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SpaceX on track to become third most valuable private company in the world

SpaceX's valuation continues to skyrocket after a new funding round substantially increased the company's share price. (Richard Angle)

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SpaceX is on track to become the third most valuable private company in the world if it successfully raises a new round of funding.

First reported and confirmed by CNBC, SpaceX hopes to raise between $500 million and $1 billion via a new investment offering. The Series N round would ultimately value the company at $44 billion – second only to China’s Didi and Bytedance (known in the US for TikTok) – if SpaceX finds significant investor interest at the upgraded $270 share price. Based on the ~$3.4 billion SpaceX has raised over more than a dozen rounds in just the last several years, strong investor demand is all but guaranteed.

The confidence and interest of investors can be explained in large part by SpaceX’s spectacular success in the face of countless systemic and technological challenges, as well as its association with founder and Tesla CEO Elon Musk. Perhaps even more at odds with success than SpaceX’s near-term goals, Tesla’s meteoric rise and iron grip on the global consumer electric vehicle industry has unsurprisingly helped convince many that success is often just a matter of time for Musk’s calculated ventures.

Dozens of Starlink satellites streak through the night sky in this long exposure image. (Richard Angle)
Both SpaceX’s Starship and Starlink programs are in the midst of major, capital-intensive shifts in strategy. (NASASpaceflight – Nomadd)

Like several recent fundraising rounds, SpaceX is seeking investors willing to support the company’s long-term vision in the hopes that its Starship and Starlink programs will be as disruptive and revolutionary as they aim to be. CNBC reports that SpaceX is telling prospective investors that Starlink aims to become a major player in a range of industries with a potential global market of more than $1 trillion per year. That figure is almost certainly a best-case theoretical value assuming that SpaceX has completed a vast ~40,000-satellite Starlink constellation and is able to capture almost every single prospective customer.

It’s still within the realm of possibility, though. On its own, Starlink holds the potential to become one of the largest companies in the world – public or private – if SpaceX achieves every ambitious goal it’s set itself to. In that context, there’s a chance that acquiring a stake in SpaceX at a valuation of ~$44 billion will set investors up for unprecedented returns on the order of Tesla investors buying shares for $100-200 in the early 2010s.

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60 Starlink v1.0 satellites stacked and ready for launch. (SpaceX)

Of course, that investment rationale doesn’t even touch on Starship, aside from the fact that Starship will be a necessity if SpaceX is to have any chance of launching and maintaining a constellation of tens of thousands of satellites. Beyond the Starship/Super Heavy launch vehicle’s integral role in future plans for Starlink, the next-generation rocket is arguably a much thornier technical challenge than Starlink while also offering far less return-on-investment (ROI) certainty. Relative to other industries, particularly those with demand for communications services, the global demand for commercial launch services is minuscule, representing just a few billion dollars per year.

Starship SN5. (NASASpaceflight – bocachicagal)
A senior SpaceX engineer and executive believes that Starship’s first orbital launch could still happen by the end of 2020. (SpaceX)

Even if Falcon 9 – let alone Starship – dramatically cuts the cost of access to orbit, there’s no guarantee beyond basic economic theory that lowering the barrier to entry will necessarily expand the market for launches. For a radical expansion in demand, entire new space-adjacent industries will have to be created given that the vast majority of modern demand comes from space-based communications companies.

SpaceX has known that this would be the case for at least half a decade, however, and is thus intelligently positioning Starlink as a primary investor focus as far as revenue and profit are concerned. Starlink would thus help SpaceX complete the Starship launch vehicle, which is far more focused on the company’s foundational goal of making humanity a multiplanetary species by enabling the creation of a self-sustaining city on Mars. Still, Starship will need to be revolutionarily affordable, reliable, and reusable for SpaceX to ever even dream of achieving that founding goal.

In the process of tackling those technical challenges, Starship could very well expand the global space industry by one or several magnitudes, but it will remain a major wildcard up until the day it does.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla Roadster unveiling set for this month: what to expect

As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.

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Tesla Roadster at Tesla Battery Day 2020 Credit: @BLKMDL3 | Twitter

The Tesla Roadster has been the ultimate carrot on a stick since its 2017 unveiling. Promised as the fastest production car ever made, with 0-60 mph in under two seconds and a top speed over 250 mph, it has endured years of delays.

As Tesla finally edges toward production and an updated reveal, enthusiasts aren’t asking for compromises; they’re demanding the original vision be honored. Here are five clear expectations that will come with the vehicle’s unveiling, which is still set for later this month, hopefully.

 Performance and Safety Do Not Go Hand in Hand, and That’s the Point

The Roadster is not a family sedan or a daily commuter. It is a no-holds-barred supercar meant to embarrass six-figure exotics on track days. Tesla should resist the temptation to load it with every passive-safety nanny and electronic guardian that dulls the raw feedback drivers crave.

