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SpaceX CEO Elon Musk talks Starship explosion: “We were too dumb”
Two days after a last-second failure caused Starship SN9 to smash into the ground and explode, SpaceX CEO Elon Musk has returned to Twitter with some harsh preliminary reactions.
Right off the bat, in response to a question about why Starships SN8 and SN9 both attempted their unsuccessful landings with only two of three available Raptor engines, Musk frankly stated that “we were too dumb.” At face value, it’s a decent question, given that there are no obvious showstoppers to explain why Starships couldn’t make the most of the redundancy their three Raptor engines can offer.
After completing an otherwise flawless 6.5 minutes launch, ascent, and belly-flop descent, Starship SN9 began a critical ~120-degree flip maneuver, sequentially igniting two Raptor engines and using that thrust to flip from a belly-down attitude to a tail-first landing configuration. Unfortunately, though the first Raptor did fire up and put in a good effort, the second engine failed to ignite, leaving the building-sized rocket to impact the ground traveling far too quickly.
Ironically, more than three years ago, Musk himself revealed in a Reddit Ask Me Anything thread that he and his engineers had decided to modify Starship’s (then known as BFS) design by adding a third Raptor to its central cluster of two engines.
“Btw, we modified the [Starship] design since IAC [2017] to add a third medium-area-ratio Raptor engine partly for that reason (lose only 1/3 thrust in engine out) and allow landings with higher payload mass for the Earth to Earth transport function.”
Elon Musk – Reddit AMA – October 2017
Primarily meant to enable more efficient landings in Earth’s atmosphere, adding a third engine to that cluster would logically increase the chances of a successful (or at least survivable) landing in the event that one engine fails. Greater thrust and an improved thrust-to-weight ratio both during launch and landing would fundamentally improve the efficiency of Starship, likely making up for most or all of the added weight.
In retrospect, it’s not entirely surprising to learn that a three-engine landing burn is probably the most logical option if three landing-class engines have been included in the design. In SpaceX and Musk’s defense, however, there are also several good reasons to use as few Raptor engines as possible.
It was foolish of us not to start 3 engines & immediately shut down 1, as 2 are needed to land— Elon Musk (@elonmusk) February 4, 2021
Throttling high-performance rocket engines is exceptionally difficult and Raptor is not yet a fully mature engine, meaning that it’s throttle capabilities are likely less than optimal. That’s relevant because the higher a rocket’s thrust-to-weight ratio during landing, the more aggressive its landings have to be. SpaceX is apparently extremely conservative with Starship in this regard, prioritizing slow, gentle landings by only using two of three available engines.
Ironically, it’s possible that that attempt at risk reduction resulted in harder landings for both Starship SN8 and SN9, as three-engine landing burns could have potentially slowed them down significantly more before impact.
At the same time, though it may have mitigated the severity of both landing failures, three-engine landing burns would not have resolved the fundamental issues that caused them. In SN8’s case, low fuel header tank pressure doomed the Starship, while SN9 is more ambiguous. Aside from the clear Raptor ignition failure, which a three-engine burn could have resolved by downselecting to two healthier engines, the one Raptor that did ignite appeared to suffer some kind of uncontained failure seconds before landing.
Impressively, despite that apparent combustion chamber or preburner failure, the engine’s landing burn seemed to continued uninterrupted until the moment of impact. As such, it’s hard to say if that lone Raptor was still producing substantial thrust or if it was in the throes of a catastrophic failure. If it could have held on for another 5-10 seconds and the third Raptor (the engine that didn’t reignite) was able to restart and perform without issue, a three-engine landing burn could have easily made SN9’s demise less violent or even have enabled a soft landing.
While a three-engine burn all the way to touchdown appears to be extremely risky or impossible for present-day Starships, Musk implied that there was nothing preventing SpaceX from reigniting all three engines during the initial flip and landing burn and using that time to determine the health of all three engines. If all three were healthy, Starship would shut down one for a soft landing. If one engine failed to restart or lost thrust shortly after ignition, the other two would already be active and able to take over.
Musk says that Starship SN10, already at the launch pad and likely days away from its first tests, will attempt to adopt that approach on an upcoming test flight expected as few as 2-3 weeks from now.
News
Tesla announces massive investment into xAI
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round,” it said.
Tesla has announced a major development in its ventures outside of electric vehicles, as it confirmed today that it invested $2 billion into xAI on January 16.
The move is significant, as it marks the acquisition of shares of Series E Preferred Stock, executed on market terms alongside other investors. The company officially announced it in its Q4 2025 Shareholder Deck, which was released at market close on Wednesday.
The investment follows shareholder approval in 2025 for potential equity stakes in xAI and echoes SpaceX’s earlier $2 billion contribution to xAI’s $10 billion fundraising round.
Tesla said that, earlier this month, it entered an agreement to invest $2 billion to acquire shares of Series E Preferred Stock of xAI:
“Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth… pic.twitter.com/HgtrcHdB2U
— TESLARATI (@Teslarati) January 28, 2026
CEO Elon Musk, who is behind both companies, is now weaving what appears to be an even tighter ecosystem among his ventures, blending Tesla’s hardware prowess with xAI’s cutting-edge AI models, like Grok.
Tesla confirmed the investment in a statement in its Shareholder Deck:
“On January 16, 2026, Tesla entered into an agreement to invest approximately $2 billion to acquire shares of Series E Preferred Stock of xAI as part of their recent publicly-disclosed financing round. Tesla’s investment was made on market terms consistent with those previously agreed to by other investors in the financing round. As set forth in Master Plan Part IV, Tesla is building products and services that bring AI into the physical world. Meanwhile, xAI is developing leading digital AI products and services, such as its large language model (Grok).”
It continued:
“In that context, and as part of Tesla’s broader strategy under Master Plan Part IV, Tesla and xAI also entered into a framework agreement in connection with the investment. Among other things, the framework agreement builds upon the existing relationship between Tesla and xAI by providing a framework for evaluating potential AI collaborations between the companies. Together, the investment and the related framework agreement are intended to enhance Tesla’s ability to develop and deploy AI products and services into the physical world at scale. This investment is subject to customary regulatory conditions with the expectation to close in Q1’2026.”
The history of the partnership traces back to xAI’s founding in July 2023, as Musk launched the company as a counterweight to dominant AI players like OpenAI and Google.
xAI aimed to “understand the true nature of the universe” through unbiased, truth-seeking AI. Tesla, meanwhile, has long invested in AI for its Full Self-Driving (FSD) software and Optimus robots, training models on vast datasets from its vehicle fleet.
The investment holds profound significance for both companies.
For Tesla, it accelerates its Master Plan Part IV, which envisions AI-driven autonomy in vehicles and humanoid robots. xAI’s Grok could enhance Tesla’s real-world AI applications, from optimizing battery management to predictive maintenance, potentially giving Tesla an edge over its biggest rivals, like Waymo.
Investors, on the other hand, stand to gain from this symbiosis. Tesla Shareholders may see boosted stock value through AI innovations, with analysts projecting enhanced margins and significant future growth in robotics. xAI’s valuation could soar, attracting more capital.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
xAI Investment
Tesla entered an agreement to invest approximately $2 billion to acquire Series E preferred shares in Elon Musk’s artificial intelligence startup, xAI, as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
Tesla announces massive investment into xAI
Tesla (TSLA) Q4 and FY 2025 earnings results
