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SpaceX rolls upgraded Super Heavy booster to the launch pad
SpaceX has begun transporting an upgraded Super Heavy booster to its South Texas launch facilities, where the rocket will likely be tested with a rarely used stand known as the ‘can crusher’.
On Wednesday, March 30th, SpaceX scheduled a temporary road closure – indicative of transport operations – on March 31st. The Friday prior, Super Heavy Booster 7 (B7) left the high bay it was assembled in multiple times, only to roll back inside at the end of the day. More likely than not, SpaceX decided to keep working on the booster inside the shelter of the high bay while a different team focused on preparing Starbase’s orbital launch site (OLS) for B7’s arrival. Simultaneously, moving Booster 7 also made room for SpaceX to begin stacking Booster 8, which began the same day.
Work at the pad has centered around one thing in particular: a massive mechanical device affectionately known as the ‘can crusher.’ Made up of two large steel structures, that structural test stand’s primary purpose is, to some degree, to attempt to crush Starship test tanks and Super Heavy prototypes. SpaceX transported the bottom half of the structural test stand to the orbital launch site a few days before Booster 7’s first brief trip outside the high bay.
A few days later, pictured in the tweet above, unofficial aerial photography of Starbase revealed that SpaceX has modified the stand with 13 hydraulic rams, all but guaranteeing that it will be used to test SpaceX’s next Super Heavy. B7 is the first booster designed to use upgraded Raptor V2 engines – and 33 of them, no less. Boosters 3 and 4 had room for 29 older Raptors. That ~14% increase in engine count required a redesigned thrust section, raising the number of central gimballing Raptors from 9 to 13.
Raptor V2’s upgrades are far more consequential, however. On top of major design simplifications that should slash the cost of manufacturing, Raptor V2’s maximum thrust was boosted from about 185 tons to 230+ tons (~410,000-510,000 lbf). Combined with more engines, Super Heavy Booster 7 could theoretically produce around 7600 tons (~16.7M lbf) of thrust at liftoff, while Booster 4 – which never fired even one of its 29 Raptor V1.5 engines – could have produced about 5400 tons (~11.9M lbf). That 40% increase in max thrust likely necessitated a similarly strengthened thrust section, involving a large number of mostly invisible design changes.
Those changes now need to be qualified and it appears that SpaceX may use B7 – an entire Super Heavy booster that could one day fly – to verify their performance instead of a cheaper, more disposable test tank. The first part of that testing will likely involve simulating the thrust of at least 13 of Booster 7’s engines. The test stand’s ‘cap’ could also be installed on top of Booster 7 once it arrives at the pad, possibly allowing SpaceX to simulate both the thrust of all 33 engines and the stress caused by acceleration during launch, reentry, and landing. Finally, SpaceX has begun installing a custom fixture and plumbing that will allow all of that structural testing to occur while Super Heavy is loaded with liquid nitrogen (LN2) or oxygen (LOx), adding another layer of stress.
Assuming the structural test stand is strong enough to support a several-thousand-ton booster, SpaceX could also feasibly complete cryogenic proof tests (with benign LN2 or LOx) and even wet dress rehearsals (with flammable LOx and methane propellant) with the same setup. Fully proofed, Booster 7 could then be fitted with Raptor 2 engines and installed on Starbase’s ‘orbital launch mount’ for static fire testing.
Based on road closures, SpaceX at least wants the option to begin testing Booster 7 as early as Friday, April 1st – the day after it arrives at the launch site. If test readiness slips further to the right, which is likely, additional opportunities are available on April 4th and 5th.
Elon Musk
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.
Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.
Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.
Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.
The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”
Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”
The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.
Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.
Elon Musk
SpaceX President to gift Trump Accounts her SpaceX stock
Gwynne Shotwell’s 2 million SpaceX shares are headed to children’s Trump Accounts starting this December.
SpaceX President Gwynne Shotwell said Friday that more than 2 million SpaceX shares belonging to her and her husband, Robert, will be distributed to children’s Trump Accounts in December, turning a pledge she made over the summer into an actual transfer. “Robert and I are thrilled that our gift of over 2 million shares of SpaceX stock will be distributed to children’s Trump accounts in December!” Shotwell wrote on X, adding that the shares are “transferring to escrow as we speak.”
