News
SpaceX execs bullish on BFR as Mars rocket test facilities expand in Texas [photos]
Aerial observations of SpaceX’s McGregor, Texas testing facilities on April 17 revealed an unusually frenetic level of construction and expansion centered around Raptor – the rocket engine intended to power BFR and SpaceX to Mars – and a new test-stand, the purpose of which is currently unknown.
With a minimum of 1200 seconds of hot-fires under its belt, SpaceX’s Raptor propulsion program is likely rapidly approaching the end of what is best described as the experimental phase of testing. While this has not been communicated by SpaceX, it is a logical conclusion following several recent developments. Namely the true beginning of BFR test article fabrication and an impressively bullish level of commitment and confidence in the fully reusable launch system demonstrated in the last few months alone by CEO Elon Musk and President/COO Gwynne Shotwell. While Musk is infamous both within and beyond his companies for painfully impractical development timelines, he demonstrated some level of growing consciousness of that fallibility at 2018’s SXSW, stating that he was working on recalibrating his expectations. Without taking a breath, he reiterated his anticipation for short hop tests of the first full-scale spaceship prototype in the first half of 2019.

SpaceX’s three-bay Raptor test stand as of April 17. The middle bay is currently home to the subscale Raptor test program. (Aero Photo)
While anyone familiar with Musk’s timeline antics may roll their eyes and laugh, far more shocking was Shotwell’s sudden pivot towards a new sense of optimism for the BFR program. At Satellite Conference 2018, the typically reserved and pragmatic executive confirmed beyond any doubt that she had become aggressively bullish on the Mars rocket, stating that she believed the spaceship would be ready for suborbital testing in 2019, while the booster-spaceship system could potentially reach orbit by 2020. Musk and Shotwell’s suggestion that BFR’s first suborbital testing – akin to an extreme version of SpaceX’s Grasshopper and F9R programs – is expected to begin in 2019 meshes well with a recent explosion of activity at Port of San Pedro in Los Angeles, CA, thanks to a combination of land acquisition, successful bureaucracy-wrangling, and the first hints of construction and BFR production. It’s highly unlikely that SpaceX would have chosen to temporarily move BFR prototyping into a giant tent on abandoned dock space rather than waiting for port and city approvals for their permanent port factory if they were not keen on moving full speed ahead with the fully reusable launch vehicle’s development.
SpaceX has completed over 1,200 seconds of firing across 42 main Raptor engine tests. pic.twitter.com/EhxbPjd8Cj
— SpaceX (@SpaceX) September 29, 2017
SpaceX’s Director of Real-Estate Bruce McHugh was less confident when he spoke before Port of San Pedro’s board of commissioners on April 19, although all in attendance expressed a huge amount of excitement at the increasingly likely prospects of a huge SpaceX rocket factory materializing in their neighborhood. Local contractors, economic development representatives, and many other community members were eager for the approval and permitting process to finish up, after which SpaceX is characteristically likely to begin demolition and construction in earnest at Berth 240, the prospective site for the company’s first dedicated BFR factory.
Early phases of in-house BFR structures prototyping is taking shape behind the flaps of a custom-ordered temporary tent, something like 60m long, 30m wide, and ~15m tall at the highest point – half an acre of eccentric but functional space for Mars rocket R&D, in other words. The primary benefit of these facilities’ dock-side locations is the minimization of the transportation hell that SpaceX would have had to suffer through to transport 9m-diameter rocket hardware through downtown Los Angeles – feats that would cost as much as $2.5 million one way each time components had to be moved from the Hawthorne factory to the Port of LA, where it would be finally shipped to Texas or Florida.
- SpaceX’s first major BFR and BFS fabrication tooling, likely being stored temporarily in a tent at Port of San Pedro. Note the tent framework at the top. (Elon Musk)
- Just a casual line of car-sized steel segments hanging around outside the BFR tent. (Pauline Acalin)
- It’s understood that SpaceX will eventually move this work to Berth 240 once more permanent facilities are constructed. (Pauline Acalin)
- SpaceX’s BFR tent and mandrel, caught on April 14th. (Pauline Acalin)
Speaking at a private talk given to MIT campus members in October 2017, attendees reported that Shotwell stated that although “[BFR’s] composite tanks [would] be a challenge [for SpaceX],” the company was already working on maturing the technologies required, and also noted that SpaceX was “building a larger [version of] Raptor right now.” Half a year later, outsiders have heard nothing of any additional carbon composite propellant tank testing at the new 9m diameter, but the existence of custom-ordered (i.e. very expensive and specialized) composite fabrication tooling of the same diameter as BFR effectively guarantees that SpaceX has settled upon and is confident in its approach to manufacturing the massive composite tankage and structures. Along with a similar line of thought, expensive tooling with a fixed diameter also indicates – albeit with less certainty – that the vehicle’s Raptor propulsion system is not expected to change significantly as BFR marches closer to suborbital and orbital testing. Raptor, in other words, is probably considerably more mature than SpaceX’s composite tankage expertise, itself fairly advanced given the mandrel and additional fabrication tooling already present at Port of San Pedro.
