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SpaceX’s Florida Starship hits growth spurt as Texas Starship begins bulkhead installation
In the last week alone, SpaceX’s twin orbital Starship prototypes have made some truly jaw-dropping progress. Onlookers have witnessed Florida’s Starship push through a rapid growth spurt, while the company’s Texas team has begun to install propellant tank bulkheads and work on a triple-Raptor thrust structure.
Meanwhile, SpaceX CEO Elon Musk has suggested that one or both of the orbital-class Starship prototypes could be “almost ready to fly” by August 24th, the date of the CEO’s next official update on Starship (formerly BFR and ITS). Although the actual challenge of building a massive, orbital-class launch vehicle is far subtler than the visible steelwork needed to build its primary structure and pressure vessels, the veritable leaps forward made in both Texas and Florida in the last 7-10 days are extremely encouraging signs.
Bulkheads galore
Starting off in Boca Chica, Texas, SpaceX’s team of engineers and technicians have been simultaneously handling Starhopper’s first untethered flight test (completed on July 25th) and building the facility’s orbital-class Starship prototype. Most significantly, after a few days of preparation, what is likely the Texas Starship’s first bulkhead was lowered inside its ~25m-tall (80 ft) barrel section, composed of the spacecraft’s propulsion section and propellant tanks.
Pictured below, technicians carefully craned the first 9m (30ft) diameter dome inside the Texas Starship on July 30th. Based on its orientation and the recent arrival of a similar dome, this particular bulkhead is almost certainly the bottom dome and first of three to be installed. It will thus serve as the bottom of the Texas Starship’s liquid methane propellant tank, as well as a significant structural member of the rocket’s thrust structure, needed to safely transfer the force of 3-6 Raptors to the rest of Starship.
SpaceX Texas also accepted delivery of the first multi-engine Starship thrust structure, featuring three obvious spots for three Raptors, meshing with Musk’s August 3rd statement that “Starship Mk1” would feature three of the engines.
11 meters, 5 days
Meanwhile, at SpaceX’s similar Florida Starship facility, the similar-but-not-quite-identical spacecraft has experienced even more rapid growth. Over the course of perhaps 4 or 5 days, technicians installed a full six new rings worth of steel segments on the vehicle’s tank section, separated from the curved nose section just like SpaceX’s Texas Starship. With an individual height of almost exactly six feet (~1.8m), the six new rings combined to add more than 10.5m to the Florida Starship’s relative height in just a few days. Combined, the nose and barrel sections would likely reach a height of 45-50m (145-165 ft), roughly 10-15% shy of full height (55m).
No fewer than 7 additional rings are visible in various stages of work (c. Aug. 4) across the Cocoa campus after the recent growth spurt.
Of note, a bulkhead visible between the Florida Starship’s barrel and nose sections in mid-July disappeared around the third week of the month, a strong indicator that SpaceX’s Florida campus actually beat Texas to their first Starship tank dome installation by as much as ~10 days. The fact that SpaceX is effectively racing itself to build the first flight-ready orbital-class Starship is deeply entertaining, but it also serves as an extremely unique example of the application of A/B testing (commonly used in software dev.) to spacecraft assembly.
Per Musk, the goal is not meant to be cutthroat (i.e. two groups enter, one group leaves) and both groups (Boca Chica and Cocoa) were said to be actively cooperating and sharing important lessons learned. Still, the geographically separated groups are visibly utilizing different methods, facilities, materials, and approaches. In effect, SpaceX has encouraged two of its own groups to duel (albeit in a semi-friendly manner) as a deeply unorthodox method of getting Starship to operational readiness as fast as physically possible.
Although Musk did partially contradict himself on August 3rd, implying that the first orbital Starship prototype(s) could be “almost ready for flight” by late August, the SpaceX CEO stated on July 19th that both Florida and Texas Starships could be ready for their first (suborbital) flights in “2 to 3 months”, or September/October. The first orbital Starship launch would follow as few as 2-3 months after that (or those) first flight milestones.
In short, Musk’s official August 24th Starship presentation is likely to be downright jaw-dropping. Stay tuned!
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
