

News
SpaceX to give BFR update and announce a private Moon mission on Monday
SpaceX is set for a surprise event that is expected to revolve the announcement of a newly-contracted launch planned to send a private individual around the Moon with BFR, potentially queuing up a true race (back) to the Moon between SpaceX and NASA sometime in the early to mid-2020s.
Alongside the official announcement and a fascinating render revealing a dramatically-updated iteration of BFR’s spaceship upper stage, CEO Elon Musk cryptically hinted on Twitter that the private customer could be Japanese, as well as confirming that the spaceship as shown was indicative of a new BFR design.
We’re going to the Moon, people! What I wouldn’t give to be this passenger… https://t.co/11ahm2LhE8
— Darby Dunn (@RocketJoy) September 14, 2018
Most importantly, at least for anyone eager to learn more, SpaceX will be hosting an official webcast of the announcement, NET 6:00 pm PDT on Monday, September 17th (01:00 UTC, Sept 18). Given the extreme rarity of streamed SpaceX updates unrelated to launches, as well as the fact that all of those updates have been presented by Elon Musk, it’s safe to expect that this particular update will be no different.
With any luck, this announcement may actually be the BFR update Musk teased on Twitter in mid-July, and his quoted “in a month or so” ETA meshes well with an actual update roughly two months later, Musk-time accounted for. It’s also possible that this newly-announced space tourism contract is directly related to a similar announcement made in 2017 that would have instead launched “two private customers” around the Moon with Falcon Heavy and Crew Dragon – SpaceX’s official press release noted that both of those customers had “paid a significant deposit”.
- Falcon Heavy visualized launching a Dragon 2 spacecraft, either Red Dragon or a circumlunar tourist mission (both now defunct). (SpaceX)
- SpaceX’s BFR booster seen landing back at a heavily-upgraded Pad 39A as a Crew Spaceship (left) awaits its ride to orbit. (SpaceX)
Prior to Falcon Heavy’s launch debut in February 2018, Musk offered a new perspective on human missions with Falcon Heavy, stating that SpaceX had made an internal decision to skip over a human-rated Falcon Heavy and head directly for BFR, citing his feeling that development of the next-gen rocket was proceeding quite smoothly.
“What we decided internally is to focus our future efforts on BFR. If that ends up taking longer than expected, then we’ll return to the idea of sending a Crew Dragon on Falcon Heavy around the Moon. But right now it looks like BFR development is moving quickly and it will not be necessary to qualify Falcon Heavy for crewed spaceflight.” – Elon Musk, 5 February 2018
Discussed last week, the render SpaceX published alongside this fresh announcement featured a new variant of BFR, suggesting that the company is still iterating on the spaceship’s design. This helps to explain a roughly 6-12 months schedule delay for prototype spaceship hop tests and a full BFR’s first orbital mission, slipping slightly from NET H1 2019 (hops) and 2020 (orbit) to late-2019 and 2021, respectively.

Still, it’s believed that SpaceX is already building composite propellant tank and structural prototypes in a temporary tent set up at Port of Los Angeles, evidenced by massive stacks of boxes of materials (some empty and some not) necessary for composite manufacturing (prepreg, resin, industrial HVAC, etc.). Raptor, the critical propulsion system that will power both booster and spaceship, was said by Tom Mueller – VP of Propulsion Engineering – to have all but completed prototype Raptor testing, with eyes now on building and testing engines optimized for flight. Located in the Port of LA, a dedicated BFR factory is in the early stages of construction, and completion of the first phase (a smaller factory floor) could happen sometime between Q2 and Q4 2019.
Catch the event live at the webcast below and stay tuned for Teslarati’s on-site coverage.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla Semi shows strong results in ArcBest’s real-world freight trial
The truck handled varied terrain, including a 7,200-foot climb over Donner Pass.

ArcBest has successfully wrapped up a three-week pilot program testing a Class 8 Tesla Semi in over-the-road applications. The trial was conducted through ArcBest’s ABF Freight division, and it covered routes between Reno and Sacramento and regional operations around the Bay Area.
Tesla Semi pilot sees strong performance and positive driver feedback
The Tesla Semi logged 4,494 miles during the pilot, averaging 321 miles per day with an energy efficiency of 1.55 kWh per mile. The Tesla Semi handled varied terrain, including a 7,200-foot climb over Donner Pass, and delivered performance comparable to diesel counterparts.
Drivers who participated in the pilot also gave positive feedback to the Tesla Semi, citing the Class 8 all-electric truck’s comfort, safety, and visibility thanks to features like a center seating position and intuitive controls. Matt Godfrey, president of ABF Freight, shared his thoughts on the pilot in a press release.
“We’re not looking for a truck that performs well ‘for an EV.’ It must meet or exceed the performance and total cost of ownership targets of our most efficient diesel units. This pilot gives us great insight into the potential of EV semis in our operations,” he said.
ArcBest highlights need for more charging infrastructure
While the pilot met expectations, ArcBest noted that broader deployment of Class 8 all-electric trucks like the Tesla Semi will still depend on improvements in charging infrastructure. This way, longer-haul operations become more than feasible.
The pilot marks another step in ArcBest’s investment in sustainable logistics technologies. In addition to testing the Tesla Semi, the company operates a small fleet of EVs, including nine electric yard tractors, two electric forklifts, and two Class 6 electric straight trucks. Dennis Anderson, ArcBest chief innovation officer, noted that vehicles like the Tesla Semi are notable developments in the transportation sector.
“Freight transportation is a vital part of the global economy, and we know it also plays a significant role in overall greenhouse gas emissions. While the path to decarbonization presents complex challenges — such as infrastructure needs and alternative fuel development — it also opens the door to innovation. Vehicles like the Tesla Semi highlight the progress being made and expand the boundaries of what’s possible as we work toward a more sustainable future for freight,” he stated.
Investor's Corner
Tesla could save $2.5B by replacing 10% of staff with Optimus: Morgan Stanley
Jonas assigned each robot a net present value (NPV) of $200,000.

