SpaceX
SpaceX’s Starship, Starhopper prototypes continue slow and steady progress
The last few weeks of SpaceX’s work on Starship and Starhopper prototypes has been marked by less visible progress relative to the past few months. The changes that are visible, however, confirm that its Boca Chica engineers are working around the clock to complete the first orbital Starship prototype.
At the same time, it appears that SpaceX’s South Texas facilities are preparing for a rapid period of expansion and build-up. New work around the ad-hoc Starhopper pad has recently begun, while construction of a second concrete jig for concurrent prototype fabrication and what will likely be a more permanent hangar and control facility are also ramping up. Things have been quiet news-wise for SpaceX’s McGregor and Hawthorne facilities but there is reason to believe that Raptor production and testing is going smoothly.
And over at its pal’s place, the orbital prototype (and the build-up of another jig)
?@BocaChicaGal
Dedicated Updates: https://t.co/FYHRkwZ2dd pic.twitter.com/glg8Yr6oO6— Chris B – NSF (@NASASpaceflight) April 20, 2019
Starship Alpha
The most obvious visible progress made in April is centers around SpaceX’s first orbital Starship prototype, soon to begin its third month of active construction. As of mid-March, the shells of two large steel barrel sections – together about 18 m (60 ft) tall – were fully erected at the build site, with a handful of other sections in various states of welding. The height of those two cylinders has remained unchanged since then but it’s safe to assume that a ton of work has been going on inside them, invisible to anyone viewing from public perspectives since drones were effectively banned in March. In other words, the two pieces – most likely the barrel sections of Starship’s liquid methane and liquid oxygen (LOX) tanks – are likely being carefully transformed into actual propellant tanks.
There is also a good reason for their height differential: the larger (LOX) section is almost exactly a third larger than the small section (methane) in part because of the physical reality that Starship will need almost exactly 33% more LOX than methane by volume. Large propellant tanks – particularly those meant for cryogenic fluids and spaceflight applications – are often quite complex, with the vast majority of that complexity happening under the hood. The above render was made while SpaceX was still planning on carbon fiber tanks and also appears to be significantly simplified, but it still offers a small look at some of that complexity.
Aside from successfully completing thousands of welds throughout the assembly, a lot of the effort of building an advanced tank is put into plumbing – both internal and external – needed to load, unload, pressurize, depressurize, and generally manage cryogenic (i.e. super cold) liquid propellant. SpaceX decided to utilize a partial balloon tank design to keep the steel skins of its stainless steel Starship and Super Heavy as thin as possible, adding yet another level of internal work due to the need for stringers and longerons on top of baffles and hardware to mount COPVs or header tanks.
Adding further complexity to the internal structure of Starship is the presence of major aerodynamic surfaces and landing legs, both of which will need to survive extreme stresses if they are to function as intended. Those structures must be aerodynamically streamlined and attach to the outside of Starship’s hull, likely requiring significant structural reinforcements both inside the spacecraft’s nose and rearmost propellant tank.
Super Heavy?
SpaceX began construction of a second concrete fabrication jig just a handful of days ago. Effectively a copy of a jig occupied with the larger of the two barrel sections of the orbital Starship prototype, the simple structure acts as a mount and includes a large door that allows scissor lifts to get inside the steel structure. The new jig is being built directly adjacent to Starship’s smaller barrel section, suggesting that it could simply be a way to concurrently work on both the LOX and methane tanks. Given the inherent simplicity of a concrete jig, it could also end up being used to support the simultaneous assembly and integration of the first Super Heavy booster prototype.
Back in December 2018, SpaceX CEO Elon Musk indicated that the first Super Heavy prototype would start production in “spring” (i.e. NET April 2019). Musk has also indicated that Starship and Super Heavy will be simultaneously built both in Boca Chica, Texas and Cape Canaveral, Florida. In general, SpaceX is clearly beginning another round of expansion and improvement for its Boca Chica facilities, including the new concrete jig and an entirely new building on the same plot of land.
Starhopper
Last but not least is SpaceX’s Starhopper prototype. After completing an inaugural round of multiple wet dress rehearsals (WDRs) and two Raptor static fires/hops, SpaceX technicians removed the vehicle’s lone Raptor engine on April 8th. Starhopper has remained more or less inactive in the last two weeks, aside from some work going on inside the vehicle (per the open access hatch).
Without a Raptor engine, there is admittedly not a whole lot that SpaceX can do with Starhopper, aside from additional WDRs if the first handful of tests were not enough. Instead, some minor work has been going on around the Hopper’s ad hoc pad, mainly taking the appearance of dirtmoving. Without aerial views, its hard to tell what exactly is taking shape, but it’s safe to say that Starhopper is simply waiting for additional Raptors to be produced, tested, and delivered to Boca Chica. Once more Raptors are ready, it’s understood that SpaceX will move into multi-engine (likely 3+) hop tests, perhaps loosing Starhopper from its tethers.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
