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SpaceX CEO Elon Musk explains how Starships will return from orbit
In the near future, SpaceX wants to begin putting its first two full-scale Starship prototypes through a series of increasingly challenging test flights, eventually culminating in their first Super Heavy-supported orbital launch attempts.
SpaceX CEO Elon Musk took to Twitter over the last 48 or so hours to answer a number of questions about how exactly Starship is meant to make it through orbital reentries – by far the most strenuous period for the ship and without a doubt the single most challenging engineering problem SpaceX must tackle.
Discussed yesterday on Teslarati, SpaceX technicians began the process of attaching numerous Tesla Model S/X battery packs to a subcomponent that will eventually be installed inside Starship Mk1’s nose, offering a storage capacity of up to 400 kWh. The need for all that power (Crew Dragon relies on a few-kWh battery) is directly related to Starship Mk1’s methods of reentry and recovery, recently described in detail by Elon Musk.
As noted above, ~400 kWh of batteries are needed to power the electric motors that will actuate Starship’s massive control surfaces – two large aft wings and two forward canards/fins. According to Musk, Starship’s “stability is controlled by (very) rapid movement of rear & fwd fins during entry & landing”, meaning that the spacecraft will need to constantly tweak its control surfaces to remain in stable flight.
By far the biggest challenge SpaceX faces is ensuring that Starship can survive numerous orbital-velocity reentries with little to no wear and tear, a necessity for Starship to be cost-effective. In Low Earth Orbit (LEO), Starship will be traveling no less than 7.8 km/s (Mach 23, 17,500 mph) at the start of atmospheric reentry. In simple terms, the process of slowing from orbital velocity to landing on Earth involves turning the vast majority of that kinetic energy into heat. As Musk noted yesterday, this reality is just shy of unavoidable but there is some flexibility in terms of how quickly one wants to convert that energy into heat.
The fastest route to Earth would involve diving straight into the atmosphere, dramatically increasing peak heating on a spacecraft’s surface to the point that extremely exotic heat shields and thermal protections systems become an absolute necessity. SpaceX wants to find a middle ground with Starship in which the spacecraft uses its aerodynamic control surfaces and body to generate lift, slowly and carefully lowering itself into Earth’s atmosphere over a period of 15+ minutes. Musk notes that this dramatically lessens peak heating at the cost of increasing the overall amount of energy Starship has to dissipate, a bit like cooking something in the oven at 300 degrees for 30 minutes instead of 600 degrees for 10 minutes.
To an extent, Starship’s reentry profile is actually quite similar to NASA’s now-retired Space Shuttle, which took approximately 30 minutes to go from its reentry burn to touchdown. Per the above infographic, it looks like Starship will take approximately 20 minutes from orbit to touchdown, owing to a dramatically different approach once it reaches slower speeds. Originally described by Musk in September 2018 and again in recent weeks, Starship will essentially stall itself until its forward velocity is nearly zero, after which the giant spacecraft will fall belly-down towards the Earth, using its wings and fins to maneuver like a skydiver. The Space Shuttle landed on a runway like a (cement-encased) glider.
This unusual approach allows SpaceX to sidestep the need for huge wings, preventing Starship from wasting far more mass on aerodynamic surfaces it will rarely need. The Space Shuttle is famous for its massive, tile-covered delta wing and the leading-edge shielding that partially contributed to the Columbia disaster. However, it’s a little-known fact that the wing’s size and shape were almost entirely attributable to US Air Force demands for cross-range performance, meaning that the military wanted Shuttles to be able to travel 1000+ miles during reentry and flight. This dramatically constrained the Shuttle’s design and was never once used for its intended purpose.
SpaceX thankfully doesn’t have its own “US Air Force” stand-in making highly consequential demands (aside from Elon Musk ?). Instead, Starship will continue the SpaceX tradition of vertical landing, falling straight down – a bit like a skydiver (or a brick) – on its belly and flipping itself over with fins and thrusters for a propulsive vertical landing. In this way, Starship doesn’t have to be a brick forced to fly, like the Shuttle was – it just needs to be able to stably fall and quickly flip itself from a horizontal to vertical orientation.
Additionally, Starship is built almost entirely out of steel, whereas the Shuttle relied on an aluminum alloy and needed thermal protection over every square inch of its hull. Steel melts at nearly twice the temperature of the Shuttle’s alloy, meaning that Starship will (hopefully) be able to get away with nothing more than ceramic tiles on its windward half, saving mass, money, and time. Once Starship completes its first 20 km (12.5 mi) flight test(s), currently scheduled no earlier than mid-October, SpaceX will likely turn its focus on verifying Starship’s performance at hypersonic speeds, ultimately culminating in its first orbital-velocity reentries.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