And yet, Shotwell’s most telling display of confidence occurred just a handful of days ago at the TED2018 conference. In a lengthy and fairly well-orchestrated interview with the session’s host Chris Anderson, Shotwell repeatedly and happily made comments indicating that she has become extremely bullish on BFR and BFS in the last several months. In her opinion, BFR (and point-to-point Earth transport) will be deployed “within a decade, for sure.” Prices would nominally be “between business and economy,” or a few thousand dollars per person. Speaking on the trip from Earth to Mars, she estimated a three-month journey with BFR Block 1, “but [SpaceX is] gonna try to do it faster.” She further confirmed that SpaceX intends to build much larger BFRs, meshing with Elon’s suggestions that 2016’s ITS concept is now perceived internally as a sort of BFR Block 2. Perhaps most importantly, she qualified her timeline estimates as “Gwynne-time” when Anderson jokingly deadpanned about the infamous Elon-time. Overall, Shotwell came across as more bullish than she has ever been before on BFR’s development and future prospects, including both point-to-point transport on Earth and crewed missions to the surface of Mars – both of which she expected to begin “within a decade, for sure.” Smirking, she quipped that she was “sure Elon would want us to go faster.”
- BFR heads to orbit in an updated overview of the Mars rocket. (SpaceX)
- Note the 2017/early-2018 variant’s single delta-wing and extendable leg pods (silver). (SpaceX)
- According to Hans Koenigsmann, this vision may actually be incompatible if NASA and the US government are given too much control. (SpaceX)
Not one to end on a quiet note, the typically pragmatic executive finished by describing how she believed that spreading human presence throughout the Sol System was only “the first step [towards] moving to other solar systems and potentially other galaxies; I think this is the only time I ever out-vision Elon.” Interstellar travel and faster-than-light propulsion aspirations aside, Shotwell’s comments mark a fairly incredible shift in attitude toward SpaceX’s far loftier ambitions. Musk seems to be working to recalibrate his timelines to be less naive at the same time as Shotwell’s confidence is steadily growing – the two executives, in other words, appear to be rapidly converging upon a middle ground of pragmatic optimism (that or Musk-time is contagious!).
- Raptor’s McGregor, TX engine test bays are seen here in April 2018. A subscale Raptor prototype is visible in the center bay. (Aero Photo/Teslarati)
- A new rocket test-stand takes shape at SpaceX’s McGregor, TX facilities. As of just a few months ago, this site was effectively barren of activity. (April 17, Aero Photo)
- SpaceX’s Merlin 1D (Vacuum and Sea Level) tests stands, as well as a bay for upper stage static fires. (April 17, 2018 – Aero Photo)
As shown above, the level of construction activity at SpaceX’s Texas testing facilities is fairly impressive and could perhaps be seen as evidence that both Musk and Shotwell are speaking from a place of something approaching pragmatism. While the purpose of the new stand (center) is not yet clear, several aspects indicate that it is unlikely to be more mundane. First, the massive water tower (one that did not exist just a month or two ago, might I add) dwarfs anything found at individual engine or upper stage test stands at the SpaceX facility. It’s possible that the existence of the flame trench alone necessitates the inclusion of such a large water suppression system for damage prevention, but the presence of the blue steel skeleton of a new flame bucket (operational iterations shown on the right) suggests otherwise. For example, the Merlin stands have no such water suppression system: they do use water suppression to avoid damaging the ground systems or the engines themselves, but that water is stored in a large ground-level tank. A tower, however, indicates that SpaceX wants much higher water pressures and flow rates to be available at the new stand, a requirement for significantly more powerful tests akin to SpaceX’s full-up Falcon 9 (and Heavy) test stand – the water towers at the S1 stand and this new stand appear to be identical in size.
In other words, it’s more probable than not that this new stand is being built to support either booster static fires or much larger tests of BFR hardware (perhaps multiple Raptors at once, akin to SpaceX’s very early tests of Falcon 9’s nine Merlins). It could, of course, be used for many different tasks, but only time will tell. Given the sheer level of physical progress made in the BFR program and the swelling confidence of Musk and Shotwell, I certainly know where I’d hedge my bets.
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Elon Musk
Tesla extends Cybertruck production as Musk concedes ‘sentimentality’
Tesla CEO Elon Musk announced that the company will extend Cybertruck production slightly to handle its extensive order backlog.
On Wednesday, Musk announced that “In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027.”
In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027
— Elon Musk (@elonmusk) November 11, 2026
Tesla has already attempted to simplify its last months of production for the Cybertruck by eliminating several trim levels and only offering the Cyberbeast, the most expensive trim that starts at $109,990. The other two trim levels, the Cybertruck All-Wheel-Drive and Premium All-Wheel-Drive have both been discontinued.
There has been plenty of backlash against Tesla’s decision to ax the Cybertruck, but the company’s forecast prioritizes Cybercab and autonomy. Factory space at Gigafactory Texas that is not necessary is now being set aside for the Cybercab as the company truly embraces its “transportation-as-a-service” model.
There is still a slim chance the Cybertruck survives. Last evening, Tesla upfitter Unplugged Performance offered to take the Cybertruck line off of Tesla’s hands and continue building it, along with a CyberSUV.
Nevertheless, Tesla seems to be ending the Cybertruck on its terms after what will be a three-and-a-half-year run. It still does not really feel quite real; I think many of us thought the Cybertruck would be around for years to come.
Musk added more detail, stating that while it was not the smartest move, “there must be some room in this world for sentimentality or what’s the point?”
This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?
— Elon Musk (@elonmusk) November 11, 2026
Other EV pickups on the market have experienced a similar fate.
The Ford F-150 Lightning was axed by the Detroit company due to the continued losses the company took from sales. That truck was never profitable, and Ford is still taking a quarterly loss in its EV side. However, things are moving along as it has plans for a mass market EV pickup, which will likely gather some substantial demand if Ford can get it just right.
Perhaps another extension or even a total change of heart might come. Only Musk knows.
News
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.









