News
SpaceX CEO Elon Musk says major Starship engine bug is fixed as Raptor testing continues
SpaceX CEO Elon Musk has revealed the latest official photo of the company’s Raptor engine in action and indicated that a major technical issue with vibration appears to have been solved, hopefully paving the way for Starhopper’s first untethered flights.
Partly due to Musk’s own involvement in the program, SpaceX’s propulsion development team have struggled to get any single Raptor engine to survive more than 50-100 seconds of cumulative test fires. According to information from sources familiar with the program, Musk has enforced an exceptionally hardware-rich development program for the first full-scale Raptor engines to such an extent that several have been destroyed so completely that they could barely be used to inform design optimization work. Although likely more strenuous and inefficient than it needed to be, the exceptionally hardware-rich test program appears to have begun to show fruit, with the sixth engine built (SN06) passing its first tests without exhibiting signs of a problem that has plagued most of the five Raptors that came before it.
Resonance: not even once
In his tweet, Musk cryptically noted that a “600 Hz Raptor vibration problem” appears to have been fixed as of SN06’s first few static fire tests since arriving in McGregor, Texas. More likely than not, the self-taught SpaceX executive is referring to the hell that is mechanical resonance in complex machines and structures. Shown below, the Tacoma Narrows Bridge’s 1940 collapse – quite possibly the single most famous civil engineering failure of all time – is an iconic example of the unintuitive power of resonance in complex systems.
When it was inaugurated, the first Tacoma Narrows Bridge was one of the longest suspension bridges ever built and implemented new techniques and technologies that had never been tried at such a large scale. As Grady (Practical Engineer) aptly notes, mechanical resonance – in this case, triggered by consistent winds running through the Puget Sound – simply wasn’t something that period engineers knew they had to worry about. When rapidly pushing the envelope of engineering and construction, the chances of discovering entirely novel failure modes also increases – it’s simply one of the costs of extreme innovation.
Luckily for SpaceX, the company doesn’t have to clash with the immense challenge of testing something as large, complex, and expensive as a suspension bridge. Raptor, Starship, and Super Heavy need not necessarily be perfect on SpaceX’s first try, whereas civil bridges must essentially be flawless on the first try, despite being one of a kind. This is why SpaceX has been chewing through an average of one Raptor engine per month since February 2019 – by testing engines to destruction and aggressively comparing engineering expectations with observed behavior and post-test hardware conditions, rapid progress can (theoretically) be made.
Instead of spending another year or more analyzing models and testing subscale engines and components, SpaceX dove into integrated testing of a sort of minimum-viable-product Raptor design, accepting that the path to a flightworthy, finalized design would likely be paved with one or several dozen destroyed engines. According to Musk, the biggest pressing design deficiency involved a mode of mechanical resonance that may or may not have been predicted over the course of the design process. Dealing with unprecedented conditions, it’s not particularly surprising that some sort of new resonance mode was discovered in Raptor.
For the time being, SpaceX continues to work around the clock to build its first two orbital Starship prototypes (one in Texas, one in Florida), while also outfitting Starhopper and completing any possible engine-less tests in anticipation of the first flightworthy Raptor’s arrival. If Musk’s early analysis proves correct and Raptor SN06 makes it through lengthier static fire tests unscathed over the next week or so, the engine could potentially be delivered to Boca Chica as early as mid-July.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
