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SpaceX sends Starship’s first vacuum Raptor engine to Boca Chica
For the first time, SpaceX has shipped a vacuum-optimized Raptor engine to its Boca Chica, Texas Starship factory days after the company’s present reiterated plans for an inaugural orbital launch attempt as early as July.
Back in March 2021, CEO Elon Musk confirmed that he’d set SpaceX a goal of attempting Starship’s first orbital launch no later than the end of July – around four and a half months distant at the time. Fifteen weeks later, though the prospects of an orbital launch attempt happening in July have practically shrunk to zero, SpaceX COO and President Gwynne Shotwell – best known for acting as a more grounded foil to Musk’s often impractical schedule estimates – reiterated that the company is still “shooting for July” for Starship’s first orbital launch attempt.
As of late June, hitting that target would require SpaceX to string together numerous extraordinary feats of engineering and rocketry in record time or attempt some extremely unorthodox corner-cutting.
The launch pad and launch vehicle hardware needed for Starship’s first space shot are currently far from ready for flight. On June 24th, Musk unexpectedly revealed that the Super Heavy booster prototype SpaceX is now in the late stages of assembly isn’t actually the booster that will carry Starship on its first space launch attempt. In other words, though dozens of rings in various states of work are strewn about SpaceX’s Boca Chica factory, the company has yet to begin assembling the massive 65m (~215 ft) tall booster required for the first orbital launch attempt.
Using Super Heavy Booster 3 (B3) as a ruler, assembly could easily take 9-10 weeks – starting whenever the process actually begins. If SpaceX started stacking Booster 4 today, in other words, it’s unlikely that the rocket would even be complete by the end of August. Barring SpaceX taking unprecedented shortcuts, completing the booster is just part of the process of preparing for flight and B4 would still need to be qualified for flight, likely involving at least one cryogenic proof and static fire test.
In a best-case scenario where SpaceX begins assembly today, manages to halve Booster 4 assembly time in one fell swoop, the sneaks the second Super Heavy ever completed through qualification testing in a single week, the orbital flight test booster still wouldn’t be ready for Starship installation (likely another unprecedented first) before mid-August.
That would then leave SpaceX five or six weeks to fully assemble Starship S20, a process that has yet to begin. Like Starship SN15, which Musk said sported “hundreds of improvements”, Musk has also stated that Ship 20 and all after it will feature another batch of upgrades needed to take Starship orbital. Starship SN15 was very gradually stacked and assembled over the course of almost four months, though that slow assembly can likely be blamed on the fact that SpaceX is busy testing Starships SN8 through SN11 and was effectively waiting to see if any other major changes might be required.
While most of S20’s upgrades are a mystery, the ship’s thrust dome – spotted in work at Boca Chica earlier this month – has already confirmed that the prototype will be the first with the necessary hardware for Raptor Vacuum engine installation. That likely means that S20 will also be the first Starship to attempt to static fire six Raptor engines*, potentially producing more thrust than a Falcon 9 booster. On June 27th, one such vacuum-optimized Raptor (RVac) arrived in Boca Chica for the first time ever, making it clear that the comparatively brand new engine may already be ready to start integrated Starship testing.
*Update: SpaceX CEO Elon Musk says that the Raptor Vacuum delivered to Boca Chica on June 27th is, in fact, meant for Starship S20, seemingly confirming that the prototype will fly with a full six Raptor engines.
Of course, beyond Starship and Super Heavy, SpaceX also has a great deal of work left to get the rocket’s first orbital-class launch facilities partially operational. SpaceX will need to complete and activate at least one or two more custom-built propellant storage tanks, sleeve those three or four tanks with three or four massive thermos-like ‘shells,’ complete thousands of feet of insulated plumbing and wiring, finish a massive ‘launch table,’ install that table on a six-legged ‘launch mount;’ outfit that table and mount with an array of power, avionics, hydraulics, and fueling equipment and plumbing; complete a ~145m (~475 ft) ‘integration tower,’ and perform the first fit checks and shakedown tests with a real booster or Starship.
Only then will SpaceX be able to attempt Starship’s first space launch. All told, it might not be literally impossible for SpaceX to complete all the above work in less than five weeks, but it’s safe to say that the odds of that happening could probably make a lottery ticket blush. Regardless, if Starship reaches orbit at any point before the end of 2021, it would beat out simpler “next-generation” rockets like Ariane 6, ULA’s Vulcan, and Blue Origin’s New Glenn despite beginning concerted development years later and with a far less certain funding situation.
Elon Musk continues to shed more reasons that justify the cancelation of the Tesla Cybertruck, but some of the reasons for the sunset, as well as the process the company is choosing, do not make a lot of sense.
Musk announced last week on X that Tesla would wind down Cybertruck production in mid-2027, a decision that aims to prioritize Cybercab and its importance to the company’s future and passenger transportation as a whole.
But some of what Tesla and Musk are saying does not seem to make much sense. From the process the company is taking with orders to some of the reasoning for the cancelation, the whole situation seems strange.
With that being said: I totally see the merit in prioritizing Cybercab, but I also believe there is room for Cybertruck, a vehicle that has traditionally had low volumes, especially now at its current price point. If it were not for the cancelation, Cybertruck would sell very few units with the recent price adjustments.
