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SpaceX backup Starship reaches full height after nosecone installation
SpaceX has installed another Starship’s nosecone, all but completing the second full-size prototype a matter of days before the first fully-assembled Starship’s risky launch debut.
Over the last two months, SpaceX has effectively put Starship number 8 (SN8) through an almost nonstop series of tests, completing at least four separate cryogenic proof tests, four Raptor engine static fires, and much more. The company’s South Texas team have also dodged an array of technical bugs; installed, plumbed, and wired what amounts to ~40% of Starship (the nose section) while fully exposed to the coastal elements; and even narrowly avoided a potentially catastrophic failure.
In spite of the many hurdles thrown up and delays resultant, CEO Elon Musk announced earlier this week that Starship SN8 is scheduled to attempt its 15-kilometer (~50,000 ft) launch debut as early as Monday, November 30th. Musk, however, does not see success as the most probable outcome.
Why, then, push to launch Starship SN8 when, in Musk’s own words, the probability of success is as low as “33%”? As previously discussed many times in the history of Teslarati’s BFR and Starship coverage, SpaceX’s attitude towards technology development is (unfortunately) relatively unique in the aerospace industry. While once a backbone of major parts of NASA’s Apollo Program moonshot, modern aerospace companies simply do not take risks, instead choosing a systems engineering methodology and waterfall-style development approach, attempting to understand and design out every single problem to ensure success on the first try.
The result: extremely predictable, conservative solutions that take huge sums of money and time to field but yield excellent reliability and all but guarantee moderate success. SpaceX, on the other hand, borrows from early US and German rocket groups and, more recently, software companies to end up with a development approach that prioritizes efficiency, speed, and extensive testing, forever pushing the envelope and thus continually improving whatever is built.
In the early stages of any program, the results of that approach can look extremely unusual and rudimentary without context (i.e. Starhopper, above), but building and testing a minimum viable product or prototype is a very intentional foundation. Particularly at the start, those minimal prototypes are extremely cheap and almost singularly focused on narrowing a vast range of design options to something more palatable. As those prototypes rapidly teach their builders what the right and wrong questions and design decisions are, more focused and refined prototypes are simultaneously built and tested.
-->Done well, the agile approach is often quite similar to evolution, where prototype failures inform necessary design changes and killing off dead-end strategies, designs, and assumptions before they can be built upon. In many cases, compared to cautious waterfall-style development, it will even produce results that are both better, cheaper, and faster to realize. SpaceX’s Starship program is perhaps the most visible example in history, made all the more interesting and controversial by the fact that it’s still somewhere in between its early, chaotic development phase and a clear path to a viable product.
On the build side of things, SpaceX has created a truly incredible ad hoc factory from next to nothing, succeeding to the point that the company is now arguably testing and pushing the envelope too slowly. As of November 2020, no fewer than eight full-size Starships and the first Super Heavy booster prototype are visibly under construction. Most recently, Starship SN9 was stacked to its full height, kicking off nosecone installation while still at the build site (unlike SN8). SN10’s completed tank section is likely ready to begin flap installation within the next few days, while Starship SN11 is perhaps a week or two behind that. Additionally, large tank sections of Starships SN12, SN13, SN14, SN15, and (most likely) SN16 are already completed and have all been spotted in the last few weeks.
Some ~90% of the above work was likely started after Starship SN8 first left the factory and rolled to the launch pad on September 26th. In many regards, SN8 has been the first to reach multiple major milestones, largely explaining the relatively plodding pace of its test program compared to SN4, SN5, and SN6.
Ultimately, SN9’s imminent completion – effectively a superior, more refined copy of SN8 – means that Starship SN8’s utility to SpaceX is rapidly deteriorating. The company would almost assuredly never skip an opportunity to learn, meaning that there’s no plausible future in which SN8 testing doesn’t continue, but that doesn’t mean that SpaceX can’t turn its risk tolerance to 11. In essence, accept a 67% (or higher) chance of Starship SN8’s violent destruction but learn as much as possible in the process. As long as good data is gathered, SN8’s launch debut will be a success for Starship whether the rocket lands in one or several pieces.
Tesla Model Y demand in China is through the roof, and 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 RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.
The other three models ahead of the Model Y are priced substantially lower.
Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:
NEWS: New orders for all four Tesla Model Y trims in China are now officially sold out for 2025, as the factory’s remaining production capacity for the year has been fully allocated.
Estimated delivery dates for new orders now show January-February 2026. pic.twitter.com/Dfnu7yY58N
— Sawyer Merritt (@SawyerMerritt) December 1, 2025
Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.
There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.
Tesla Model Y is still China’s best-selling premium EV through October
Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.
With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla Model Y demand in China is through the roof, new delivery dates show
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
