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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.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
