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SpaceX CEO Elon Musk teases Mars breakthroughs as Starship design radically changes
During an interview with Axios, SpaceX CEO Elon Musk noted that he was “[really fired up about] a number of breakthroughs [SpaceX had recently made]” while being asked about his thoughts on the likelihood of him personally going to Mars (“70%”).
The minute-long teaser did not go much deeper but it certainly raises a number of questions (and hints at explanations) for a rapid-fire series of contradictory developments and changes to SpaceX’s BFR – since renamed to “Starship” and “Super Heavy” – per a series of tweets from Musk over the last two weeks.
In a typical Muskian fashion, when Axios interviewers asked, “What is the likelihood that you personally will go to Mars?”, the CEO responded with an exact percentage – 70% – without skipping a beat. Musk also fervently and rather eloquently refuted the popular and harebrained idea that any SpaceX-enabled Mars colony would simply become “an escape hatch for the rich”. If the rich wanted Mars or lunar bases as “escape hatches”, there are dozens of multibillionaires that could singlehandedly fund Musk’s estimated $2-10B price tag for the completion of the entire BFR development program while still retaining 50-90% of their net worth.
Musk’s retort is worth reading in full.
Mike Allen: “[Mars] could be an escape hatch for rich people.”
Elon Musk: “No! Your probability of dying on Mars is much higher than earth. Really the ad for going to Mars would be like Shackleton’s ad for going to the Antarctic. It’s gonna be hard. There’s a good chance of death, going in a little can through deep space. You might land successfully. Once you land successfully, you’ll be working nonstop to build the base. So, you know, not much time for leisure, and once you get there, even after doing all this, it’s a very harsh environment, so there’s a good chance you die there. We think you can come back but we’re not sure. Now, does that sound like an escape hatch for rich people?”

Back to BFR
While thoroughly entertaining, the most interesting aspect of this one-minute teaser was the approximate two seconds where Musk suggested that SpaceX had recently made several major breakthroughs in the context of BFR and Mars. What exactly those breakthroughs could be is entirely unclear, but the fact that Musk seemed positive about the recent developments and spoke of “breakthroughs” at all feels like an encouraging sign that the last two weeks of Musk’s chaotic announcements, updates, and abrupt cancellations are less indicative of program instability than they initially seemed to be.
Most notably, Musk appeared to announce and then completely cancel a sort of mini-spaceship that SpaceX was to base off of Falcon 9’s upper stage as a BFR spaceship technology demonstrator in less than two weeks. If realized, that mini-BFS would have reentered Earth’s atmosphere at orbital velocities to flight-test hypersonic fins and a new “ultra light” heat shield that will be (or would have been) critical for the overall success of BFS/Starship.
Contour remains approx same, but fundamental materials change to airframe, tanks & heatshield
— Elon Musk (@elonmusk) November 25, 2018
Ironically, in the middle of writing this article, Musk tweeted specifically about “fundamental” changes to the spaceship, leaving little more than the general appearance and propulsion systems unchanged. In essence, the design of BFS/Starship is now almost unrecognizable when compared with past iterations, at least from a perspective of the ship’s most critical systems.If Starship will not be built out of composites, then it’s possible that the multiple years SpaceX engineers and technicians have spent trying to develop large carbon composite propellant tanks (2016-present) and the time, energy, and capital put into those efforts will be almost entirely for naught if BFR pivots away from composite tanks.
- A tall platform was moved inside the tent around November 10th, likely to support the integration of the tank dome and barrel section. (Pauline Acalin)
- The dome was spied inside the tent on November 12. (Pauline Acalin)
- SpaceX’s BFR tent is filled with custom hardware that is predominately useful only for building large composite rocket parts. (Pauline Acalin)
- SpaceX’s huge Port of LA-based BFR tent, September 18th. (Pauline Acalin)
By all appearances, dozens of employees have spent the last year accepting delivery of $10-50M worth of custom-built composite tooling, setting it up, and building giant composite tank domes and segments. If composite tanks are no longer planned for the booster or spaceship, all that work may have been for nothing. Needless to say, we could certainly do for Musk’s proposed Reddit AMA – if not an entirely new BFR update event – to shed some light on the machinations behind these earthshaking programmatic changes.
News
Stellantis unveils solid-state battery for EVs
Stellantis validated solid state battery cells for EVs: ultra-dense, fast-charging, and AI-optimized. Launching demo fleet by 2026.

