SpaceX
SpaceX’s Starship reaches new heights as Elon Musk teases Q1 2019 hop tests
In a burst of activity that should probably be expected at this point but still feels like a complete surprise, SpaceX technicians took a major step towards completing the first Starship hopper prototype by combining the last two remaining sections (aft and nose) scarcely six weeks after assembly began.
SpaceX CEO Elon Musk also took to Twitter late last week to offer additional details and post what appears to be the first official render of Starship’s hopper prototype, which is now closer than ever before to looking like the real deal thanks to the incredible drive of the company’s southernmost employees. With the massive rocket’s rough aeroshell and structure now more or less finalized, Musk’s targeted February/March hop test debut remains ambitious to the extreme but is now arguably far from impossible.
A quiet day as #SpaceX workers were having lunch and enjoying a well deserved break under the shadows of their creation. The wings/legs of the vehicle are getting an aesthetic touch up. 😍🚀 #Starshiphopper #ElonMusk #RGV pic.twitter.com/Y0zNGUNily
— Austin Barnard🚀 (@austinbarnard45) January 7, 2019
Where there was literally just a tent and some construction equipment barely eight weeks ago, SpaceX’s Boca Chica facilities now sport one of the most bizarre developments in recent aerospace history — a vast, ~30 ft (9m) diameter rocket being built en plein air out of tubes and sheets of common steel. At the current pace of work, 24 hours is often enough for wholly unexpected developments to appear, and this Starship hopper (Starhopper) is beginning to look more and more like its concept art as each day passes.
Aside from a few well-earned slow days last weekend, SpaceX technicians, engineers, and contractors have spent the last week or so shaping Starhopper into a form more reminiscent of the conceptual render (clearly hand-painted) Musk posted on Saturday. This primarily involved stacking a tall conical nose section atop a separate cylindrical body section, followed by gradually cladding both the aft section’s legs and barrel in sheets of stainless steel, presumably intended to improve both its aesthetic and aerodynamic characteristics.
Starship test vehicle under assembly will look similar to this illustration when finished. Operational Starships would obv have windows, etc. pic.twitter.com/D8AJ01mjyR
— Elon Musk (@elonmusk) January 5, 2019
SpaceX's Big Falcon Hopper/Starship Hopper at Boca Chica now has the three sections mated:#Shiny
Photo from NSF's BocaChicaGal:https://t.co/4RG5vZW4rN pic.twitter.com/Sd6W0Jepro
— NSF – NASASpaceflight.com (@NASASpaceflight) January 8, 2019
Notably, technicians have installed two out of three (?) aerodynamic shrouds at the top of each steel tube leg, bringing Starhopper’s appearance even closer to the smooth and polished aesthetic of its conceptual sibling.
Starhopper’s hopped-up hop test ETA
Musk later replied to a question related to Starhopper’s near-term schedule and stated that the nominal target for its first flight test was – almost unfathomably – four weeks away, although he admitted in the same response that that would probably translate into eight weeks due to “unforeseen issues”, placing the actual launch target sometime between February and March 2019. Just to reiterate, the site Starhopper is currently located on was quite literally empty – aside from the temporary tent – in late November 2018, barely more than six weeks ago.
Another great and beautiful day at #spacex today and progress is being made. I hope you all enjoy them, and have an amazing day.😃❤️🚀📸 pic.twitter.com/A9ukmdbgZI
— Austin Barnard🚀 (@austinbarnard45) January 5, 2019
To plan to go from a blank slate to actual integrated flight tests of a rocket – no matter how low-fidelity – that is 9m (~30 ft) in diameter, at least 40m (~130 ft) tall, could weigh as much as 500 tons (1.1M lbs), and may produce ~600 tons (~1.35M lb/f) of thrust at liftoff is extraordinarily ambitious even for SpaceX. At the end of the day, significant delays to Musk’s truly wild timeline are very likely, but it seems entirely possible at this point that Starhopper really could begin its first hop tests in the first half of 2019, kicking off a test program currently aiming for flights as high as 5 km (3.1 mi) and as long as 6 minutes.
