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SpaceX Starship go for nosecone installation after historic static fire
SpaceX CEO Elon Musk has confirmed that Starship and Raptor’s first triple-engine static fire was a success, opening the door for nosecone installation.
Around 3:13 am CDT, October 20th, Starship serial number 8 (SN8) successfully fired up three Raptor engines less than two hours after completing the first successful three-engine preburner test. With zero direct human intervention, SpaceX remotely detanked the rocket’s cryogenic liquid methane and oxygen propellant – the remnants now too warm to be used again in a controlled manner. In an hour or less, SpaceX engineers combed through the data produced and concluded that all three Raptor engines were healthy after their partial ignition test.
Effectively reset to a stable state, SpaceX once again proceeded to load Starship SN8’s propellant tanks with a small amount of supercooled LOx and LCH4, almost exactly mirroring the preburner test. Around 50 minutes after the recycle commenced and 25 minutes after propellant loading kicked off, Starship SN8 ignited three Raptors simultaneously – a major milestone for any rocket engine. Static fire now completed, Starship SN8 has been cleared to become the first operational prototype to reach its full 50m (~165 ft) height.
Shortly before Musk confirmed SN8’s static fire success, SpaceX canceled a preexisting October 20th static fire window and scheduled several new road closures on Wednesday, October 21st. Unlike the company’s recent static fire closures, all but one of which ran from 9pm to 6am, SpaceX’s new Wednesday closures are scheduled from 7am to noon and 3pm to 5pm local (CDT).
While a minor data point, in context with Starship SN8’s static fire success, the closures alone made it clear that SpaceX planned to begin installing Starship SN8’s nosecone on October 21st. Musk confirmed that assumption a few hours after those road closures were published.
It’s not entirely clear but most observers are assuming that Wednesday’s 7am-12pm window is needed to transport a large, new crane the ~2 miles between SpaceX’s Boca Chica factory and launch facilities. Starship SN8’s stacked nose section would then likely be installed on the same self-propelled mobile transporters (SPMT) and rolled to the launch pad from 3pm to 5pm, after which the nose would be lifted and stacked atop Starship SN8.
SpaceX has only fully stacked a Starship prototype once before when Mk1’s nose section was temporarily mated to its tank section to be the centerpiece of CEO Elon Musk’s October 2019 Starship event. It’s unclear why SpaceX wouldn’t simply use one of the mobile cranes its rented for Starship tank section operations (and stacking Mk1) in the past, so it remains to be seen what Wednesday’s road closures will actually be used for.
SpaceX’s road closure plans end with a wildcard, however. Once installed, the plan is to perform a second triple-Raptor static fire while only drawing propellant from SN8’s header tanks – small internal tanks designed to hold landing propellant, one of which is situated at the tip of Starship’s nosecone. On October 21st and 22nd, SpaceX still has two 9pm-6am closures scheduled for “SN8 static fire” testing. Filed early on October 20th, before SN8’s successful static fire, the most likely explanation is a simple clerical error or miscommunication, with Cameron County or SpaceX failing to properly communicate that those subsequent static fire test windows are no longer needed.
If retaining the static fire closures was intentional, it would mean that SpaceX – likely at Musk’s urging – intends to install Starship SN8’s nosecone in a matter of hours. It’s almost inconceivable that Starship SN8’s nosecone – outfitted with multiple gas thrusters, forward flaps powered by Tesla motors, a liquid oxygen header tank, vents, and plenty of plumbing – can be installed and made ready for testing in less than 12 hours. Barring a surprise method of mating SN8’s nose and tank sections, the nosecone will have to be welded to the rest of SN8 and the weld inspected – typically a multi-day process.
Regardless, given how quickly SpaceX moves and how dead-set CEO Elon Musk is at pushing limits and breaking barriers, it seems reasonable to assume that Starship SN8 may be fully integrated and ready for a second static fire test just a handful of days from now. Once completed, SN8 will be ready to attempt Starship’s first high-altitude flight test, launching to ~15 km (~9.3 mi) to attempt an untested skydiver-style descent and landing.
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
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