

News
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.
Cybertruck
Tesla Cybertruck is getting a big security upgrade
“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.
Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.
It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.
Tesla quietly added this extra Sentry Mode feature to deter vandals
However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.
One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:
“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”
It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature)
— Siddhant Awasthi (@siddawa) August 14, 2025
It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.
Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”
Tesla Cybertruck FSD release expected for Sept, Park Assist to come first
It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.
The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
Tesla shares are down just about 2 percent today, trading at $332.47.
-
Elon Musk1 week ago
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
-
Elon Musk5 days ago
Elon Musk confirms Tesla AI6 chip is Project Dojo’s successor
-
News5 days ago
Tesla Model Y L reportedly entered mass production in Giga Shanghai
-
Elon Musk6 days ago
Tesla CEO Elon Musk details massive FSD update set for September release
-
News2 weeks ago
Tesla takes first step in sunsetting Model S and X with drastic move
-
Cybertruck5 days ago
Tesla’s new upgrade makes the Cybertruck extra-terrestrial
-
News3 days ago
Elon Musk reaffirms Tesla Semi mass production in 2026
-
News6 days ago
Elon Musk explains why Tesla stepped back from Project Dojo