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SpaceX sets dates for Starship static fire, high-altitude launch debut
CEO Elon Musk says that SpaceX is set to attempt one final Raptor engine static fire test before putting Starship through its high-altitude launch debut later this week.
Liable to begin as soon as November 30th per public road closure notices, Musk says that Starship serial number 8’s (SN8) launch debut – both Starship’s first fully-assembled flight test and first high-altitude launch attempt – is now scheduled no earlier than (NET) 8 am to 5 pm CST (UTC-6) on Wednesday, December 2nd.
November 30th will instead host what is believed to be a unique kind of static fire test for Starship SN8, hopefully proving that the rocket has a decent shot at surviving its risky launch debut.
As previously discussed on Teslarati, SpaceX’s Starship development strategy means that SN8’s survival is far less important than it may seem.
“On November 25th, Starship SN9 (featuring “small improvements”) was stacked to its full 50-meter (~165 ft) height. If SN8 is destroyed during testing, SN9 will likely be ready to roll to the launch site almost as soon as the dust settles.
Meanwhile, Starship SN10 is likely just 7-10 days away from a similar nosecone stacking milestone, and Starship SN11’s tank section is just one stack away from completion, likely putting it less than two weeks behind SN10. In other words, insofar as speed is a priority and each prototype is anywhere close to as cheap as Starship’s majority-steel bill of materials might suggest, SpaceX is building Starships so quickly that it almost doesn’t make sense to spend more than a few weeks working through bugs on any single suborbital ship.”
Teslarati.com — November 25th, 2020
In fact, delaying SN8’s launch to try to refine the rocket in situ and better ensure success could actually be to the detriment of successive prototypes and the Starship program in general. If, for example, a fundamental design flaw is revealed in Starship SN8 only after the prototype’s first test flight, SpaceX could be forced to scrap a huge amount of work done on as many as six, seven, eight, or even more subsequent prototypes. In that since, while it may seem like caution maximizes the value any single Starship prototype can provide SpaceX, that’s only true as long as the Starship design is mature enough that new fundamental flaws are unlikely to arise.
Given how young SpaceX’s agile Starship development program is, it would make very little sense to hinge months of work and more than half a dozen rocket prototypes on the quality and success of a less mature prototype unless all the vehicles in question are more or less identical final products. SN8 through SN15+ are certainly not final products in the sense that Starship is meant to be the largest reusable orbital spacecraft ever built.
As such, the Starship program is probably better off if SpaceX pushes vehicles to failure as quickly as reasonably possible. Having now spent more than two months at the launch pad while no less than three full-scale prototypes rapidly approach a similar level of completion, Starship SN8’s test flow is likely an overcorrection from a haphazardly rushed schedule to extreme caution.
Along those lines, SpaceX is now hopefully set on launching Starship SN8 within the near future. First, though, the company apparently plans to attempt another Raptor engine static fire test on Monday, November 30th. Scheduled between 7 am and 9 pm CST, the test has been described as a “handoff” static fire, referring to the process of switching each Raptor engine’s propellant feed from Starship’s main tank to much smaller ‘header’ tanks reserved for landings.
What exactly that handoff refers to is unclear. It could mean that SN8 will switch from main tanks to header tanks during a Raptor static fire test, though it’s unclear why that capability would be necessary unless Starship’s current header tank design is too small. “Handoff” could also refer to the process of switching between main and header tanks between Raptor operations – far more likely. In other words, Starship SN8’s Monday testing might involve two back-to-back static fires, performed with no human intervention. If successful, such a handoff static fire would simultaneously test Starship’s ability switch propellant sources and perform multiple Raptor engine ignitions – both necessary for a launch and landing.
Musk himself believes that Starship SN8 has a ~33% chance of successfully launching, reaching apogee, stably ‘skydiving’ ~14 km (~9 mi) back to Earth, reigniting Raptor engines, and landing in one piece. It’s unclear what will happen in the seemingly unlikely event that SN8 survives, but Starship SN9 is practically nipping at the relatively ancient prototype’s heels.
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