Owners want to feel the road, not be shielded from it. Strip away unnecessary electronic limits so the car can deliver the visceral thrill Elon Musk originally described. Safety ratings will still be strong because of Tesla’s structural excellence, but the Roadster’s mission is speed, not coddling.

He said late last year:

“This is not a…safety is not the main goal. If you buy a Ferrari, safety is not the number one goal. I say, if safety is your number one goal, do not buy the Roadster…We’ll aspire not to kill anyone in this car. It’ll be the best of the last of the human-driven cars. The best of the last.”

Musk was clear that this will not be a car that will be the safest in Tesla’s lineup, but that’s the point. It’s not made for anything other than pushing the limits.

Tesla Needs to Come Through on a HUGE Feature

The Roadster unveiling would be wildly disappointing if it were only capable of driving. Tesla has long teased the potential ability to float or hover, and they need to come through on something that is along those lines.

The SpaceX cold-gas thruster package was never a joke. Musk, at one time, explicitly said owners could opt for a set of thrusters capable of lifting the car off the ground for short hops or dramatic launches. That feature is what separates the Roadster from every other hypercar on the planet.

If the production version arrives without it—or with a watered-down “maybe later” version—enthusiasts will feel betrayed. Deliver the thrusters, make them functional, and let the Roadster literally hover above the competition.

An Updated Design Might Be Warranted

It’s been nine years since Tesla first rolled off the next-gen Roadster design and showed it to the world.

The 2017 concept still looks sharp, but eight years is an eternity in automotive styling. The sharp lines and aggressive stance now compete against the angular Cybertruck and the next-generation vehicles rolling out of Fremont and Austin.

Tesla Roadster patent hints at radical seat redesign ahead of reveal

A subtle refresh, maybe with sharper headlights, revised aero elements, and modern materials, would keep the Roadster feeling current without losing its identity. Fans don’t want a complete redesign, just enough evolution to prove Tesla still cares.

Self-Driving Isn’t a Necessity for the Tesla Roadster

Full Self-Driving hardware and software belong in the Model 3, Model Y, and the upcoming robotaxi—not in a two-seat rocket built for canyon carving. The Roadster’s entire appeal is the direct connection between driver, steering wheel, and asphalt.

Offering FSD as standard would dilute the purity that separates it from every other Tesla. Make autonomy an optional delete or simply omit it. Let the Roadster remain the purest driving machine in the lineup, because that’s what it is all about.

Tesla Needs to Come Through on the Unveiling Timeline

The last thing Tesla needs right now is another complaint about not hitting timelines or expectations. This unveiling has already been pushed back one time, from April 1 to “probably in late April.”

Repeated delays have tested even the most patient fans. Whatever date the company now sets for the next major reveal or start of production must be met. No more “next year” promises. The Roadster has waited long enough. When it finally arrives, it must feel worth every extra month.

If Tesla hits these five marks, the Roadster won’t just be another fast car—it will be the machine that redefines what a Tesla can be. The world is watching.

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Tesla Cabin Camera gets an incredible new feature for added driver safety

The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.

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tesla cabin facing camera
Tesla's Cabin-facing camera is used to monitor driver attentiveness. (Credit: Andy Slye/YouTube)

Tesla’s interior Cabin-facing Camera just got a brand new feature that is an incredible addition, as it provides yet another layer of added safety.

The company quietly expanded the capabilities of its in-cabin camera with the rollout of Software Update 2026.8.6. Tesla hacker greentheonly revealed that coding for the software version provides details on now tracking the age of the driver.

The camera, which is positioned just above the rearview mirror, is now performing facial analysis to estimate the driver’s age. While not yet user-facing, the feature is the latest example of Tesla’s ongoing push to refine its driver monitoring system for both everyday safety and future Robotaxi operations.

The cabin camera already processes images entirely onboard the vehicle for privacy, sharing data with Tesla only if owners enable it during safety-critical events.

Age estimation likely uses computer vision to classify facial features, similar to existing attention-tracking algorithms. Potential applications include preventing underage drivers from engaging Full Self-Driving (FSD) or shifting into drive, acting as a secondary safety lock.

It could also be linked to Robotaxi readiness: the upcoming Cybercab will need robust occupant verification to ensure children cannot hail or ride unsupervised.

In consumer vehicles, it could enable tailored FSD behaviors—more conservative acceleration and braking for elderly drivers, for instance—or simply block unauthorized use by minors.

Beyond age checks, the cabin camera powers Tesla’s comprehensive driver monitoring system, introduced years earlier and continuously improved. It first gained prominence for detecting inattentiveness. When Autopilot or FSD is active, the camera tracks eye gaze, head position, and steering inputs in real time.

