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SpaceX shifts South Texas focus to Starship’s orbital launch pad
Highlighted by a Wednesday jam-packed with important milestones, SpaceX appears to be shifting its focus in South Texas to the completion of Starship’s first orbital launch pad.
Boca Chica will be the first time in its history that SpaceX has faced the challenge of (or had the opportunity to) build an orbital launch complex from scratch after gaining a great deal of expertise modifying, reactivating, and rebuilding two existing pads in Florida and one in California. SpaceX’s Boca Chica facilities must also support what will be the most powerful rocket ever built (or tested) and a planned flight rate and turnaround capability that drastically exceeds anything the company (or anyone else, really) has attempted.
As a result, the site looks almost nothing like SpaceX’s other launch facilities. On top of the already significant hurdles faced, SpaceX is also attempting to complete its from-scratch facility in record time and work on Starship’s orbital launch site (OLS) really only began in earnest around the start of 2021. That aggressive work schedule has begun to clearly bear fruit in the last few months and arguably reached a bit of a local peak on Wednesday, July 28th.
A Tower Is Born
Kicking off the day after an aborted attempt on Tuesday, SpaceX began what would turn out to be an extremely busy Wednesday around 5am CDT (UTC-5) with the installation of the Starship launch tower’s ninth and final prefabricated section, effectively completing the structure’s skeleton. Unlike all other SpaceX pads, save for Pad 39A’s single-purpose Dragon and Crew Access Arm, Starship’s first orbital launch pad will lean heavily on a massive steel tower.
By all appearances, Starship’s launch tower will host an elevator-like carriage outfitted with several large arms on its exterior and will use those arms to stabilize, stack, fuel, and maybe even catch Starships and Super Heavy boosters. The tower will be integral to routine Starship launch operations, in other words.
With the installation of one last steel segment, that tower grew to a height of ~145m (~440 ft) and isn’t expected to get any taller after a 10m/30ft lightning rod is eventually added. SpaceX’s pad team can now begin the process of finalizing tower construction, ranging from adding cladding on its rectangular exterior and welding all nine steel sections together to filling its four legs with concrete.
Tank and Table
Just a few hours after the start of Tower Section #9 installation, a fleet of SpaceX’s self-propelled modular transporters (SPMTs) left the build site with two major pieces of orbital pad hardware in tow. For the first time in three months, one of those payloads was an OLS propellant storage tank built by SpaceX itself out of parts almost identical to those found on Starship. Since the first two ground support equipment (GSE) tanks were rapidly installed in April, activity on that front has been curiously stagnant.
Since modifications of those tanks began in-situ over the last month or so, the general consensus has been that a fairly minor design flaw or oversight was discovered well after production began, requiring a significant pause to rework and redesign the crucial pad components. In the meantime, work on contractor-built GSE tank shells meant to eventually insulate SpaceX’s thin cryogenic storage tanks continued unabated and one water tank and six shells have already been more or less completed. With any luck, GSE tank #5’s delivery to the OLS means that SpaceX has removed the roadblock(s) and is ready to move into plumbing and tank farm activation.
Simultaneously, a far more significant part known as the Starship ‘launch table’ also left SpaceX’s Boca Chica build site after nearly six months of around-the-clock assembly and outfitting. Designed to secure, fuel, and launch orbital Starships, the launch table has to be able to withstand the ~5000 metric ton (~11 million lb) weight of a fully-fueled Starship, hold Super Heavy in place during static fires and prelaunch ignitions that could produce ~7500 metric tons of thrust, and survive the unspeakable fury of 33 Raptor engines operating simultaneously.
Unlike all other major orbital Starship launch pad parts, the custom launch mount and table’s successful and near-total completion is an absolute necessity for any kind of orbital test flight or full-up Super Heavy static fire. Only part of the tank farm is truly necessary and the vast majority of the tower’s intended tasks can be completed with workarounds if neither are fully ready. Without the launch mount, however, testing much beyond what SpaceX has already accomplished is mostly impossible in the near term.

Raptor Invasion
Finally, while less pressing, SpaceX also accepted delivery of four Raptor engines on top of three more that were delivered to Boca Chica on Tuesday. According to CEO Elon Musk, Starship’s first orbital test flight(s) will happen with a full complement of engines installed, meaning that SpaceX will need to build, qualify, and ship at least 35 new Raptors for a single flight.
SpaceX recently completed assembly of the 100th full-scale Raptor engine at its Hawthorne factory and HQ – an encouraging sign that the engines needed for Starship’s orbital launch debut will be ready for flight sooner than later.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.