News
SpaceX CEO Elon Musk says “overdue” Starship update is coming soon
CEO Elon Musk says he may finally present the first cohesive update on SpaceX’s next-generation Starship rocket development program in more than two years.
While Musk routinely makes Starship-focused appearances and comments in public or by webcast every 3-6 months, there is a certain brand of update – along the lines of a high-profile tech product reveal – that the SpaceX CEO has only presented four times since Starship’s predecessor was first revealed in September 2016. Accompanied by a relatively detailed slide deck, the four main updates he’s given have provided a large amount of background on the status of Starship development and a variety of next steps – ranging from near-term plans to targets still a decade or more in the future.
Musk has not provided an explicit Starship update in 2020 or 2021. Generally speaking, in the more minor events he’s semi-regularly attended over the last two years, the SpaceX CEO will give a brief overview (sometimes clearly prepared; sometimes not) to a miscellaneous audience that usually isn’t the most familiar with Starship, usually resulting in a great deal of tried and true broad-strokes talking points with a few new details mixed in. Finally, the audience – while undoubtedly well-meaning – asks a number of questions, the vast majority of which have already been asked and answered or could be with Google and a few minutes of basic research.
As with Musk’s (un)prepared remarks, there are usually a few gems of new information left to be found in the rough. The end result: the only true Starship updates are those organized by SpaceX itself with an informed audience and a thoroughly prepared presentation and talking points.
Put a slightly different way, SpaceX has yet to provide a 2016-2019-style Starship presentation since the company actually began building and testing prototypes that approach the final orbital-class ship and booster designs. In those two years, SpaceX has made a truly surreal amount of progress, more or less completing a new prototype every month and flying one of those prototypes every 3-4 months. Most recently, SpaceX completed and static fired a Super Heavy booster prototype, completed and repeatedly static fired the first orbital-class Starship prototype, finished two more Super Heavy boosters, and is on the verge of preparing one of those boosters for the first thorough Super Heavy qualification testing.
If things move in SpaceX’s favor, the Federal Aviation Administration (FAA) could complete an environmental assessment later this month and approve a license for the first one or several orbital Starship launch attempts in early 2022. SpaceX has already begun rapidly building two more orbital-class Starship prototypes and will soon have as many as three ships and two boosters ready for proof testing and an imminent series of orbital test flights. After four successful static fires, one of which fired up all six Raptor engines for the first time, Starship S20 is effectively ready for flight whenever Super Heavy Booster 4 (B4) follows suit.

In short, there are a nearly limitless number of activities and plans that Musk could shed a great deal of light on in an official update presentation. Per Musk, the CEO wants to provide that update as early as December 2021 but no later than January 2022. It’s hard to say if he will actually follow through: more than a year ago, Musk promised a Starship update in October 2020, and that’s not the only time in the last two years that the CEO has stated that he’d present a new update soon. It’s possible that Musk is waiting on a specific Starbase hardware milestone before presenting his long-awaited update – perhaps the completion of Super Heavy B4 qualification testing or the next full-stack milestone, in which Starship S20 (now proofed and ready for flight) will be installed on top of the booster for the second time.
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.