Latest / Elon Musk Podcast / Starship V3 Launch update
Transcript
- 0:00A super heavy booster with a completely redesigned and
- 0:04partially missing engine layout just rolled out to a brand new
- 0:07launchpad while it's upper stage finished testing to survive
- 0:11being caught midair by massive robotic.
- 0:13Arms the sheer mechanical scale of these vehicles is genuinely
- 0:16difficult to wrap your head around.
- 0:18I mean, you are looking at machines the size of
- 0:20skyscrapers, and the current state of this enormous
- 0:25engineering operation is shifting heavily.
- 0:27They're moving away from just, you know, basic flight
- 0:30capability into rigorous, highly specific stress testing.
- 0:35They are pushing both the vehicle hardware and the
- 0:37physical ground infrastructure supporting it to the absolute
- 0:40limit. So how does testing a partially
- 0:43built rocket on a brand new pad actually solve the bottleneck
- 0:47for putting humans on the moon? Well, to answer that, we have to
- 0:50look at what is physically sitting on the launch site right
- 0:52now. We are seeing Booster 19 rolling
- 0:55out to the newly constructed pad too, and this is a staggering
- 0:58launch facility required a very long construction period to
- 1:01complete. We are talking about pouring
- 1:04thousands of tons of concrete, routing incredibly complex
- 1:08plumbing, building this towering launch mount, and now it is
- 1:13finally seeing action. Getting a vehicle onto this
- 1:17specific pad is just a massive step forward for their entire
- 1:21operational flow. Right, but the hardware rolling
- 1:23out to that pad looks completely wrong to anyone who has been
- 1:26paying attention. Yeah, it really does.
- 1:28Booster 19 rolled out with only ten of its 33 Raptor engines
- 1:32installed. Just 10?
- 1:33Yeah, they placed two engines in the center, 4 in the inner ring
- 1:37and four in the outer ring. The rest of the booster is just
- 1:39empty slots where engines should be.
- 1:41Oh wait, back up. Why only 10 engines?
- 1:43It looks ridiculous. I know.
- 1:44It looks like a car missing half its engine block.
- 1:46Yeah. But they are deliberately
- 1:48holding back. They're running very specific
- 1:50validation tests on the internal plumbing and the newer gas
- 1:54manifolds, and they're doing it without risking the entire
- 1:57vehicle. OK, before we go further, what
- 1:59exactly is a gas manifold in this context?
- 2:01Because I think for you listening, that might just sound
- 2:03like technical jargon. Sure.
- 2:05Think of a manifold as a complex highway system of pipes.
- 2:11It distributes the highly pressurized liquid oxygen and
- 2:13methane fuel directly to the engines, right?
- 2:16And when you ignite those engines, you really want to
- 2:19avoid what engineers call a spin.
- 2:21Boom A. Spin boom, that sounds bad.
- 2:23It is very bad, Yeah. Imagine turning on a gas grill,
- 2:28but the igniter is delayed, the gas pools under the lid, and
- 2:31when the spark finally hits you get a huge fireball right in
- 2:35your face. Oh wow.
- 2:36A spin boom is essentially that, but on a massive scale.
- 2:39It's an incident where oxygen and methane gas ignite and
- 2:43explode directly under the launch mount.
- 2:45That actually happened to a previous booster I.
- 2:47Remember that. Yeah, and it caused significant
- 2:49structural damage to the rocket and the pad.
- 2:52So they are intentionally holding back the engines just to
- 2:54make sure the launchpad itself doesn't blow up during a test.
- 2:57Exactly this deliberate partial engine layout changes how they
- 3:01validate the pads, deflector and Ridge cap.
- 3:04All right. Explain the deflector and the
- 3:05Ridge cap for me. We are getting into some heavy
- 3:07structural engineering terms here.
- 3:09And so when you ignite rocket engines, you are basically
- 3:13unleashing the power of a controlled bomb.
- 3:16The acoustic energy, literally the sound waves themselves and
- 3:19the physical pressure of the exhaust gas, have to be directed
- 3:22away from the vehicle quickly and safely.