Stellantis N.V. and Factorial Energy have validated Factorial’s automotive-sized FEST® solid-state battery cells, a major milestone for next-generation electric vehicle (EV) batteries. The breakthrough positions Stellantis and Factorial to advance EV performance with lighter, more efficient batteries.
“Reaching this level of performance reflects the strengths of our collaboration with Factorial.
“This breakthrough puts us at the forefront of the solid-state revolution, but we are not stopping there. We continue working together to push the boundaries and deliver even more advanced solutions, bringing us closer to lighter, more efficient batteries that reduce costs for our customers,” said Ned Curic, Stellanti’s Chief Engineering and Technology Officer.
The 77Ah FEST® cells achieved an energy density of 375Wh/kg, supporting over 600 cycles toward automotive qualification. Unlike lithium-ion batteries, these solid-state cells charge from 15% to over 90% in 18 minutes at room temperature and deliver high power with discharge rates up to 4C. Factorial’s AI-driven electrolyte formulation enables performance in temperatures from -30°C to 45°C (-22°F to 113°F), overcoming previous solid-state limitations.
“Battery development is about compromise. While optimizing one feature is simple, balancing high energy density, cycle life, fast charging, and safety in an automotive-sized battery with OEM validation is a breakthrough,” said Siyu Huang, CEO of Factorial Energy. “This achievement with Stellantis is bringing next-generation battery technology from research to reality.”
The collaboration optimizes battery pack design for reduced weight and improved efficiency, enhancing vehicle range and affordability. Stellantis invested $75 million in Factorial in 2021 and plans to integrate these batteries into a demonstration fleet by 2026. This fleet will validate the technology’s real-world performance, a critical step toward commercialization.
The milestone aligns with Stellantis’ push for sustainable EV solutions, leveraging Factorial’s disruptive technology to meet the rising demand for high-performance batteries. As the companies refine pack architecture, the validated cells promise faster charging and greater efficiency, potentially reshaping the EV market. With the demonstration fleet on the horizon, Stellantis and Factorial are poised to lead the solid-state battery push, delivering cost-effective, high-range EVs to consumers.
News
Tesla China vehicle registrations rise 51% in April’s fourth week
In the week ending April 27, Tesla China saw 10,300 new vehicle registrations.

Tesla China’s new vehicle registrations saw a notable rise in the week of April 21-27, 2025. Over the week, the electric vehicle maker’s registrations saw an impressive 51% week-over-week rise, suggesting that domestic vehicle deliveries are on the rise once more.
Tesla China Results
In the week ending April 27, Tesla China saw 10,300 new vehicle registrations. This represents a notable rise from the company’s registration numbers in the past weeks of April. For context, Tesla China saw 3,600 registrations in the week ending April 6, 5,400 registrations in the week ending April 13, and 6,780 registrations in the week ending April 20, 2025.
Considering that April is the first month of the second quarter, expectations were high that Tesla China was allocating Giga Shanghai’s output for vehicle exports. With 10,300 registrations in the week ending April 27, however, it would appear that the company’s domestic deliveries are picking up once more.
Tesla China does not report its weekly sales figures, though a general idea of the company’s overall perforce in the domestic auto sector can be inferred through new vehicle registrations. Fortunately, these registrations are closely tracked by industry watchers, as well as some local automakers like Li Auto.
Tesla Model 3 and Model Y in Focus
Tesla China produces the Model Y and Model 3 in Giga Shanghai. Both vehicles are also exported from China to foreign territories. As per industry watchers, it would appear that both the Model 3 and Model Y saw an increase in registrations in the week ending April 27.
The Model 3, for one, appears to have seen 3,200 registrations in the week ending April 27, a 14% increase from the 2,800 that were registered in the week ending April 20. For context, Tesla China saw just 1,500 new Model 3 registrations in the week ending April 13 and 1,040 registrations in the week ending April 6.
The Model Y, on the other hand, saw 7,100 registrations in the week ending April 27. That’s a 77.5% increase from the 4,000 that were registered in the week ending April 20. Tesla also saw 3,900 registrations in the week ending April 13, and 2,540 registrations in the week ending April 6, 2025.
News
Volkswagen teams with Uber for robotaxi service with the ID. Buzz
Volkswagen and Uber team up to launch a driverless ID. Buzz robotaxi fleet in U.S. cities. Testing starts in LA this year.

Volkswagen of America and Uber unveiled a plan to launch a commercial robotaxi service using autonomous electric ID. Buzz vehicles across U.S. cities over the next decade. The partnership marks a significant step for Volkswagen’s autonomous vehicle ambitions, leveraging Uber’s ride-hailing expertise.
The service will debut in Los Angeles by late 2026, with human safety operators initially overseeing the fleet before transitioning to fully driverless operations in 2027. Volkswagen ADMT, the German automaker’s autonomous subsidiary, will begin testing in Los Angeles later this year upon securing a testing permit from the California Department of Motor Vehicles. The California Public Utilities Commission will oversee permits for the commercial ride-hailing phase.
“Volkswagen is not just a car manufacturer — we are shaping the future of mobility, and our collaboration with Uber accelerates that vision,” said Christian Senger, CEO of Volkswagen Autonomous Mobility. “What really sets us apart is our ability to combine the best of both worlds–high-volume manufacturing expertise with cutting-edge technology and a deep understanding of urban mobility needs.”
The Trump administration’s recent policy shift, announced last Thursday by Transportation Secretary Sean Duffy, supports initiatives like VW and Uber’s partnerships by easing federal safety rules and crash reporting requirements on autonomous vehicle development. According to Duffy, the United States government wants to outpace Chinese competitors in autonomous vehicle development.
Volkswagen ADMT, which launched publicly in July 2023, has been testing 10 ID. Buzz vehicles equipped with Mobileye’s autonomous technology in Austin, reported TechCrunch. Two years ago, Volkswagen focused on selling self-driving vans and fleet management software rather than building its own ride-hailing service. VW’s strategy toward autonomous vehicles appears to have shifted, as reflected in its Uber partnership.
Uber will strengthen its autonomous vehicle portfolio through its partnership with Volkswagen. The ride-hailing service company has secured deals with over 14 firms, including Waymo in Austin and a forthcoming launch in Atlanta.
The Volkswagen-Uber collaboration positions both companies to capitalize on the growing robotaxi market. With testing imminent and regulatory support increasing, the ID. Buzz fleet could redefine urban mobility, blending Volkswagen’s manufacturing prowess with Uber’s ride-hailing network to compete in the evolving autonomous vehicle landscape.
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