News
SpaceX’s first Starship test flight imminent as rocket nosecone nears completion
Elon Musk has posted a new glimpse inside SpaceX’s South Texas Starship factory, revealing a nearly-completed rocket nosecone and indicating that the first upgraded Starship prototype’s flight debut is imminent.
SpaceX teams have been working around the clock for a little over a month to build the first full-scale, flightworthy Starship prototype, a process that only began after two ‘test tanks’ were fabricated, assembled, and pressurized until they burst on January 10th and 28th. Built with improved tools and methods, those test results – particularly from the second test tank – allowed SpaceX to empirically confirm that its current infrastructure and techniques are ready to manufacture orbital-class (and even human-rated) Starships right now.
And so work on the first truly flightworthy Starship prototype – known as SN01 (serial number 01) – thus began in earnest around mid-January, perhaps less than a month ago. Over the course of that month, SpaceX’s South Texas team has made spectacular progress. Starship SN01’s business half – comprised of a Raptor engine section, a liquid oxygen tank, a methane tank, and all associated tank domes and plumbing – is likely just a single big stacking and welding event away from being structurally complete. The upper section of the prototype – Starship’s curved nose and a few less-critical steel rings – has, however, been a bit more elusive.
Aside from a few partial glimpses earlier this month, that nose appeared for the first time two or so weeks on a local resident’s livestream earlier today – just a few hours before Musk offered an even better view inside the same tent it was spotted in. Situated in the second large sprung structure erected at SpaceX’s Boca Chica, Texas facilities, Musk’s video revealed that that tent – really only completed less than two weeks ago – is already full of Starship production hardware.
Without exaggerating, it’s safe to say that SpaceX has effectively gone from a handful of parts worth of Texas rocket production to a multi-vehicle, Starship production line concurrently manufacturing multiple vehicles in about eight weeks. While it would be theoretically easy for critics and a more general audience to see little more than some cheap stainless steel parts in a few hastily-constructed temporary tents, the reality is that SpaceX has already proven – at a minimum – that a steel Starship built with the exact same tools, facilities, and methods will likely be capable of spaceflight.
SpaceX’s January 2020 Starship test tank program proved as much, demonstrating that thin steel tanks built in tents can serve as orbital-class pressure vessels and survive at internal pressures greater as high as 8.5 bar (125 psi) while filled with cryogenic (extremely cold) liquid. Meanwhile, Tesla’s Fremont factory General Assembly line 4 (GA4) – having continuously churned out high-quality Model 3s for more than a year – has proven that sprung structures can make for fast, cheap, and more or less permanent factory solutions. Prospective SpaceX competitor Blue Origin even based its own brand new headquarters – opened in January 2020 – around an odd U-shaped sprung structure.
Nevertheless, SpaceX’s small test tank successes do not necessarily guarantee that the same kind of tests performed at full scale will be equally successful. The biggest proof of concept for SpaceX’s upgraded Starship production methods will involve manufacturing, fueling, static-firing, and – eventually – flying a complete Starship prototype built with the same methods as those test tanks.
The pressure vessel section of Starship SN01 – said pathfinder prototype – appears to be nearly complete, missing only its integrated engine section and oxygen tank dome before it could theoretically be ready to start cryogenic testing. Incredibly, information acquired and published by NASASpaceflight.com reporter Michael Baylor indicates that SpaceX wants to complete the prototype and transport Starship to its nearby launch site just ten days from now.
A step further, if things go as planned, SpaceX wants to install Starship SN01’s three Raptor engines and perform a live static fire test as soon as early March. In short, SpaceX’s Starship program is likely about to enter a new period of ambitious, rapid-fire testing. Stay tuned!
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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
