News
SpaceX is ready to build the first Starship destined for space after latest tests
After a busy several days of rocket hardware testing, Elon Musk says that SpaceX may be ready to build the first Starship prototype destined for space.
According to Musk, one test in particular – performed in South Texas just yesterday – is an encouraging sign that SpaceX’s Starship team is becoming increasingly competent at building the massive steel parts that will ultimately make up the generation launch vehicle. For SpaceX, the particular skills and expertise needed to precisely and consistently build a launch vehicle – let alone a rocket as large and complex as Starship – are quite a bit different from those it has mastered with Falcon 9, Falcon Heavy, and Dragon.
A lot of the expertise – particularly engineering talent, countless lessons-learned, and insight into reusability – is directly transferable from Falcon rockets to SpaceX’s Starship/Super Heavy program. Where it really isn’t transferable, however, is in the methods required to actually build the steel subcomponents that must ultimately be assembled together to form the rocket’s upper stage and booster. As a result, SpaceX has spent more than a year focused on building, testing, scrapping, improving, and re-testing any number of critical Starship components. Over the last four weeks (and last few days in particular), that testing has come to a head and Elon Musk believes the results have opened the door for SpaceX to begin building its first space-bound Starship prototypes.
SpaceX’s latest round of full-scale Starship hardware tests began just 10-20 days ago, depending on how one counts. Back around the start of the new calendar year, SpaceX began rapidly integrating two new Starship bulkheads and two cylindrical steel rings (barrel sections), ultimately delivering a finished ‘test tank’ after just 20 days of work. On January 10th, scarcely 24 hours after the two halves of the test tank were welded together, SpaceX sent the Starship test tank to its nearby launch pad and pressurized it with water until it quite literally burst.
Musk tweeted the results of that intentional test-to-destruction just a few hours after it was completed, revealing that SpaceX’s upgraded production and integration techniques enabled the tank to survive pressures almost 20% greater than the minimum Starships will need to perform orbital launches.
“Critically, the tank reached a maximum sustained pressure of 7.1 bar (103 psi), 18% more than the operating pressure (6 bar/87 psi) Musk says Starship prototypes will need to begin orbital test flights. At 7.1 bar, the test tank would have been experiencing an incredible ~20,000 metric tons (45 million lbf) of force spread out over its interior surfaces — equivalent to ~20% of the weight of an entire US Navy aircraft carrier. Perhaps even more impressive, that same Starship test tank was built from almost nothing extremely quickly, going from first weld to said pressurization test in just three weeks (20 days).
With relatively minor improvements to welding conditions and the manufacturing precision of Starship rings and domes, Musk believes that SpaceX can reliably build Starships and Super Heavy boosters to survive pressures greater than 8.5 bar (125 psi), guaranteeing a safety margin of at least 40%. Even a minor improvement of ~6% would give Starship a safety margin of 125%, enough – in the eyes of most engineering standards committees – to reasonably certify Starships for orbital test flights.”
Teslarati.com — January 12th, 2020
Test Tank 2: The Tankening
This brings us to January 27th, a little over two weeks after SpaceX completed and burst the first standalone Starship test tank. Over the last week, SpaceX has quickly assembled a second Starship test tank, using a few clearly new methods and parts, as well as a brand-new tent built by the same company that Tesla used for Fremont’s fourth General Assembly line.
In the last few days, two new bulkheads and steel rings came together to form Starship test tank #2, which was subsequently prepped for transport and moved about a mile down the road to SpaceX’s launch facilities on the morning of January 27th. Scarcely a few hours later, well before anyone was paying close attention for test activities, Elon Musk took to Twitter to reveal that the second tank had already been subjected to a pressure test with water. That second tank reportedly survived up to 7.5 bar, an improvement of about 6% compared to the first tank.
This time, however, the tank wasn’t actually catastrophically destroyed by the pressure test, instead developing a leak around the weld connecting the two halves that lead SpaceX to back off. Musk says that that presumably small leak will now be repaired, after which the same tank will be tested again but with one significant difference. Musk says that Test Tank #2’s second pressure test will be performed with a cryogenic liquid — most likely liquid nitrogen (LN2).
