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SpaceX’s first orbital Starship launch “highly likely” in November, says Elon Musk
CEO Elon Musk says that it’s “highly likely” SpaceX will be ready to attempt its first orbital Starship launch in November 2022, and possibly as early as late October. But many major hurdles remain.
Adding to a welcome burst of insight into SpaceX’s fully-reusable Starship rocket program, Musk took to Twitter on September 21st to provide a bit more specific insight into the company’s next steps towards a crucial orbital launch debut. On September 19th, the CEO revealed that SpaceX would roll the Starship booster (B7) currently assigned to that debut back to the factory for mysterious “robustness upgrades” – an unexpected move right after a seemingly successful and record-breaking static fire test.
Two days later, Musk has indicated that those upgrades might involve fortifying Super Heavy Booster 7’s thrust section to ensure it can survive Raptor engine failures. With 33 Raptor V2 engines powering it and plenty of evidence that those Raptors are far from perfect reliability, the concern is understandable, even if the response is a bit different than SpaceX’s norm.
Prior to the start of preparations for Starship’s orbital launch debut, SpaceX sped through Starship development like it wanted to destroy as many rockets as possible – which, to some extent, it did. Rather than spend 6-12 months fiddling with the same few prototypes without a single launch attempt, SpaceX churned out Starships and test articles and aggressively tested them. A few times, SpaceX pushed a little too hard and made avoidable mistakes, but most of the failures produced large amounts of data that was then used to improve future vehicles.
The holy grail of that project was high-altitude Starship flight testing, which saw SpaceX finish, test, and launch a new Starship five times in six months, and culminated in the first fully successful high-altitude Starship launch and landing in May 2021.
In comparison, SpaceX’s orbital flight test preparations have been almost unrecognizable. While a good amount of progress has been made in the 16 months since SN15’s successful launch and landing, it’s clear that SpaceX has decided against taking significant risks. After spending more than six months slowly finishing and testing Super Heavy Booster 4 and Starship 20, the first orbital-class pair, SpaceX never even attempted a single Booster 4 static fire and unceremoniously retired both prototypes without attempting to fly either.
Without info from Musk or SpaceX, we may never know why SpaceX stood down B4 and S20, or why the company appears to have revised its development approach to be a bit more conservative after clearly demonstrating the efficacy of moving fast and taking big risks. It’s possible that winning a $3 billion contract that places Starship front and center in NASA’s attempt to return astronauts to the Moon has encouraged a more careful approach. SpaceX won that contract in April 2021.
Even in its more cautious third phase, Starship development is still extraordinarily hardware-rich, moving quickly, and uncovering many problems on the ground in lieu of learning from flight tests. But that doesn’t change the fact that the third phase of Starship development (H2 2021 – today) is proceeding more carefully than the first (Q4 2018 to Q4 2019) and second (Q1 2020 – Q2 2021) phases.
Nonetheless, SpaceX appears to finally be getting closer to Starship’s first orbital launch. According to Musk, the company could be ready for the first launch attempt as early as late October, but a November attempt is “highly likely.” He believes that SpaceX will have two pairs of orbital-class Starships and Super Heavy boosters (B7/S24; B8/S25) “ready for orbital flight by then,” potentially enabling a rapid return to flight after the first attempt. Musk is also excited about Super Heavy Booster 9, which has “many design changes” and a thrust section that will fully isolate all 33 Raptors from each other – crucial for preventing the failure of one engine from damaging others.
Meanwhile, as Musk forecasted, Super Heavy Booster 8 rolled to the launch pad on September 19th and will likely be proof tested in the near future while Booster 7 is upgraded back at the factory.
Encouraging as that may be, history has shown that reality – particularly when it involves Starship’s orbital launch debut – can be quite a bit different than the pictures Elon Musk paints. In September 2021, for example, Musk predicted that SpaceX would conduct the first Super Heavy static fire at Starbase’s orbital launch pad later that month. In reality, that crucial test occurred 11 months later (August 9th, 2022) and used an entirely different booster.
This is to say that significant progress has been made in the last few months, but SpaceX has a huge amount of work left, almost all of which lies in uncharted terrain. Starship 24, which completed its first six-engine static fire earlier this month, is currently undergoing strange modifications that seem to imply that the upper stage is not living up to SpaceX’s expectations. It’s unclear if additional testing will be required.
Super Heavy B7 is headed back to the factory for additional work after a successful seven-Raptor static fire. Once it returns to the pad, the sequencing isn’t clear, but SpaceX will need to complete the first full Super Heavy wet dress rehearsal (fully loading the booster with thousands of tons of flammable propellant) and the first full 33-Raptor static fire. It remains to be seen if SpaceX will continue its conservative approach (i.e. testing one, three, and seven engines over six weeks) or jump straight from seven- to 33-engine testing.
It’s also unclear where Ship 24 fits into that picture. SpaceX will eventually need to (or should) conduct a full wet dress rehearsal of the fully stacked Starship and may even want to attempt a 33-engine static fire with that fully-fueled two-stage vehicle to truly test the rocket under the same conditions it will launch under. Will SpaceX fully stack B7 and S24 as soon as the booster returns to the pad, risking a potentially flightworthy Starship during the riskiest Super Heavy tests yet?
SpaceX’s last year of activity suggests that the company will choose caution and conduct wet dress rehearsals and 33-engine static fires before and after stacking, potentially doubling the amount of testing required. One or several more tests will also be required if SpaceX decides to gradually build up to 33 engines, which is the approach that all Booster 7 activity to date suggests SpaceX will take.
Either way, it will be a major challenge for SpaceX to have a fully-stacked Starship ready to launch by the end of November. If any significant problems arise during any of the several unprecedented tests described above, Musk’s predicted schedule will likely become impossible. As a wildcard, the Federal Aviation Administration (FAA) has yet to issue SpaceX a license or experimental permit for orbital Starship launches, either of which is contingent upon dozens of “mitigations.”
This isn’t to say that it’s impossible for an orbital Starship launch attempt to occur in November. But factoring in the many issues Booster 7 and Ship 24 have experienced during much simpler tests, it’s becoming increasingly implausible that SpaceX will be ready to launch the pair before the end of 2022. Stay tuned.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
