News
SpaceX’s first two Super Heavy boosters making good progress towards test debuts
SpaceX is making good progress on Starship’s first two Super Heavy boosters, both of which could potentially be ready for their first major test campaigns before the end of the year.
On November 19th, some ten weeks after the process began, SpaceX craned Super Heavy B5’s methane (LCH4) tank on top of its oxygen (LOx) tank, marking the end of major structural assembly for the 69m (~225′) tall booster. A team of welders has since been working around the clock to weld the two tanks together and complete a transfer tube that routes methane propellant down through B5’s oxygen tank.
Two days prior, CEO Elon Musk shared a photo of SpaceX’s other Super Heavy booster (B4) which has been slowly progressing towards test readiness for more than three months. It’s unclear why SpaceX has been so sluggish to prepare Super Heavy B4 for testing but with B5 finally approaching the finish line, the company will soon find itself in a position where it will need to decide which booster to proceed with towards the program’s near-term end goal: the first orbital Starship test flight.
Once Booster 5’s two halves are welded together, only a few things will set it and Booster 4 apart. In recent weeks, SpaceX’s slow progress on Super Heavy B4 relented a bit as technicians began closing out the booster’s raceway (a conduit for plumbing, wiring, and avionics) with basic covers. More importantly, SpaceX also began reinstalling Raptor engines and installing heat shielding around those engines for the first time. In the photo Musk published on November 17th, that heat shield is easily visible and there are signs that it will ultimately enclose the entire outer ring of 20 Raptor Boost engines above their nozzles.
Once complete, that shield will theoretically protect each engine’s nest of sensitive plumbing and wiring during static fires; ascent, boostback, and landing burns; and – most importantly – reentry. Unlike Falcon boosters, which always perform a ~30-second, three-engine ‘reentry burn’ to slow down and cushion the blow of reentry heating, SpaceX plans to recover steel Super Heavy boosters without reentry burns. In theory, that should making booster recovery more efficient, allowing another dozen or so tons of propellant to go towards sending Starship to orbit instead of landing.
As of November 17th, SpaceX has reinstalled all 29 Raptor engines on Booster 4, partially finished the outer ring of Raptor heat shields, and set the stage for more heat shielding around its 9 center engines and the gap between those inner and outer Raptors. Shielding the Raptor Center engines in a way that still seals off Super Heavy’s aft will be even more challenging given that all nine need to be able to freely gimbal to vector their thrust, while the outer ring of 20 Raptor Boost (RB) engines are fixed in place. At pace of work established over the last few months, it will likely take SpaceX several more weeks to finish that heat shield and install seven ‘aerocovers’ over racks of sensitive equipment installed around Booster 4’s base.
Super Heavy Booster 5, on the other hand, has taken a slightly different path through assembly. Unlike Booster 4, which first rolled out as little more than a giant steel tank with Raptors half-installed, SpaceX appears to have installed most of Booster 5’s external plumbing, wiring, equipment racks, and maybe even the start of its Raptor heat shield during assembly instead of after. Perhaps as a result, SpaceX has taken more than ten weeks to stack Booster 5 versus 2.5 weeks for Booster 4. But given that Booster 4 still doesn’t appear to be complete some 18 weeks after its assembly began, there’s a chance that Booster 5 will ultimately take 4-6 weeks less to reach initial test readiness.
If SpaceX does complete Super Heavy B5 well ahead of B4’s schedule, it will soon find itself with two test-ready Starship boosters but only one orbital-class stand with which to test them, potentially forcing the company to make some interesting decisions.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
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 app update makes Robotaxi ownership make a lot more sense
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
