At the same time as SpaceX is assembling hardware and manufacturing dozens of Raptor engines for Starship’s inaugural orbital test flight, it’s also preparing for what will follow.
Last week, a local photographer captured photos of one of the many dozens of deliveries that arrive at SpaceX’s Boca Chica Starship factory every month – notable this time around because of package labels that reference a “heat shield” and “mini bakery.” In any other case, it would’ve been just another nondescript delivery – likely carrying the latest batch of the ceramic Starship heat shield tiles SpaceX currently manufactures in Cocoa Beach and Cape Canaveral, Florida.
However, as the photographer (@StarshipGazer) that captured the images noted, that Florida Starship heat shield factory just so happens to be colloquially known as “The Bakery” by the SpaceX team that runs it.
As the nickname would suggest, The Bakery is one of two main Florida-based facilities tasked with turning raw materials into the black, hexagonal heat shield tiles that have begun to spread across the exterior of Starship prototypes. The June 7th delivery of a “mini bakery” strongly implies that SpaceX has now begun to build out some limited capacity for heat shield tile production at Boca Chica itself – under the main Starship factory roof, in other words.
While the number of tiles present has only really begun to grow in the last six or so months, SpaceX has been building, testing, and refining Starship’s heat shield technology for more than two years. SpaceX’s custom-built ceramic tiles made their first public appearances in July and August 2019, first launching into orbit on a Cargo Dragon spacecraft and later tagging along on Starhopper’s spectacular 150m (~500 ft) hop a few weeks later. Dragon went on to reenter and splash down in the Pacific Ocean without issue about a month later, effectively marking the first successful orbital reentry of (part of) a Starship heat shield.
With Starship SN8 heralding the arrival of full-size prototype flight tests in the last few months of 2020, SpaceX began to substantially increase the number of tiles installed on Starships, jumping from a handful to hundreds within a few months. Although Starship SN15’s successful May 5th, 2021 launch and landing likely means it will never fly, Starship SN16 was outfitted with more than a thousand tiles (and SN15 flew with almost as many). While those tiles have essentially zero experience acting as a heat shield on Starship prototypes, launching them on suborbital test flights still subjects those heat shield installations to major thermal and mechanical stresses similar to (or worse than) what Starship will need to withstand during launch and after reentry.
Given that at least a few of the ceramic tiles installed on each prototype have invariably shattered at some point during testing, it’s unclear exactly how successful those coupon tests have been. Unlike the Space Shuttle, which also relied almost exclusively on catastrophically fragile ceramic heat shield tiles, Starship’s tiles are mounted directly to its hull and that hull is made out of steel instead of an aluminum frame. In theory, Starship’s structure can thus withstand – and remain functional – at temperatures approaching 800°C (1500°F), whereas the Shuttle’s heat shield had to keep the vehicle’s aluminum structure below ~180°C (360°F).
Of course, Starship has yet to even attempt to survive an orbital-velocity reentry with some 10,000 ceramic heat shield tiles mounted directly to its steel skin. If successful, SpaceX’s ultra-simple design could give Starship massive advantages over the Shuttle, which ultimately proved to be more dangerous than traditional crew capsules and about as expensive as a similarly capable expendable rocket. But Starship’s heat shield has its work cut out for it to prove that the vast spacecraft is truly up to the challenge of orbital reentry and safe, reliable reuse.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Tesla brought its innovative Cybercab robotaxi to the National Federation of the Blind (NFB) Annual Convention in Austin, Texas, on July 3 at the JW Marriott Austin.
The hands-on demonstration highlighted the vehicle’s thoughtful design for blind and visually impaired users, underscoring Tesla’s commitment to inclusive autonomous mobility. Attendees, many using white canes or accompanied by service dogs, experienced the steering-wheel-free Cybercab firsthand.
Cybercab at the National Federation of the Blind’s Annual Convention in Austin for a hands-on experience of its accessibility features for blind or visually impaired customers⁰⁰For example:⁰– Braille lettering on physical controls
– Space for service animals & assistive… pic.twitter.com/8wrJcDHkw7— Tesla Robotaxi (@robotaxi) July 6, 2026
The showcase emphasized practical features tailored to the needs of the blind community. Braille lettering appears on physical controls, including door releases and emergency buttons, allowing users to navigate interfaces independently through touch. Generous interior space accommodates service animals and assistive devices such as canes, guide dogs, or mobility aids without compromising comfort.
