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Tesla Roadster’s ‘SpaceX package’ with rocket thrusters could actually work
This weekend proved to be a fruitful one for Elon Musk’s Twitter followers and fans of the next-generation Tesla Roadster, as the billionaire entrepreneur discussed, in honest-to-goodness seriousness, how the electric car maker would utilize SpaceX technology to make the upcoming all-electric supercar an absolute monster on wheels. Needless to say, there was quite a lot to take in.
Musk started off his Twitter discussion on the next-generation Roadster by stating that the car will feature ~10 rocket thrusters that are “arranged seamlessly around (the) car.” Musk further noted that the thrusters would “dramatically” improve acceleration, braking, and cornering, to the point that the Roadster would be able to fly — a reaffirmation of his previous statement referring to the vehicle having the capability to fly “short hops.”
Musk noted that Tesla would be using SpaceX’s Composite Overwrapped Pressure Vessel (COPV), a container consisting of a thin, non-structural liner wrapped with a structural fiber composite. COPVs are designed to hold a fluid under pressure, and are used by SpaceX’s first-stage rocket boosters during re-entry and landing. Musk further explained the use of SpaceX’s technology in later tweets.
SpaceX option package for new Tesla Roadster will include ~10 small rocket thrusters arranged seamlessly around car. These rocket engines dramatically improve acceleration, top speed, braking & cornering. Maybe they will even allow a Tesla to fly …
— Elon Musk (@elonmusk) June 9, 2018
While the idea of using rocket propulsion to enhance the performance of an all-electric supercar might seem to be well into the realms of science fiction, using COPVs for the next-gen Roadster is actually pretty feasible, at least from a technical standpoint. SpaceX’s COPVs have operating pressures of around 350 bars (5,000 psi) and too powerful for a land vehicle. If Tesla installs a similar version of SpaceX’s upper stage thrusters that are used in guiding rockets, rear-mounted devices could store just enough compressed air to provide Tesla’s next-gen Roadster an additional boost in acceleration for a short duration.
Note, gas contained would be ultra high pressure air in a SpaceX rocket COPV bottle. The air exiting the thrusters would immediately be replenished whenever vehicle pack power draw allowed operation of the air pump, which is most of the time.
— Elon Musk (@elonmusk) June 10, 2018
Rocket thrusters placed in front of the vehicle that provides thrust opposite of the Roadster’s direction of travel, at least in concept, could help the electric car’s braking capability, while thrusters placed along each side of the vehicle can help in cornering by providing lateral force. In order to accomplish this, however, Tesla would have to carefully balance the weight of components from the upgraded SpaceX package – Musk noted that the vehicle would sacrifice its rear seats from the standard 2+ 2 configuration to accommodate the additional hardware – with output from the rocket thrusters to maximize the vehicle’s performance. Onboard electric air pumps would repressurize the space-grade containers when they were depleted, making for repeat fun, at least in a theoretical sense. Musk also stated that SpaceX COPVs that will be used for the next-generation Roadster will be durable, and be “literally bulletproof.”
Exactly. Total energy stored even in ultra compressed air is low vs battery, but power output is insane. The composite overwrapped pressure vessel (COPV) is most advanced ever made. It’s what SpaceX is qualifying for NASA crewed missions. Extremely robust — literally bulletproof.
— Elon Musk (@elonmusk) June 10, 2018
Overall, Musk reiterated that the next-generation Tesla Roadster is designed to be the best car in the industry when it gets released. During his tweetstorm, Musk mentioned that with the all-electric supercar, Tesla is attempting to beat ICE vehicles on “every performance metric;” thus transferring the “halo crown effect” gas cars have as the top speed standards in the automotive market.
New details about Tesla’s next-generation Roadster have been released by Elon Musk lately. The SpaceX option for the vehicle was announced during the 2018 Annual Shareholder Meeting, and not long after that, Musk also revealed that the vehicle would feature an “Augmented Mode” designed to “enhance human driving ability,” thereby providing assistance to drivers who would be operating the insanely powerful supercar.
During the unveiling of the next-generation Tesla Roadster, Elon Musk noted that the purpose of the all-electric supercar is to give a “hardcore smackdown” to gasoline-powered cars. The specs of the vehicle that were unveiled then, which are representative of the all-electric supercar’s base trim, are already record-breaking, including a 0-60 mph time of 1.9 seconds, a quarter-mile time of 8.9 seconds, a top speed of over 250 mph, 620 miles of range thanks to a 200 kWh battery, and 10,000 Nm of torque. With the Roadster’s SpaceX option, the all-electric supercar could very well establish a new class of vehicles that lie beyond the hypercar echelon.
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’
