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[Update: fully stacked] SpaceX speeds up work on Starship with “hundreds” of upgrades
Update: Less than 24 hours after publishing, SpaceX began installing Starship SN15’s nose section, stacking the significantly upgraded rocket to its full 50m (~165 ft) height.
Excluding the installation of a few minor ‘aerocover’ surfaces used to smooth out the interface between Starship’s hull and four flaps, SN15 will effectively be complete and ready to roll to the launch pad as soon as its nose and tank sections have been welded together. Historically, for SN8-SN11, that process – including visual and radiographic (x-ray) inspections for quality assurance – has taken as few as one or two days, meaning that SN15 could technically be ready to roll out as early as Monday, April 4th.
Of note, SpaceX has already scheduled a road closure from 7am to noon CDT (UTC-5) on Monday – likely to transport a crane to the pad but potentially enough to get both a crane and SN15 to the launch site. Simultaneously, an upgraded or modified hydraulic ram – used to simulate the thrust of three Raptors – was already moved to the pad and installed on one of two suborbital launch mounts on Saturday, April 3rd, meaning that the pad will likely be ready for SN15’s installation tomorrow.
If SpaceX manages to complete both transport tasks on Monday, odds are very good that SN15 will be able to get through one or several qualification tests – including an ambient-temperature pressure test, cryogenic proof, wet dress rehearsal, and static fire – by the end of the week. Stay tuned for updates!
Beginning almost immediately after Starship SN11’s midair explosion earlier this week, SpaceX has accelerated work on a new Starship prototype upgraded with “hundreds of improvements.”
In November 2020, Musk first revealed plans to implement “major [Starship] upgrades” as early as prototype SN15, though the improvements involved in the first apparent Starship ‘block’ change were never detailed. On 30 March 2021, the same day as Starship SN11’s foggy, ill-fated launch debut, Musk confirmed that the SN15+ block upgrade would feature “hundreds of design improvements [to] structures, avionics, software, and [Raptor engines].”
Around the same time, after more than two months of little to not visible activity, work on Starship SN15 rapidly restarted in an apparent bid to achieve Musk’s stated goal of rolling the rocket to the launch pad “in a few days.”
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Possibly due to a significant shift in focus from Starship mass-production to the construction of Boca Chica’s first orbital-class launch pad and flight tests of prototypes SN8 through SN11, Starship SN15 has been in the stacking and assembly phase since the turn of the new year. About a month ago, in early March, the rocket’s tank section was stacked to its full height and has been making slow progress in the weeks since – clearly not a pressing priority.
The day after SN11 exploded, SpaceX stacked the last two pieces of Starship SN11’s nose and joined their plumbing and avionics runs, more or less completing the upper third of the prototype. Both nosecone flaps were installed a few days prior. On the same day, March 31st, SpaceX rolled Starship SN15’s tank section (the bottom two-thirds of the rocket) out of Boca Chica’s ‘mid bay’ assembly building and installed both after flaps before moving the vehicle into the ‘high bay.’
With those steps complete, Starship SN15 should be just a few days away from nose installation, at which point it will need just a few more days of work before SpaceX will be ready to install the rocket on a transporter and roll it to the launch pad. It’s not implausible that that move will happen as early as next week, perhaps even leaving enough time for an acceptance test or two before the weekend.
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?'”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
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.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
