News
SpaceX ‘destacks’ Starship and Super Heavy: what’s next?
On February 14th, a bit less than four days after the giant rocket was used as a backdrop for CEO Elon Musk’s first Starship presentation in years, SpaceX lifted Starship off of the Super Heavy booster and lowered the upper stage to the ground.
In early August 2021, the same pair – Booster 4 and Ship 20 – were stacked for the first time for what was described as a fit test. After briefly forming the largest rocket ever assembled, the stages were ‘destacked’ about an hour later and would ultimately return to the Starbase factory for finishing touches. Six months, one ship cryoproof, three booster cryoproofs, and three ship static fire tests later, Ship 20 and Booster 4 were once stacked to form a massive 119-meter-tall (390 ft) tall rocket
This time around, Starship S20 was stacked on top of Super Heavy B4 not with a giant crane but with a ‘launch and integration tower’ that had been outfitted with three giant arms in the interim. The tower’s main pair of arms – ‘chopsticks’ – lifted the ~100-ton (~220,000 lb) Starship almost 100 meters off the ground, swung it over Super Heavy, and then carefully lowered the stages until Super Heavy was able to latch on.
On its first true demonstration, the complex process went far smoother than anyone outside of SpaceX expected, taking the tower just four or so hours from the start of the lift to hard mate. On February 10th, shortly before Musk’s Starship update, SpaceX even opened the ‘chopsticks’ to their full breadth, leaving all of Starship S20’s weight on Super Heavy B4 and also demonstrating what the pad will likely look like moments before the first orbital Starship launch.
On February 14th, after about four days fully stacked, the tower arms reattached to Ship 20, detached from Super Heavy, and lowered the Starship back to the ground, where it was eventually installed on a transport stand. Later that night and early the next day, SpaceX then moved the ship to a small concrete pad adjacent to the launch tower that’s believed to be meant for cryogenic proof testing. It’s unclear why SpaceX didn’t tested the fully stacked Starship given that both ship and booster have already completed multiple cryogenic proof tests (or wet dress rehearsals with real propellant) over the last few months.
It’s also unclear what more SpaceX can gain from testing Ship 20 on the ground, short of full-stack operations. On Sunday, February 13th, SpaceX did, however, begin filling the orbital launch site’s fuel tanks with liquid methane (LCH4) for the first time. It’s possible that instead of using Ship 20 to test any aspect of the relatively ancient Starship prototype, SpaceX will use Ship 20 to test the orbital tank farm – particularly the fuel side of the farm, which has yet to be tested. Perhaps after testing those systems on the ground, SpaceX will re-stack Ship 20 and Booster 4 and perform a similar wet dress rehearsal to test the tower’s plumbing, the ship-fueling arm, and the overall structural integrity of the fully-stacked rocket.
SpaceX has test windows tentatively scheduled on February 16th, 17th, and 18th.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
