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SpaceX teases progress towards Starship’s orbital launch debut
A recorded address from SpaceX President and COO Gwynne Shotwell to a graduating class of college seniors unexpectedly teased progress building the 35 Raptor engines that will power Starship’s imminent orbital launch attempt.
In a seemingly calculated move, the famous SpaceX executive’s prerecorded address included a glimpse of a screen on the factory floor tasked with tracking progress towards Starship’s first “orbital launch.” Featuring a basic graphic clearly depicting the aft ends of a Starship upper stage and Super Heavy booster, the display ultimate indicated that SpaceX has already “shipped” at least 11 of the almost three-dozen Raptor engines needed for the combined rocket’s first launch attempt.
Just three months ago, SpaceX CEO Elon Musk confirmed well-sourced reports from NASASpaceflight.com that the company was aiming to attempt Starship’s first orbital launch no later than July 2021. Two months later, regulatory documents revealed more concrete details for said launch attempt, indicating that Starship and Super Heavy’s first combined launch would see the ship spend some 80 minutes in space before reentering and splashing down off the coast of Hawai’i.
Not long after, Musk revealed that SpaceX boosted Super Heavy’s engine count from 28 to 29 and implied that even the first few orbital launch attempts would use a full complement of 29 engines. Combined with Starship’s three sea level and three vacuum-optimized Raptors and indications that the first one or more orbital-class ships and boosters will be expended without any recovery attempt, it became clear that SpaceX would need to radically expand Raptor production to meet such unprecedented demand for engines.
All told, SpaceX will need to manufacture, qualify, and deliver at least 35 Raptor engines to fully outfit every Starship and Super Heavy pair. If initial test flights are meant to expend both stages, that already exceptional challenge expands to require 35 engines for every launch attempt. Eventually, SpaceX’s goal is to manufacture hundreds of Raptor engines per year to outfit dozens of Starships and Super Heavy boosters, but Raptor only began full-scale integrated ground testing a little over two years ago.
Despite the challenges, SpaceX appears to be more than up to them and the display Shotwell walked past within the last month or two suggests that the company’s main Hawthorne, California factory has already “shipped” almost a third of the engines required for Starship’s inaugural orbital test flight. In this case, “shipped” likely means that those 11 engines have left the factory and headed to McGregor, Texas to be cleared for flight.
Several may already have made it through qualification testing and been delivered to Boca Chica – in fact, two new engines arrived at SpaceX’s Starship factory just last weekend. However, the rapid-fire arrival of dozens of Raptors will be unlike anything yet seen in Boca Chica. Altogether, SpaceX has sent a total of 30-35 Raptors to Boca Chica in the last two years. In the runup to Starship’s first orbital launch attempt, possibly as early Q3 2021, SpaceX will need to deliver ~35 Raptors in two months – an unprecedented influx of engines that will be easily tracked by the public.
Perhaps the most intriguing part of SpaceX’s calculated Starship launch teaser is the presence of a 25-day countdown, indicating that something is supposed to happen within the next two to four weeks. Given the display’s focus on “engines shipped,” the timer is likely counting down to an internal shipment target for the mission’s 35th and final engine. If SpaceX hits that target and Shotwell’s class address was recorded within the last week or so, all 35 orbital test flight Raptors could feasibly leave the factory floor by the end of the first full week of July, leaving a few weeks to finish qualification testing and ship each engine to Boca Chica before the end of the month.
If SpaceX can clear all 35 Raptors for flight by the end of July, it’s plausible that clean qualification testing could leave the first orbital-class Starship and Super Heavy booster ready for their launch debut in August or September – and almost certainly before the end of the year.
News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
Elon Musk
Tesla addresses door handle complaints with simple engineering fix
“We’ll have a really good solution for that. I’m not worried about it.”
Tesla is going to adjust one heavily scrutinized part of its vehicles after recent government agencies have launched probes into an issue stemming from complaints from owners.
Over the past few days, we have reported on the issues with Tesla’s door handle systems from both the Chinese and American governments.
In China, it dealt with the Model S, while the United States’ National Highway Traffic Safety Administration (NHTSA) reported nine complaints from owners experiencing issues with 2021 Model Ys, as some said they had trouble entering their car after the 12V battery was low on power.
Bloomberg, in an interview with Tesla Chief Designer Franz von Holzhausen, asked whether the company planned to adjust the door handle design to alleviate any concerns that regulatory agencies might have.
Regarding the interior latch concerns in the United States:
- Von Holzhausen said that, while a mechanical door release resolves this problem, Tesla plans to “combine the two” to help reduce stress in what he called “panic situations.”
- He also added that “it’s in the cars now…The idea of combining the electronic and the manual one together in one button, I think, makes a lot of sense.” Franz said the muscle memory of reaching for the same button will be advantageous for children and anyone who is in an emergency.
Regarding the exterior door handle concerns in China:
- Von Holzhausen said Tesla is reviewing the details of the regulation and confirmed, “We’ll have a really good solution for that. I’m not worried about it.”
Franz von Holzhausen (from Tesla’s Robovan) on Tesla’s upcoming redesigned door handles: pic.twitter.com/lnaKve1SlJ
— Sawyer Merritt (@SawyerMerritt) September 17, 2025
The new Model Y already has emergency mechanical door release latches in the back, but combining them in future vehicles seems to be an ideal solution for other vehicles in Tesla’s lineup.
It will likely help Tesla avoid complaints from owners about not having an out in the event of a power outage or accident. It is a small engineering change that could be extremely valuable for future instances.
News
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
For now at least, Tesla seems determined to focus on the development of Optimus V3.
Elon Musk has provided some clarification to recent reports suggesting that PharmAGRI, a US pharmaceutical and agricultural infrastructure company, is looking to deploy 10,000 Optimus robots for its operations.
Musk posted his clarification on social media platform X.
Alleged Optimus purchase
Recently, reports emerged stating that PharmAGRI Capital Partners will be tapping into Tesla’s humanoid robots for its operations. The firm claimed that it had executed a Letter of Intent with Tesla to deploy up to 10,000 Optimus Gen 3+ humanoid robots across its SuperPharm and CEA facilities. This should allow the company to automate its labor and ensure diversion control.
A comment from Lynn Stockwell, Chairwoman & CEO, suggested that the company really was partnering with Tesla. “With Tesla robotics powering our facilities and DEA-licensed infrastructure in place, we can scale with precision, meet federal sourcing mandates, and deliver therapies that are compliant, secure, and American-made,” she said.
Elon Musk clariies
News of PharmAGRI’s Optimus claims quickly spread on social media, though some Tesla watchers argued that it seemed unlikely that the EV maker will commit two legions of Optimus robots to a rather unknown company this early. Some pointed out that Tesla typically commits to high-profile customers to test its early products, such as PepsiCo with the Tesla Semi.
Photos from PharmAGRI’s website depicting Tesla Optimus bots, as well as the rather basic look of the website itself, also brought more reservations to the company’s claims. Ultimately, Elon Musk weighed in on the matter, responding to a post about PharmAGRI’s Optimus-filled webpage. Musk was quick and direct, simply stating, “Fake.”
Elon Musk’s comments were quite unsurprising considering that Optimus is still very much in active development, and thus, it is quite unlikely that the company is already taking orders or even Letters of Intent from potential customers at this time. For now at least, Tesla seems determined to focus on the development of Optimus V3, which Musk has noted will be “sublime.”
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Tesla addresses door handle complaints with simple engineering fix
Elon Musk calls out viral claim of 10,000 Tesla Optimus deal: “Fake”
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