In replies after his reveal, Musk noted that he believed the second test tank could perform significantly better if pressurized with a cryogenic liquid. That’s because certain types of steel – particularly those SpaceX has chosen for Starship – exhibit something known as cryogenic hardening when exposed to extremely cold temperatures, producing steel that can be dramatically stronger by some measures.
Ultimately, as mentioned above, a tank pressure safety margin of 125% is the minimum most engineering standards provide for any given orbital-class launch vehicle. At 7.5 bar, even under the very unlikely assumption that Starship tanks will not see even a marginal strength increase at cryogenic temperatures, SpaceX’s second Starship test tank has officially hit that 125% safety margin. As Musk himself noted on Monday, he is now confident that SpaceX can immediately start building the first Starship destined for spaceflight and further revealed that two of that particular Starship’s three tank domes are already nearing completion.
Known as Starship SN01 (serial number 01), there’s a strong possibility that the massive spacecraft will never reach higher than a 20 km (12.5 mi) flight test SpaceX intends to perform. The company’s rapidly changing strategy may very well mean that SN01 – now ‘go’ for production – could also support suborbital spaceflight testing and maybe even the first orbital Starship launch, although orbital launches will require a Super Heavy booster. Elon Musk, for one, has already christened Starship SN01 an “orbital vehicle”.
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Tesla CEO Elon Musk took to his social media platform X on Sunday to remind everyone that the Roadster’s true meaning is not about company growth or adding dollars to shareholders’ pockets. Sometimes, you just do things because you can.
Following the Roadster’s epic unveiling event last Thursday, skeptics and critics of the company or the project itself came out to say that the vehicle is a pointless project because it is not geared toward growing the company, delivering supreme margins for profitability, nor does it contribute to the big picture of Artificial/Super Intelligence.
But that’s just the thing: Roadster is not meant to be some shareholder dream; it’s meant to be a vehicle that people buy just because it is something awesome, unique, and the first of its kind.
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
Musk had to remind those who are skeptical about the Roadster’s importance to the company mission that while it is not a major contributor to Tesla’s long-term goals, it is something that is being built just because it can be:
“Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power, and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.”
Musk has said on many occasions that Optimus would be the project that would make up the vast majority of Tesla’s value in the coming years.
Robotics will be a major focus of Tesla over the coming years, especially as Musk believes Optimus will enable work to be optional for humans and will enable what he calls “High Universal Income.”
Optimus and Cybercab will be the vast majority of Tesla’s value.
The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space.
And, of course, if you have the first two, the rest will follow.
But Roadster is super cool, so we’re doing it anyway.
— Elon Musk (@elonmusk) October 18, 2026
Cybercab will be a passive income opportunity for owners, Musk and Tesla have said for a very long time, as a fleet of self-driving vehicles will operate within a ride-hailing Robotaxi service that won’t require a human driver to be present.
Tesla investors are more than enthusiastic about the company’s future projects, at least from a general consensus perspective. However, it is important to note that the Roadster is a fun and cool project that pushes the boundaries of what people thought was possible for an automobile.
What we saw last week was the first true example of a flying car, and despite the backlash about how it might not contribute to Tesla’s grand ambitions, it’s okay to have fun sometimes, too.
Investor's Corner
SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching
SpaceX reports earnings Tuesday as Wall Street watches AI spending, Starlink growth and Tesla merger
SpaceX reports third quarter results after the market closes Tuesday, with a webcast at 4:30 p.m. ET streamed on X, and Tesla follows a day later. Bloomberg consensus, cited by Pepperstone, calls for revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15. That would be about 65% growth from the second quarter and SpaceX’s first profitable quarter since its IPO. Analysts expect roughly $6.4 billion from AI and $4.9 billion from Starlink, which is projected to reach 14.3 million consumer subscribers. Capital spending is forecast at $19.6 billion, leaving free cash flow near negative $11.6 billion.