A whole range of things will have to go perfectly right for a timeline as ambitious as this to be realized, including but not limited to successfully acceptance-testing three brand new and recently-redesigned Raptor engines, the completion of Starhopper’s unfamiliar structures, propellant tankage, plumbing, and avionics, and the completion of a rough launch and landing pad and integration facilities, if needed. Aside from those big ticket items, many dozens of other smaller but no less critical tasks will have to be completed with minimal to no unforeseen hurdles if hop tests are to begin just a few months from now.
And follow up from NSF member "bocachicagal"
Mating complete! 🙂 pic.twitter.com/LbR0PKENII
— NSF – NASASpaceflight.com (@NASASpaceflight) January 4, 2019
Regardless, SpaceX has pulled off miraculous tasks much like this in its past, and the possibility that the company’s brilliant, dedicated, and admittedly overworked employees will do so again should not be discounted.
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News
SpaceX’s Starfall just went from secret to storefront
SpaceX now pitches Starfall missions with 1,000 kg payloads, weeks of microgravity, and Starlink connectivity.
SpaceX has put up a dedicated commercial page for Starfall, its disk shaped reentry capsule, laying out for the first time what customers actually get when they book a flight. The page, live at spacex.com/starfall, pitches “affordable, routine access to microgravity” and invites companies to get in touch about flying manufacturing, research or testing payloads.
The specs are short and specific. Each Starfall mission carries up to 1,000 kg of payload, supplies 1 kW of power and connects through an Ethernet interface. Mission length is tailored to the customer, and the payload stays online the entire time through Starlink, which means researchers can pull data from an experiment while it is still in orbit instead of waiting for splashdown.
SpaceX is launching a secret spacecraft that could change how things are made in space
SpaceX is aiming the service at three markets. Biomedical customers are told they can grow stem cell organoids, replacement tissue and layered biomaterials. Pharmaceutical companies are pitched on protein and small molecule drug crystals, which form smaller and more uniform shapes without gravity driven convection. Materials science rounds out the list, with semiconductors and other next generation materials grown in vacuum and microgravity.
The page also makes clear which rocket SpaceX is counting on. “By launching on Starship, Starfall brings a reliable and scalable cadence previously unavailable to the market,” the company wrote, contrasting weeks of continuous microgravity with the seconds offered by drop towers and parabolic flights. No price or first operational flight date is listed.
The commercial push is a sharp turn from how Starfall started. SpaceX said almost nothing about the capsule ahead of its first flight in June, and nearly everything known came from FAA and FCC filings describing a disk about 10.2 feet wide and 2.5 feet tall that can return 2,200 pounds of cargo. By its second flight on the Bandwagon-5 rideshare in October, Starfall was listed by name on the mission page, though SpaceX still did not say what it carried.
Customers appear to be lining up. SpaceX said in its third quarter results that it signed three commercial Starfall missions during the quarter. On the earnings call, President Gwynne Shotwell described the capsule as providing “routine relatively low cost access to microgravity environments for scientific research, including improving our understanding of diseases like cancer and diabetes,” and said the three new missions would fly on Starship.
The branding effort extends past the website. SpaceX added a Starfall T-shirt to its online store on Monday as part of a batch of new merchandise, giving the program a place next to Starship, Starlink and Starshield in the company’s lineup.
The move also puts SpaceX in more direct competition with companies it launches. Varda Space Industries, which has built much of the in-space manufacturing market so far, flew its W-Series 7 capsule on the same Bandwagon-5 mission as Starfall in October. Varda’s capsules are roughly three times smaller than Starfall, and SpaceX controls the ride to orbit for both.
