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SpaceX making good progress towards Super Heavy static fire campaign
SpaceX appears to be making great progress towards the start of its first full Super Heavy static fire campaign, building upon extensive Starship testing and a single booster static fire completed in July 2021.
On May 14th, upgraded Super Heavy booster B7 was moved back to SpaceX’s South Texas Starbase Starship factory after completing a successful round of tests and smoothing out an otherwise rocky start to its life. It was not the booster’s first time on that journey: after first leaving the Starbase ‘nest’ on March 31st, Booster 7 suffered significant internal damage during a structural stress test on April 14th and was forced to return to the factory for repairs. Impressively, despite the cramped environment and extremely limited access to the interior of the Super Heavy’s primary and secondary propellant tanks, SpaceX engineers and technicians somehow completed those repairs and Booster 7 sailed through a new round of ‘cryoproof’ testing on May 9th and 11th.
In the ~20 days since its second return, SpaceX teams have been hard at work preparing Super Heavy B7 for its next major challenges – the results of which could determine whether the massive rocket helps launch a Starship into space later this year.
That goal, same as it has been for half a year, is to qualify the first Super Heavy booster for flight. To do so, SpaceX must – at long last – static fire a Super Heavy with all necessary Raptor engines installed. For Booster 7 and its near-term successors, that means 33 new “Raptor 2” engines capable of generating a total of ~7600 metric tons (~16.7M lbf) of thrust.
That’s exactly what SpaceX workers have been focused on doing since Booster 7’s second return to a Starbase assembly bay. Bit by bit, they have spent every day since installing Raptor 2 engines one at a time. Unfortunately, due to the Super Heavy’s relocation inside a brand new assembly building known as the Megabay, High Bay 2, or Wide Bay, the half-dozen or so unaffiliated photographers who have come to regularly photograph Starbase have yet to find an angle that shows the state of that engine installation progress.
Two weeks later, it’s clear that SpaceX is taking its time, which likely also implies that the company is simultaneously encasing Booster 7’s Raptors and engine section in shrouds that will protect them during static fire testing; as well as during launch, reentry, and landing if B7 makes it that far. That’s not guaranteed, however, and it could also simply be that installing 33 engines on the first attempt at installing any Raptor 2s on any rocket has proven much harder than expected.
On June 1st, CEO Elon Musk appeared to confirm that engines are still being installed on Super Heavy B7, but he also verified that “all Raptor 2 engines needed for [the] first orbital flight are complete.” That could include Starship S24, which needs three sea-level Raptor 2s and three vacuum-optimized Raptor 2s, but it’s still great news even if he only means it for Booster 7. SpaceX has been spotted delivering at least a handful of new Raptor 2 engines a week for the last month or two, which means that all 33 engines may already be onsite at Starbase. If some are still undergoing proof testing at SpaceX’s McGregor, Texas facilities, it could be a few more weeks before all necessary engines are onsite, but that milestone is likely close at hand if it hasn’t already been reached.
For Super Heavy Booster 4, which was inexplicably never static-fired, installation of all 29 of its Raptor 1 engines took just a few days, but the installation of a heat shield around those engines took at least a few weeks. On June 1st, SpaceX also began installing grid fins on Super Heavy B7, further indicating the company’s growing confidence in the booster.
Outside of booster outfitting, SpaceX has also been aggressively refilling the Starbase orbital launch site’s (OLS) massive tank farm, which is capable of storing, subcooling, and distributing thousands of tons of liquid oxygen (LOx), liquid methane (LCH4), liquid nitrogen (LN2), and a variety of gases. For a full wet dress rehearsal (WDR), which has also never been done with Super Heavy, SpaceX would need to fill the booster with around 3400 tons (7.5M lb) of propellant. Out of an abundance of caution, Super Heavy B7 will likely have far less propellant aboard during almost all of its static fire tests, but a full static fire with a full load of propellant – simulating most prelaunch conditions – will likely be one of the last main goals of any static fire campaign. At full thrust, 33 Raptor 2 engines will likely burn around 25 tons (~55,000 lb) of propellant per second, so a huge amount of propellant will be needed regardless.
In the same series of June 1st tweets, Musk also confirmed that SpaceX intends to proceed cautiously into its first true Super Heavy static fire campaign, testing engines “just one at a time at first.” Musk probably isn’t being literal, as a campaign in which Booster 7 tested every one of its 33 Raptors individually could easily take weeks, so it’s likely safe to interpret his words to mean that SpaceX is not going to leap straight from the first limited test of one or a few engines to all 13 center engines, all 20 outer ‘boost’ engines, or all 33 engines at once.
Almost three weeks into the process of engine and heat shield installation, Booster 7 could potentially be ready to return to the orbital launch site any day now, though there’s probably an equal chance that it’s still a few weeks away. Nonetheless, SpaceX is on the cusp of kicking off one of the most exciting and important test campaigns in the history of Starship.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
