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Thoughts About the Model X from a Model S Owner
Here’s a little story about my journey to becoming a Model X owner. I started my search for a new car roughly two years ago to replace my aging Acura MDX SUV. Gas prices were at an all time high back then and having a monthly expenditure of $600 for transportation was something I could surely do away with. I did my fair share of research on hybrids in hopes I would eventually choose one as a replacement car, but ultimately dismissed them as an alternative due to the complexities of the powertrain. That was until I ran into Tesla and its Model X. The rest was history.
The Model X Promise
I finally narrowed my search among hybrids and EVs to Tesla’s Model X. The Model S was already available for order at the time and the Model X was still coming soon. I’d driven SUVs for the last 14 years and had an affinity towards them. Needing to survive through the New England winters, while living on a farm with an expanding family, naturally skewed my pursuits for a SUV as it seemed to be the right fit for my lifestyle. Although I had already fallen in love with the Model S, I managed to curb any desires to purchase one and waited patiently on the Model X through much of the second half of 2013 and early 2014.
That was until the Model X delivery estimate began to slip from “early 2014” to “late 2014”, and then again to “second quarter 2015” (it would be postponed yet again later on). I eventually got the hint that the Model X wasn’t going to roll off the production line anytime soon. To make matters worse, my aging SUV was surpassing 200K miles and my kid was becoming of driving age and was to receive the hand-me-down SUV.
Full-size bike stored in the back of a Model S
I really wanted the Model X but inevitably I started to think about whether the Model S could satisfy my criteria for a new car, as follows:
- Must have plenty of room for carrying around luggage, sports gear, bikes, farm stuff, etc.
- Something I could drive all year round and has maximum safety
- Must have enough room for seven people
I left off the need to have a towing package on my must-have list because in my seven years and 200k miles of ownership on the Acura MDX, I never used its built-in towing capabilities once. The MDX had more than ample space for bikes, which I would place inside the car, and roof mounted equipment using the roof rack.
I watched countless Bjorn Nyland videos and ones from Tesla, so much that I was thoroughly convinced that the Model S (real wheel drive was the only option at the time) could be driven in the harshest of winter environments.
My thoughts around owning a seven seater started to dissipate. When my daughter was young, I would haul her and a pack of her friends around in a seven passenger vehicle. But as she grew up and no longer needed rides other than for a few close friends and her boyfriend (sigh), having a vehicle to seat seven became less of a requirement.
And for that reason, I forewent my Model X and ordered the Model S instead during March of 2014. That turned out to be one of the best decisions I’ve ever made in life.
Longing for the Model X
Despite being happily committed to my Model S as a relatively new owner, I still couldn’t stop myself from thinking about the Model X and ultimately ended up putting down a reservation for one once the Design Studio became available. I had convinced myself that a SUV is what I really wanted from the get go. Perhaps I’d trade my Model S in for the X but I still had time to figure that out.
I had also justified placing a deposit on the Model X because my wife’s SUV, a ML 350 diesel, was starting to experience a lot of mechanical and maintenance issues despite being only 20K miles old (we bought it used). I figured that the X would serve as a great replacement vehicle because frankly I was sick of maintaining her SUV.
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Finally, Hello Model X
Nearly two years after I was introduced to the Model X online, I finally witnessed its unveiling, along with the rest of the world, via the Model X online test drive videos. The reactions to it seem generally mixed according to friends that attended the Model X launch event. Don’t get me wrong, the Model X is an amazing and transformative vehicle, but to me I felt that I could not obtain much utility from it over what my Model S is already capable of providing.
Sure I’d love to have all wheel drive, autopilot, and being able to open falcon wing doors in tight parking spaces, but even those features aren’t radically different than newer versions of the Model S, less the falcon wing doors.
Model X panoramic windshield
The Model X panoramic windshield is cool although I’m not sure I’d welcome that much sunlight on me while driving. The ‘bio weapon defense mode‘ seems gimmicky to me and a feature that feels cooler to talk about than it would live out in the real world.
The falcon wing doors are amazing and unique but I can’t help but think that its complexity will lead to long term maintenance problems for Tesla. And after all the challenges faced with creating the rad falcon wing doors, they compounded difficulties by creating auto opening front doors. And what about the active rear spoiler? Why is it deployed in all pictures? Will it ever retract?
What surprised me the most during Elon’s 30 minute presentation on the Model X was the amount of time he spent describing the vehicle’s safety rating and air filtration capabilities. Compare this presentation to an Apple product launch event that’s typically packed with detailed specifications and you’re left feeling a bit underwhelmed. Does anyone know the cargo room for the Model X? How wide is it? How tall? How long? What is the max height of the falcon wing doors? Do all the seats fold flat? A car that costs over $132,000 shouldn’t have details as vague as they are.
We caught glimpses of Firmware 7.0 features on the Model X, but there’s still no official word from Tesla that a new interface will be launched with the Model X.
My Future with the Model X
Electric vehicles are the future and Tesla is clearly leading the way in this new vertical. From the Roadster, to the Model S, and to the Model X, Tesla continues to innovate and redefine what an automobile should be like.
While I still have my Model X reservation, I want to know a lot more about it, touch it and maybe even drive it before I decide on the fate of my reservation. Fortunately, my wife’s SUV started behaving as of late, and I’m also very happy with my Model S. Now is probably not the best time for me to pick up a new Model X, but I can easily see a day when all my cars will be electric powered — and made by Tesla.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
