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SpaceX Starship blew its top during rocket fueling test (updated)
Update: SpaceX has released an official statement indicating that Starship Mk1’s November 20th failure came after a decision to intentionally pressurize the rocket prototype to its limits. This likely means that the test was to max flight pressures and not an intentional burst test, so Starship’s dome failure is still a significant concern and was definitely not planned.
More importantly, SpaceX says that it had already decided to retire Starship Mk1 before any kind of flight testing, treating the vehicle as a pathfinder. Instead, SpaceX will build and use Starship Mk3 – the next Boca Chica prototype – for Starship’s first attempted skydiver-style landing and 20 km (12 mi) flight test.
SpaceX statement on the above test and incident: pic.twitter.com/r1ReRYhUhz— Michael Sheetz (@thesheetztweetz) November 21, 2019
SpaceX’s first full-scale Starship prototype has suffered a significant failure during testing, destroying or severely damaging large sections of the rocket. However, SpaceX CEO Elon Musk has already commented on the anomaly and is not all that concerned.
On November 20th, SpaceX – having canceled a planned road closure the day prior – unexpectedly requested a last-second road closure and entered into a much more serious round of testing with Starship Mk1, the rocket’s first full-scale prototype. This followed testing on November 18th that concluded with Starship Mk1’s very first ‘breath’ – some venting activity near the end of a tank proof test. SpaceX technicians spent the next 36 or so hours inspecting and working on Mk1, presumably looking for and patching minor leaks along its tank section.
The November 20th testing progressed far faster than the previous round of tests and Starship Mk1 was quickly venting again. Soon after that, frost began to appear on the exterior of its steel liquid oxygen and methane tanks, a telltale sign that some form of cryogenic testing was ongoing. Based on a distinct lack of activity at the nearby flare stack, SpaceX was using liquid oxygen (LOX) or liquid nitrogen (LN2) to verify that Starship performs as expected when filled with supercool propellant.
After initial venting and visible frost formation, SpaceX appeared to push forward, rapidly loading Starship Mk1 with LOX or LN2. This progress was easily visible thanks to the fact that the mass and pressure of all that cryogenic liquid made quick work of the slight imperfections on the exterior of Starship’s steel hull, turning the vehicle’s reflection from a speckled patchwork to an almost mirror-like finish. Roughly half an hour later, the otherwise peaceful scene was interrupted by the rapid failure of Starship Mk1’s upper LOX tank dome, instantly thrown several hundred feet into the air.
Seconds later, the crumpled upper half of Starship Mk1’s tank section appeared out of the clouds created and began hemorrhaging a huge volume of liquid oxygen, immediately boiling and vaporizing as it was exposed to the Earth’s comparatively white-hot atmosphere. Impressively, Starship appeared to remain functional after its top quite literally blew off, and the vehicle rapidly detanked and appeared to safe itself. Some ten minutes after the overpressure event, the freed liquid oxygen had boiled to nothing and Starship appeared to be quiet.
By all appearances, Starship Mk1 appeared to perform extremely well as an integrated system up to the point that its upper tank dome failed. The first frame from LabPadre’s stream with anything visibly amiss explicitly implicates the weld connecting the LOX dome to the cylindrical body of Starship’s LOX tank, point to a bad weld joint as the likeliest source of the failure. Although that hardware failure is unfortunate, Mk1’s loss will hopefully guide improvements in Starship’s design and manufacturing procedures.
Moving forward
Minutes after the anomaly was broadcast on several unofficial livestreams of SpaceX’s Boca Chica facilities, SpaceX CEO Elon Musk acknowledged Starship Mk1’s failure in a tweet, telegraphing a general lack of worry. Of note, Musk indicated that Mk1 was valuable mainly as a manufacturing pathfinder, entirely believable but also partially contradicting his September 2019 presentation, in which he pretty clearly stated that Mk1 would soon be launched to ~20 km to demonstrate Starship’s exotic new skydiver landing strategy.
Musk says that instead of repairing Starship Mk1, SpaceX’s Boca Chica team will move directly to Starship Mk3, a significantly more advanced design that has benefitted from the numerous lessons learned from building and flying Starhopper and fabricating Starship Mk1. The first Starship Mk3 ring appears to have already been prepared, but SpaceX’s South Texas focus has clearly been almost entirely on preparing Starship Mk1 for wet dress rehearsal, static fire, and flight tests. After today’s failure, it sounds like Mk1 will most likely be retired early and replaced as soon as possible by Mk3.
Above all else, the most important takeaway from today’s Starship Mk1 anomaly is that the vehicle was a very early prototype and SpaceX likely wants to have vehicle failures occur on the ground or in-flight. As long as no humans are at risk, pushing Starship to failure (or suffering unplanned failures like today’s) can only serve to benefit and improve the vehicle’s design, especially when the failed hardware can be recovered intact (ish) and carefully analyzed.
A step further, SpaceX is simultaneously building a second (and third) Starship prototype at its companion Cocoa, Florida facilities, and Starship Mk2 is nearly finished. Coincidentally, technicians installed its last tank dome – the same dome that failed on Mk1 – just days ago, and any insight that the Boca Chica team can gather from Mk1’s troubles will almost certainly be applied to Mk2, whether that means reinforcing its existing domes or fully replacing the upper dome with an improved design.
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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
