

News
SpaceX rolls Super Heavy booster to orbital launch mount
For the third time in four months, SpaceX has rolled the first potentially flightworthy Super Heavy booster towards Starbase’s orbital launch mount.
Combined with a large crane – fitted with a jig solely used to lift boosters – moving to a spot just beside the booster, it’s clear that SpaceX is preparing to reinstall Super Heavy Booster 4 (B4) on the orbital launch mount. In the context of its unusual history, though, what happens next to the first more or less finished prototype of the largest rocket booster ever built is less clear.
After a shockingly quick assembly over the course of six summer weeks, Super Heavy Booster 4 rolled out of Starbase’s ‘high bay’ facility and headed to the nearby orbital launch complex, where it was installed on a custom ‘mount’ designed to support booster testing and orbital launches. It’s now clear that during that early August photo opportunity and fit test, Booster 4 was nowhere close to finished. Nor, apparently, was it anywhere close to complete one month later when it returned to the orbital pad for the second time after another few weeks of work back at the high bay.
Three months (almost 14 weeks or 100 days) after the Super Heavy prototype’s second trip to the pad, SpaceX has yet to attempt to put the booster through a single proof test. There also appears to be a significant amount of work left to finish installing external ‘aerocovers’ and a heat shield meant to enclose all 29 of its Raptor engines. In the three-year history of Starbase, there isn’t a single prototype of the roughly two-dozen SpaceX has built, tested, and even flown that’s spent even half as long as Super Heavy B4 between apparent structural completion and its first test. Perhaps the fact that Booster 4 is a first-of-its-kind pathfinder explains SpaceX’s uncharacteristic sluggishness or reluctance to actually test the rocket.
In every other instance, SpaceX’s approach to Starship development has been to move incredibly quickly, build a large number of prototypes, and rapidly test those prototypes – often resulting in catastrophic failures. Data is gathered from those failures (SN1, SN3, SN4, SN8, SN9, SN10, SN11, and half a dozen smaller test tanks serve as examples), changes are made, and then the new and improved prototypes that follow repeat the process until SpaceX arrives at a successful design.
Super Heavy B4’s circuitous path has been almost nothing like those of its predecessors. That could also be partly explained by the unavailability of a stand or facilities capable of truly proof testing a Super Heavy, which necessitates a supply of around 3200 tons (7M lb) of liquid nitrogen (LN2; for a cryogenic proof test with full tanks), another 3200 tons of a combination of liquid methane (LCH4) and oxygen (LOx), and the ability to ignite – and survive – as many as 29 to 33 Raptor engines. The suborbital stands SpaceX has used to proof Starships and even Super Heavy Booster 3 don’t even have half the storage capacity required to fully test a booster and the mounts and their surroundings would likely be catastrophically damaged or destroyed by the thrust and blast created by dozens of Raptors.
Still, SpaceX could have theoretically put Booster 4 through a partial cryoproof and maybe fired up as many as nine Raptors at once – not a replacement for full proof testing but still plenty to ensure Super Heavy’s structural integrity and gather invaluable data on clustered Raptor performance. Instead, of course, Super Heavy B4 has sat at Starbase’s former landing zone for more than three months while teams removed engines, reinstalled engines, half-installed a full Raptor heat shield; and installed two of six or seven ‘aerocovers’ needed to protect heat exchangers, racks of pressure vessels, and hydraulic systems installed on the booster’s aft.
This is all to say that from the outside looking in, Booster 4’s path towards testing and flight has been almost entirely different from that of any other Starship prototype. While still quick in comparison with other launch vehicle development programs, relative to other Starship and Super Heavy prototypes, the rate of B4 progress has been far slower – strongly implying that something is seriously wrong with the booster, that SpaceX no longer feels that partial testing is worth the effort, that finishing Booster 4 just hasn’t been a priority for several months, or some combination of the above.
What that ultimately means is that it’s almost impossible to predict what Super Heavy B4’s future holds beyond the clear evidence that SpaceX will soon reinstall to reinstall it on an orbital launch mount that’s much closer to completion than it was the last time B4 was installed. At this point, it’s just as likely that the booster’s third launch mount installation will just be another mechanical fit test, though the hope is that it will kick off full-scale pneumatic and cryogenic proof testing. It could even culminate in the static fire of some or all of its 29 Raptor engines, which have been installed for several months.
Cybertruck
Tesla Cybertruck is getting a big security upgrade
“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.
Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.
It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.
Tesla quietly added this extra Sentry Mode feature to deter vandals
However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.
One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:
“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”
It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature)
— Siddhant Awasthi (@siddawa) August 14, 2025
It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.
Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”
Tesla Cybertruck FSD release expected for Sept, Park Assist to come first
It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.
The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
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