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SpaceX Starship factory overflowing with new and flight-proven rockets
After a relatively relaxed period of production and testing, SpaceX’s South Texas Starship factory is practically overflowing with new and flight-proven ships as the company prepares for the rocket’s next major tests.
Even before the one-off Starship Mk1 prototype failed a pressure test late last year, SpaceX was in the process of upgrading its Boca Chica production facilities and refining the ship’s design and manufacturing processes. Starship SN1, the first prototype built as part of that upgrade, rolled to the launch pad on February 25th, 2020, followed by Starship SN2 (turned into a test tank) just a week or so later. Starship SN3 and SN4 would both follow in early and late April, ultimately ending with the latter prototype’s spectacularly violent demise in late May.
Over the remaining three or so months, the pace of testing has slowed a bit as SpaceX’s Starship development program enters the full-scale flight testing phase. Starship SN5 began testing on July 1st, followed by SN6 around six weeks later. Both prototypes successfully hopped just 30 days apart. Now, although SpaceX still plans to hop SN5 a second time and may hop SN6 twice, too, the Starship program’s focus has shifted to high-altitude, high-velocity flight tests and the adoption of a new steel alloy.
Presumably in anticipation of a learning curve as that new steel alloy begins to be tested at full-scale for the first times, SpaceX is churning out Starship prototypes at an unprecedented pace. Intriguingly, that production ramp is hinged upon the assumption that a 304L-class steel alloy (compared to the 301 stainless steel used to build SN1 through SN6) will be as good or better than 301 steel in every significant way.
Currently, that assumption isn’t entirely baseless but is still built upon the success of Starship SN7, SpaceX’s first 304L test tank. SpaceX never confirmed its results but it’s believed that that test tank – more of a material demonstrator than an actual structural Starship prototype – surpassed all previous pressure records before it burst in June.
Given that SN7 performed quite well, it’s at least a bit less surprising that SpaceX is hinging months of work and at least four full-scale Starship prototypes on an otherwise unproven steel alloy. The next big test for 304L Starships will be a second test tank known as SN7.1. Rolled to the test site on September 7th, essentially as soon as Starship SN6 was safed and returned to the factory after its hop debut, SN7.1 is significantly more complex than its sibling and will test a ~304L Raptor mount (thrust puck) and skirt section. The forces and general conditions those new parts will be subjected to are substantially different than most of what SN7 was subjected to, meaning that there is a chance that 304L steel is less optimal in different scenarios.
With any luck, SN7.1’s test campaign – scheduled to begin as early as 9pm CDT (UTC-5), September 10th (today) – will be a flawless success, proving that SpaceX’s new steel alloy is universally superior to 301 for Starship-related applications. If that’s the case, Starship SN8 – the first full new-alloy prototype – will likely be fully outfitted with a nosecone and header tanks before beginning acceptance testing.
Eventually, if SN7.1 aces its tests and SN8 performs well during preflight preparations, Starship SN8 could become the first prototype to launch with a full nose, header tanks, and flaps, as well as the first to fly with three Raptor engines. If Starship SN8 fails for any reason or is damaged during testing, though, it appears that SpaceX will have no shortage of ships built out of the same new steel alloy to choose from.
In just the last ten days, labeled parts and rings for Starships SN9, SN10, and SN11 have all been spotted, implying that SpaceX is concurrently building at least four new Starships. Notably, both Starships SN9 and SN11 already appear to have some of the studs needed for heat shield tile installation affixed to sections of their steel hulls. Based on the sheer number of steel ring stacks spotted over the last week, it’s also safe to assume that SN9’s tank section (and possibly SN10’s, too) is largely prefabricated.
Assuming two of the in-work nosecones are ultimately meant for flight, SpaceX may already have enough hardware on hand to fully assemble two Starships (presumably SN8 and SN9) – including nosecones, header tanks, nose rings, and flaps. It’s safe to say that if SN7.1 achieves its goals, preparations for the first triple Raptor hop, 20 km (~12 mi) test flight, and skydiver-style landing attempt could come together incredibly quickly.
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Tesla has apparently revised the policy it previously had listed for Full Self-Driving transfers on the newest All-Wheel-Drive Cybertruck that the company had sold for a steal price of just $59,000 earlier this year.
After initially stating that customers who bought the pickup would be able to transfer FSD purchases, Tesla recently changed the language in those terms and conditions to reflect that this would no longer be the case.
Tesla launches new Cybertruck trim with more features than ever for a low price
The adjustment in terminology has caused a handful of orderers to cancel their reservations due to the loss of FSD transfer:
Just cancelled my 59k CT order today. My screenshot from that day of order (feb 20th) clearly shows that it would be eligible.
Terms were retroactively modified. Our 2020 Y and 2023 S are just fine for now. pic.twitter.com/D9PFnId1B4
— Ryan Scanlan 👥 (@Xenius) June 8, 2026
Tesla said orders for the new Cybertruck AWD must be placed by March 31, 2026, to qualify for the FSD transfer. The language in the document from earlier this year explicitly states that they “may qualify” for the transfer program, but the date of March 31 is explicitly mentioned.
Additionally, Tesla Delivery Advisors reached out to some orderers of the AWD Cybertruck, who were told there was “an update to the eligibility of the Full Self-Driving (Supervised) transfer.” Tesla stated they could:
- proceed without the transfer,
- upgrade to a Premium or Cyberbeast trim and request an FSD Transfer
- cancel the order and be refunded the $250 order fee.
