

News
US Air Force issues RFP for massive rockets, SpaceX’s BFR could be one of them
The US Air Force has released a Request For Proposal (RFP) that hopes to fund the development of multiple heavy-lift rocket prototypes to launch no later than 2021. The USAF specified on October 5 that it wants to partially fund prototype development for at least three promising US-sourced launch vehicles, while maintaining the options to select none of the proposals or even more than three. The purpose of these broad strokes is to provide the Air Force and US military in general redundant access to space by way of “at least two domestic…launch service providers” capable of meeting National Security Space (NSS) requirements.
However unlikely it may seem, NASA experienced this firsthand when two of the vehicles it funded, SpaceX’s Falcon 9 and Orbital-ATK’s Antares, experienced complete failures within less than a year of each other. Both vehicle failures destroyed supplies intended for the International Space Station and forced NASA to rely on Soyuz missions to fill the gaps created while producing considerable uncertainty for the agency. By funding two or more independent launch vehicles, the Air Force would lessen the impact of such failures, and this assured access is rightly perceived as an invaluable commodity in the military.
- .While SpaceX’s own visualizations are gorgeous and thrilling in their own rights, Romax’s interpretation adds an unparalleled level of shock and awe. (SpaceX)
- A render of Blue Origin’s larger New Glenn vehicle. (Blue Origin)
- The only current render of OATK’s Next Generation Launcher. (OATK)
Several details in the latest proposal make it relatively easy to name the obvious prospective applicants. The payload requirements necessitate heavy lift or even super-heavy lift launch vehicles capable of placing anywhere from 5,000 to 37,500 pounds into a variety of Earth orbits, ranging from low Earth orbit (~500 mi) to direct transfer geostationary orbits (~19,200 mi). This narrows the field considerably, pushing out all smaller-scale vehicles. Also telling is a requirement that proposed launch vehicles make use of rocket propulsion systems (RPS) already funded for development by the USAF if at all possible.
Considering the inherently complex and difficult process of developing massive rockets, initial launch dates no later than 2021 (or 2024) likely mean that the vehicles being considered must already be under some level of serious development. This leaves us with four possible options in the US, undoubtedly not a coincidence given the RFP’s explicit goal of facilitating the creation of “at least three…prototypes as early as possible” and “at least two domestic…launch service providers”. These four vehicles are SpaceX’s BFR, Blue Origin’s New Glenn, ULA’s Vulcan, and Orbital-ATK’s NGL, all of which already have tentative inaugural launch dates clustered from 2019 to 2022. Perhaps even more revealing, all four vehicles can be expected to utilize several rocket propulsion systems (rocket engines) already funded by the Air Force, namely SpaceX’s Raptor, Blue Origin’s BE-4 and BE-3U, and Aerojet-Rocketdyne’s AR-1.
While the development of BE-4 and AR-1 have been somewhat veiled, SpaceX’s Raptor engine has publicly made a great deal of progress. As discussed during Elon Musk’s IAC 2017 presentation, the company has conducted an array of successful tests with its subscale Raptor program, to the tune of 42 individual hot-fire tests totaling more than 1,200 seconds. Musk also reported that the only thing preventing tests longer than 100 seconds was the size of the propellant tanks at the test stand, a genuinely impressive accomplishment if true. The sticking point, however, is how much difficulty SpaceX will have as they transfer to full-scale Raptor testing. The subscale Raptors being tested have a reported thrust of 1,000 kN, whereas the new full-scale thrust targets for BFR have settled on 1,700-1,900 kN, considerably smaller than the 3,000 kN figure from 2016 but still nearly a factor of two larger than the test articles SpaceX has had success with. In fact, educated speculation from SpaceX fans suggest that the operational Raptor as shown in 2017 may only need to be about 15% larger than the current test article(s). The pressure the full-size engine operates at will be considerably higher, so SpaceX’s work is not done by any means, but the company’s next-gen rocket propulsion system is arguably far closer to completion than any of its competitors’ offerings.
- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
- A subscale version of BE-4 testing staged combustion and nozzle technology. (Blue Origin)
- Aerojet-Rocketdyne’s AR-1 preburner conducted its first successful test earlier this year. (AR)
As far as we are publicly aware, SpaceX’s subscale Raptor testing has yet to result in a major failure and has largely been a great success. Blue Origin’s BE-4 is known to have experienced at least one critical failure during hot-fire testing, while AR-1 has not yet begun full engine tests but is well into concrete hardware testing. Blue Origin’ s BE-4 engine and its New Glenn rocket are currently expected to fly for the first time before 2020, with AR’s NGL tentatively planning for a 2021 inaugural flight, assuming the company chooses to continue pursuing its development.
SpaceX has not yet specified when BFR or BFS will first take flight. Raptor is likely to begin full-scale testing relatively soon, and Musk revealed that SpaceX was aiming to begin construction of the first BFR as early as Q2 of 2018. It’s quickly starting to look like the U.S. is about to enter a sort of modern commercial space race and regardless of the outcome, the next several months and years are bound to be tense and exciting for SpaceX, Blue Origin, and the established incumbents as they battle for both public and private contracts.
News
Tesla to make app change for easier communication following Service
“Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.”

Tesla will enhance the ability to communicate through the mobile app with Service after work has been done on your car.
One of the biggest weaknesses of Tesla’s automotive division has been Service, as Service Centers are not necessarily plentiful, and wait times, in some regions of the country, are over a month in duration.
Getting in touch with Service after a car has work done to it is also difficult. Calling showrooms in some regions has proven to be difficult to enable direct communication between the customer and the company.
If something is not resolved properly, Tesla keeps the in-app messaging option active for two hours after the service visit is complete.
However, that doesn’t resolve everything, as some issues may arise again more than two hours later. Then the issue of communication presents itself once again.
Tesla is going to extend that time frame to a day or more, according to Raj Jegannathan, Tesla’s AI/IT-Infra, Cybersecurity, IT Apps & Vehicle Service VP.
Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.
— Raj Jegannathan (@r_jegaa) August 18, 2025
Tesla has made several changes over the past few years to attempt to improve its Service. Recently, for Collision repair, it started offering a $45-per-day loaner program with free FSD, free tolls, and free Supercharging.
It also recently started sharing local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
Tesla creates clever solution to simplify and improve its Service
However, this is only available at a few showrooms and is currently a pilot program.
These improvements are aimed at resolving communication breakdown, which appears to be a problem that many owners experience.
Tesla is one of the few companies that also operates a fleet of Mobile Repair vehicles, which will perform service at your house or place of business. However, the size of it has gone down by 11 percent year over year.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.

Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
News
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
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