News
SpaceX Starlink satellite internet tested in the field in Antarctica
SpaceX’s Starlink internet continues to find success in Antarctica, Earth’s icy southernmost continent and has spread beyond McMurdo Station.
The company first reported that Starlink reached Antarctica as part of a National Science Foundation experiment in September 2022. The milestone also marked the satellite internet network’s arrival on all seven continents.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
A series of lasers
Just ~5% of the almost 3400 working Starlink satellites currently in orbit make coverage of Antarctica (and the Arctic) possible. SpaceX currently has 181 polar-orbiting satellites in operational orbits, likely providing a decent amount of coverage in polar regions. But that’s only a third of the 520 polar satellites SpaceX’s Starlink Gen1 constellation will have once complete, meaning that coverage is likely intermittent for the time being.
Those polar satellites must also use optical interlinks (lasers) to connect Antarctic users to ground stations hundreds or thousands of miles away, as the vast and sparsely populated continent has no Starlink ground stations. Instead, users are connected to the internet via space lasers that route their communications to and from ground stations in South America, Australia, New Zealand, and other nearby locales.
Studying the oldest ice on Earth
The general purpose of the Center for Oldest Ice Exploration (COLDEX) field experiment Starlink is aiding is to find the oldest ice on Earth. That old ice allows scientists to peer back tens of thousands, hundreds of thousands, or even millions of years back into Earth’s past. Most importantly for the modern era, that ice can contain shockingly detailed information about the history of Earth’s climate.
Researchers like Dr. Neff collect ice cores by drilling miles into Antarctic ice sheets. Once removed, packaged, and carefully shipped by plane to labs around the world, the data extracted from those ice cores can tell researchers how the Earth has responded in the past to major and minor changes in climate. Knowing how it has responded and behaved before has helped scientists around the world determine with near certainty that human greenhouse gas emissions are causing average global temperatures to increase at a relatively rapid pace. Further studies, like those being done now, may help specify what kind of changes we can expect as climates warm; allowing cities, countries, and humanity as a whole to prepare for the worst while (hopefully) trying to prevent those outcomes.
COLDEX began testing Starlink in the field in early December 2022. It’s not entirely clear if that testing is still ongoing, but Dr. Peter Neff appears to be optimistic either way. In a January 21st tweet, the assistant professor and field research director said that he was excited “to see how [Starlink] & other modes of high-speed connectivity can advance [science] communication [and]…alter how we do science on the ice.”
Finding a balance
The National Science Foundation has been a part of both Antarctic Starlink experiments, thus far, and finds itself in a unique position. Through funding and other means, the government agency is aiding efforts to test the limits of the SpaceX network and discover how it can benefit science (and improve life) in some of the harshest environments on Earth. Simultaneously, NSF holds a sort of supervisory role over other aspects of SpaceX’s Starlink constellation.
For the most part, that relationship is on an even keel and SpaceX has been highly forthcoming and happy to cooperate. Even without any explicit legal requirement, SpaceX has made wide-reaching changes to its satellites and continues to experiment with ways to reduce their brightness to ground observers and limit their impact on astronomy. Nonetheless, the FCC’s decision to tie SpaceX’s next-generation Starlink Gen2 constellation license with its cooperation with the NSF has given the latter agency a bit more regulatory power than it had before.
That arguably makes the involvement of the NSF (or NSF-funded researchers) in testing Starlink’s ability to benefit science even more important. Knowing firsthand how impactful the ability to access high-bandwidth internet can be in the field and at remote camps, the NSF should be better suited to make the kind of cost-benefit analyses required to determine how much of an impact (on the night sky and astronomy) is acceptable relative to the benefits Starlink can provide.
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’
