News
SpaceX begins installing Raptor engines on first Super Heavy booster
SpaceX has installed a Raptor engine on a Super Heavy booster prototype for the first time, defying expectations and setting the rocket up for two major tests as early as this week.
On Thursday, July 8th, SpaceX briefly filled Super Heavy Booster 3’s (B3) propellant tanks with benign nitrogen gas. The vehicle seemingly came to life for the first time that morning when it was spotted using its tank vents – a generally incontrovertible sign that the complex mechanical system that is a rocket is functional. Later that day, the public highway and beach adjacent to SpaceX’s launch site were briefly closed for what was expected to be an ambient pressure and/or cryogenic proof test.
Booster 3 never got to the cryogenic proof test – easily confirmed thanks to the frost that forms on most rockets’ exteriors as main tanks are filled with extremely cold liquid nitrogen. No such frost formed, no major venting occurred, and the road was only closed for the first two hours of a six-hour test window.
According to Next Spaceflight’s Michael Baylor, SpaceX did complete a “brief ambient proof” during that relatively short closure, though very little activity was visible during the test. Friday’s 14-hour test window was canceled the next morning, leaving SpaceX the rest of the weekend to prepare the first functional Super Heavy booster for its first truly challenging test – cryo proof.
Instead, late on Saturday, July 10th, SpaceX rolled Raptor 57 (R57) from build site to launch pad and began installing the engine on Booster 3 just a few hours later. Prior to Raptor 57’s installation, most prominent (albeit unofficial) voices in the SpaceX fan community anticipated no more than cryogenic proof testing for Booster 3 – no static fires, in other words.
However, it was fairly apparent that Super Heavy Booster 3 and the modified suborbital launch mount it was installed on were both outfitted for testing more complex than a cryo proof alone. Notably, B3 rolled to the pad with multiple labeled methane pressure vessels (COPVs), extensive plumbing, and autogenous pressurization control panels installed – all of which continued to be actively worked on after the booster was installed at the launch site.
While it’s technically not impossible to build a ground testing Starship prototype that’s capable of a wide variety of tests but never actually used to its full extent, doing so would be well out of character for SpaceX and make little sense in general. As such, it’s not a major surprise that SpaceX has now begun to install Raptor engines on Super Heavy Booster 3. What is surprising is that SpaceX is installing Raptor engines on a first-of-its-kind Super Heavy prototype before any fully integrated booster has completed cryogenic testing.
Based on Starship’s ~18-month test history, there is a real possibility Super Heavy B3 will fail during cryogenic proof testing. Even accepting that SpaceX’s testing processes and expertise have matured dramatically after dozens of Starship tests on the ground and in flight, the chance remains. In other words, SpaceX’s decision to begin installing Raptors on Super Heavy before ensuring structural and mechanical integrity implies some combination of unusual confidence in a prototype as unproven as Booster 3 and a distinct lack of concern at the prospect of losing at least two Raptor engines in a hypothetical test failure.
Knowing SpaceX and CEO Elon Musk’s goals for Raptor, the latter implication isn’t much of a surprise but it’s always interesting to have direct visual evidence that Raptor is, in fact, so cheap to build and easy to install that the minor effort and few days of possible delays required to reduce the risk of losing multiple engines just aren’t worth it.
As such, it’s now clear that Super Heavy Booster 3 will have at least one or two Raptor engines installed during its very first cryogenic proof test – currently no earlier than 12pm to 8pm CDT (UTC-5) on Monday, July 12th. Assuming SpaceX’s confidence is well-placed and Booster 3 passes its first cryogenic tests without issue, the real question now is how many Raptors will be installed and ignited during Super Heavy’s first static fire test?
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
