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SpaceX prepares Starship, Super Heavy for milestone Raptor static fire tests
SpaceX has scheduled a full week with as many as 30 hours of road and beach closures for Starship and Super Heavy testing and is working hard to prepare the first orbital-class ship and booster for several major challenges.
First rolled to SpaceX’s Starbase orbital launch site more than six weeks ago and stacked together for the first time on August 6th, the company has spent the last month putting the finishing touches on Starship 20 (S20) and Super Heavy Booster 4 (B4) – ranging from heat shield installation to plumbing and wiring. Perhaps most importantly, SpaceX has also installed some or all of the Raptor engines that are expected to support the ship and boosters’ first static fire qualification tests.
For a number of reasons, those static fires – and a few additional tests expected to precede them – could be huge milestones for SpaceX’s Starship program.
Earlier this month, after rolling Starship S20 to the launch pad for the second time and installing it on one of two suborbital launch/test mounts, SpaceX began the process of installing Raptor engines (again for the second time) on the rocket. Beginning with two center sea level-optimized Raptors, SpaceX then installed a Raptor Vacuum engine on Ship 20. The implication: when S20 fires up for the first time, it might be doing so with two kinds of Raptor engines – a first for the Starship program.
Since Raptor Vacuums first began static fire testing at SpaceX’s McGregor, Texas development campus around Q4 2020, the company has yet to fire up an RVac engine on a Starship prototype. Starship’s current design features three gimballing sea-level Raptors and three vacuum-optimized variants with much larger nozzles – all in close proximity inside a 9m-wide (30 ft) skirt.
As such, the first Starship static fire with any combination of Raptor Center and Raptor Vacuum engines will be a significant milestone for SpaceX. Eventually, that will likely culminate in the first static fire(s) of a Starship (likely S20) with all six Raptors installed – a test that will effectively qualify that prototype for its first orbital launch attempt.
Meanwhile, things are arguably even more complex for Super Heavy. Aside from a single three-engine static fire completed by Super Heavy Booster 3 (B3), Starship’s first stage has never come close to a full-up static fire with all 29-33 Raptor engines installed. Whenever that occurs, Super Heavy will likely become the most powerful rocket ever tested and – like with Starship – will be more or less qualified for its first flight if the test goes according to plan.
SpaceX already installed a full 29 Raptor engines on Super Heavy B4 last month. After returning to Starbase, those engines were removed and eventually reinstalled a few weeks later – albeit with a number of replacements. Now, having spent the last 11 days sitting on the orbital pad’s launch mount, SpaceX has begun to replace at least one of Booster 4’s 29 installed engines. It’s unclear why but the fact that SpaceX is replacing engines at the launch pad – instead of rolling Super Heavy back to the build site for the third time – is an encouraging sign that B4 is nearly ready for its first proof and static fire tests.
Due to all the recent activity, it’s almost impossible to tell whether Starship S20 or Super Heavy B4 will be first onto the figurative saddle for ambient pressure, cryogenic, and static fire proof testing. What is clear, though, is that SpaceX has five six-hour testing windows scheduled every day next week. Stay tuned for updates on the next steps for SpaceX’s first orbital-class ship and booster pair.
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Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities.
Xpeng CEO He Xiaopeng has offered fresh praise for Tesla’s Full Self-Driving (FSD) system after revisiting Silicon Valley more than a year after his first hands-on experience.
Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
Tesla FSD closing in on Level 4 driving
During his visit, He test-drove a Tesla equipped with FSD V14.2. He also rode in a Tesla Robotaxi. Over roughly five hours of driving across Silicon Valley and San Francisco, He said both vehicles delivered consistent and reassuring performance, a notable improvement from his experience a year earlier.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, allowing users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
He previously tested Tesla’s FSD V12.3.6 and Waymo vehicles in California in mid-2024, noting at the time that Waymo performed better in dense urban environments like San Francisco, while Tesla excelled in Silicon Valley and on highways.
Xpeng’s ambitious autonomy roadmap and internal challenge
The Silicon Valley visit also served as a benchmark for Xpeng’s own autonomy ambitions. He stated that Xpeng is looking to improve its VLA autonomous driving system to match the performance of Tesla’s FSD V14.2 within China by August 30, 2026. Xpeng is poised to release its VLA 2.0 smart driving software next quarter, though He cautioned that the initial version will not be able to match FSD V14.2’s capabilities, as noted in a CNEV Post report.
He also added a personal twist to the goal, publicly challenging Xpeng’s autonomous driving team. If the performance target is met by the 2026 deadline, the CEO stated that he will approve the creation of a Chinese-style cafeteria for Xpeng’s Silicon Valley team. If not, Liu Xianming, head of Xpeng’s autonomous driving unit, has pledged to run naked across the Golden Gate Bridge, He noted.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
Another Tesla Model 3 variant sold out for January 2026 in China
