support system as safe and capable as the packs used on NASA’s EVA suits. A tethered EVA suit will still allow SpaceX or private astronauts to perform EVAs and work on or inspect the exterior of their Crew Dragon or Starship spacecraft – capabilities that could save lives in certain emergency scenarios. SpaceX’s first priority, then, will be to make sure that the basics work well in space and that the suits actually allow astronauts to perform tasks that require good finger and limb dexterity without immediately exhausting themselves.
“You’re adding lots of redundancies in the suit that don’t exist today, since it’s more last line of defense,” Isaacman said, referring to the differences between SpaceX’s current suit and the new extravehicular spacesuit. “You have a new visor, new seals, then mobility, joints everywhere for increased mobility and dexterity in the fingers and such. I think, visually, it will be more along the lines of what it currently looks like, but very much like a new suit.”
Spaceflight Now – May 10th, 2022
The first of up to three Polaris missions – Polaris Dawn – is currently scheduled to launch as early as November 2022. All four private astronauts – made up of two Polaris employees and two SpaceX employees – will wear the new EVA suits in place of their usual IVA suits, while only two members of the crew will ultimately attempt to exit the capsule and perform a single EVA that could last roughly 30-90 minutes. To do so, the entire Dragon will be depressurized and one of two hatches opened will be opened, while the the other two EVA-suited astronauts will simply remain in their seats. Regardless of the outcome, it will be the first private spacewalk in the history of spaceflight.
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The astronauts training to prepare for Polaris Dawn will focus heavily on the EVA, offering either the two chosen crew members or all four candidates an opportunity to experience deep-sea diving and test EVA suits both underwater and inside a Dragon capsule simulator.
Beyond supporting SpaceX’s EVA spacesuit development, Polaris Dawn’s crew will also conduct a range of science experiments, attempt to connect to high-speed internet in orbit through Starlink laser links, and even try to break the record for the highest Earth orbit reached by a crewed spacecraft (1400 km / 870 mi).
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
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.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
