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SpaceX tests ceramic Starship heat shield tiles on Starhopper’s final flight test
Although it flew under the radar in the heat of the moment, SpaceX’s final Starhopper test flight – completed on August 27th – happened to include an unusual bit of test hardware – eight (give or take) ceramic Starship heat shield tiles.
On the same day that Starhopper lifted off for the last time and completed a 150m (500 ft) hop test in South Texas, SpaceX Cargo Dragon capsule C108 wrapped up its third successful orbital mission, reentering Earth’s atmosphere with a complement of several ceramic Starship heat shield tiles. This marked the first known orbital test of Starship hardware on the same exact day that Starhopper was putting nearly identical tiles through an entirely different kind of flight test.
Tile #8
As pictured above, a group of seven hexagonal tiles appeared on Starhopper’s exterior around August 14th. Those tiles were black (somewhere between matte and glossy), featured indents likely related to manufacturing or mounting, and appeared to be attached to Starhopper by way of a white, marshmallow-esque adhesive. Altogether, each tile bears a striking resemblance to two-thirds of a hexagonal Oreo cookie, arranged in a grid and sort of squished onto Starhopper.
Aside from the seven tiles attached directly to the exterior Starhopper’s liquid methane tank, at least one additional tile was spotted on a small mount structure welded to the bottom of one of the vehicle’s tripod legs. Likely just five or so meters (~15 feet) away from Starhopper’s Raptor engine, that particular tile would have been subjected to intense heating and sound (i.e. thermal and acoustic shock) during the Starship testbed’s final ~60-second flight.
It is a busy morning at the Starship Hopper launch site!
⚙️/⬇️/? : https://t.co/zWfJdm095L pic.twitter.com/KL6azUo4Rd— ?Trevor Mahlmann (@TrevorMahlmann) August 26, 2019
In fact, the Raptor-facing tile may have been put through an even more stressful test than intended, owing to the apparent difficulties Raptor SN06 had during its minute-long performance. Whether the result of shoddy installation and plumbing or an issue with Raptor itself, the engine demonstrated some unusual behavior as it throttled down for Starhopper’s landing, turning its largely transparent exhaust plume into a massive flamethrower.
Raptor or adjacent plumbing also appeared to suffer some kind of leak just before landing, producing significant flames that clearly scorched Starhopper’s rear and destroyed a huge amount of cabling in the area, visible just below the hexagonal tile group. Likely related, several views of the test showed a COPV flying off – clearing having suffered an anomaly that broke it free from Starhopper – around the same time as the vehicle ended its hop with a hard landing.
Tiles on Starhopper?
This does raise the question: why were prototype Starship heat shield tiles attached to Starhopper, a distinctly suborbital prototype that never reached a speed of ~20 m/s (40 mph), let alone orbital velocity? Without actually performing a reentry, what value could be derived? Taken alongside the almost-simultaneous orbital reentry test of four separate Cargo Dragon-shaped tile prototypes, the likely explanation is actually pretty simple and serves as an excellent example of SpaceX’s agile approach to aerospace development.
The three separate tile locations (Starhopper’s tank and leg and Cargo Dragon’s heat shield) all delivered extremely unique test conditions to their respective ceramic tile prototypes. Attached directly to a cryogenic fuel tank, Starhopper’s seven-tile set was almost certainly meant to test methods of mounting a heat shield on a stainless steel tank. Those tiles went through several thermal cycles from propellant loading, spent weeks unprotected in hellish South Texas heat and humidity, and suffered through the shock of flight and a hard landing.
The lone Raptor-adjacent tile was subjected to heating from a live engine just a dozen or so feet away, along with all the brutal acoustic stresses associated with it, perhaps including an unintended fire during anomalous engine performance. Cargo Dragon C108’s four ceramic tiles were far closer to a full-fidelity test, although they were shaped for and attached to the spacecraft in a manner that minimized their one-to-one relevance to Starship’s likely shield design. Regardless of the level of the test’s fidelity, they still managed to survive a true-to-life orbital reentry with nothing more than some soot stains from Dragon’s normal PICA-X shield material.
In short, SpaceX (hopefully successfully) demonstrated a large number of Starship’s ceramic tile design requirements before an actual flight-capable Mk1 or Mk2 Starship is ready for comparable testing. Of course, the most important tests will involve a combination of all Starship-relevant conditions (Raptor engines, cryogenic tank-wall mounting, hexagonal tiles, weeks spent in space, orbital reentry, etc.) for a full-fidelity reentry campaign with an actual Starship prototype. SpaceX CEO Elon Musk says those tests could begin very soon – as early as October 2019 – and the suite of piecemeal Cargo Dragon and Starhopper tests that prototype tiles have already completed will undoubtedly grease the wheels towards that ambitious goal.
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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
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.
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