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SpaceX installs Raptor Vacuum engine on first orbital-class Starship
Update: Providing the best views yet of the Raptor Vacuum installation process, SpaceX began installing one of Starship S20’s six engines (one of at least two recently trucked to the launch site) on Monday morning.
It remains to be seen exactly how many engines will be installed on Ship 20 or how many will be ignited during its first static fire test but barring the delivery of more Raptors, signs currently point to an initial test of two engines – one sea-level-optimized Raptor Center (RC) and one Raptor Vacuum with a much larger nozzle. Whenever Ship 20 does fire up those engines, it will be the first static fire of a RVac engine installed on a Starship and the first simultaneous, side-by-side static fire of two different Raptor variants. Since publishing time, SpaceX has cancelled a Tuesday road closure, pushing Starship S20’s first static fire attempt to no earlier than (NET) Wednesday evening.
For the third time in two months, SpaceX has begun installing Raptor engines on its first orbital-class Starship prototype – hopefully for good.
In no uncertain terms, Starship 20’s (S20) path to what could be its last Raptor installations has been about as windy and mysterious as they come. Starship 20 (S20) left the Starbase factory floor for the first time in early August – all six Raptors installed in another program first – for a brief fit check and photo op. After spending about an hour installed on top of Super Heavy Booster 4 (B4), Ship 20 was removed and returned to the build site, where teams removed all six engines and finished wiring and plumbing the vehicle.
Days before the ship’s long-anticipated trip to Starbase’s suborbital launch site for qualification testing, the mount SpaceX prepared for the process quickly had hydraulic rams – used to safely simulate Raptor thrust – were abruptly removed. Starship S20 was then installed on the Pad B mount, where SpaceX proceeded to reinstall six Raptors. Weeks later, after slow heat shield repairs neared completion, SpaceX again removed Ship 20’s Raptors and reinstalled the hydraulic rams it had removed – unused – the month prior. Finally, on September 30th, some seven weeks after the prototype arrived at the suborbital launch site, SpaceX put Starship S20 through its first major test – a lengthy ‘cryoproof’.
Now, ten days after completing a seemingly flawless cryoproof test on its first try, SpaceX has once again trucked multiple Raptors – at least one sea level and one vacuum engine – from the Starbase build site to Starship S20’s suborbital test stand. From the outside looking in, it’s hard not to view the contradictory path S20 took to its first tests – and is still taking to its first static fire(s) – as an unusually visible sign of some kind of internal tug of war or major communication failure between different SpaceX groups or executives.
It’s impossible to determine anything specific beyond the apparent fact that several of the steps taken from Ship 20’s first factory departure to its first cryoproof and static fire tests could have probably been deleted entirely with no harm done and many dozens of hours of work saved. At the end of the day, Starship S20 completed cryoproof testing without issue on the first try and is now seemingly on track to begin its first static fire test campaign later this month.
At the moment, SpaceX has three possible static fire test windows scheduled from 5pm to midnight CDT on Tuesday, Wednesday, and Thursday (Oct 12-14). A similar Monday window was canceled days ago on October 7th, suggesting that more cancellations are probably on the horizon. For now, there’s a chance that Starship S20 – with anywhere from two to all six Raptor engines installed – will fire up for the first time before next weekend. It’s hard to say how exactly SpaceX will proceed. It’s not inconceivable that SpaceX will install all six engines and gradually ramp up to a full six-engine static fire over several tests.
Given that SpaceX has already static fired three Raptor Center (RC) engines on multiple Starship and Super Heavy prototypes, odds are good that Starship S20’s test campaign will be similar – beginning with a three-Raptor static fire, in other words. SpaceX could then add one, two, or all three Raptor Vacuum engines into the fray for one or more additional tests with 4-6 engines total. It’s also possible that suborbital launch mount and pad limitations will prevent more than three engines from firing at once, in which case SpaceX would presumably perform two separate tests of Ship 20’s Raptor Center and Raptor Vacuum engines.
Given that two Raptor variants have never been static fired simultaneously on the same vehicle, it’s hard to imagine that SpaceX won’t also want to perform one or several combined static fires with Raptor Vacuum and Raptor Center engines on Ship 20.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
