News
SpaceX Starship eyes Tuesday launch after FAA communication breakdown causes delays
Two new sourced reports suggest that SpaceX’s fast-moving approach to Starship development and a shocking level of naivety and ineptitude on behalf of the FAA’s regulatory responsibilities combined to delay the latest Starship test flight.
As previously discussed on Teslarati, SpaceX was clearly and publicly targeting a Starship launch as early as 12pm to 5pm on Monday, March 29th after unknown issues delayed a Friday attempt. Those plans were writ large on SpaceX’s own website and via CEO Elon Musk’s tweets a full three days before launch and confirmed by road closures, notices to mariners, and the FAA’s own flight restrictions and advisories 24-48 hours prior. Around 11am CDT Monday, Musk revealed that SpaceX had been forced to call off the day’s launch attempt because an FAA-required inspector was “unable to reach” Boca Chica in time.
Now, per reports separately corroborated by The Verge reporter Joey Roulette and Washington Post reporter Christian Davenport, a clearer picture of what exactly transpired is available.
Roulette first broke the news, offering a better look at a portion of the debacle. Per “a source,” SpaceX had apparently told the FAA inspector – who had been waiting all week for Starship SN11’s launch debut – that plans for a Monday recycle had been canceled. The inspector then flew home to Florida. However, as things often do and have, the situation rapidly changed and SpaceX suddenly found itself in a position to launch on Monday.
According to the apparent FAA-side source, SpaceX dropped that change of plans on the agency’s lap late on Sunday, leading the inspector to “[scramble]” onto a Monday flight that was somehow too late to arrive before the 5pm CDT end of Starship’s test window. In a statement, the FAA chided SpaceX, stating that the company “must provide adequate notice of its launch schedule to allow for a safety inspector to travel to Boca Chica.”
Under that description of events, it would be hard not to find SpaceX clearly in the wrong. Mere hours of notice – and only offered late on Sunday evening – would make it difficult for anyone to abruptly arrange a 1300-mile, multi-stop flight. At the same time, though, someone capable of singlehandedly scrubbing an entire rocket launch attempt on a whim (or an accident) is obviously not just “anyone” and a functional regulatory apparatus probably wouldn’t leave the entirety of that substantial responsibility up to a single employee.
As it so happened, Roulette’s source only offer part of the picture. According to Christian Davenport and his sources, SpaceX (or someone) did tell the FAA inspector that it was safe to head home on Friday because the company was struggling to secure road closures from Cameron County for a Monday launch attempt. Apparently, the issue was so extreme that SpaceX wasn’t sure if a launch on any day of the next week would be possible.
However, sometime early on Sunday morning, SpaceX secured a road closure for a Monday Starship launch attempt. According to Davenport, SpaceX emailed the FAA inspector but he “didn’t see the email,” which presumably served as a notice of plans for a Starship launch attempt. Logically, SpaceX then began attempting to call the FAA (inspector?) but didn’t get an answer or call back until “late Sunday night.”
Via Cameron County’s explicitly public road closure announcement website, Monday’s road closure was granted no later than 11am CDT. Assuming SpaceX emailed the FAA inspector around then, that email effectively served as a notice of launch plans more than 24 hours before the window was scheduled to open. If SpaceX didn’t somehow forget to email until hours later, Davenport’s description implies that it took SpaceX hours of constant phone calls before the FAA finally responded.
If that series of events is accurate, as it seems to be, it’s a searing indictment of systematic ineptitude and laziness on behalf of the FAA. Having changed SpaceX’s Starship launch license to necessitate the presence of an FAA inspector mere weeks ago, thus giving a single person the power to scrub an entire launch attempt, the regulatory agency appears to have entrusted the entirety of that responsibility to a single “inspector.” Knowing full well that SpaceX works continuously with multiple shifts after almost two years of managing Starhopper and Starship tests, hops, and launches, the FAA then failed to ensure that some kind of communications infrastructure was in place to keep SpaceX appraised about the availability of a single inspector it now fully hinged on for all future Starship launches.
If, as the phrasing in both reports suggests, the FAA allotted a single government inspector to preside over all future Starship launches, that alone would bely a ridiculous level of ineptitude and naivete (or ignorance). To then trust that single person with nearly all of the responsibility of maintaining contact with SpaceX, day and night, would be akin to the FAA consciously guaranteeing that a disruptive breakdown in communications like this one would happen.
All told, SpaceX likely also needs to do some recalibration to better mesh and coexist with the FAA’s glacial reaction time and pace of work. However, the FAA is not going to be winning any favors if it continues to manage SpaceX’s Starship licensing in a manner as inept and cavalier as it has been. Far more importantly, if the FAA – one of the largest, best-funded regulatory bodies responsible for ensuring the safety of some of the most complex systems and vehicles on Earth – is unable to perform tasks as rudimentary as scheduling and contingency planning, it’s difficult to imagine how that same office could be trusted to regulate – and make safer – systems as extraordinarily complex as launch vehicles.
With any luck, the FAA will prove that the last four months have been minor bumps in the road to reliably and professionally licensing and regulating SpaceX’s Starship launch vehicle. However, after two separate demonstrations of systematic mismanagement over a mere four Starship launch attempts, it’s becoming harder and harder to soundly argue that the FAA still deserves the benefit of the doubt.
Assuming the FAA inspector is on schedule, Starship SN11’s next launch attempt is now scheduled between 7am and 3pm CDT (UTC-5) on Tuesday, March 30th.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
