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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.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
