News
SpaceX rolls naked Starship prototype to test site
SpaceX has rolled a strange, naked Starship prototype from its Starbase, Texas factory to a nearby test site.
Beginning with its cone-tipped nose section, SpaceX started stacking Starship S26 in October 2022. By early January 2023, the prototype had been stacked to its full 50-meter (~165 ft) height and welded together. After about six more weeks of outfitting, Ship 26 left Starbase’s High Bay assembly facility and was transported to one of two stands formerly used for suborbital Starship test flights.
SpaceX lifted Ship 26 onto Suborbital Pad A on the morning of February 12th. Just a few hundred feet to the left, Starship prototype S25 watched from Suborbital Pad B while waiting for the start of its Raptor engine test campaign. Ship 26 is four months younger than Ship 25 and rolled out without Raptors installed, as it still needs to pass several simpler tests. That’s far from the only difference between the Starships.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Starbullet
Aside from a range of smaller design changes, Ship 26 has three main differences relative to most prior Starships. First, it has zero heat shield tiles. Since the 2020-2021 period of suborbital Starship flight testing, all finished ships (S20, S21, S22, S24, S25) have been fitted with ~10,000 black, ceramic heat shield tiles. Eventually, those tiles will (theoretically) protect Starships from the intense heat created by reentering Earth’s atmosphere at orbital velocity.
Ship 26 also has no flaps. Since SpaceX first fully assembled a Starship in October 2020, every ship the company has completed (SN8, SN9, SN10, SN11, SN15, SN16, S20, S21, S22, S24, S25) has had four large flaps and form-fitting ‘aerocovers’ installed. Starships need flaps to steer and orient themselves during orbital reentries. They also need flaps to control themselves during exotic landing maneuvers, which require ships to free-fall belly-down (like a human skydiver) and aggressively flip into a vertical orientation for propulsive landings.
Finally, and most confusingly, Ship 26 has no payload bay of any kind. The end result is a smooth, featureless Starship that looks like a steel bullet, can’t return to Earth, and can’t deploy satellites. Combined, the fact it exists at all almost seems like an elaborate, multi-month mistake. But SpaceX clearly intended to build Ship 26 and is now preparing to qualify it for flight.
Depot, Moon lander, or something else?
In simpler terms, Ship 26 is an intentionally expendable Starship with no way to launch satellites. That raises the obvious question: why does it exist? There are a few obvious possibilities. SpaceX is developing at least four types of Starships. The Crew and Tanker Ships will have heat shields and flaps. The Starship Moon lander will have no flaps or heat shield and will be painted white and insulated. A Depot Ship with stretched tanks will stay in orbit permanently and store propellant for in-space refilling.
Based on low-resolution renders, the bullet-like Depot Ship is the most reminiscent of Ship 26. However, there’s no evidence that Ship 26 has “exterior optical properties [optimized] for long duration [propellant storage].” The prototype also lacks any of the hardware likely needed for docking or propellant transfer and has propellant tanks that are the same size as past ships. To survive in orbit for days or weeks, it would need some kind of power source – typically solar arrays – that isn’t present. And even if an expendable Starship like S26 can already achieve SpaceX’s reported target of 250 tons (~550,000 lb) to low Earth orbit, 250 tons is only a fifth of a full propellant load.
Ship 26 could also be used for miscellaneous systems testing or a longevity demonstration in orbit. However, it’s unclear why SpaceX couldn’t simply do that with Ship 24 and Ship 25. Both have had their payload bays permanently sealed, meaning that they are only useful as test articles. The same is true for a tank-to-tank propellant transfer test SpaceX received a NASA contract to conduct in 2020. During that test, Starship will transfer “10 metric tons” of cryogenic liquid oxygen (LOx) between its main LOx tank and a smaller header LOx tank used to store landing propellant. But all Starships built to date have header tanks and could be used for the same test.
Ship 26 could exist primarily to demonstrate that a Starship with no flaps or heat shield tiles is aerodynamically stable during launch. However, expending an entire Starship for what amounts to wind tunnel testing would be extravagant.
Preparing for flight
Regardless, Ship 26 is clearly destined for more than the scrapyard. The bullet-like prototype was installed on Suborbital Pad A, which SpaceX has modified for cryogenic proofing and structural testing. While coordinating with Ship 25, which needs to conduct static fire tests, Ship 26 will be pressurized and loaded with liquid nitrogen, liquid oxygen, or both to safely simulate the thermal and mechanical loads it will experience when filled with propellant. The stand is fitted with hydraulic rams that can simultaneously simulate the thrust of six Raptor engines (1380 tons / 3M lbf).
If it passes those tests, SpaceX will presumably return Ship 26 to the Starbase factory for Raptor installation. Strangely, the smooth Starship isn’t alone. It appears that Ship 27 will be more or less identical, with no heat shield or flaps. However, there’s evidence that Ship 27 will have the first working payload bay on a Starship and could be used to deploy full-size Starlink V2 satellites in addition to any other testing SpaceX wants to use it for.
The most exotic (and unlikeliest) explanation for Ship 26 and Ship 27 is that the pair is meant to support SpaceX’s first Starship docking and propellant transfer test. In October 2022, a NASA official indicated that SpaceX’s second Starship test flight would be a “Starship-to-Starship propellant transfer.”
For now, SpaceX’s priority is preparing Ship 24 and Super Heavy Booster 7 for Starship’s first orbital launch attempt, followed by preparing Ship 25 and Booster 9 for the second orbital test flight. Until then, Ship 26 and Ship 27 will likely remain a bit of a mystery.
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