Tesla turning around and changing these terms will undoubtedly result in a handful of cancellations on the part of those who have placed an order for this truck. They could pay $99 per month for an FSD subscription, which is now the only option available, but having purchased the suite outright on another vehicle and being told the transfer policy would be upheld, only to have it cancelled, is a tough pill to swallow.
These moves were also made by Tesla just before deliveries were set to begin on the Cybertruck AWD configuration. Reservation holders have started receiving VINs for their trucks, and Tesla is preparing to hand over the first units.
It’s a disappointing move from Tesla that will undoubtedly make some of its fans who have bought the truck frustrated.
In the world of autonomous ride-hailing, there are only a handful of names. Among those few companies lies a strategy play by each to keep the opposition on their toes. Tesla, on the other hand, already tipped its hand at where it is headed next.
Tesla has signaled its next major push in the autonomous ride-hailing market by filing for an Autonomous Vehicle Network Company permit in Nevada (Docket 26-05015). Through Tesla Robotaxi, LLC, the company seeks approval to operate up to 5,000 robotaxis in Clark County, including high-traffic areas like Las Vegas and Henderson airports, within the first 12 months of launch.
This filing builds on Tesla’s earlier testing approvals from the Nevada DMV in September 2025 and preparations such as maintenance hubs in the Las Vegas area. Nevada represents a strategic expansion into a major tourist destination, where high visitor volumes could drive strong utilization and showcase the reliability of unsupervised autonomy to a broad audience.
We’d have to assume this means Tesla is targeting Las Vegas, and it’s a great move from a business perspective.
Vegas is such a melting pot of people from all around the country and the world. It will expose people from all corners of the globe to Tesla’s autonomy capabilities https://t.co/Qz3fQmhULF pic.twitter.com/Du5pj2RyWC
— TESLARATI (@Teslarati) June 6, 2026
Approval would mark a significant step toward commercial operations in a new state, following progress in Texas.
Tesla’s shareholder decks and earnings calls have clearly outlined these ambitions. In the Q4 2025 shareholder deck, the company listed planned Robotaxi coverage for the first half of 2026, explicitly naming Las Vegas alongside Phoenix, Miami, Orlando, and Tampa, with Dallas and Houston already advancing. Austin was noted as “ramping unsupervised,” while the Bay Area remained in safety-driver mode.
By Q1 2026, the deck updated statuses to reflect launches in Dallas and Houston, with “preparations underway” for the remaining cities, including Las Vegas. Paid Robotaxi miles nearly doubled sequentially in Q1, underscoring momentum even as broader timelines adjusted slightly for regulatory and operational readiness.
On earnings calls, CEO Elon Musk and executives have emphasized a phased rollout prioritizing safety. Unsupervised operations in Texas have shown strong results with no reported accidents or injuries in the program. Tesla continues groundwork in additional major U.S. metros through testing and permitting, positioning it to scale quickly once approvals clear.
This Nevada move aligns with Tesla’s vision of transforming from an EV maker into an AI and robotics leader. The forthcoming Cybercab, which started production at Giga Texas in April, is expected to eventually dominate the fleet, replacing many Model Y vehicles and driving down costs to enable affordable rides.
For investors and the industry, this signals Tesla’s intent to dominate key Sun Belt and tourist markets where weather, regulations, and demand favor rapid scaling. Success in Las Vegas could validate the model for denser urban and high-tourism environments, accelerating the shift toward a future where robotaxis generate meaningful revenue.
Las Vegas will also expand knowledge among the general public at Tesla’s capabilities, helping people experience driverless ride-hailing from several companies during their time on The Strip.
Investor's Corner
Tesla just did something in South Korea that no foreign carmaker has ever done
Tesla’s Model Y just became South Korea’s best-selling car, beating every domestic model in May.
Tesla did something last month that no foreign car has ever done in South Korea by outselling every vehicle in the country, domestic or imported, finishing the month with Model Y as the single best-selling car across the entire Korean market. According to data from the Korea Automobile Importers and Distributors Association released on June 4, the Model Y recorded 8,762 units sold in May, pushing the Kia Sorento into second place at 7,836 units and the Hyundai Grandeur into third at 5,183 units. It is the first time an imported vehicle has outsold every domestic model on a single-month basis.
Tesla imported 10,866 cars into South Korea in May, making it the top import brand for the fourth consecutive month. BMW followed at 6,555 units, less than two-thirds of Tesla’s total, while BYD registered just 1,032 units. The combined domestic sales of GM Korea, Renault Korea, and KG Mobility last month totaled just 7,019 units, meaning a single Tesla model outsold three Korean automakers combined.
Tesla FSD earns high praise in South Korea’s real-world autonomous driving test
South Korea has historically been one of the hardest markets for foreign automakers to crack. Hyundai and Kia together control close to 70% of the overall market and carry deep consumer loyalty built over decades. Tesla’s path into this market was an uphill battle due to high import duties, limited service infrastructure, and early skepticism about charging networks. In 2024, the Model Y was the best-selling imported car in South Korea with 18,717 units for the full year. By 2025, after the Juniper refresh, it cleared 50,000 units and took the top spot among all EVs.
Year to date, Tesla has a 250.8% increase in the country over the same period last year, and now holds a 30.8% share of the entire imported car segment for 2026. EVs as a category represented 48.6% of all imported passenger car registrations in May. As Teslarati has reported, the Juniper refresh brought meaningful improvements to range, interior quality, and ride refinement that addressed the most common criticisms of earlier Model Y versions. Those upgrades appear to be resonating in markets like South Korea where buyers compare Tesla directly against high end domestic competitors.
Tesla revises FSD transfer policy on new Cybertruck trim, causing cancellations
Tesla tipped its hand at where Robotaxi is heading next
