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SpaceX publishes dedicated Starship webpage after Elon Musk’s presentation
Shortly after CEO Elon Musk’s 2019 presentation, SpaceX has published a new webpage dedicated to the next-generation Starship launch vehicle and its Super Heavy booster, detailing the rocket and providing some excellent new images and renders.
Beyond the images of Raptor and renders of Starship and Super Heavy, the webpage discusses several possible use-cases in Earth orbit and throughout the solar system, showing off the latest iteration of a cargo-focused Starship and teasing possible missions to the Space Station.
Known informally as “Chomper” in the spaceflight community, a cargo-optimized Starship would replace the pressurized crew section with a vast cargo bay and actuating door, the source of its nickname. Similar to but slightly simpler than the Space Shuttle’s famous clamshell doors, such a nose could be extremely useful. Although it could obviously be used to place massive payloads in orbit, a sealable cargo section could also be used to grab similarly large items on orbit and then either return them to Earth or service/repair them in situ.
Of note, NASA’s Goddard Space Flight Center (GSFC) – responsible for the proposed LUVOIR super-telescope – has already seriously begun considering a cargo-optimized Starship as one of a handful of possible launch options. In the event that LUVOIR is chosen for development by NASA, the massive space telescope could be ready for launch sometime in the 2030s, at which point GSFC believes there will be only three plausible options – NASA’s SLS, Blue Origin’s New Glenn, or SpaceX’s Starship.
According to LUVOIR’s extensively detailed “Final Report”, published less than a month ago, GSFC worked fairly closely with SpaceX to determine where exactly Starship might fit into the picture. Intriguingly, an April 2019 tweet from the Center revealed that SpaceX had verified that Starship would be able to launch LUVOIR-B, a smaller and simpler version of the telescope. The August 2019 report, however, reveals that Starship could also launch LUVOIR-A – the full-sized telescope – with just a few slight modifications to Starship’s payload section.
SpaceX acknowledged Starship’s already well-known potential for transporting cargo and crew to the Moon and Mars, but also noted that the massive spacecraft could be used to deliver cargo and crew to the International Space Station (ISS) or elsewhere in Earth orbit. The ISS is undeniably large but Starship is (relatively) even bigger, nominally featuring enough pressurized volume (~1000m3 vs ~910m3) to more than double the habitable capacity of the ISS upon arrival. CEO Elon Musk noted this in an offhand remark on September 28th, cognizant of the fact that a Starship on its own is effectively a reusable ISS-class space station that can be placed in orbit with a single launch.
If a given Starship can support a crew of astronauts over a multi-month interplanetary cruise, the same Starship can also – and probably even more easily so – serve as an all-in-one space station with months of longevity. Add in Starship-enabled resupply and refueling runs and SpaceX could likely sustain a fleet of autonomous space stations in Earth orbit with relative ease. Assuming SpaceX is interested, Starship launch prices are low enough, and a large enough market exists, Starship could almost instantly and singlehandedly take orbital tourism from a distant fantasy for billionaires to a serious market potentially accessible to hundreds of thousands or even millions of people.
Musk has noted in previous SpaceX presentations that the goal is to make Starship so reusable that the price of per-person tickets to Mars becomes comparable to buying a house ($500k to $1m). Assuming SpaceX gets close to that price target, the cost of a 100-person mission low Earth orbit – likely requiring just one launch – could potentially be comparable to buying a car (~$50,000).
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
