News
SpaceX CEO Elon Musk kills mini BFR spaceship 12 days after announcing it
Less than two weeks after SpaceX CEO Elon Musk announced that Falcon 9’s “second stage [would] be upgraded…like a mini-BFR Ship” to prove lightweight heatshield and hypersonic control surface technologies, Musk took to Twitter to assert that the mini BFR spaceship project was dead, despite having stated that SpaceX was working to launch that test article into orbit as early as June 2019 just 12 days prior.
From a public perspective, the status of SpaceX’s next-gen rocket program (known as BFR) is effectively up in the air after several cryptic and seemingly contradictory statements from the company’s CEO and chief engineer.
No, we’re just going to accelerate BFR
— Elon Musk (@elonmusk) November 20, 2018
On Nov. 17, Musk tweeted that BFR – last updated in September 2018 alongside a statement that “this is [likely] the the final iteration [of BFR] in terms of broad architectural decisions” – had already been redesigned, going so far as to describe it as a “radical change”. What that radical design change might be is almost entirely unclear, although Musk has now twice stated that the purpose of these changes (and the whiplash-inducing cancellation of the mini-spaceship) is to “accelerate BFR”.
Radical change
— Elon Musk (@elonmusk) November 17, 2018
As of now, SpaceX appears to have just completed a massive 9-meter diameter composite tank dome in the company’s temporary Port of Los Angeles tent, where a small but growing team of engineers and technicians are working to realize some version of the company’s next-generation rocket. That group has been working in near-silence for the better part of a year and has accepted delivery of and set up a wide range of custom-built tooling for carbon composite fabrication, and has even managed to get that tooling producing massive composite parts that are expected to eventually make up the structure of a spaceship prototype.
That prototype would eventually be shipped to South Texas, where SpaceX is constructing an entirely new facility from scratch to test the design, technology, and operation of the first full-scale BFR spaceship (BFS). As of a few months ago, the plan was to begin those hop tests before the end of 2019, but it’s no longer clear if SpaceX still intends to build a prototype spaceship to conduct hops and high-speed, high-altitude test flights.
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- BFR’s spaceship design, as of 2018. (SpaceX)
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- A BFS attempts a Mars landing in this official updated render. (SpaceX)
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- SpaceX’s huge Port of LA-based BFR tent, September 18th. (Pauline Acalin)
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- SpaceX’s first BFR spaceship prototype is coming together piece by piece. (SpaceX/Pauline Acalin)
Responsibly building giant rockets
One can only hope that the SpaceX employees tasked with bringing an already monumentally difficult idea from concept to reality are learning about these earth-shaking, “radical” decisions and changes through a medium other than Twitter. If those senior engineers and technicians are not extensively forewarned and given some say in these major system-wide decisions, it’s hard to exaggerate the amount of time, effort, and resources potentially being wasted (or at least misdirected).
There is undoubtedly something to be said for getting complex and difficult things as right as possible on the first serious try, especially when the sheer expense of the task at hand might mean that there is only one real chance to try. Still, it’s not particularly encouraging when a three-year-old hardware development program marked by several major design iterations is still experiencing anything close to “radical change”. After multiple years of concerted effort, BFR still appears to be in some sort of design limbo, where a constant and haphazard stream of on-paper changes act as a near-insurmountable hurdle standing in the way of a completed “good enough” blueprint that can begin to be made real.
Ultimately, even if some of the worst-case scenarios described above turn out to be true, there are still many, many reasons to remain positive about SpaceX’s BFR program on the whole. The next-gen rocket’s propulsion system of choice – an advanced engine known as Raptor – is quite mature at this point and may already be nearing initial flight readiness. Regardless of any future changes to BFR’s overall spaceship and booster structures, SpaceX technicians, engineers, and material scientists have likely gained invaluable experience in pursuit of an unprecedented 9-meter diameter rocket built almost entirely out of carbon fiber composites.
Further, it appears that quite a bit of progress has been made over the course of R&D programs related to methane-oxygen RCS thrusters (Falcon uses nitrogen), autogenous tank pressurization with gaseous methane and oxygen (Falcon uses helium), and perhaps even in-situ resource utilization (ISRU) that will be an absolute necessity to generate water, oxygen, and methane that will keep prospective Mars colonists alive and refuel spaceships for the voyage back to Earth.
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- SpaceX’s horizontal Raptor test stand is pictured here in April 2018. A prototype Raptor can be seen in the center bay. (Aero Photo/Teslarati)
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- A new rocket test-stand takes shape at SpaceX’s McGregor, TX facilities. As of just a few months ago, this site was effectively barren of activity. (April 17, Aero Photo)
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- SpaceX’s Boca Chica facilities now sport two massive propellant tanks, meant to support BFR spaceship hop tests. (NSF /u/ bocachicagal, SpaceX)
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
