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SpaceX CEO Elon Musk hints that Starship’s ‘sweating’ metal heat shield is no more
In the latest entry of SpaceX’s ever-changing Starship design process, CEO Elon Musk has indicated that the nominally reusable orbital spacecraft has moved away from a liquid-cooled steel heat shield to something slightly more traditional.
This information came as a SpaceX engineer announced during Cargo Dragon’s CRS-18 webcast that the twice-flown spacecraft would mark the first orbital test of a ceramic heat shield tile meant for use on Starship’s windward side. This major design change comes as a significant surprise and seems likely to either delay Starship’s orbital debut or hinder its ultimate reusability, although Musk just as recently claimed that the spacecraft could reach orbit for the first time less than six months from now.
Testing a possible Starship windward side ceramic tile. Maximizing emissivity is best for conductive/particle heating. Nice thing about steel is that tiles can be very thin, unlike carbon fiber or aluminum airframe.— ln(e) (@elonmusk) July 25, 2019
Thin tiles on windward side of ship & nothing on leeward or anywhere on booster looks like lightest option— ln(e) (@elonmusk) July 25, 2019
Back in late-2018 and early-2019, Musk took to Twitter to announce that SpaceX was pursuing an exotic metallic heat shield that would be cooled in large part by flowing liquid methane through tiny holes on its exterior, effectively ‘sweating’ away energy and preventing steel tiles from melting.
Despite incontrovertible evidence that SpaceX performed some amount of significant testing on the hexagonally-tiled steel heat shield concept, Musk’s July 24th tweets indicate that the liquid-cooled heat shield is unlikely to ever be used on Starship. For unknown reasons, SpaceX is instead pursuing some sort of thin ceramic heat shielding to protect the entirety of Starship’s windward side (i.e. the side facing the atmosphere during reentry). A handful of the first flight-qualified ceramic tiles – shaped for Dragon instead of Starship – will be tested on Cargo Dragon during the spacecraft’s orbital mission and eventual reentry.
Of note, this is not the only major design change Starship has undergone in just the last few months. Speaking on May 30th, Elon Musk stated that the design of Starship’s landing legs/fins and actuating wings and flaps has changed significantly since SpaceX revealed the new tripod fins + canard wings configuration in September 2018. According to Musk, that change will (or at least should) not significantly impact Starship’s schedule.
In fact, per his July 2019 claims that the first full-fidelity Starship prototype(s) could begin test flights in September/October and reach orbit as early as December/January, the Starship/Super Heavy schedule has actually radically sped up in the first half of 2019. In December 2018, Musk stated that he believed Starship had a 60% chance of reaching orbit in 2020, let alone late-2019.
For Starship, the massive spacecraft’s heat shield is arguably its single most important component. A failure to ensure that the heat shield is unprecedentedly reusable and reliable – even in the face of ultra-high-velocity interplanetary reentries – will severely limit Starship’s ability to achieve its ultimate goals of enabling affordable access to space and building a sustainable city on Mars. Musk’s comment that ceramic tiles are just “a possible” Starship heat shield element further indicates that SpaceX has yet to firmly settle on a heat shield design, let alone qualify said shield for orbital flight or kick off the mass-production necessary to completely cover multiple Starship halves.
Admittedly, there is still some good news in this unfortunate development. Most notably, the fact that Starship will still be made of steel means that the non-metallic heat shield tiles can be extremely thin and light, as they can be more or less directly attached to Starship’s steel hull. Additionally, steel Super Heavy boosters may be able to get away with zero heat shielding thanks to the relatively high melting point and heat resistance of certain varieties of stainless steel.
So long as both of those characteristics remain true, it’s likely that it will still make sense for Starship/Super Heavy to be built entirely out of steel instead of something like aluminum or carbon composite. With any luck, Elon Musk will provide a detailed update on the status of SpaceX’s next-generation launch vehicle soon after Starhopper survives its first untethered flight test.
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A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Investor's Corner
NASA taps SpaceX to launch the telescope that could unlock new worlds
NASA’s Roman Space Telescope heads to orbit this August aboard SpaceX’s Falcon Heavy with massive scientific ambitions.
SpaceX is set to play a central role in one of NASA’s most anticipated science missions in years. The company’s Falcon Heavy rocket, currently the most powerful operational launch vehicle in the world, will carry the Nancy Grace Roman Space Telescope into orbit on August 30 from Kennedy Space Center in Florida. Roman is now in final preparations inside the Payload Hazardous Servicing Facility, where on June 26 technicians used a crane to lift the observatory into a specialized stand for fueling and pre-launch testing.
