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SpaceX CEO Elon Musk says Starship (BFS) hop tests could start in early 2019
SpaceX CEO Elon Musk has taken to Twitter to share an unexpected wealth of detail about the “radical” and largely unpublicized design changes the company’s Starship and Super Heavy (BFS & BFB) have undergone in 2018.
Beside information ranging from discussions of metallurgy to overall design philosophy and comparisons, the eccentric CEO also offered the most concrete target yet for the beginning of prototype spaceship (BFS/Starship) hop tests in South Texas – “March/April [2019]”.
I will do a full technical presentation of Starship after the test vehicle we’re building in Texas flies, so hopefully March/April
— Elon Musk (@elonmusk) December 22, 2018
On one hand, this expeditious new testing schedule – acknowledged by Musk himself to be “much sooner than expected” – is a thrilling prospect, given that it implies that a nearly full-scale prototype of Starship (or something vaguely approximating the spacecraft) could take its first baby steps into the air as early as the first quarter of 2019. On the other hand, however, this is an almost bafflingly large schedule change considering that SpaceX President and COO Gwynne Shotwell asserted that a prototype of BFS (now Starship) could begin “hopping” by late 2019, speaking in September 2018.
Shotwell: think we’ll be “hopping” the second stage of BFR (the BFS) late next year. #DARPA60
— Jeff Foust (@jeff_foust) September 6, 2018
Schedules (especially aerospace program schedules) do certainly tend to be chaotic and jumpy, but it’s almost inconceivable that any given project – regardless of the scope or scale – could wind up reaching completion nine months earlier than previously forecasted without suffering one or several dramatic compromises, typically involving lower-fidelity testing and prototypes or watered-down deliverables. It’s unclear if BFR has suffered the same fate, but – to put it lightly – the South Texas sight greeting the eyes of close followers of SpaceX’s BFR program is downright unbelievable.
BFWhat?!
Given the very recent and conspicuous additions of triangular appendages that look precisely like rudimentary fins and an obvious nose cone assembly, the only possible conclusion to draw from photos of SpaceX’s Boca Chica facilities taken in the last week or two is that the company (and/or contractors) are busy building something related to Starship. At least in these early stages, the… thing being built could be best described as what might come to mind if you asked an imaginative kid to build a full-scale sculpture of Tintin’s spaceship on a budget of maybe $500,000.
You got something to show us in Texas? pic.twitter.com/vBF0WwwIfF
— Robotbeat🗽 ➐ (@Robotbeat) December 22, 2018
More likely than not, this could be a case of things being more than they seem. To most, it may almost look like an elaborate prank, but that assumes that we know the full story and have a decent working understanding of aerospace prototyping. For the vast majority of us, that is simply not the case – what looks like a spade is probably not a spade.
At the end of the day, the most basic of observations – that this purported ‘Starship prototype’ will begin hop tests with extraordinarily powerful Raptor engines installed as few as three months from now – suggest that this spooky metal contraption will be used to conduct the most basic of Starship tests. As such, it will probably never travel much faster than Falcon 9’s Grasshopper and F9R predecessors, which tended to gently accelerate from the ground to as high as a kilometer or two before slowly heading back down for a powered landing.
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- What now seem to be extremely rough fin outlines were welded to the main steel cylinder like giant metal straws. (bocachicagal – NASASpaceflight)
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- ¯\_(ツ)_/¯ (bocachicagal – NASASpaceflight)
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- SpaceX recovery technicians work on Falcon 9 with similar cherry-picker lifts, offering a sense of scale of the new Starship water tower. (Pauline Acalin)
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- A conspicuous nosecone appears to have arisen inside SpaceX’s new Boca Chica tent, adjacent to what looks like a water tower with tube legs. (bocachicagal – NASASpaceflight)
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- (bocachicagal – NASASpaceflight)
Given that SpaceX has already refined this complex and challenging task to a reliable science with Falcon 9 and Merlin 1D, it’s unclear why a very similar test campaign would be of serious value to the company without simultaneously testing full-fidelity control surfaces (fins), exotic new stainless steel propellant tank technologies, and more. Perhaps SpaceX just really wants to ensure that Starship will be capable of landing and taking off from an unprepared and angled surface of the type it could (will?) experience on Mars. Maybe the company simply wants to have a bare-minimum flying platform capable of testing and refining multi-engine configurations of Raptor.
All that can be said for sure at the moment is that the public simply does not have the full story to explain the moderately shocking activity going on in Boca Chica. Musk did state that he would provide another technical update on the status of Starship and the BFR program as a whole in the first half of 2019, but only after the first Starship hopper flights have begun. It would seem that those on the sidelines will simply have to wallow in confusion and wild speculation for another ~3-4 months at minimum, hopefully only going moderately insane as a result.
In the meantime, copious thanks are owed to NASASpaceflight members bocachicagal and Nomadd for their relentless and thorough coverage of SpaceX’s activities in the obscure far south of the Texan coast, as well as their courteous permission for media outlets like Teslarati to republish their photos. Cheers!
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!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
