News
SpaceX repairing heat shield, reinstalling Raptors on first orbital-class Starship
SpaceX has begun reinstalling three of the six Raptor engines that will power the first orbital-class Starship and repairing the heat shield that will hopefully protect it on its first trip to space.
Known as Starship 20 or S20, the 50m (~165 ft) tall steel rocket prototype has been stationed at one of SpaceX’s two suborbital testing pads since August 13th. No testing has been done, though, and a small army of SpaceX technicians and engineers have instead spent the last three or so weeks effectively turning a collection of steel tanks, tubes, and parts into a functional rocket. While it’s unclear why SpaceX chose to do that outfitting work at an unsheltered launch pad, new activity suggests that it may be almost complete.
Exactly one month ago, SpaceX stacked Starship S20 on top of Super Heavy Booster 4 (B4) on August 6th, briefly creating the largest rocket in history and completing a fit test that was admittedly just as much a photo op. Ship 20 was rapidly destacked and returned to SpaceX’s Starbase factory, where all six of its Raptor engines were removed. About a week later, Ship 20 returned to the pad and has remained installed on Suborbital Pad B ever since.
At the time, the implication was that SpaceX had removed Ship 20’s engines to allow the prototype to complete cryogenic proof testing with hydraulic thrust simulators. However, despite having carefully modified Pad B over several weeks for that exact purpose, those modifications were rapidly removed before Ship 20’s second rollout. Precluding a proof test with thrust simulation, the next logical conclusion was that SpaceX would still perform a cryogenic proof test before reinstalling Ship 20’s Raptors and moving on to a static fire campaign.
Now, even that appears to have been p1recluded. Instead, as if Ship 20 were the second or third or fourth in a series of prototypes, SpaceX rolled three center Raptors to Pad B on September 5th and began installing the engines on Starship on the 6th. It’s hard to say anything with confidence given how chaotically Starship S20’s to-be-determined qualification testing has changed in the last several weeks but, with plenty of uncertainty, Raptor installation implies that the vehicle will perform its first ambient pressure and cryogenic proof tests with engines installed.
It remains to be seen if Ship 20’s three vacuum-optimized Raptor engines will also be installed over the next few days (seemingly the logical assumption) or if SpaceX will instead complete proof tests and center Raptor static fire testing before finally moving into new territory. SpaceX has never static fired more than three Raptors at once and certainly never tested multiple Raptor Vacuum (RVac) engines in close proximity – let alone all six simultaneously.
Meanwhile, much of the focus of the last few weeks appears to have been on finishing Ship 20 plumbing and avionics wire runs, though it’s hard to say exactly what has been done. What is extremely visible and easy to follow, though, is the process of finishing the first orbital-class Starship heat shield and repairing a few hundred tiles broken during its pathfinder installation. SpaceX has installed 500-1000+ tiles on flown Starship prototypes like SN15 but the company has never come close to the ~15,000 needed to cover the entire windward side of the world’s largest rocket upper stage.
SpaceX has undertaken that process for the first time over the last six or so weeks and unsurprisingly seen a number of successes and failures. At some point along the way, a significant fraction of the ceramic, dinner-plate-sized tiles SpaceX technicians installed chipped, broke, shattered, or ran into other fitment issues. Over the last month or so, a great deal of progress has been made fixing those problem tiles and SpaceX has also more or less completed tile installation on the angular ‘aerocovers’ that protect Starship’s flap mechanisms – requiring dozens of custom tiles with complex shapes and curves.
As of September 6th, Starship S20’s heat shield appears to be around 95% complete and the installation of Raptor engines implies that the rocket’s plumbing, avionics, and tankage are also nearly finished. In other words, after many weeks of work, SpaceX’s first orbital-class Starship prototype could be ready to kick off cryoproof and static fire testing just a week or so (and maybe less) from now. Stay tuned for updates!
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