- 3:25Or else what? Or the vibration will literally
- 3:28tear the rocket apart. The deflector buckets and the
- 3:31Ridge cap are these giant reinforced steel structures
- 3:35underneath the launch mount. They take the brunt of that
- 3:37force and channel the exhaust outward.
- 3:40Got it. So by only firing 10 engines in
- 3:43this specific sort of sparse pattern, they severely limit the
- 3:47risk of a catastrophic explosion before they commit to testing a
- 3:50fully stacked, fully fueled vehicle.
- 3:53That makes perfect sense. Yeah, you're essentially using a
- 3:56partially built rocket as a diagnostic tool for the concrete
- 3:59and steel structure holding it up.
- 4:00They are testing the pads ability to handle the extreme
- 4:03physics of a launch without risking all 33 engines at once.
- 4:06And while the booster is sitting on the new pad acting as a
- 4:09diagnostic tool, the upper stage ship 39 is going through its own
- 4:14extreme physical trials. Oh yeah, it just went through
- 4:18ambient pressure tests, cryo proof tests, flap testing, and
- 4:22chopstick simulator squeeze testing.
- 4:25Stop right there. What is a cryoproof test?
- 4:27So a cryoproof test is when they pump the entire vehicle full of
- 4:31ultra cold liquid nitrogen. OK, they want to see if the
- 4:34steel hole shrinks, groans or cracks under the freezing
- 4:37temperatures before they ever introduce explosive, super
- 4:41chilled rocket fuel into the mix.
- 4:43That sounds intense. It is.
- 4:45It is a critical stress test for the welds and the metal itself.
- 4:48If a Weld is going to pop, you want it to pop with inert
- 4:51nitrogen, not methane. Right, of course.
- 4:53And what about this chopstick simulator squeeze testing?
- 4:56Because that sounds like a bizarre arcade game.
- 4:58The squeeze testing is absolutely fascinating when you
- 5:01consider what they're preparing this vehicle to do for you.
- 5:04Listening. Imagine trying to catch a
- 5:06falling empty soda can with a pair of metal kitchen tongs.
- 5:09OK, I'm picturing it. If you squeeze too hard, the can
- 5:12freshes immediately. Yeah, if you don't squeeze hard
- 5:15enough, it slips right through and hits the floor.
- 5:18Now scale that soda can up to a towering steel spacecraft
- 5:21returning from orbit, and scale the tongs up to mechanical arms
- 5:25on a launch tower. That is just wild to think
- 5:28about. Right, they built a giant
- 5:30simulator to literally apply immense physical pressure to the
- 5:34hull to ensure it doesn't crush when those arms grab it out of
- 5:37the sky. The structural integrity
- 5:39required to survive that lateral squeeze right after and during
- 5:43the extreme heat of reentry is staggering.
- 5:46And they are making physical changes to the booster to help
- 5:49with that exact recovery process, right?
- 5:51Yes, Booster 19 has new hardware.
- 5:54They installed three grid fins that are 50% larger than the
- 5:57previous generation. 50% larger. That's a massive aerodynamic
- 6:01change. It is, and they're mounted lower
- 6:04on the hall and equipped with specific lifting pins.
- 6:07Those lifting pins are the contact points for the
- 6:09mechanical arms. The entire system is being
- 6:12optimized for rapid capture and turn around, but there's a huge
- 6:16constraint here. Yeah, there is.
- 6:18The ultimate goal is catching the upper stage over land.
- 6:21However, this action is strictly limited.
- 6:24The engineers will only attempt a tower catch after executing 2
- 6:27perfect soft landings in the ocean right?
- 6:30This limits immediate rapid recovery, but completely opens
- 6:33up a safer long term path to reusability by minimizing the
- 6:37risk of the ship breaking up over land.
- 6:40I have to be honest though, 2 ocean landings seems like it's a
- 6:44surprisingly low threshold of proof before flying an object
- 6:47that size over a populated landmass.
- 6:50You think so? Well yeah, we're talking about
- 6:53catching an orbital class vehicle with mechanical arms.