If the driver looks away too long or fails to keep their hands ready, the system issues escalating visual and audible alerts before disengaging assistance. This has dramatically reduced misuse cases and helped Tesla meet stricter regulatory demands for hands-on supervision.

The camera also monitors for drowsiness. Activated above roughly 40 mph (65 km/h) after at least 10 minutes of manual driving, the Driver Drowsiness Warning analyzes facial cues—frequency of yawns and blinks—alongside driving patterns like lane drifting or erratic steering.

When fatigue is detected, a clear on-screen message and chime prompt the driver to pull over and rest, or even to activate Full Self-Driving. Tesla explicitly states this feature enhances active safety without relying on facial recognition for identity.

These layered capabilities create a robust safety net. Inattentiveness detection alone has curbed distracted driving during assisted operation. Drowsiness alerts address a leading cause of highway crashes by intervening before impairment escalates.

Adding age verification extends this protection: it could flag inexperienced young drivers for extra caution or restrict high-autonomy features, while preparing vehicles for a future where robotaxis must safely manage passengers of all ages.

With privacy safeguards intact and processing done locally, Tesla’s cabin camera continues evolving from a simple attention monitor into a sophisticated guardian—advancing safer roads today and autonomous mobility tomorrow.

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Tesla’s Semi truck factory is open with a detail that changes everything

Tesla’s dedicated Nevada Semi factory has opened, targeting 50,000 trucks per year as fleet adoptions accelerate nationwide.

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Nearly nine years after Elon Musk unveiled the Tesla Semi in November 2017, the company is now opening a dedicated factory just outside of Reno, Nevada, and ramping toward mass production of 50,000 trucks per year.

Volume production began in March 2026 at the new Tesla Semi factory, with the competitive advantage not being the factory itself. Rather, it’s where Tesla built it. By constructing the 1.7 million square foot facility directly adjacent to Gigafactory Nevada in Sparks, Tesla closed the one supply chain loop that had delayed the Semi program for years. The 4680 battery cells that power the Semi are manufactured in the same complex, which significantly streamlines supply logistics. That single decision eliminates the bottleneck that forced Tesla to prioritize battery supply for passenger cars over the Semi throughout 2020, 2021, and 2022, which is precisely why the first deliveries slipped three years past the original target. Every other electric truck manufacturer sources its battery cells from a separate supplier, ships them to a separate factory, and absorbs the cost and delay that comes with that. Tesla built its Semi factory around its battery factory, and that vertical integration is what makes 50,000 trucks per year a realistic number rather than an aspirational one.

At the 2025 Annual Shareholder Meeting, Musk was direct about where things stood, stating “Starting next year, we will manufacture the Tesla Semi. We already have a lot of prototype Semis in operation – PepsiCo and other companies have been using them for some time. But in 2026, we’ll begin volume production at our Northern Nevada factory.” Full ramp to volume output is targeted before June 30, 2026.


The first limited deliveries happened in December 2022 to PepsiCo, which eventually doubled its fleet to 50 trucks out of its California distribution facility. Since then the Semi has been showing up in more corporate fleets. As Teslarati noted in March, a Ralph’s Supermarkets branded Semi was spotted on a Los Angeles highway, confirming Kroger’s partnership with Tesla to deploy up to 500 electric Semis. Walmart, Costco, Sysco, US Foods, DHL, Hight Logistics and WattEV are among the companies actively running or receiving units. DHL logged real-world efficiency of 1.72 kWh per mile under a full 75,000 pound load over 388 miles, matching Tesla’s targets closely.

The 2026 production model arrives with meaningful upgrades over the original, with a 1,000 pound weight reduction, updated aerodynamics, and support for 1.2 MW Megacharger speeds that can restore 60% of range in around 30 minutes during a mandatory driver rest break. Tesla opened its first public Megacharger in Ontario, California in March, positioned near the I-10 and I-15 interchange serving the Ports of Los Angeles and Long Beach. The company plans 37 Megacharger sites by end of 2026 and 66 total across 15 states by early 2027, with construction beginning at the nation’s largest truck stop operator in the first half of this year.

Tesla reveals various improvements to the Semi in new piece with Jay Leno

Musk has described the Semi’s economics as a straightforward case. “The Semi is a TCO no-brainer,” he said, noting the total cost of ownership is “much, much cheaper than any other transportation you could have.” At under $300,000, the truck costs roughly double a comparable diesel, but California’s $200,000 per vehicle subsidy has driven over 1,000 state orders alone. As Teslarati has tracked, the prototype fleet accumulated over 13.5 million miles with 95% fleet uptime before production ever scaled. The factory opening now turns that proof of concept into a production program.

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