News
Elon Musk: SpaceX’s first orbital Starship launch “highly likely” in Q1 2023
SpaceX’s first Starship orbital launch mount (OLM) appears to have passed a busy week of stress-testing, clearing the way for the company to transport a finished Super Heavy booster to the pad.
Using the same launch mount, that Starship booster is expected to attempt to complete some of the riskiest and most challenging tests SpaceX has ever conducted at its Starbase rocket development facilities. The schedule for that testing is unclear, but after an unusually drawn-out period of qualification testing, Super Heavy Booster 7 (B7) could soon attempt a full static fire test of all 33 of its Raptor 2 engines. Either before or after that crucial test, SpaceX is also expected to install Ship 24 (S24) on top of Super Heavy B7 for Starship’s first full-stack “wet dress rehearsal.”
Ultimately, if that testing produces the results SpaceX wants to see, CEO Elon Musk says that Starship could attempt its first orbital launch as early as late February or March 2023.
We have a real shot at late February. March launch attempt appears highly likely.— Elon Musk (@elonmusk) January 8, 2023
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Booster 7
Super Heavy B7 first left SpaceX’s Starbase factory in March 2022 and has been in a continuous flux of testing, repairs, upgrades, and more testing in the nine months since. The 69-meter-tall (~225 ft), 9-meter-wide (~30 ft) steel rocket was severely damaged at least twice in April and July, requiring weeks of substantial repairs. But neither instance permanently crippled the Starship booster, and Booster 7 testing has been cautious but largely successful since the rocket’s last close call.
Following its return to the OLS in early August, Super Heavy B7 has completed six static fire tests of anywhere from one to fourteen of its 33 Raptor engines. It has almost certainly dethroned Falcon Heavy to become the most powerful SpaceX rocket ever tested. And on January 8th, 2023, SpaceX rolled the rocket back to Starbase’s orbital launch site (OLS) for the seventh time. According to statements made by CEO Elon Musk and a presentation from a NASA official, the last major standalone test between Booster 7 and flight readiness is a full 33-engine static fire. Together, B7’s 33 Raptor 2 engines could produce up to 7600 tons (16.7 million lbf) of thrust at sea level, likely making Starship the most powerful rocket stage in the history of spaceflight.
Ship 24
Starship prototype S24’s path has been a bit less rocky. The ship has needed some less obvious repairs, particularly right after its first tests in May 2022. Since August 2022, Ship 24 has completed three static fire tests – all seemingly successful. Most importantly, one of those tests ignited all six of S24’s Raptor engines, potentially qualifying it for an orbital launch attempt. Most recently, SpaceX completed a series of mysterious repairs, replaced and static-fired one of S24’s engines, and removed the Starship from its test stand.
With Booster 7 now awaiting installation on Starbase’s orbital launch mount and Ship 24 near-simultaneously removed from its test stand, it appears that SpaceX may attempt a different test before Super Heavy’s full static fire. Instead, SpaceX could start by stacking Ship 24 and Booster 7 and conducting a full-stack wet dress rehearsal (WDR) before shifting focus to Booster 7’s riskier static fire.
A wet dress rehearsal is a routine test conducted before a rocket launch and is generally designed to simulate every aspect of a launch save for engine ignition and liftoff. Most importantly, that involves fully filling the rocket with propellant and passing all of the checks the same rocket would need to pass to be cleared for launch. For Starship, the largest rocket ever built, a full propellant load means filling both stages with an extraordinary ~5000 tons of liquid oxygen and liquid methane propellant. SpaceX also needs to fill the rocket fast enough to keep that propellant supercool, which increases its density and overall performance.
The first full-stack WDR will thus test Starbase’s launch facilities just as much as Booster 7 and Ship 24. SpaceX has conducted many several Starship WDRs, but not with Ship 24. It’s also never fully filled a Super Heavy booster with real propellant, let alone both stages at once. It’s likely that issues will be discovered as SpaceX pushes the envelope, likely requiring multiple attempts.
OLS
In the spirit of caution, SpaceX has even taken the unusual step of stress-testing Starship’s orbital launch mount with a custom jig. In the first week of 2023, SpaceX used that jig to load pairs of the OLM’s 20 hold-down clamps with hundreds of tons of ballast, ensuring that they can withstand the immense weight of a fully-fueled Starship. Proof tests of Super Heavy B4 and B7 have likely subjected the OLM to 2000+ tons of force, but a full Starship will weigh more than double the maximum weight the OLM has experienced to date.
Plenty of risk remains and SpaceX is trading speed for caution, but this extra-cautious step has likely reduced the risk of the launch mount’s structure failing during wet-dress and static fire testing. According to Musk, SpaceX has a “real shot” at preparing Starship for a “late February” orbital launch attempt. Nonetheless, Musk also implied that a full-stack WDR and 33-engine static fire would “probably” be completed “in a few weeks” in September 2022. What is clear is that SpaceX is more committed than ever before to avoiding a catastrophic failure during Starship’s first orbital launch attempt.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