The numbers matter because SpaceX has spent months trying to win over a skeptical market. It priced its record IPO at $135, spiked to $225.64, then sank near $105 in early August. Friday’s close of $146.03 sits about 28% below the June high. The Q2 report beat on revenue at $7.8 billion and put Starlink at 12 million subscribers, but $18.4 billion of capex hurt the stock. Since then SpaceX reached orbit on Starship Flight 14 with 26 Starlink V3 satellites, agreed to buy 800 MHz spectrum for about $8 billion as part of its Starlink Mobile push, and signed a fourth compute hosting deal in four months worth roughly $13 billion a year from December. Management is targeting more than 2 gigawatts of compute by year end and a $100 billion annualized revenue run rate. Evercore ISI, which raised its target to $275, said the quarter may be judged more on those targets than the reported figures
All of this sits under the Tesla merger question. Barclays analyst Dan Levy expects an all stock deal in which SpaceX buys Tesla at a premium, using reference values of $2.1 trillion and $1.5 trillion, and said an announcement would need to come by late October or early November to be voted on at Tesla’s December 6 annual meeting. Barclays estimates Musk would hold about 37% of the combined company and 56% of the votes. Musk said in July that combining companies cannot be discussed on an earnings call, but an investor question asking when SpaceX will merge with Tesla is sitting on SpaceX’s Q&A platform, and Teslarati has tracked how the Roadster demo revived the talk.
If a deal happens, Tuesday’s result would effectively set the price Tesla holders would receive. Their shares would convert into SpaceX stock, along with exposure to a company with a heavy investment on AI, while Tesla itself expects 2026 capex above $25 billion. A strong quarter and calmer spending would make that exchange easier to sell. Another round of heavy capex and a falling stock would make it harder.
News
SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla
SpaceX president Gwynne Shotwell quietly followed Tesla on X, and merger watchers noticed right away.
SpaceX President and COO Gwynne Shotwell has started following Tesla’s official account on X, a small change that landed in the middle of a very loud merger conversation. Whole Mars Catalog joked about it on Sunday.
A follow is not an announcement, and neither company has said anything about a deal. What gives the moment weight is the timing. Barclays analyst Dan Levy has told clients that an agreement could come before Tesla’s annual meeting, which must be held by December 6, with SpaceX as the buyer in an all stock deal, as we reported after the Roadster unveiling. Wedbush’s Dan Ives has stuck with a 2027 timeline.
“Shit, I better start following their X account if i’m gonna be helping run the company”
— Whole Mars Catalog (@wholemars) October 18, 2026
Shotwell is the executive most worth watching if the two companies do move closer. When Musk was asked at the All In Summit why Tesla and SpaceX remain separate, Shotwell sat next to him and said SpaceX personnel had already moved into xAI to fill leadership and engineering gaps. The businesses were integrating “faster than I thought,” she said, though “not fully integrated yet.” Her responsibilities have also grown since SpaceX absorbed xAI, and she now oversees operations that include Grok and the company’s AI compute buildout.
The financial links are already there. Tesla’s $2 billion xAI investment turned into a stake of less than one percent in SpaceX, the two share the Terafab chip project in Austin, and Musk exercised his 2018 Tesla options a week after SpaceX began trading, a sequence analysts flagged as giving SpaceX public shares to use in a deal. Musk holds about 20 percent of Tesla and controls 85.1 percent of SpaceX’s voting power, according to our earlier breakdown.
The next test is close at hand. SpaceX reports its second earnings as a public company on Tuesday after the close, and Tesla follows on Wednesday. Musk told analysts in July that “we can’t talk about combining companies and that kind of thing on an earnings call,” so a direct answer is unlikely from either stage. Tesla shareholders can still submit and vote on questions through the Say portal until 4 p.m. EDT on Monday, and the merger is a recurring theme in the queue.
Tesla CEO Elon Musk reminds everyone about Roadster’s true meaning
SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching
SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
