News
Elon Musk sets expectations for SpaceX’s first orbital Starship launches
CEO Elon Musk says that SpaceX’s first successful orbital Starship launch will “probably [occur] between 1 and 12 months from now,” revealing a surprising amount about the near future of the next-generation rocket program in a short tweet.
The famously (over)optimistic CEO’s latest Starship schedule estimate is uncharacteristically cautious, hedged, and open-ended while simultaneously setting some reasonable expectations about the likelihood of success.
First publicly unveiled in September 2016, the fully-reusable, next-generation rocket that eventually became today’s stainless steel Starship was tentatively scheduled to begin orbital flight testing in 2020. About two years after that first announcement, CEO Elon Musk unexpectedly sacrificed years of development work on Starship structures when he decided to replace the rocket’s carbon fiber composite airframe with stainless steel. Years later, it’s still hard to say if that decision was the right one, but Starship development has been surprisingly unperturbed by such an immense last-second design change.
While Musk was saying almost the same thing 12 months ago, the CEO now believes that Starship’s first orbital launch attempt could happen as early as next month – September 2022. Simultaneously, Musk believes that the first orbital launch attempt could be “successful,” although it’s not entirely clear how he defines “success.” Less optimistically, his August 2nd tweet also implies that he wouldn’t be surprised if it takes SpaceX a year and multiple attempts to achieve Starship’s first successful orbital launch.
It’s even possible to interpret his tweet as a warning that Starship’s first orbital launch – while more likely to be successful – could be up to 12 months away.
Somewhere in the middle (4-8 months from now) is a more reasonable bet for Starship’s first successful orbital launch. As of early August, no aspect of recent Starship or Super Heavy booster testing is particularly encouraging for a hypothetical September launch attempt: Super Heavy Booster 7 is still in the middle of repairs after surviving an accidental explosion, and Starship 24’s latest round of testing – while not yet destructive – has been sluggish.
If SpaceX (beginning on August 3rd) abruptly flips a switch and starts to test Ship 24 with some degree of urgency, it’s possible that the Starship could be cleared for the first orbital launch attempt by the end of August. Super Heavy is a much larger hurdle. Aside from the apparent removal of all of Booster 7’s 33 Raptor engines, which will likely take weeks to reinstall and re-cover, its status is somewhat ambiguous. If SpaceX decides to fast-track Booster 8, which is nearly ready for engine-less proof testing, the Super Heavy side of Starship’s orbital launch debut is probably at least two or three months away from flight readiness.
Realistically, assuming SpaceX isn’t going to take a massive risk and try to launch an unqualified or minimally qualified rocket, Starship’s first orbital launch attempt is unlikely to occur before October or November. It’s even harder to estimate whether Starship’s first full launch will be successful. If “success” is defined by simply reaching orbit or deploying a few next-generation Starlink satellites in orbit, SpaceX’s odds are not terrible. If success includes a Super Heavy booster catch and Starship surviving its first orbital reentry, they trend towards slim to none.
Perhaps SpaceX will defy the odds. Up next, Starship S24 is expected to begin static fire testing as early as August 3rd or 4th.
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.