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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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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
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Tesla reports Q1 deliveries, missing expectations slightly
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