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SpaceX is about to have a fleet of Starship rockets
SpaceX has finished the last major stacking event for the business half of its fifth full-scale Starship prototype, meaning that the company may be a week or less from having a fleet of Starships for the first time ever.
As of now, Starship serial number 5 (SN5) is on track to be completed in under a month, continuing a trend that SpaceX has managed over the entirety of 2020. Beginning in mid-January, SpaceX has completed several nosecone pathfinders, three test tanks, and three full-scale Starship prototypes – soon to be four once SN5 is finished. Once it is, however, SpaceX will be entering a new era of operations – fleet operations.
Up to this point, every full-scale Starship prototype and test tank SpaceX has built – excluding the tank SN2 was turned into in March – has been quickly destroyed over the course of one or two tests. For better or for worse, this has meant that SpaceX’s test and launch pad has always been more or less self-clearing, making way for the next prototype to roll out and begin testing after the scraps of its predecessor were removed. This time around, barring Starship SN4’s imminent demise, SpaceX will now have to deal with multiple completed Starship prototypes at the same time – a tiny taste of things to come.
For unknown reasons, SpaceX decided to swap out Starship SN4’s lone Raptor engine (likely SN18) after multiple wet dress rehearsals, partial engine tests, and two static fire tests – at least one of which was confirmed a success by CEO Elon Musk. Most recently, SpaceX removed Raptor SN18 to perform a more ambitious cryogenic pressure test, pushing Starship SN4’s propellant tanks all the way to 7.5 bar (~110 psi) at the same time as hydraulic rams simulated the thrust of three Raptor engines at the rocket’s base.
Instead of reinstalling Raptor SN18, SpaceX transported Raptor SN20 to the launch pad and installed it on Starship SN4 on May 10th, less than 24 hours after the prototype passed an orbital-class pressure test.
Aside from installing Raptor SN20, SpaceX teams have spent the last few days adding new COPVs (composite overwrapped pressure vessels) and plumbing to Starship SN4’s exterior – purpose largely unknown. While the new hardware is mostly a mystery, it is known that SpaceX is in the process of preparing SN4 and its new Raptor engine for a third wet dress rehearsal (WDR) and static fire test, necessary to ensure that Raptor SN20 is properly installed and functioning as expected.
Assuming that third static fire is successful, SpaceX’s will prepare Starship SN4 for its first flight, a ~150m (500 ft) hop test that will also be the first intentional flight of any full-scale Starship prototype since the program’s birth. For that hop test, SN4 will need some kind of attitude control system (ACS) thrusters to control its rotation and provide fine trajectory tuning to assist the ship’s lone Raptor engine. This is the likeliest explanation for the new hardware being installed on Starship SN4, as the ship does not currently appear to have ACS thrusters installed.
Starship Troopers
Of course, the first flight of a full-scale Starship prototype will probably be the riskiest test yet for the program and there’s a good chance that SN4 will meet its demise at some point during that flight. Enter Starship SN5.
As of May 12th, Starship SN5’s final two tank sections were stacked, effectively completing the most important half of the rocket (minus one final circumferential ring weld). SN5’s final outfitting of avionics and plumbing is still pending and will take at least a few days to a week or more, but that work can and has been completed after prototypes are transferred by road to the launch pad. Currently, Starship SN4 is occupying SpaceX’s one and only pad test stand, however, meaning that it wouldn’t make much sense to immediately move SN5 to the launch pad – at least until SN4 is done testing.
SN5 will also need a nose section and, perhaps, flaps installed, meaning that the full ship is likely still at least a week or two away from being finished, but that likely wont stop SpaceX from proof testing the rocket’s tanks if or when SN4 makes space at the launch pad.
According to comments made by Elon Musk, SN5 will likely become the first Starship prototype to have three Raptor engines installed and the first to attempt a truly high-altitude flight test if Starship SN4 is met with success in the coming weeks. As absurd as it feels to say, if SN5 completes triple-Raptor testing and a 20 km (~12 mi) flight test without issue, Musk has stated that the next step would be orbital flight tests. Starship SN6’s steel rings, meanwhile, are already being formed and stacked as SN5 nears completion.
News
Tesla to make app change for easier communication following Service
“Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.”
Tesla will enhance the ability to communicate through the mobile app with Service after work has been done on your car.
One of the biggest weaknesses of Tesla’s automotive division has been Service, as Service Centers are not necessarily plentiful, and wait times, in some regions of the country, are over a month in duration.
Getting in touch with Service after a car has work done to it is also difficult. Calling showrooms in some regions has proven to be difficult to enable direct communication between the customer and the company.
If something is not resolved properly, Tesla keeps the in-app messaging option active for two hours after the service visit is complete.
However, that doesn’t resolve everything, as some issues may arise again more than two hours later. Then the issue of communication presents itself once again.
Tesla is going to extend that time frame to a day or more, according to Raj Jegannathan, Tesla’s AI/IT-Infra, Cybersecurity, IT Apps & Vehicle Service VP.
Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.
— Raj Jegannathan (@r_jegaa) August 18, 2025
Tesla has made several changes over the past few years to attempt to improve its Service. Recently, for Collision repair, it started offering a $45-per-day loaner program with free FSD, free tolls, and free Supercharging.
It also recently started sharing local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
Tesla creates clever solution to simplify and improve its Service
However, this is only available at a few showrooms and is currently a pilot program.
These improvements are aimed at resolving communication breakdown, which appears to be a problem that many owners experience.
Tesla is one of the few companies that also operates a fleet of Mobile Repair vehicles, which will perform service at your house or place of business. However, the size of it has gone down by 11 percent year over year.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
Tesla to make app change for easier communication following Service
Tesla is overhauling its Full Self-Driving subscription for easier access
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
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