Wheelchair-height seating facilitates easier transfers for users with additional mobility challenges. Photos from the event captured blind attendees approaching the vehicle confidently, service dogs relaxing inside, and hands exploring Braille-equipped handles.
Tesla Robotaxi’s official account detailed these elements, noting the Cybercab’s focus on accessibility, especially noting the Braille lettering and additional space for service animals.
How Tesla Will Transform Mobility for the Blind
Autonomous vehicles like the Cybercab promise revolutionary independence for the roughly 2.2 million visually impaired Americans. Traditional barriers—reliance on sighted drivers, costly paratransit, or limited public transit—often restrict spontaneous travel. Tesla Full Self-Driving aims to eliminate the need for a human operator, enabling on-demand, door-to-door rides via simple app hailing with voice guidance.
Users gain freedom to work, socialize, shop, or attend events anytime without scheduling hassles or safety concerns. This reduces isolation, boosts employment opportunities, and enhances quality of life, turning mobility from a dependency into true personal autonomy.
The NFB demonstration not only gathered valuable feedback but also generated excitement about a future where technology levels the playing field. By prioritizing inclusive design, Tesla advances a vision of transportation that serves everyone, potentially reshaping daily life for blind individuals and setting a standard for the autonomous industry.
As Cybercab deployment scales, these accessibility innovations could mark a significant step toward equitable mobility.
Investor's Corner
Tesla challenges startups to score a gig inside its most advanced European factory
Tesla is challenging startups to bring their best battery tech directly to Gigafactory Berlin.
Tesla has issued an open challenge to startups across Europe, inviting them to bring their best battery technology directly to the floor of Gigafactory Berlin. The program, called the JUNI x Tesla Battery Cell Giga Challenge, opened applications this month with a deadline of July 24, 2026, and is targeting startups with solutions that can make battery cell manufacturing faster, cheaper, safer, and more scalable at an industrial level.
The timing of the challenge is directly tied to Tesla’s most aggressive European battery investment yet. On May 12, 2026, Giga Berlin plant manager André Thierig announced a $250 million investment to scale the factory’s annual 4680 cell production capacity from 8 GWh to 18 GWh, more than doubling the previous target set just months earlier in December 2025. Thierig confirmed the expansion on X, saying the investment “will enable 18 GWh of annual 4680 cell production and create more than 1,500 new jobs.” Combined with a previously announced battery investment at the Grunheide site now approaches $1.2 billion.
Today, we announced a $ 250m investment for our Giga Berlin Cell factory. This will enable 18GWh of annual 4680 cell production and create more than 1500 new jobs. Good news during challenging times for the German industry. pic.twitter.com/ou4SWMfWh9
— André Thierig (@AndrThie) May 12, 2026
The challenge is looking specifically for startups with proven solutions across five categories: materials, equipment, operations, automation, and artificial intelligence. Applications are screened directly by Tesla’s cell manufacturing team in Grunheide, and the strongest submissions move through technical discussions, a pitch day in front of Tesla stakeholders, and potentially a paid pilot project with the cell team. Tesla is not looking for ideas at concept stage. The program requires applicants to demonstrate working prototypes, test data, or prior pilots before being considered.
The historical context matters here. Elon Musk first announced plans for what he called the world’s largest battery cell production facility alongside the Giga Berlin car factory back in 2020, targeting up to 250 GWh of annual capacity. Those plans were shelved in 2022 when Tesla shifted its battery investment focus to the United States to take advantage of Inflation Reduction Act incentives. The revival of cell production at Giga Berlin, now backed by over $1 billion in committed capital, represents a return to an ambition that was set aside for three years. As Teslarati has reported, the 4680 format is central to Tesla’s long-term cost reduction strategy across vehicles, energy storage, including the Tesla Semi and Cybercab.
By opening the challenge to outside startups, Tesla is acknowledging that reaching 18 GWh at Grunheide will require technology it does not currently have in-house, and it is willing to pay for the right solutions. For a startup in the battery supply chain, a paid pilot with Tesla’s European cell team is as close to a direct commercial path as the industry offers.
SpaceX’s newest logo confirms everything about what it’s become
Tesla flexes how it will help the blind with Cybercab
