News
SpaceX’s first orbital-class Starship and Super Heavy to return to launch pad next week
CEO Elon Musk says that SpaceX could return the first orbital-class Starship prototype and its Super Heavy booster to the launch site after rolling the rockets back to the factory for finishing steps.
In response to a video of Super Heavy Booster 4 (B4) returning to the build site, Musk rather specifically stated that both Booster for and Starship 20 (S20) will return to the orbital launch pad on Monday, August 16th. SpaceX returned Ship 20 to its ‘high bay’ vertical integration facility mere hours after the Starship was stacked atop a Super Heavy booster (B4) for the first time ever on August 6th. For unknown reasons, perhaps due to high winds, Booster 4 spent another five days at the pad before SpaceX finally lifted it off the orbital launch mount and rolled it back to the high bay, where it took Ship 20’s place on August 11th.
Almost immediately after S20’s August 6th return, its six Raptor engines were removed to make way for an engine-less proof test campaign that Musk has now implied could start as early as next Monday. Mirroring S20, SpaceX also begin uninstalling Super Heavy Booster 4’s 29 Raptor engines the same day it returned to the high bay.
Around 12 hours after the process began, SpaceX appeared to have removed 14 (just shy of half) of Super Heavy B4’s Raptor engines – a pace almost as spectacular as their 12-18 hour installation a bit less than two weeks prior. Aside from making engine removal dramatically easier, Musk says that SpaceX moved Ship 20 and Booster 4 back to the build site to expedite some minor final integration work – namely “small plumbing and wiring.”
However, aside from Raptor removal, the most obvious and significant work ongoing since the pair’s return to the high bay is the process of inspecting Starship S20’s heat shield and repairing or replacing broken, chipped, and loose tiles. Not long after Ship 20 arrived back at the build site, workers in boom lifts began a seemingly arduous process of inspecting the Starship’s nose heat shield and marking – with colored tape – hundreds of tiles with cracks, chips, or other less visible issues.
After several days of inspections and hundreds of tiles marked, SpaceX finally began the process of removing off-nominal tiles early on August 12th. According to NASASpaceflight.com, that removal process is not particularly easy and can require the use of power tools to effectively cut tiles off their embedded mounting frames. Given the amount of force required, some level of care is also almost certainly needed to avoid damaging any adjacent tiles, which could quickly cause a minor misstep to exponentially spread. Nevertheless, a small team of SpaceX technicians seemingly managed to remove no less than several dozen (and maybe 100+) broken tiles in a few hours.
Up next, those removed tiles will need to be replaced. Still, it remains to be seen if SpaceX will choose to fully complete Starship S20’s “98% done” heat shield before sending the ship back to the launch site for proof and static fire testing. To a degree, putting Starship through a gauntlet of ground tests with a full heat shield installed would be an excellent test of the resilience of its thermal protection system to major thermal stresses from frosty steel skin and expansion/contraction during fueling, as well as violent vibrations during static fires.
However, Starship S20’s heat shield is already so close to completion that it might be only marginally less valuable to save time by testing the vehicle as soon as possible.
To an extent, Booster 4 is a much simpler case as Super Heavy needs to major thermal protection. However, according to Musk, some or all of Super Heavy’s 29 Raptor engines will need their own miniature thermal protection system – perhaps a flexible blanket-like enclosure not unlike what SpaceX uses to partially protect Falcon booster engines during reentry. It remains to be seen if Booster 4 will return to the launch site without engines for cryogenic proof testing or if SpaceX will install heat shielded Raptors before starting the first flightworthy Super Heavy’s first test campaign.
Elon Musk
Tesla begins expanding Robotaxi access: here’s how you can ride
You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.
Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.
The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.
The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.
Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch
However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.
Many of the people Tesla initially invited, including us, are not local to the Austin area.
There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.
The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:
I just got a @robotaxi invite! Super excited to go try the service out! pic.twitter.com/n9mN35KKFU
— Ethan McKanna (@ethanmckanna) July 1, 2025
Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.
Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.
That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.
Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.
With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.
A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.
Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
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