News
SpaceX CEO Elon Musk shows off Starship’s 3 Raptor engines in best photos yet
SpaceX CEO Elon Musk has taken to Twitter to publish yet more photos of the company’s Starship Mk1 rocket prototype, this time posting what are – by far – the best official photos of Raptor engines yet taken.
This marks the first time that a SpaceX prototype of any kind has had more than one Raptor engine installed, a fairly symbolic but still significant milestone that follows in the footsteps of Starhopper’s successful single-engine flight test campaign. With Starhopper now heading into retirement, Starship Mk1 is preparing to support the program’s next major steps: full-scale, high-altitude flight tests powered by three Raptor engines.
The sight of three Raptor engines installed on the first true Starship prototype is undeniably hard to downplay. In barely seven months, SpaceX has gone from the very first static fire of a full-scale Raptor engine – serial number 01 – to flight-testing Raptor SN06 and producing enough engines to bestow Starship Mk1 with its own set of three engines. According to the latest comments from Elon Musk, Starship is meant to be powered by three ‘sea level’ Raptors and three vacuum-optimized Raptors – RVacs. RVac may or may not be ready to support the flight tests of early prototypes like Mk1 and Mk2, meaning that their three SL engines will likely be the sole propulsion for the time being.
Together, three SL Raptors operating at full thrust should be capable of producing up to 600 tons (1.3M lbf) of thrust. Per Musk’s note that Starship Mk1 likely weighs around 200 tons (~450,000 lb) empty, this means that a triple-engined Starship will be able to lift off with up to 400 tons (900,000 lb) of propellant, likely translating into roughly 200-300 seconds of untethered triple-engine operation.
“NOT FOR FLIGHT”
However, the engine installation milestone and subsequent photos are undeniably spectacular, but signs suggest that some level of pragmatism is in order. Visible in two of the three photos published by Musk, all three Raptors still have their transport rings installed just below each engine’s throat. Hardware at the base of one photo indicates that they were likely taken yesterday, on the evening of September 25th. Musk revealed that the three Raptors were installed late on September 22nd, up to three days prior.
Combined, the presence of the transport rings – “NOT FOR FLIGHT”, as their labels note – is a strong indicator that their installation is only temporary, likely in support of Elon Musk’s imminent September 28th Starship presentation. Without more information, it’s impossible to read much further into the temporary installation of Raptors. What it does confirm is that – for any number of reasons – flight-ready Raptors are not quite ready to support the Starship Mk1/Mk2. SpaceX has proven that Raptor is capable of supporting Starhopper for almost a full minute of powered flight, but behaviors observed near the end of that flight suggest that even that may have been pushing the engine’s limits.
All things considered, SpaceX is making progress at an almost unfathomable pace. Just seven months into full-scale Raptor test fires, it’s easy to believe that a lot of development work and refinement remains before the new engine family will be ready to reliably support multi-minute flight tests, let alone orbital launch attempts. Most orbital-class engine development programs aim for tens or even hundreds of thousands of seconds of test fires before attempting their first flights, but SpaceX is not most companies and is sticking closely to its preferred “test as you fly” methods and agile development strategies.
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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
