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[Update: not so fast…] SpaceX retires brand new Starship to focus on orbital launch buildup
SpaceX has moved its newest finished Starship straight from its Boca Chica, Texas factory to a nearby ‘rocket garden,’ all but guaranteeing an early retirement.
Built as the first of several planned backups to Starship SN15, which debuted a number of significant upgrades in April and May, it appears that Starship serial number 16 (SN16) has been retired to a display stand after its only sibling became the first full-size prototype to successfully survive a launch and landing on May 5th. SN16 actually reached its full height before SN15 lifted off and was more or less complete by May 10th. Since then, the prototype has remaining more or less untouched, seemingly waiting for SpaceX to decide its fate in lieu of Starship SN15’s major success.
Ultimately, with SN16 now sitting side by side with SN15 at what will likely become a sort of open-air SpaceX museum, it appears that the company has made up its mind.
Once SN15 touched down, safed itself, and remained standing after a near-flawless 10 km (6.2 mi) test flight, questions about Starship SN16’s fate almost immediately arose. From the outside looking in, replicating that spectacular success was judged a logical next step by many in light of the four variously unsuccessful Starship launches that closely preceded it. If SpaceX could land SN15 and then successfully recover an entirely separate Starship weeks later, it would all but eliminate the possibility that – much like several different failure modes popped up on SN8 through SN11 – the first total success was a fluke.
Given that SN16 was quite literally completed within days of SN15’s launch and landing, it seemed an almost foregone conclusion that SN16 would fly. For a few weeks, it even looked possible that SpaceX would attempt to reuse Starship SN15. However, SpaceX appeared to decide against reuse and rolled its first flight-proven full-size Starship from the pad to a plot of land expected to host a future ‘garden’ for retired SpaceX rockets.
After its three intact flight-proven Raptor engines – valuable in their own right – were removed, Starship SN15 was seemingly retired around May 26th. Three weeks later, SN16 has (quite literally, to an extent) followed in SN15’s footsteps, bowing to an apparently virulent desire within (or at least atop) SpaceX to launch Starship into space and orbit as quickly as possible. From that perspective, assuming enough data was gathered by Starship SN15 to encourage significant confidence that its survival wasn’t an ‘accidental success,’ reusing Starship SN15 or flying Starship SN16 would only really benefit a line of prototypes that had just made itself obsolete.
Much like Starship SN15 debuted “hundreds of improvements” across the board, CEO Elon Musk revealed that Starship SN20 would also involve a “major technology [revision]” to produce the first prototypes with full heat shields, a stage separation mechanism, vacuum-optimized Raptor engines, and more. In fact, that process may still be ongoing, which could explain why SpaceX has yet to begin assembling Starship SN20 – various subsections and components of which have already been completed in Boca Chica.
Confirmed by Musk in March, SpaceX has been working towards a target of no later than July 2021 for Starship’s first orbital test flight. Given that Starship SN20 has yet to enter the assembly phase and that Super Heavy “Booster 2” (BN3) will be the first of its kind and likely need to pass several major tests on its own, July is no longer within reach. Of course, an orbital launch attempt anytime in 2021 would still be a staggering achievement for SpaceX, beating the likes of Vulcan Centaur, New Glenn, and Ariane 6 to the punch despite Starship’s superior performance, unprecedented design challenges, and grander ambitions.
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Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:Â
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.Â
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.Â
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.Â
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.Â
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.Â
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