- 6:56Proving it works twice the ocean feels like an incredibly small
- 6:59sample size for such a high stakes maneuver.
- 7:01I see where you're coming from. What happens if a sudden cross
- 7:04wind hits during the land attempt?
- 7:06Basically a skyscraper falling from space.
- 7:08I hear what you were saying, but it represents an aggressive but
- 7:11calculated threshold standard for modern rocketry.
- 7:15You have to look at the volume of telemetry data they gather
- 7:18during those two flights. Fairpoint.
- 7:19They aren't just looking at the window to see whether it's
- 7:21splashed down softly. Right, they've sensors
- 7:23everywhere. Exactly.
- 7:25They are measuring thousands of different data points on
- 7:27structural stress, aerodynamic control and software response in
- 7:31real time. If those two flights return
- 7:34absolutely perfect data across every sensor, 1/3 flight over
- 7:39land is statistically justified within their engineering
- 7:42framework. We'll see if that statistical
- 7:44gamble pays off when they actually fly it over land and
- 7:48test that software in real time. But Speaking of gathering
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- 8:16Links in the show notes. So, bringing it back to the
- 8:18schedule, the target for the next launch has slipped from
- 8:22previous estimates to a short upcoming window.
- 8:25Yeah, the timeline keeps adjusting.
- 8:26And that slip schedule connects directly to NASA.
- 8:31NASA is actively pressuring the primary contractors to
- 8:34accelerate their lunar Lander work for the Artemis program.
- 8:38The pressure's coming straight from the top down to get the
- 8:41hardware ready for actual missions to the moon.
- 8:43And there has been a recent shift in the Artemis
- 8:46architecture. The Artemis 3 mission is no
- 8:48longer a landing, right? It will be a low Earth orbit
- 8:52mission where the Orion capsule docks with the Landers.
- 8:55The actual lunar landing attempts are pushed back to
- 8:58Artemis 4 and Artemis 5. Yeah, that's a huge shift.
- 9:01Can you explain what that architecture shift actually
- 9:04means for the program? Basically they are putting off
- 9:07the difficult part. Artemis 3 was supposed to put
- 9:09boots on the lunar surface. Now it is just a practice run in
- 9:13low Earth orbit. A dress rehearsal.
- 9:15Exactly. The Orion capsule will fly up,
- 9:18dock with the lunar Lander in space.
- 9:20The astronauts will check the systems and then they will come
- 9:23home. They're not going down to the
- 9:25surface on that first one. Which brings us to the
- 9:27consequence of all this testing. NASA stated that the key to
- 9:31unlocking the capability to live on the moon is simply the launch
- 9:34rate. Launch rate, It's all about
- 9:36frequency. Therefore, the weird partial
- 9:38engine tests on the pad and the ship squeezing simulator aren't
- 9:42just isolated engineering experiments, they are the direct
- 9:45bottleneck. Yes, this limits NASA's lunar
- 9:49presence entirely based on how fast these specific hardware
- 9:53tests can be finished. Because space exploration is
- 9:55fundamentally A logistics problem.
- 9:57Explain that. To build a sustained presence on
- 9:59the moon, you need thousands of tons of cargo, fuel and habitat
- 10:04materials. You cannot achieve that with a
- 10:05vehicle that launches once a year.
- 10:07You need a vehicle that can launch, land, refuel and launch
- 10:10again within days. So that is why they are testing
- 10:13the limits of the launchpad with 10 engines.
- 10:16That is why they were physically squeezing the hull of ship 39
- 10:19with a giant metal vise. Exactly.
- 10:22Every single test is designed to eliminate a barrier to a high
- 10:26launch rate. If they cannot catch the rocket,
- 10:29they cannot reuse it quickly. And if they can't reuse it
- 10:32quickly, the logistics chain breaks down.
- 10:34And think about the pad. If the launchpad blows up during
- 10:37ignition because the deflective buckets fail, they face a long
- 10:40construction period to rebuild. It and Artemis sits on hold.
