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SpaceX’s Elon Musk: odds of Starship reaching orbit by 2020 are “rising rapidly”
SpaceX CEO Elon Musk has suggested that the company’s newly revamped Starship and Super Heavy rocket (previously known as BFR) could perform its first integrated launches – placing Starship into orbit – as few as 12-24 months from today.
Musk indicated that the odds of Starship reaching orbit as early as 2020 are now as high as “60% [and] rising rapidly”, thanks in no small part to the flurry of radical changes the spacecraft and booster have both undergone over the course of 2018.
Probability at 60% & rising rapidly due to new architecture
— Elon Musk (@elonmusk) December 27, 2018
Combined with a decision – made public at a September 2018 media event – to delay the debut of a vacuum-optimized upper stage Raptor (RVac) and stick with its mature sea level variant, Musk apparently is quite confident that these dramatic shifts in strategy will allow SpaceX to aggressively slash the development schedules of its next-gen launch vehicle. Intriguingly, Musk noted that while these “radical” design changes were almost entirely motivated by his desire to expedite the fully-reusable rocket’s operational debut, it apparently became clear that the cheaper, faster, and easier iteration could actually end up being (in Musk’s own words) “dramatically better” than its exotic carbon-composite progenitor.
Time. Although it also turned out to be dramatically better.
— Elon Musk (@elonmusk) December 27, 2018
“Delightfully counter-intuitive”
Let there be little doubt – I am still immensely skeptical of this radical redesign and the implausible logistics of conducting said redesign at the last second while somehow maintaining the test schedule, let alone expediting it by 6-9 months. Despite the fact that Musk does seem to have a compellingly rational answer to every question thus far asked, he was no less convincing in mid-2016 when he stated with contagious conviction that Tesla’s Fremont factory would be an almost 100%-automated “alien dreadnought” as early as 2018. There is, of course, nothing wrong per se with being wrong, although taking 24 months and several hundred million dollars to realize as much can be downright fatal or at least a major health risk for any given company that faces such a challenge, as was the case with Tesla.
Skepticism aside, there are equally many reasons to be optimistic about the future of SpaceX’s Starship/Super Heavy (BFR) program over the next several years. Not only do metal hot structures have a proven track record of success (admittedly in the 1960s and for suborbital conditions, but still), but the century and a half humans have been making and building with steel serves to aggressively reduce risk in BFR’s development, whereas a giant, highly-reusable spaceship and rocket built mainly out of carbon composites is about as exotic, challenging, and alien as one could muster. One step further, Musk appears to be dead-set on the trade that the benefits of moving from composite to stainless steel far, far outweigh the costs.
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- BFS/Starship shows off some of its heat shield. SpaceX may be looking into an advanced NASA solution for BFR’s thermal protection system. (SpaceX)
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- Starship is shown here reentering Mars’ atmosphere at high speeds (SpaceX)
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- Starship – in its 2018 design iteration – seen landing on Mars atop pillars of Raptor flame. (SpaceX)
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- SpaceX CEO Elon Musk visited the South Texas site where Starship’s first prototype is being built on December 23rd. (Elon Musk)
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- Starship… or BFWTF? 🙂 (NASASpaceflight /u/bocachicagal)
Most notably, Musk’s implication that a steel alloy skin – albeit with regenerative (i.e. liquid) cooling – could genuinely stand in for SpaceX’s ablative PICA-X heat shield technology on Starship was the most unintuitive but logical shift yet. Although steel alloys may literally have densities that are significantly higher than carbon composites, composites simply cannot (at least in the current state of the art) withstand high temperatures like those that Starship would inevitably experience during orbital and interplanetary reentries. As a result, Starship would need an extremely advanced heat shield technology that is minimally ablative, extremely lightweight, robust, and shock-resistant, not to mention an additional layer capable of mounting it to Starship’s composite hull while also insulating the propellant tanks and structure from the extreme heat of reentry.
Leeward side needs nothing, windward side will be activity cooled with residual (cryo) liquid methane, so will appear liquid silver even on hot side
— Elon Musk (@elonmusk) December 25, 2018
Steel, on the other hand, is one of the least thermally conductive metals available, while also featuring alloys with melting points that can approach and even surpass 1500 degrees C. With regenerative cooling, it’s entirely possible that a hot steel shield and fusion of propellant tanks and load-bearing structures could ultimately result in a spaceship far more reusable, reliable, and perhaps even performant that a spaceship relying on exotic heat shield materials and linerless carbon composite propellant tanks.
Perhaps BFR Block 2 or 3 will make room for dramatically improved composite formulations and production methods down the road, but advanced steel and other metal alloys appear to be the way forward for SpaceX for the time being. For now, we can sit, watch, and wait as something comes together at the company’s South Texas test and launch facilities.
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Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