Musk Talks Order Rate vs. Production Rate
The first thing that does not make a lot of sense here is the fact that this morning, Musk said that “The Cybertruck order rate far exceeds our production rate. We will try to make as any as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
— Elon Musk (@elonmusk) November 9, 2026
Then why is Tesla STILL accepting orders for the Cybertruck if it already cannot fulfill its order log by mid-2027?
There are so many people ordering Cybertruck that will not receive it. If Tesla already is having trouble seeing how it will build its current orders, why would it allow additional ones?
There are going to be a lot of people who are very upset next June or July, all because they placed an order for a truck that Tesla knew it would not have the time to build. At this point, it seems like a better idea from a customer service standpoint to simply stop accepting orders on a certain date, build those trucks, fulfill those orders, and then close production.
Continuing to accept orders at this point seems wildly strange. If anything, it feels like the $59k Cybertruck orderers will be the ones who get the short end of the stick here, but that’s speculation and just a hunch on my end.
If not Cybertruck, then what?
With only the Model 3 and Model Y available for consumers, meaning the general public, to buy, there is now no utility vehicle in the Tesla lineup, and that is definitely a disappointment.
Ford already washed its hands of the Lightning, which means the Rivian R1T will likely be the best-selling EV pickup on the market, dueling with the GMC Hummer Pickup, Chevy Silverado EV, and the GMC Sierra EV. There are several pickups that are set to hit the market soon, like the Slate EV Truck, and Ford’s new EV pickup, the Fathom.
Tesla could provide some some transparency on what it is planning to do with a future pickup or utility design. Musk said in the past that something much cooler than a minivan will be built. Cries for a full-size SUV have been heard by Tesla, but the company seems to adamant on prioritizing ridesharing vehicles instead of vehicles people want for work, climate, or hobbies.
Some clarity here, past the point of “Tesla is still going to build cars” would be nice. Even a simple, “Yes” response from all the people asking if Tesla will build something larger would be more than enough. We don’t need all the details now, but something would be nice.
Closing Thoughts
More than anything, it is important to note that I do believe Tesla is making a tough decision and one that, from a business standpoint, does make sense. However, I also believe that there is room for the Cybertruck in Tesla’s lineup.
One thing I think it’s worth mentioning is Tesla is not that much different from many companies. They do things that are better for the business that will surely upset consumers. The difference is very few companies have a following like Tesla, so when these things happen, they feel very personal.
Add in the fact that Cybertruck has truly become a symbol of Tesla, and people are even more upset about it.
It will all get figured out, but it’s still very confusing when we step back and take a look at the bigger picture.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.
Elon Musk
Elon Musk spotlights the Starlink rescue that got through where no cell tower could
Elon Musk spotlighted how Starlink helped rescuers reach five people stranded in Kazakhstan’s snowy mountains.
Elon Musk put a spotlight on a mountain rescue in eastern Kazakhstan on Sunday, writing “Starlink saves lives” in response to a post describing how SpaceX’s satellite internet helped five stranded people reach emergency crews.
The post from DogeDesigner, which had been viewed more than 500,000 times by Sunday afternoon, said the group’s SUV broke down about 15 kilometers from the village of Kystau Kurchum in an area with no usable mobile network. Starlink carried their call for help and kept them in contact with rescuers, who used the connection to locate them.
The rescue itself took place in October. Local outlet YK.kz reported on October 22 that Kazakhstan’s Ministry of Emergency Situations responded to the breakdown in the Kurchum district of East Kazakhstan region and noted that the group stayed in touch through Starlink. Rescuers covered roughly 100 kilometers in a Trekol, a low pressure tire vehicle built for snow and marshland, then escorted the disabled SUV back to Kystau Kurchum. Nobody needed medical attention.
Starlink saves lives
— Elon Musk (@elonmusk) November 8, 2026
Conditions in the region were rough at the time. Kazakh broadcaster Channel 7 identified the five as hunters caught in a snow trap and said satellite communication allowed rescuers to pinpoint where they were. A spokesperson for the East Kazakhstan emergency department said a storm warning was in effect and urged residents not to leave populated areas unless necessary. The same weather stranded seven utility workers repairing power lines in the nearby Kuygan rural district, according to Tengrinews.
Kazakhstan has been one of Starlink’s more notable markets in Central Asia. Teslarati reported in 2024 that Starlink was serving 1,731 of the country’s 1,879 schools, with the country’s Education Minister saying it had set a new standard for internet service in schools.
Rescue stories like this one have followed Starlink for years, usually in places where ground networks fail or never existed in the first place. Then Florida CFO Jimmy Patronis called Starlink a “game changer” for search and rescue crews during Hurricane Milton, and SpaceX and T-Mobile switched on Starlink Direct to Cell in North Carolina to push emergency alerts to phones after Hurricane Helene.
The next target is dead zones for people who do not carry a dish at all. SpaceX is building out Starlink Mobile and earlier this week selected Qualcomm to supply core infrastructure for a planned terrestrial 5G network in the United States, which it intends to pair with its next generation satellite constellation.
Sunday’s post is at least the third time Musk has written “Starlink saves lives” on X this week, following identical posts on November 5 and November 7.
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
