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SpaceX Starship pop test opens the door for 60,000 foot hop [update]
SpaceX has successfully destroyed a Starship ‘test tank’ for the fourth time, opening the door for the first high-altitude prototype to roll to the launch pad as soon as tomorrow.
The culmination of three nights and more than 20 hours of concerted effort, SpaceX was finally able to fill Starship test tank SN7.1 with several hundred tons of liquid nitrogen before dawn on September 23rd. With just an hour left in the day’s test window, SpaceX closed the tank’s vents, allowing its cryogenic contents to boil into gas and expand with no outlet. At 4:57 am CDT, SN7.1 burst, bringing its lengthy test campaign to a decisive end.
A handful of hours later, new road closure notices revealed SpaceX’s plan to roll Starship SN8 – the first full-size prototype and first ship meant for high-altitude testing – from its Boca Chica factory to the launch site.
Update: All road closures planned for Starship SN8’s roll to the launch pad (Sept 24) and first test campaign (Sept 27-29) have been canceled. Stay tuned for updates on the high-altitude prototype’s test schedule.
Short of new information from SpaceX or CEO Elon Musk, little is known about the results of SN7.1’s lengthy test campaign, but the fact that it survived two nights of nondestructive testing – including the use of hydraulic rams to simulate Raptor thrust – effectively clears Starship SN8 for suborbital testing. Based on a speculative, amateur analysis of the aftermath of SN7.1’s burst test, it can also be tentatively concluded that the tank failed almost exactly where one would expect it to: the in-situ weld attaching the upper tank dome to SN7.1’s steel ring hull.
SN7.1’s forward dome appears to have cleanly sheared off around much of its circumferential weld joint – exactly what one would theoretically expect from a good, uniform weld. Assuming that SN7.1 reached pressures well above 8.5 bar (~125 psi) before it burst, the tank’s final test can likely be deemed a success.
The very same day SpaceX kicked off what would become Starship SN7.1’s last burst test attempt, teams worked to install functional flaps on a full-scale Starship prototype (SN8) for the first time ever. Effectively answering the question of whether SpaceX would fully outfit the ship with a nosecone and flaps before its first acceptance tests, SN7.1’s successful pop was followed by road closure notices for SN8’s transport to the launch pad around dawn on September 24th and cryptic “SN8 Testing” as early as September 27th.
As of September 23rd, SN8’s twin aft flaps – large aerodynamic control surfaces meant to stabilize free-falling Starships – have been fully installed alongside ‘aerocovers’ that will protect each flap’s control mechanisms. The only hardware Starship SN8 is missing is a ~20m (~60 ft) tall nosecone, two smaller forward flaps, and the plumbing needed to access a smaller liquid oxygen “header” tank located in the tip of said nose.
At the moment, SpaceX has installed one Starship nosecone prototype atop five unpressurized rings – creating a full nosecone stack. That particular prototype has no liquid oxygen header tank, however, meaning that SpaceX would likely need at least a day or two to weld one of the noses with a header tank atop one of several finished five-ring sections. In other words, to transport SN8 to the pad tomorrow, there’s almost no chance that SpaceX will have time to finish and install a proper nosecone on the prototype, meaning that the company has chosen to test the Starship before that milestone.
Doing so should reduce any inconvenience caused by vehicle failure in the event that Starship SN8’s acceptance test campaign doesn’t go as planned. In hindsight, the inclusion of Starship SN8’s aft flaps and aerocovers during the ship’s first major tests was likely a necessity, given that almost half of each flap and its support structure is installed directly to the skin of its liquid oxygen tank. Theoretically, when chilled to the temperature of liquid nitrogen or oxygen, the diameter of the stainless steel rings Starship SN8 is built out of could shrink by as much as 0.3% (~20 mm or ~0.8 in).
Only half of Starship SN8’s aft flaps will be directly subject to that tank contraction, resulting in a relatively complex environment for such a large, high-stress mechanical system. As such, testing flap actuation under cryogenic loads is likely a critical part of SN8’s cryogenic proof test, otherwise meant to demonstrate the structural integrity and functionality of Starship’s propellant tanks. If SN8 rolls to SpaceX’s launch facilities on schedule, the Starship’s first cryogenic proof test could begin as early as 9pm CDT (UTC-5) on Sunday, September 27th.
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Elon Musk clapped back at France’s decision to withhold the approval for Tesla’s Full Self-Driving (FSD) Supervised system, projecting a clear and blunt message to French Transport Minister Phillippe Tabarot, after he publicly rejected the technology in its current form.
Tabarot outlines several concerns with Tesla Full Self-Driving in a detailed video statement, where he said, “The safety trade-offs are not yet sufficient to authorize it as it currently stands,” he said. He emphasized that FSD is not a true self-driving system and that the driver remains fully responsible.
Key issues Tabarot also brought up included allowing speeding when surrounding traffic exceeds limits and what he believes are insufficient guarantees of driver attention during complex urban maneuvers such as lane changes, intersections, and roundabouts.
Delaying the approval of FSD in France will cost lives
— Elon Musk (@elonmusk) July 22, 2026
While acknowledging technological progress and France’s support for autonomous innovation, Tabarot stressed that deployment must prioritize road safety. He noted ongoing technical discussions with Tesla, the Netherlands, and other European partners, with further ecosystem meetings planned for the fall.
Musk’s rebuke highlights the human cost of regulatory caution. Tesla’s latest safety reports provide compelling data supporting accelerated adoption. In the most recent 12-month period, vehicles using FSD (Supervised) recorded one major collision per approximately 5.1 million miles driven, dramatically better than the U.S. national average of one crash per 698,000 miles.
Even Tesla vehicles driven manually with active safety features outperform the average by a wide margin. These figures come from billions of real-world miles of telemetry, showing FSD vehicles involved in far fewer incidents than both manual Teslas and the broader U.S. fleet.
Critics argue Tesla’s comparisons require careful scrutiny regarding reporting thresholds and fleet demographics, yet the data consistently positions FSD as a potential lifesaver. With road fatalities remaining a leading cause of death worldwide, Musk contends that proven safer technology should not face prolonged bureaucratic hurdles.
France’s measured approach reflects the broader European regulatory caution, which many, especially Musk, have been critical of in the past. However, as autonomous systems from Tesla and competitors like Waymo demonstrate superior safety in independent studies, pressure is mounting for harmonized approvals.
Musk’s warning carries the belief that every month of delay may equate to avoidable tragedies on European roads.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Elon Musk claps back at France’s Tesla Full Self-Driving approval delay
Google’s massive stake in SpaceX will shock you
