

News
SpaceX’s first completed BFR spaceship section spotted in huge Port of L.A. tent
Described by CEO Elon Musk as “the first [completed] cylinder section” of SpaceX’s first BFR spaceship prototype, Teslarati’s West Coast photographer spotted the massive 9 meter (~30 foot) diameter carbon composite structure – looking exactly as it appeared in photos SpaceX provided during the Sept. 17 reveal – inside the company’s dedicated BFR fabrication tent.
That’s the first BFR airframe/tank barrel section made of a new carbon fiber material
— Elon Musk (@elonmusk) September 18, 2018
Located at the Port of Los Angeles, SpaceX erected a huge, temporary tent at a leased berth in December 2017, choosing to begin fabrication of the first BFR composite structures in a more impromptu manner rather than waiting for the completion of lengthy regulatory processes and many more months of construction of a dedicated Mars rocket factory, also to be sited at Port of LA. Both the factory and temporary facility were located in a port (rather than at SpaceX’s already-established Hawthorne factory) due to the simple impracticality of transporting 9m-diameter parts through downtown Los Angeles, estimated to cost a minimum of several million dollars one way from a spattering of past transport projects.
Nine months after the structure was little more than a metal skeleton, SpaceX’s tented facility is now a mature in situ manufacturing wing of the company, evidenced by the fact that SpaceX has already completed its first full-scale composite section (both a section of the spaceship’s fuselage and one of its propellant tanks) and is pushing ahead into full builds of composite tank domes and the spaceship prototype’s Raptor engine section. It may not be practical as a long-term solution, and that certainly is not the plan, but SpaceX seems to be having very little difficulty growing into the eccentric aerospace composites manufacturing hub.
- Yusaku Maezawa stands on the first BFR composite tank/fuselage section prior to his Sept. 17 announcement. (Yusaku Maezawa)
- SpaceX has already completed the first of many carbon-composite sections of its prototype spaceship. (SpaceX)
- SpaceX’s BFR composites tent had a flap open on September 18th, showing off the very same tank section revealed in a presentation by CEO Elon Musk the day before. (Pauline Acalin)
- Inside the BFR tent, another tent. Never too many tents. (Pauline Acalin)
Judging from photos of the fresh composite tank section peeking its head out of the tent flap, the question of “How does SpaceX move this outside?” becomes rather unavoidable, and it seems that the plan is to fabricate and assemble the vast majority of the prototype spaceship’s monolithic composite structures before quite literally cutting out a section or partially disassembling the tent.
Thankfully, the dedicated BFR factory SpaceX is now in the process of building happens to be just a few miles away from the tent that manufacturing work is currently housed in, and that should make for relatively easy barge transport to said factory once its first phase of construction is complete (as early as Q2-Q4 2019). As of September 1st, the future location of that factory is currently going through gradual phases of site preparation, most notably including the installation of below-ground utilities and general surveying, dirt-moving, and leveling of the actual ground the factory will be built on.
As of 9/1… pic.twitter.com/r2nF9CgdAc
— Pauline Acalin (@w00ki33) September 18, 2018
Perhaps as early as H2 2019, SpaceX will begin to move its first complete or partially-complete BFR spaceship prototype from its tented production facility to the Southern Coast of Texas, where it will begin a series of hot-fire hop tests to prove out its Raptor engines, aerodynamic characteristics, structural composition, and more.
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Tesla to make app change for easier communication following Service
“Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.”

Tesla will enhance the ability to communicate through the mobile app with Service after work has been done on your car.
One of the biggest weaknesses of Tesla’s automotive division has been Service, as Service Centers are not necessarily plentiful, and wait times, in some regions of the country, are over a month in duration.
Getting in touch with Service after a car has work done to it is also difficult. Calling showrooms in some regions has proven to be difficult to enable direct communication between the customer and the company.
If something is not resolved properly, Tesla keeps the in-app messaging option active for two hours after the service visit is complete.
However, that doesn’t resolve everything, as some issues may arise again more than two hours later. Then the issue of communication presents itself once again.
Tesla is going to extend that time frame to a day or more, according to Raj Jegannathan, Tesla’s AI/IT-Infra, Cybersecurity, IT Apps & Vehicle Service VP.
Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.
— Raj Jegannathan (@r_jegaa) August 18, 2025
Tesla has made several changes over the past few years to attempt to improve its Service. Recently, for Collision repair, it started offering a $45-per-day loaner program with free FSD, free tolls, and free Supercharging.
It also recently started sharing local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
Tesla creates clever solution to simplify and improve its Service
However, this is only available at a few showrooms and is currently a pilot program.
These improvements are aimed at resolving communication breakdown, which appears to be a problem that many owners experience.
Tesla is one of the few companies that also operates a fleet of Mobile Repair vehicles, which will perform service at your house or place of business. However, the size of it has gone down by 11 percent year over year.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.

Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
News
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
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