- 10:44Right. The entire lunar program is
- 10:46tethered to the structural integrity of those lifting pins
- 10:49and the thermal resistance of that launchpad deflector.
- 10:52NASA's ability to execute Artemis 4 and Artemis 5 is
- 10:56completely dependent on how quickly these physical stress
- 10:59tests at the launch site yield successful data.
- 11:02It's all connected, but we need to zoom out to the financial
- 11:04machinery driving this engineering.
- 11:06The money behind the Rockets? Right.
- 11:08The parent company is reportedly considering a NASDAQ listing
- 11:12targeting a $1.75 trillion valuation to gain early entry
- 11:17into the Top 40 index. It's staggering money.
- 11:20Wall Street usually hates exploding prototypes, but this
- 11:23specific CEO has trained investors to see explosions as
- 11:27fast data collection. You see this corporate scale
- 11:30directly tied to the speed and parallel ventures led by the
- 11:33same CEO? Absolutely.
- 11:35A giant AI supercomputer cluster was built in Memphis with
- 11:39100,000 GPU's operational in an extremely short build period.
- 11:44Additionally, a tunnel boring machine just completed a record
- 11:482.28 mile underground loop segment.
- 11:51Can you explain why getting into the Top 40 index of the NASDAQ
- 11:54matters for blowing up rockets and digging tunnels?
- 11:57It creates an infinite foundation of capital.
- 12:00How does that work? If a company gets listed in the
- 12:02Top 40 index, massive institutional investment firms
- 12:06and index funds are mathematically required to buy
- 12:08the stock to balance their portfolios.
- 12:10Oh, because they track the index.
- 12:12Exactly. They don't have a choice.
- 12:13It guarantees billions of dollars of permanent capital.
- 12:15That capital funds the lunar Lander development, the AI
- 12:18supercomputer expansion, and the tunneling projects all at once.
- 12:21The brute force engineering approach observed on the
- 12:24Launchpad is the exact same mechanism driving these
- 12:27corporate valuations and scaling those parallel tech projects.
- 12:31It opens up unprecedented funding pathways but also
- 12:34creates immense pressure to maintain an aggressive testing
- 12:38pace across all industries. Because when you look at the
- 12:41Memphis supercomputer, getting 100,000 GPUs installed, powered,
- 12:46and cooled in an extremely short build period requires A
- 12:50logistics chain that ignores traditional industry pacing.
- 12:55It requires running multiple construction and integration
- 12:57phases simultaneously. You push until something breaks,
- 13:01you fix it, and you push again. We are seeing that exact same
- 13:04methodology applied to the Rockets.
- 13:06They are not building 1 vehicle, testing it, and then carefully
- 13:09building the next one. No, not at all.
- 13:10They are building multiple vehicles, testing components of
- 13:13them simultaneously across different facilities, and
- 13:16accepting a high level of hardware loss as a natural cost
- 13:19of gaining data quickly. Which would terrify most
- 13:21traditional aerospace companies. Completely.
- 13:24But whether it is moving 68,000 cubic yards of dirt for a 2.28
- 13:30mile underground tunnel or pushing thousands of gallons of
- 13:33liquid oxygen through a partially completed rocket
- 13:36engine manifold, the goal is always to find the failure point
- 13:39as quickly as possible, reinforce it, and move forward.
- 13:43The data is the product right now, yes.
- 13:45And the valuation target of $1.75 trillion provides the
- 13:50capital required to sustain that high rate of hardware loss,
- 13:53right? If you blow up a rocket or melt
- 13:55a launchpad, you need the financial runway to immediately
- 13:58replace it without slowing down the overall program.
- 14:01The meticulous engine spacing and physical stress tests
- 14:04happening on the pad right now are the mandatory physical steps
- 14:07needed to satisfy NASA's demand for a higher launch rate.
- 14:11Every test clears a very specific hurdle toward
- 14:14consistent lunar flights. With the potential pressure of a
- 14:16trillion dollar public market valuation looming, you have to
- 14:20wonder if that financial weight will accelerate this aggressive
- 14:23testing process or eventually force them to play it safe.
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