News
Elon Musk says SpaceX’s orbital Starship debut headed for FAA faceoff in a few weeks
CEO Elon Musk says that SpaceX’s first completed Starship rocket could be ready for its orbital launch debut just “a few weeks” from now – far sooner than most expected.
On August 6th, SpaceX very stacked that same vehicle – Starship 20 (S20) and Super Heavy Booster 4 (B4) – to its full height for the first time ever, briefly creating the largest rocket ever assembled. However, the feat was equally a symbolic photo opportunity. SpaceX did install an unprecedented number of Raptor engines on Booster 4 and Ship 20 in a spectacularly short timeframe and both stages are technically meant for flight, but Starship S20 was demated less than an hour later and shipped back to the factory shortly thereafter.
Though they’d had Raptors installed and been stacked to their full ~120m (~390 ft) height, neither booster or ship were truly complete and at least 20% of their engines had yet to be qualified at SpaceX’s McGregor, Texas test campus. Both needed a week or two of additional work – mostly just wiring avionics and installing secondary and tertiary plumbing. Curiously, on August 13th, Starship S20 was once again rolled to SpaceX’s Boca Chica launch site in a partial state of completion, where it now sits beside the orbital launch mount for unknown reasons.
After several days of delays, SpaceX also removed Super Heavy B4 from the orbital launch mount and returned it to the build site on August 11th, where teams are still working to finish its secondary plumbing and avionics. Like Ship 20, all of its Raptors were removed soon after its return, freeing both to complete cryogenic proof testing without risking dozens of potentially flightworthy rocket engines.
Like all previous Starship prototypes, those ‘cryo proof’ tests will involved loading Ship 20 and Booster 4 with supercool liquid nitrogen (LN2), simulating the weight and extreme thermal stress of real liquid oxygen (LOx) and methane (LCH4) propellant without the risk of a catastrophic fire or explosion in the event of anomalies.
For more than a month, SpaceX also gradually outfitted one of two suborbital launch mounts with special hydraulic rams that would have simulated the thrust of Ship 20’s three sea level and three vacuum-optimized Raptor engines – the first Starship prototype with such a configuration. The same was true for Booster 4 and SpaceX had outfitted a new test jig with nine hydraulic rams labeled “B4” – clearly meant to simulate the thrust of nine engines pushing against the Super Heavy’s thrust puck. Additionally, a far larger structural test tool unofficially nicknamed the ‘can crusher’ has been more or less finished after ~6 weeks of work, leading many to assume that Booster 4 would be the first Super Heavy to be subjected to the immense simulated thrust of 29 Raptor engines.
However, earlier this week, SpaceX completely disassembled the six hydraulic rams installed on Mount B and removed all nine rams from the apparent Booster 4 jig. Starship S20 was then rolled back to spot beside the orbital launch mount – not the suborbital mount that had been carefully prepared for its test campaign mere days prior. At the time, the only practical explanation – save for some kind of catastrophic miscommunication – was that SpaceX had cancelled clear plans to cryo proof Ship 20 and Booster 4 with simulated Raptor thrust.
Up to now, every single major design change implemented on Starship’s engine section has resulted in the first prototype – and often one or several test tanks – being subjected to cryo proof testing with a complex series of hydraulic rams used to simulate thrust. That most recently peaked with SpaceX’s lone BN2.1 Super Heavy test tank, which seemingly passed a cryo proof, pressure test, and a jig capable of simulating the thrust of up to eight Raptor engines. However, SpaceX has never tested Super Heavy’s new nine-engine thrust puck and has certainly never subjected a Super Heavy booster skirt to the combined thrust of 20 outer engines and 9 center engines.
The fact that complex custom test stands and jigs had already been assembled and installed for Ship 20 and Booster 4 before they were removed or disassembled without use strongly implies that someone at SpaceX – presumably Elon Musk himself – has either decided that those tests are unnecessary or that skipping them is worth the substantial risk. Indeed, for Musk’s subsequent August 15th claim that Ship 20 and Booster 4 could be stacked and ready for flight just “a few weeks” from now to come true, 14-21 days is simply nowhere close to enough time to cryo proof, thrust sim, and static fire both vehicles; integrate the stages; and perform the first true integrate testing of a Starship stack – possibly up to and including some combination of a full-stack cryo proof, wet dress rehearsal, or static fire.
And, as Musk himself notes, that complex ballet of first-of-their-kind rocket prototypes might not even be the long straw for Starship’s orbital launch debut. Technically, short of some kind of major legal intervention, there is actually no way for Starship to launch in the next “few weeks.” In an absolute best-case scenario, the Federal Aviation Administration (FAA) would release a draft environmental review of SpaceX’s orbital Starship launch site today, accept public comments for the required 30 days, instantly clear Starbase with environmental approval within a few days of the public comment window, and then approve Starship’s South Texas orbital launch license as soon as the necessary environmental permissions are in hand.
In other words, the best-case ETA of regulatory approvals for Starship’s first orbital test flight is arguably late September and going off of FAA precedent, that optimistic scenario is also a fairy tale. In reality, a bare minimum of 2-3 months after the FAA releases its draft environmental impact statement is a more realistic best-case scenario for SpaceX. On the opposite end, it’s possible that the FAA will decide that SpaceX needs to complete an entirely new environmental review for its Starbase launch site, easily delaying Starship’s orbital launch debut by 6-12+ months. That doesn’t even account for the potential looming challenges SpaceX might have to surmount to secure an orbital Starship launch license.
