News
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.
News
Apple is developing the missing link for Tesla to get CarPlay: report
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Investor's Corner
Tesla deliveries get a big boost in expectations from Wall Street
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
News
SpaceX makes first acquisition post-IPO with coding leader Cursor
SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.
Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.
Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.
For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.… https://t.co/X5mepgXgjJ
— SpaceX (@SpaceX) June 16, 2026
Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.
Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.
The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.
The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.
This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.
For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.
Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.
The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.