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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.
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).
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’