Roman is named after Nancy Grace Roman, NASA’s first chief of astronomy, whose career helped shape how the agency approaches space science.
NASA chose SpaceX Falcon Heavy because of Roman’s needs to reach a specific orbit far from Earth, well beyond where a standard Falcon 9 can deliver it. The Falcon Heavy, which first flew in 2018, has since become NASA’s go-to option for missions that need serious muscle without the cost and complexity of older launch systems.
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Roman will carry a field of view at least 100 times wider than the Hubble Space Telescope, meaning it can photograph enormous swaths of the universe in a single shot rather than the narrow slices Hubble captures. That difference in scale is significant. While Hubble reshaped our understanding of the cosmos over 30 years, Roman is built to work faster and wider, surveying hundreds of millions of galaxies at once.
One of Roman’s most compelling capabilities is its potential to discover and photograph planets orbiting stars outside our solar system, and with enough precision to directly image planets that would otherwise be lost. That means scientists could study the atmosphere and surface characteristics of distant worlds rather than simply confirming they exist. Combined with Roman’s sweeping field of view, the telescope could detect thousands of exoplanets, and some of those planets may be in habitable zones where liquid water could exist. No telescope currently in operation has this level of power and capability. That capability alone could change what we know about other worlds, and perhaps finally answer the question: are we the only intelligent lifeforms in existence?Â
What Roman actually finds once it reaches orbit is an open question, and that is exactly what makes this launch worth watching.
Tesla has confirmed a crucial detail of its Miami Robotaxi launch, stating that the fleet is operating on an Unsupervised basis, joining a few other cities where company employees do not watch over the vehicles from inside.
Tesla’s Head of AI, Ashok Elluswamy, confirmed the detail on X, answering a highly speculated question about the Robotaxi Service in Miami, which was launched on June 3:
Unsupervised
— Ashok Elluswamy (@aelluswamy) July 3, 2026
The first launch of Robotaxi in Florida, Miami presents a unique opportunity for Tesla as it is operating the Unsupervised Robotaxi ride-hailing service in a major tourist hotspot in the Sunshine State. It also signals the suite will expand to other cities soon; many have requested Orlando, a heavy tourist spot with Disney and other resorts nearby, get access to the program soon as well.
Miami is getting a conservative rollout as well, just as Tesla has done with other cities. The initial geofence covers a compact 10–14 square mile zone in western Miami-Dade County, primarily West Miami extending toward Doral and Sweetwater. It is bounded roughly by SR-826 (Palmetto Expressway) to the north and US-41 (Tamiami Trail) to the south, excluding downtown Miami, Miami Beach, the airport, and most of Coral Gables.
Tesla has also been pretty slim on other details. For example, Tesla has not disclosed the exact fleet size, but field reports and license plate tracking indicate just two unsupervised Model Y vehicles were active on launch day, increasing to three within 48 hours.
According to The Road to Autonomy, a nearby staging lot near Miami International Airport holds dozens of Cybercabs alongside additional Model Y units, suggesting capacity for rapid scaling as demand and data collection grow.
The confirmation of Robotaxi being Unsupervised carries immense weight. It establishes that Tesla’s Miami Robotaxi operations run without human safety drivers or remote supervision, relying entirely on the company’s Full Self-Driving technology. Miami becomes the second major U.S. city after Austin to offer unsupervised Robotaxi rides from day one.
The move reflects rapid progress in Tesla’s AI efforts. Neural networks trained on vast real-world data now handle complex urban environments, including South Florida’s heavy traffic, pedestrians, and rainy conditions. Industry observers see it as validation of Tesla’s vision-centric, data-driven approach versus traditional rule-based systems; a truly unorthodox approach in this day and age.
Challenges remain, including regulatory oversight, public trust, and scaling the fleet to match geofence ambitions. Miami’s small initial footprint and limited vehicles highlight a deliberate, measured expansion strategy focused on safety and data gathering.
Nevertheless, the unsupervised confirmation marks a pivotal milestone. It showcases technical readiness and advances Tesla’s vision of transforming vehicles into autonomous revenue generators while reshaping urban mobility. For Miami users, driverless transportation has moved from concept to reality.
Tesla analyst says Full Self-Driving is about to have its iPhone moment
NASA taps SpaceX to launch the telescope that could unlock new worlds