Tesla’s (NASDAQ:TSLA) near-term outlook may be clouded by political controversies and regulatory headwinds, but Morgan Stanley analyst Adam Jonas sees a glimmer of opportunity for the electric vehicle maker.
In a new note, the Morgan Stanley analyst estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots, assigning each robot a net present value (NPV) of $200,000.
Morgan Stanley highlights Optimus’ savings potential
Jonas highlighted the potential savings on Tesla’s workforce of 125,665 employees in his note, suggesting that the utilization of Optimus robots could significantly reduce labor costs. The analyst’s note arrived shortly after Tesla reported Q2 2025 deliveries of 384,122 vehicles, which came close to Morgan Stanley’s estimate and slightly under the consensus of 385,086.
“Tesla has 125,665 employees worldwide (year-end 2024). On our calculations, a 10% substitution to humanoid at approximately ($200k NPV/humanoid) could be worth approximately $2.5bn,” Jonas wrote, as noted by Street Insider.
Jonas also issued some caution on Tesla Energy, whose battery storage deployments were flat year over year at 9.6 GWh. Morgan Stanley had expected Tesla Energy to post battery storage deployments of 14 GWh in the second quarter.
Musk’s political ambitions
The backdrop to Jonas’ note included Elon Musk’s involvement in U.S. politics. The Tesla CEO recently floated the idea of launching a new political party, following a poll on X that showed support for the idea. Though a widely circulated FEC filing was labeled false by Musk, the CEO does seem intent on establishing a third political party in the United States.
Jonas cautioned that Musk’s political efforts could divert attention and resources from Tesla’s core operations, adding near-term pressure on TSLA stock. “We believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk’s political priorities which may add further near-term pressure to TSLA shares,” Jonas stated.
Elon Musk
Linda Yaccarino steps down as X CEO
Yaccarino highlighted the work that the X team has done over the past two years under her leadership.

X CEO Linda Yaccarino has announced that she is stepping down as the social media platform’s chief executive. She shared her update in a post on X.
In her post, Yaccarino highlighted the work that the X team has done over the past two years under her leadership. As per the executive, the company has made significant strides towards its goal of becoming the Everything App. She also highlighted the company’s work in prioritizing the safety of its users, particularly children.
Following is Yaccarino’s statement:
After two incredible years, I’ve decided to step down as CEO of 𝕏.
When @elonmusk and I first spoke of his vision for X, I knew it would be the opportunity of a lifetime to carry out the extraordinary mission of this company. I’m immensely grateful to him for entrusting me with the responsibility of protecting free speech, turning the company around, and transforming X into the Everything App.
I’m incredibly proud of the X team – the historic business turn around we have accomplished together has been nothing short of remarkable.
We started with the critical early work necessary to prioritize the safety of our users—especially children, and to restore advertiser confidence. This team has worked relentlessly from groundbreaking innovations like Community Notes, and, soon, X Money to bringing the most iconic voices and content to the platform. Now, the best is yet to come as X enters a new chapter with @xai.
X is truly a digital town square for all voices and the world’s most powerful culture signal. We couldn’t have achieved that without the support of our users, business partners, and the most innovative team in the world.
I’ll be cheering you all on as you continue to change the world.
As always, I’ll see you on 𝕏.
Elon Musk has issued a response to Yaccarino’s decision to step down as X’s CEO. In a reply, Musk thanked the executive for her work on the social media platform for the past two years.
“Thank you for your contributions,” Musk wrote.
Under Yaccarino’s leadership, X traversed rocky waters and reestablished itself as a town square where the world’s most notable people are within reach of everyday users across the globe. She also helped lead the company through its acquisition by Elon Musk’s artificial intelligence startup, xAI. At the time, the deal valued X at $33 billion, lower than the $44 billion paid by Elon Musk for Twitter but notably higher than estimates from firms like Fidelity, which valued the social media platform at below $10 billion in late 2024.
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