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Elon Musk says SpaceX’s orbital Starship debut headed for FAA faceoff in a few weeks
CEO Elon Musk says that SpaceX’s first completed Starship rocket could be ready for its orbital launch debut just “a few weeks” from now – far sooner than most expected.
On August 6th, SpaceX very stacked that same vehicle – Starship 20 (S20) and Super Heavy Booster 4 (B4) – to its full height for the first time ever, briefly creating the largest rocket ever assembled. However, the feat was equally a symbolic photo opportunity. SpaceX did install an unprecedented number of Raptor engines on Booster 4 and Ship 20 in a spectacularly short timeframe and both stages are technically meant for flight, but Starship S20 was demated less than an hour later and shipped back to the factory shortly thereafter.
Though they’d had Raptors installed and been stacked to their full ~120m (~390 ft) height, neither booster or ship were truly complete and at least 20% of their engines had yet to be qualified at SpaceX’s McGregor, Texas test campus. Both needed a week or two of additional work – mostly just wiring avionics and installing secondary and tertiary plumbing. Curiously, on August 13th, Starship S20 was once again rolled to SpaceX’s Boca Chica launch site in a partial state of completion, where it now sits beside the orbital launch mount for unknown reasons.
After several days of delays, SpaceX also removed Super Heavy B4 from the orbital launch mount and returned it to the build site on August 11th, where teams are still working to finish its secondary plumbing and avionics. Like Ship 20, all of its Raptors were removed soon after its return, freeing both to complete cryogenic proof testing without risking dozens of potentially flightworthy rocket engines.
Like all previous Starship prototypes, those ‘cryo proof’ tests will involved loading Ship 20 and Booster 4 with supercool liquid nitrogen (LN2), simulating the weight and extreme thermal stress of real liquid oxygen (LOx) and methane (LCH4) propellant without the risk of a catastrophic fire or explosion in the event of anomalies.
For more than a month, SpaceX also gradually outfitted one of two suborbital launch mounts with special hydraulic rams that would have simulated the thrust of Ship 20’s three sea level and three vacuum-optimized Raptor engines – the first Starship prototype with such a configuration. The same was true for Booster 4 and SpaceX had outfitted a new test jig with nine hydraulic rams labeled “B4” – clearly meant to simulate the thrust of nine engines pushing against the Super Heavy’s thrust puck. Additionally, a far larger structural test tool unofficially nicknamed the ‘can crusher’ has been more or less finished after ~6 weeks of work, leading many to assume that Booster 4 would be the first Super Heavy to be subjected to the immense simulated thrust of 29 Raptor engines.
However, earlier this week, SpaceX completely disassembled the six hydraulic rams installed on Mount B and removed all nine rams from the apparent Booster 4 jig. Starship S20 was then rolled back to spot beside the orbital launch mount – not the suborbital mount that had been carefully prepared for its test campaign mere days prior. At the time, the only practical explanation – save for some kind of catastrophic miscommunication – was that SpaceX had cancelled clear plans to cryo proof Ship 20 and Booster 4 with simulated Raptor thrust.
Up to now, every single major design change implemented on Starship’s engine section has resulted in the first prototype – and often one or several test tanks – being subjected to cryo proof testing with a complex series of hydraulic rams used to simulate thrust. That most recently peaked with SpaceX’s lone BN2.1 Super Heavy test tank, which seemingly passed a cryo proof, pressure test, and a jig capable of simulating the thrust of up to eight Raptor engines. However, SpaceX has never tested Super Heavy’s new nine-engine thrust puck and has certainly never subjected a Super Heavy booster skirt to the combined thrust of 20 outer engines and 9 center engines.
The fact that complex custom test stands and jigs had already been assembled and installed for Ship 20 and Booster 4 before they were removed or disassembled without use strongly implies that someone at SpaceX – presumably Elon Musk himself – has either decided that those tests are unnecessary or that skipping them is worth the substantial risk. Indeed, for Musk’s subsequent August 15th claim that Ship 20 and Booster 4 could be stacked and ready for flight just “a few weeks” from now to come true, 14-21 days is simply nowhere close to enough time to cryo proof, thrust sim, and static fire both vehicles; integrate the stages; and perform the first true integrate testing of a Starship stack – possibly up to and including some combination of a full-stack cryo proof, wet dress rehearsal, or static fire.
And, as Musk himself notes, that complex ballet of first-of-their-kind rocket prototypes might not even be the long straw for Starship’s orbital launch debut. Technically, short of some kind of major legal intervention, there is actually no way for Starship to launch in the next “few weeks.” In an absolute best-case scenario, the Federal Aviation Administration (FAA) would release a draft environmental review of SpaceX’s orbital Starship launch site today, accept public comments for the required 30 days, instantly clear Starbase with environmental approval within a few days of the public comment window, and then approve Starship’s South Texas orbital launch license as soon as the necessary environmental permissions are in hand.
In other words, the best-case ETA of regulatory approvals for Starship’s first orbital test flight is arguably late September and going off of FAA precedent, that optimistic scenario is also a fairy tale. In reality, a bare minimum of 2-3 months after the FAA releases its draft environmental impact statement is a more realistic best-case scenario for SpaceX. On the opposite end, it’s possible that the FAA will decide that SpaceX needs to complete an entirely new environmental review for its Starbase launch site, easily delaying Starship’s orbital launch debut by 6-12+ months. That doesn’t even account for the potential looming challenges SpaceX might have to surmount to secure an orbital Starship launch license.
Given the challenges SpaceX had in securing even a watered-down suborbital launch license for its medium-altitude Starship flight tests, it’s not out of the question that the FAA could attach some extremely onerous limitations to that license. Ultimately, only time (and the slightest hint of actual movement or urgency at the FAA) will tell and there is arguably nothing that would better apply pressure in the right places than the largest, most powerful, most ambitious rocket ever built sitting – ready for flight – at a brand new launch pad, waiting solely on regulatory approval.
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Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk
Elon Musk admits he was ‘clearly wrong’ about Anthropic
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
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Tesla analyst says Full Self-Driving is about to have its iPhone moment
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.