Starfall’s near term cadence depends on Starship. SpaceX is preparing for Flight 15 after completing static fires of Ship 42 and its Super Heavy booster in late October, and is aiming to catch both stages with the launch tower on that flight.
Elon Musk
Grok Bot users hit with weekly limits early, Elon Musk explains what happened
Elon Musk said weeks ago during SpaceX’s third-quarter earnings call that the company’s Grok Bot, its autonomous AI Agent platform, was showing “the fastest growth of a product” that he’d ever seen in his life.
Now, SpaceXSI is scaling back Grok Bot users’ weekly limits, much to the surprise of those who have relied on it to take away monotonous tasks in their lives.
Elon Musk’s terse November 1 reply on X captured a sharp tension in the early days of agentic AI. Responding to a user who asked for a Grok Bot usage reset after hitting 100 percent with four days still left on the weekly cycle, Musk wrote: “The cost of serving Grok Bot was unsustainably high relative to revenue.”
@DogecoinNorway The cost of serving Grok Bot was unsustainably high relative to revenue
— Elon Musk (@elonmusk) November 1, 2026
The post arrived amid a wave of similar complaints from paying subscribers whose meters had jumped unexpectedly toward or to the limit, sometimes overnight and with little corresponding activity. It also stood in clear contrast to statements Musk had made only days and weeks earlier.
On the SpaceX third-quarter earnings call in mid-to-late October, Musk had described Grok Bot in almost the opposite terms. He called it “the fastest growth of a product that I’ve ever seen in my life” and said he had “never seen anything grow this fast.”
Company figures put paid weekly users at roughly 800,000 earlier in the month, more than doubling over the prior period. Daily active users had climbed from under 100,000 in early September to over 600,000 by late October.
Musk emphasized that the product has no free tier and that users appear to be getting real value beyond what they pay. In other remarks, he noted that usage per user was rising rather than declining, the opposite of the usual decay pattern for new software.
Grok Bot, launched around August, functions as an always-available agent with its own persistent cloud computer; it can schedule, research, shop, browse, and execute multi-step workflows even after the user steps away. Access is bundled into X subscription tiers (roughly $30, $100, and $200 per month) and certain Cursor plans, drawing from shared weekly usage pools whose exact sizes have not been publicly detailed.
The economics of that model are what Musk’s November 1 post put in the spotlight. Agentic systems burn far more compute than ordinary chatbot exchanges. Each task can trigger repeated model calls, tool use, web actions, and sustained background work.
When growth is as rapid as Musk celebrated, the absolute compute bill scales quickly even if average revenue per user stays fixed under flat monthly subscriptions. Industry observers noted the opportunity cost as well: the same GPUs can be rented to other AI labs at higher rates.
A simple back-of-the-envelope comparison circulating after the post illustrated the gap: if every reported daily user paid the top tier, annualized subscription revenue would still be modest relative to the scale of compute infrastructure SpaceX is building and leasing to companies like Anthropic.
Some users also reported possible dashboard anomalies around the same period, though Musk’s framing treated the underlying cost-revenue imbalance as the core issue rather than a pure metering glitch.
The juxtaposition is the core of this exchange. Within roughly two weeks of publicly framing Grok Bot as an unprecedented success with strong unit economics and no free tier, Musk acknowledged that serving the same product had become unsustainable relative to the revenue it generates.
For the broader industry, the episode underscores a structural challenge of the agent era: demand is real and growing faster than many expected, yet the cost of fulfilling that demand through always-on, multi-step agents can outrun subscription pricing before companies can adjust limits, introduce metered billing, or raise prices.
Musk’s reply did not promise an immediate reset or higher allowances; it simply stated the constraint. In doing so, it supplied a rare, explicit public data point on the unit economics of a high-profile AI agent just as adoption numbers were still being celebrated as the fastest in Musk’s experience.
The tension between rapid, paid growth and the compute required to deliver it is now on the record.
Elon Musk
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.
Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.
Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.
Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.
The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”
Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”
The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.
Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.