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SpaceX preps Starship, Super Heavy for another week of Raptor testing
SpaceX continues to work around the clock to prepare its latest Starship and Super Heavy booster prototypes for another week of testing – likely focused on firing up the Raptor engines installed on each vehicle.
Known as Booster 7 and Ship 24, SpaceX has been slowly testing both prototypes for approximately four months, beginning in April and May, respectively. Only in early August did the company cautiously begin attempting to ignite their Raptor engines as part of a process known as static fire testing – by far the most difficult and important part of qualifying both vehicles for flight.
Thanks to progress made in 2021, SpaceX already has significant experience testing an earlier orbital-class Starship prototype on the ground, but the process of testing Ship 24 is still fresh and unfamiliar for a number of reasons. For Booster 7, the challenges are even greater.
On top of major design changes made to Starship and Super Heavy over the last year as SpaceX continues to refine the rocket, the company also developed a substantially different version of its Raptor engine. Compared to Raptor V1, Raptor V2 almost looks like a new engine and can produce around 25% more thrust (230 tons versus 185 tons). SpaceX has also tweaked how the engine operates, particularly around startup and shutdown, further weakening the value of past experience testing Raptor V1 and V1.5 engines on Ship 20 and Boosters 3 and 4.
In other words, with Ship 24 and Booster 7 engine testing, it’s possible that SpaceX is effectively starting from scratch. Many aspects of testing – propellant conditioning, thermal characteristics, tanking, detanking, certain test stands – are likely mostly unchanged, but almost every aspect of a rocket is affected by its engines.
Before SpaceX began testing Raptor V2 engines on Starship and booster prototypes, it wasn’t clear if the changes between V1.5 and V2 would invalidate a lot of prior testing. After the start of Booster 7 and Ship 24 static fire testing, it’s now clear that a lot of that earlier work has to be redone. It’s also clear that despite some of the simplifications in Raptor V2’s design, operating the engine on Starship and Super Heavy is much harder get get right.
Since mid-July, SpaceX has completed around 15-20 ‘spin-prime’ tests between Ship 24 and Booster 7 – more of that kind of test than any other prototype in the history of Starbase has performed. Spin-prime tests flow high-pressure gas through Raptor’s pumps to spin them up without igniting anything. It’s unclear why so many of those tests are being done, what SpaceX is gaining from it, or why the company appears to have completely stopped conducting preburner tests (a more life-like spin-prime with partial combustion).
Regardless, eight weeks after the start of engine testing, Booster 7 has only performed three static fires (two with one engine, one with a max of three or four engines), and Ship 24 has only completed one static fire with two engines. Before either vehicle can be considered ready for flight, a day that could easily never come, each will likely need to conduct multiple successful static fires with all of their Raptor engines (6 on S24 and 33 on B7).
If the pace of Booster 7 testing doesn’t change, the vehicle could be months away from a full 33-engine static fire attempt – perhaps the single most important and uncertain test standing between SpaceX and Starship’s first orbital launch attempt. Ship 24’s path to flight readiness should be simpler, but it appears to be struggling almost as much.
According to CEO Elon Musk, “an intense effort is underway” to ensure that Super Heavy B7’s Raptor engines are well contained during anomalies, so that one engine violently failing won’t damage or destroy the booster, other engines, or the launch pad. That could certainly complicate the process of testing Booster 7, and it’s likely that SpaceX is taking some of the same actions to protect Ship 24.
In early September, after a partially successful Booster 7 static fire (its first multi-engine test) and numerous additional Ship 24 tests that failed to achieve ignition, SpaceX replaced engines on both vehicles. Booster 7 had one of 13 Raptor Center engines swapped out, while Ship 24 had one of its three Raptor Vacuum engines replaced.
On September 5th, SpaceX distributed a safety alert to Boca Chica’s few remaining residents, confirming that it wants to restart testing as early as Tuesday, September 6th. Especially as of late, that alert guarantees nothing, but it does at least open the door for SpaceX if Ship 24, Booster 7, and the positions of the stars happen to be in the right mood between 8am and 8pm CDT. Additional opportunities are available on September 7th, 8th, 9th, and 12th.
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
