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SpaceX has finally begun filling Starship’s orbital launch site fuel tanks
Almost five months after SpaceX began the process of filling and testing the first custom-built propellant storage system for Starship, the largest rocket ever built, the company has finally begun to fill the fuel half of the ‘tank farm’.
SpaceX began delivering truckloads of liquid nitrogen (LN2) to the LN2 and liquid oxygen (LOx) sections of the tank farm in mid-September 2021, well before the farm was anywhere close to completion. In about a month, SpaceX accepted ~60 LN2 deliveries – enough to partially fill one of the farm’s seven cryogenic tanks. Instead of some operational purpose, that LN2 was likely used to clean and partially proof the farm’s three LOx tanks. Just two weeks later, the orbital tank farm received its first LOx deliveries.
At the time, mere days after the basic structure of the main tank farm storage system was effectively completed, most figured that it would take SpaceX about as long to clean, proof, and begin filling the farm’s two liquid methane tanks. That would not be the case.
SpaceX installed the second of the farm’s two vertical SpaceX-built cryogenic liquid methane (LCH4) tanks in mid-October 2021. All seven cryogenic tanks had ‘sleeves’ – designed to be filled with foam insulation – installed by the end of the month, effectively completing the farm’s basic structure half a year after assembly began. However, around the same time, SpaceX also installed two horizontal tanks that were also identified as LCH4 storage – giving the overall tank farm far more fuel storage than its oxidizer (LOx) tanks could match. Starship’s Raptor engines burn about 3.55 kilograms of LOx for every 1 kilogram of LCH4.
As work on the vertical LCH4 tanks appeared to slow to a crawl, it took until December 2021 for SpaceX to begin cleaning and proofing the farm’s horizontal LCH4 tanks with liquid nitrogen. By that time, a rough unofficial narrative had been constructed to explain the lack of progress on the farm’s fuel half. Namely, in an excellent Twitter thread, CSI Starbase made a strong case that SpaceX appeared to have designed the first orbital-class Starship tank farm – a compact and pleasingly symmetric set of eight vertical storage tanks – without taking into consideration rudimentary Texas regulations for the storage of liquid natural gas and methane. By all appearances, that conclusion was correct, as the farm was visibly violating several rules – namely the requirements that all LCH4 storage be surrounded by six-foot-tall retaining walls and that all associated plumbing not be situated under power cabling.
As it exists, the LCH4 side of the vertical tank farm violates both of those rules and it’s not obvious that there is actually enough space between the two vertical methane tanks to build a retaining wall with two feet of horizontal clearance. It’s possible that the situation is more complex and that SpaceX intentionally broke those rules or was pursuing an exception to them but the end result was that those vertical LCH4 tanks have yet to be finished, let alone cleaned or proof tested. Instead, SpaceX appears to have fully refocused on horizontal tanks and most recently tore down a dirt berm beside them and began preparing foundations for at least two or three more.
Those horizontal tanks appear to store about 1000 cubic meters (~35,000 ft^3) of LCH4, while the vertical tanks would have stored about 1800 m^3. To fully replace them, SpaceX will need approximately four horizontal tanks – two more in addition to the two already installed. Thankfully, SpaceX has finally begun filling the already installed tanks while it works to expand the methane farm, beginning with three truckloads on the very first day – February 13th, 2022.
To fill the two existing tanks, which may store enough methane to fuel a stacked Starship and Super Heavy about 4/5ths of the way, SpaceX will need around 40-50 more tanker deliveries. Since last November, SpaceX has completed more than 320 liquid nitrogen and 200 liquid oxygen deliveries – equivalent to about 6700 tons (~14.8M lb) of LN2 and 4200 tons (~9.3M lb) of LOx. If SpaceX maintains that average and focuses entirely on LCH4, the two horizontal tanks could be filled to the brim before the end of February.
Having a substantial amount of LCH4 stored at the orbital tank farm will finally allow SpaceX to attempt the first major wet dress rehearsals (WDRs) and, more importantly, the first full static fires with flightworthy Super Heavy booster prototypes. Of course, a tank farm with full supplies of LOx, LCH4, LN2, and their gaseous equivalents is also a necessity for the first orbital Starship launch attempt, which has most recently slipped from a target of mid-2021 to no earlier than (NET) Q2 2022, pending regulatory approval.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
