News
SpaceX has signed a private passenger for the first BFR launch around the Moon
SpaceX has officially announced that it has signed a private customer for what may be the first BFR launch to the Moon, ETA and the individual question currently undetermined.
Included with the announcement was a topical rendering that appears to show an updated BFR spaceship performing a burn of seven Raptor engines (apparently all of sea level variants) around the Moon, confirmed by CEO Elon Musk in a Twitter reply to be indicative of a new version of the next-generation SpaceX rocket.
SpaceX has signed the world’s first private passenger to fly around the Moon aboard our BFR launch vehicle—an important step toward enabling access for everyday people who dream of traveling to space. Find out who’s flying and why on Monday, September 17. pic.twitter.com/64z4rygYhk
— SpaceX (@SpaceX) September 14, 2018
Nearly overshadowing SpaceX’s intriguing lunar tourism contract, the photo included with official announcement features a BFR spaceship (BFS for short) that has rather dramatically departed from SpaceX renders of BFR and BFS dating back to late 2017 and early 2018. Most notably, the spaceship’s delta wing has been removed in its entirety, replaced by a triangular layout of three fins and what appear to be forward canards (control surfaces most commonly used to improve aerodynamic stability). Those apparent canards could also potentially act as a sort of stand in to the grid fins present on both BFR and Falcon boosters.
This new render also implies a logical relocation of the ship’s landing legs from external pods to the tips of its new wings, and may even betray some sort of hinge mechanism on the bottom two wins, perhaps meant to allow BFS to safely land on its trio of wingtips while still preserving the inherent aerodynamic stability of BFR 2017’s delta-wing.
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- SpaceX’s 2017 BFR looks far different that the vehicle shown in the company’s updated 2018 render. (SpaceX)
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- Note the 2017/early-2018 variant’s single delta-wing and extendable leg pods (silver). (SpaceX)
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- A September 2018 render of Starship (then BFS) shows one of the vehicle’s two hinged wings/fins/legs. (SpaceX)
Finally, the most significant change is found at the spaceship’s rear, where a new configuration of seven Raptor engines – by all appearances the version of the engine optimized for sea level performance – is surrounded by a mysterious ring of white or grey panels, perhaps a form of heat-shielding or maybe something else entirely. The lack of vacuum-optimized Raptors is arguably the most surprising feature of this unexpected announcement, either pointing to some sort of brash ‘artistic license’ (less likely given Musk’s tweet response) or a drastic departure from traditional rocket design, doing away with expanded vacuum nozzles for some more exotic solution.
A mystery hitchhiker
Musk also cryptically responded to a Tweet implying he was probably the mystery passenger, posting a Japanese flag emoji that strongly points towards Softbank founder and CEO Masayoshi Son as the prime candidate for this (circum?)lunar launch. Through his influential Softbank Vision Fund (SVF), essentially a $100 billion pool of money that is being gradually invested in certain companies and ideas, Masayoshi Son has become a force to be reckoned with in technology industries, and is believed to have invested a staggering $1.5 billion alone in prospective satellite internet constellation OneWeb.
Yes
— Elon Musk (@elonmusk) September 14, 2018
As such, it would be far from surprising if Masayoshi Son – who purchased a ~$120 million Californian mansion in 2013 – has chosen to purchase one (or perhaps the only) seat aboard a circumlunar launch of SpaceX’s BFR booster and spaceship, an appreciable risk of life and limb that could cost on the order of $100 million – plus or minus $50 million – depending on how SpaceX is approaching this development. More likely than not, this proposed BFR launch is a slight modification of an already-planned experimental test flight, one that SpaceX has apparently found ways to partially subsidize thanks to an eccentric private individual or group interested in hitchhiking (at a cost).
Time will tell, and SpaceX is planning a much more detailed announcement – evidenced by a livestream event posted on the company’s website – around 6pm PDT on Monday, September 17th. With a little luck, this could be Elon Musk’s previously mentioned BFR update mixed with an unexpected space tourism launch contract.
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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’
