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SpaceX’s Elon Musk teases in-house R&D for BFR refueling on Mars
SpaceX CEO Elon Musk took to Twitter to reaffirm SpaceX’s commitment to developing their own technology for refueling BFR beyond Earth, noting that the high-efficiency hardware would be “critical for propellant production at Mars Base Alpha.”
Known as in-situ resource utilization (ISRU), Musk briefly commented on SpaceX’s in-house work on the tech in an October 2017 Reddit AMA (Ask Me Anything), noting that “Design is pretty far along…it’s a key part of the whole system.” His most recent tweet on June 10 reiterated ISRU’s centrality to any successful (read: sustainable) colonization of Mars, and the CEO further confirmed what was already all but guaranteed, describing a chemical reaction known as the Sabatier process.
“SpaceX is already developing high-efficiency CO2 capture with H2O to form liquid CH4 (methane) & O2.” – Elon Musk, June 2018
SpaceX’s BFR visualized just before launch at the upgraded LC-39A pad. (SpaceX)
At the most basic level, by combining heated, high-pressure carbon dioxide and hydrogen (easily derived from Mars’ CO2-rich atmosphere and wealth of water ice) and a bed of nickel or aluminum oxide, the Sabatier process can produce methane and water. Water can be easily decomposed into hydrogen and oxygen or used for drinking, cooking, and plumbing, among an infinite number of other uses. Akin to a more advanced version of what is already successfully utilized aboard the International Space Station, efficient Sabatier reactors can also be used to partially recycle wastewater and carbon dioxide (produced by humans breathing) to recover a significant fraction of pure water and methane.
In the case of SpaceX’s BFR rocket and spaceship, its propellant of choice will be liquid oxygen and methane (known as methalox) partly because of how comparatively easy it is to handle methane and to produce it on Mars, while simultaneously being a significant enabler of efficient long-term crewed spaceflight (i.e. the months-long deep space journeys to and from Mars). Less consumable mass required to keep passengers alive and happy directly translates into more payload to the surface of Mars, lowering the overall cost per kilogram delivered and thus the cost per ticket!
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- The BFR spaceship pictured landing on Mars. (SpaceX)
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- A US astronaut completes installation of the ISS’s upgraded Sabatier reactor, which helps to partially close the loop on water consumables. (NASA, 2011)
After landing on Mars, Sabatier reactors would be used to gradually refuel each Big F. Spaceship. Of course, the Sabatier process follows the laws of thermodynamics and thus requires a power source to heat the inputs, as well as cool the outputted methane and oxygen into fuel-grade cryo-cooled liquids. At least until SpaceX chooses to jump into the ring with the US nuclear (fissile) material regulation apparatus and develop or launch nuclear reactors, the most reliable power source for interplanetary colonization, that power will have to be supplied by acres upon acres of solar panels optimized to be as light, dense, and efficient as possible. If anything, the dust storm currently threatening the livelihood of Mars rover Opportunity should serve as evidence that solar power on Mars is at best a relatively cheap and simple stopgap for better power sources, especially for any long-term human presence on the Red Planet.
Optimally, BFS’ own internal solar array would (and likely will, at least at first) double as a source of power both in space and on the surface of Mars, neatly removing the need to waste precious cargo space on duplicate hardware. Even better, perhaps there is a chance that SpaceX’s materials scientists, engineers, and chemists can find ways to significantly optimize the Sabatier reaction for their specific needs, potentially lowering the energy required to get the desired end-product. It’s sort of a theme with interplanetary colonization, butttt… lower energy requirements translate to fewer solar panels needed to produce a given quantity of propellant in a set period of time, meaning that more payload can thus be dedicated to more important cargo like food, habitats, ISRU hardware, mining and tunneling machinery, and humans.
With any luck, followers of SpaceX may get an update on the company’s BFR plans later this year, likely just before or immediately after the first prototype spaceship is shipped to Texas for acceptance testing and a Grasshopper-style program of suborbital hops.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
