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SpaceX to put custom Starship propellant storage tanks through first trial
In the latest twist in the saga of SpaceX’s custom-built Starship launch pad propellant storage tanks, the company appears to have retroactively decided to build small prototype meant solely for testing.
Known as a ‘test tank,’ the relatively small steel structure was fairly rapidly assembled from parts of an older Ground Support Equipment (GSE) tank scrapped in July over the last week or so. SpaceX completed the first Starship-derived propellant storage tank in April 2021 and rapidly rolled that tank (GSE1) and a second (GSE2) from the build site to the orbital launch pad just a few weeks apart. Less than a month after that, SpaceX also completed GSE tank #3, though things seemingly devolved into chaos immediately thereafter.
Only three months later would GSE3 finally be transported to – and installed on a concrete mount at – Starship’s first orbital launch site, and only after a number of structural modifications and in the footsteps of GSE tanks #5 and #6. Little is known about why SpaceX’s custom GSE tank production faltered so soon after it began, why none of the five Starship-sized tanks installed at the orbital pad have been fully plumbed or subjected to any kind of testing, or why structural modifications were seemingly required after the fact. However, it’s safe to say that SpaceX’s brand new GSE ‘test tank’ is now at the center of the mystery.
Thankfully, at minimum, the rapid appearance of SpaceX’s first GSE test tank returns some level of familiarity to the brief but chaotic history of Starship’s orbital launch pad propellant tanks. Test tanks are nothing new and have been an integral part of Starship development since Test Tank 1 first headed to SpaceX’s suborbital launch (and test) facilities in January 2020. In the 20 months since, SpaceX has built and tested seven small test tanks, several of which didn’t survive.
Whether intentionally destroyed or not, each test tank explicitly helped SpaceX qualify new manufacturing techniques, different materials, and different skin thickness and generally gather data more quickly and cheaply than full-scale prototypes would allow. Most recently, for example, SpaceX seemingly successfully tested a Super Heavy booster test tank, subjecting the prototype to cryogenic liquid nitrogen and using hydraulic rams to simulate the thrust of nine Raptor engines on an unproven disk-like thrust structure.
Now, almost as if SpaceX snapped out of a trance and remembered the utility of test tanks, the company has assembled a subscale GSE prototype presumably meant to verify that its custom-built propellant storage tanks can handle a set of conditions significantly different from the Starships they’re derived from. In this case, that GSE tank was quite literally built from scrapped sections of GSE tank #4. In fact, the top half (forward dome section) was quite literally cut off of GSE4 after the tank was scrapped last month for unknown reasons.
Over the last several months, while GSE tank production and installation took an unexpected hiatus, SpaceX workers slowly but surely welded steel rings (stiffeners) to the exterior of GSE1, GSE2, and GSE3. When GSE5 and GSE6 eventually headed to the pad, they left with those stiffeners already installed, implying that whatever tripped SpaceX up was likely structural. The GSE4 test tank also includes external stiffeners along each circumferential weld (where rings were stacked or domes joined).
At the same time as SpaceX was (or wasn’t, for several months) building its own GSE tanks, contractors normally tasked with assembling water towers and storage tanks in situ built eight massive 12m (~40 ft) wide tanks of their own. Deemed “cryo shells,” much like their name suggests, those tanks are meant to fully enclose SpaceX’s GSE tanks. SpaceX will use those shells to insulate their thin, single-walled steel propellant tanks, thus keeping their cryogenic contents cryogenic for as long as possible. How they’ll be insulated is unclear, though.
Based on the seemingly retroactive decision to strengthen the exterior of those GSE tanks, the general consensus as of late is that SpaceX wants to pull at least a partial vacuum in the gap between shell and tank. It’s also possible that SpaceX will do the opposite and pressurize that gap (as much as possible) with an insulative gas like nitrogen. Extra confusion comes from the fact that Starship tanks are technically designed to support a literal spacecraft (operating in a near-total vacuum) without the need for external stiffeners.
Additionally, it’s fairly clear that SpaceX hasn’t built a custom subscale cryoshell or concrete installation pad for its GSE4 test tank, meaning that it will really only be useful for testing some of the loads operational GSE tanks will experience inside their sleeves. Additionally, given that SpaceX has already completed six of the orbital pad’s seven GSE tanks and all seven of their cryosleeves, the discovery of any significant issues during GSE4 testing could easily trigger months of rework and delays. With any luck, though, GSE4 will sail through an imminent test campaign, clearing the way for SpaceX to finish plumbing, sleeving, and activating Starship’s first orbital launch site tank farm.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.
Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.
Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.
For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.… https://t.co/X5mepgXgjJ
— SpaceX (@SpaceX) June 16, 2026
Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.
Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.
The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.
The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.
This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.
For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.
Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.
The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.
Apple is developing the missing link for Tesla to get CarPlay: report
Tesla deliveries get a big boost in expectations from Wall Street