The first round goes to children aged 11 to 17 who live in ZIP codes where the median family income is $57,000 or less, along with kids in ZIP codes with too few residents for the Census to report that figure. Shotwell said those families should receive a notice by Monday, Reuters reported.
A second gift is expected to be finalized in the next few weeks. That round will cover eligible children in military families serving overseas, children in foster care, and more kids in Texas counties near the Shotwells’ home where median family income is $90,000 or less. Elon Musk replied to the announcement with “Cool” and a heart emoji.
Shotwell first announced the donation on July 6, less than a month after SpaceX priced its record IPO at $135 per share on the Nasdaq. IPO filings showed Shotwell owned about 12.6 million SpaceX shares, Quartz reported at the time, which makes the gift roughly one sixth of her stake. At the roughly $146 per share used to value Musk’s own pledge earlier this month, 2 million shares are worth about $290 million.
How the stock would actually reach the accounts had been an open question since July. Treasury guidance acknowledged that stock donations could flow into Trump Accounts, but it did not explain the mechanics for a program whose contributions default into an S&P 500 index fund. Shotwell thanked the Treasury, the IRS, the Dell Foundation, Greater Horizons, Invest America and the law firms Morgan Lewis and Gibson Dunn for “working over the past few months to make this happen.”
The transfer also works as a dry run for a far larger gift. On October 19, Musk said he would give one of his SpaceX shares to every kid in America next year and called it “the first of many.” With roughly 72 million children in the country, that pledge is worth about $10.5 billion. President Donald Trump thanked Musk the same day and said the shares would go through Trump Accounts, though neither SpaceX nor the Treasury has published how or when that distribution will happen.
Shotwell’s recipients also fill a gap in the program itself. Trump Accounts launched on July 4, and the $1,000 Treasury deposit only goes to babies born between 2025 and 2028. Teenagers aged 11 to 17 receive no government seed money, so for many of the families getting a notice on Monday, SpaceX stock will be the first asset in the account. The accounts convert into retirement accounts when the child turns 18.
Tesla Full Self-Driving is now the centerpiece of the company’s newly revised Referral Program, which launched on October 29.
Instead of referring people to purchase vehicles and the referrer receiving $250 in Tesla Credit, the new program now incentivizes Full Self-Driving subscriptions.
If a Tesla owner is on an FSD trial and uses a referral code to subscribe to Full Self-Driving, the person whose Referral Link was used will receive one month of FSD (Supervised). Their code can be utilized 12 times per year, with January 1 marking the reset date.
Realistically, this means that if your Referral Code is used by 12 Tesla owners on an FSD trial, you will receive a full year of FSD for free.
🚨 Here is Tesla’s new Referral Program for Full Self-Driving (Supervised):
When someone subscribes to FSD using your link, you’ll get a month free. Up to a year of FSD is available to you for free!
If you’d like to use my link: https://t.co/g00IX9OCE3 https://t.co/GFBzEO2jjS
— TESLARATI (@Teslarati) October 30, 2026
The previous program made it pretty difficult to get referrals; buying a vehicle is obviously a much larger financial strain than subscribing to Full Self-Driving for a month.
Of course, the previous Referral Program also offered a tangible benefit: $250 in credits you could use on Service, Supercharging, or anything in the Tesla Shop. It truly could pay for someone’s travel for a year. It recently bought me a new backpack and a T-shirt.
However, this new program is much more attainable for those who do not have a massive online presence of a slew of friends in the Tesla community who will use the code and max out subscriptions for vehicle purchases.
Woke up to maxed out Referrals! Thank you guys, that’s awesome!
Share your referral link below so others can use it! https://t.co/kesbwTcoTV
— TESLARATI (@Teslarati) October 30, 2026
The Full Self-Driving suite will now be the keystone of the Referral Program, which makes it more inclusive and more fun for everyone with an awesome benefit.
It also gives the impression that Tesla is truly focused on FSD subscriptions, something that saw a tremendous increase in volume in Q3, as 75 percent of deliveries for the quarter came with an FSD subscription attached.
Full Self-Driving data is so instrumental to the suite’s improvement that this kind of program benefits Tesla as much as it does the consumer.
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
SpaceX President to gift Trump Accounts her SpaceX stock