Given the challenges SpaceX had in securing even a watered-down suborbital launch license for its medium-altitude Starship flight tests, it’s not out of the question that the FAA could attach some extremely onerous limitations to that license. Ultimately, only time (and the slightest hint of actual movement or urgency at the FAA) will tell and there is arguably nothing that would better apply pressure in the right places than the largest, most powerful, most ambitious rocket ever built sitting – ready for flight – at a brand new launch pad, waiting solely on regulatory approval.
News
Tesla hints it could see ‘a few more vehicles’ released soon
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
Tesla Board Chair Robyn Denholm hinted the company could see “a few more vehicles” coming out and being released soon, although there is no indication of what could be on the way based on her comments.
However, Tesla has hinted toward several potential releases in the coming years, as other executives, including Chief Designer Franz von Holzhausen, have talked briefly about what could be on the way.
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
BREAKING: $TSLA BOARD CHAIR ROBYN SAYS — “WE HAVE NEW VEHICLES COMING OUT” 👀
It’s happening ! pic.twitter.com/f8UuZWGLuP
— TheSonOfWalkley (@TheSonOfWalkley) October 27, 2025
It was a vague and almost cryptic sentence, as, in all honesty, it was not completely clear whether she was talking about recent releases that are just making their way to market, like the Model 3 and Model Y “Standard,” or new vehicles altogether.
Nevertheless, it’s worth dissecting.
Tesla “Standard” Models
On October 7, Tesla launched the Standard Model 3 and Model Y, stripped-down versions of their now “Premium” siblings. The Standard trims lack premium features like leather seats, a rear touchscreen, and a glass roof, among other features.
These cars are just starting to be delivered for the first time, so it is possible that Denholm was referring to these cars.
Potential Model 2 Hint?
There has always been a looming vehicle model that many Tesla fans and owners have been intrigued by: the Model 2.
This car was hinted at being the $25,000 model that Tesla was rumored to be developing, and many thought that was the vehicle that would be released earlier this month, not the Standard Model 3 and Model Y.
Instead, the Model 2 could be something that would enable Tesla to reach an entirely new consumer base, including those who are not able to swing the payment for the company’s more premium offerings.
It seems Tesla will have to launch some sort of extremely affordable model in the future, and with the Cybercab being slotted at that rough price point, it would not be out of the question for it to be in the realm of possibility for future releases.
It’s worth noting, however, that it is probably unlikely this will happen. Tesla is so deadset focused on autonomy, it seems Cybercab would take extreme precedence over the unconfirmed “Model 2.”
Cybertruck-inspired SUV
Tesla fans have been begging the company to develop a full-size SUV that would compete with the Ford Expedition or Chevrolet Tahoe, but the company has not given any indication that this would be something it would build.
Nevertheless, there was a very subtle hint in a recent promotional clip that showed a Cyber SUV mock-up placed strategically next to a clay model of a Model 3:
The Model X is simply not what people want when it comes to an SUV, as it does not have the seating capacity and cargo space that many need with a full-sized SUV.
This issue, in particular, has been one that has been extremely relevant to the company’s future lineup as consumers have shown they would be interested in a Tesla vehicle that fit this description.
Additionally, von Holzhausen said in September that a Cyber SUV or a smaller electric pickup with a more traditional design is “definitely things we’ve considered…We’re working on so many innovative and fun things.”
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Investor's Corner
Tesla enters new stability phase, firm upgrades and adjusts outlook
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
Tesla is entering a new phase of stability in terms of vehicle deliveries, one firm wrote in a new note during the final week of October, backing its position with an upgrade and price target increase on the stock.
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
While most firms are interested in highlighting Tesla’s future growth, which will be catalyzed mostly by the advent of self-driving vehicles, autonomy, and the company’s all-in mentality on AI and robotics, Pozdnyakov is solely focusing on vehicle deliveries.
The analyst wrote in a note to investors that he believes Tesla’s updated vehicle lineup, which includes its new affordable “Standard” trims of the Model 3 and Model Y, is going to stabilize the company’s delivery volumes and return the company to annual growth.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla launched the new affordable Model 3 and Model Y “Standard” trims on October 7, which introduced two stripped-down, less premium versions of the all-electric sedan and crossover.
They are both priced at under $40,000, with the Model 3 at $37,990 and the Model Y at $39,990, and while these prices may not necessarily be what consumers were expecting, they are well under what Kelley Blue Book said was the average new car transaction price for September, which swelled above $50,000.
Despite the rollout of these two new models, it is interesting to hear that a Wall Street firm would think that Tesla is going to return to more stable delivery figures and potentially enter a new growth phase.
Many Wall Street firms have been more focused on AI, Robotics, and Tesla’s self-driving project, which are the more prevalent things that will drive investor growth over the next few years.
Wedbush’s Dan Ives, for example, tends to focus on the company’s prowess in AI and self-driving. However, he did touch on vehicle deliveries in the coming years in a recent note.
Ives said in a note on October 2:
“While EV demand is expected to fall with the EV tax credit expiration, this was a great bounce-back quarter for TSLA to lay the groundwork for deliveries moving forward, but there is still work to do to gain further ground from a delivery perspective.”
Tesla has some things to figure out before it can truly consider guaranteed stability from a delivery standpoint. Initially, the next two quarters will be a crucial way to determine demand without the $7,500 EV tax credit. It will also begin to figure out if its new affordable models are attractive enough at their current price point to win over consumers.
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
Tesla hints it could see ‘a few more vehicles’ released soon
Tesla enters new stability phase, firm upgrades and adjusts outlook
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
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