News
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.
United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.
Investor's Corner
Tesla has a Cybercab problem nobody saw coming
Tesla’s Cybercab line now builds robotaxis faster than Tesla can deploy them, Lars Moravy says.
Tesla’s Cybercab line in Texas can now build the two seat robotaxi faster than the company can put it into service, according to Lars Moravy, Tesla’s Vice President of Vehicle Engineering. “We don’t run every day because the line can run so fast. It’s currently outpacing our deployments,” Moravy said in a new Cybercab deep dive from Munro Live. “So, it’s a bit of a race right now. Who’s going to go faster? Right now the manufacturing line’s ahead.”
Tesla’s official Robotaxi account shared a Cybercab analysis video on X on Monday, calling it a “Cybercab engineering deep dive.” Moravy’s comments go further than what he told analysts on the Q3 earnings call last week, when he said the Cybercab line’s listed capacity of more than 125,000 units a year undersells what it can actually run.
The tour shows where that speed comes from. Tesla’s unboxed process splits the Cybercab into front, rear, side and center modules that are built and tested on their own before they meet on a short final line. That final line has just 25 fully automated stations, which Tesla’s team estimated is a fifth to a tenth of what a Model Y needs. The full line is about 78% automated, the framing line is already at 100%, and the layout uses roughly 50% less floor space per vehicle. The stated goal is “100% automation in 10 second cycle time,” or one finished Cybercab every 10 seconds.
Tesla also deleted the paint shop. Only the side modules are coated, and the exterior panels get their color inside the molding machine. Engineers said the car is designed to run at least 500,000 miles, which matters for a vehicle that will spend most of its day carrying riders.
The battery got the same treatment. The Cybercab uses an 88S6P pack of 4680 cells in a steel enclosure, a first for Tesla, with each module potted separately so a single failed module can be swapped instead of the whole pack. Wireless battery management boards replace a wiring harness, and new contactors are fast enough to drop the pyro fuse entirely. Tesla’s battery director graded the pack an A minus, compared with a D for the Model Y structural pack and a B minus for Cybertruck. Up front, the drive unit runs an 11:1 gear ratio versus roughly 9:1 on most Teslas, since the Cybercab does not need a high top speed.
Cybercab engineering deep dive — Robotaxi (@robotaxi) October 26, 2026
The deployment side is now the bottleneck Moravy described. Tesla had more than 50 Cybercabs working the Formula 1 weekend in Austin, and Texas records show 463 Cybercabs registered. Tesla said on its earnings call that Cybercab service will launch in Dallas next month, and Moravy said the company is aiming to get Cybercabs to customers by the end of 2026. Every unit built so far has gone into Tesla’s own fleet since the line moved into volume production in April.
Munro Live also asked when it could get a Cybercab to tear down. Tesla’s answer: “Not yet.”
Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
Tesla Cybercab’s unorthodox paint process explained
