News
SpaceX’s Florida Starship shown off in aerial footage as Texas prototype grows rapidly
Local amateur photographer and spaceflight fan Michael Tapes has graciously shared a new aerial view of SpaceX’s Florida Starship facility, where dozens of workers can be seen buzzing around what is hoped to become the first orbital-class prototype of the massive spaceship and upper stage.
Tapes’ aerial footage offers a unique look at the layout of SpaceX’s Florida site as of July 9th, illustrating just how active and expansive it is. Some workers can be seen building something (perhaps preparing a new worksite) under a large, white tent, while another group surveys two large Starship segments and a third works to prepare new stainless steel ring sections. Of note, those two large Starship segments appear to be bereft of any obvious activity, perhaps a consequence of a fire that caused about $100,000 in damage the day prior (July 8th).
In fact, the shipping container that took what looks like the entirety of fire-related damage is visible on the west side of the SpaceX facility’s main hangar. Workers could be seen heading inside the extremely scorched container, likely removing debris, cleaning up the site of the incident, and preparing to scrap the damaged container itself.
Thankfully, nobody was injured by the fire and ~$100K of damage is certainly an inconvenience but is definitely nothing more for a multibillion-dollar company like SpaceX. Given that dozens of vehicles are visible in the parking lot, it’s safe to say that tons of work is ongoing under the roofs of the site’s many covered buildings, potentially designing Starship/Super Heavy, working on the rocket’s first orbital-class thrust structures, building new steel ring segments, and much more. With any luck, work on orbital Starship assembly and integration has already resumed following the small July 8th fire.
Star(ship) Wars
Speaking of that work, prior to the last week or so of progress on SpaceX South Texas’ own orbital Starship prototype, both Florida and Texas appeared to be more or less tied with two large Starship segments each and various other 9m-diameter subsections spread around their respective facilities. Impressively, Boca Chica has been marked by a flurry of recent work as multiple in-process steel rings were stacked on top of the Texas Starship’s propulsion and tankage section.
In just the last two weeks of June, workers thus pushed through the brutal South Texas heat and humidity to stack three new sections of fuselage, literally doubling the height of Boca Chica’s (hopefully) orbital-class Starship prototype in a dozen or so days. The ship’s conical nose section continues to be polished, while some sort of additional work is likely going on inside, away from public view. It’s hard to get a good overhead view but it’s safe to assume that – in the large barrel sections both in Florida and Texas – technicians are working to install (or at least prepare for) stainless steel tank domes, one of the last major finishing touches for spacecraft’s tank sections.
A huge amount of work remains for both sites but the visible progress as new ship segments are stacked and welded together is undeniably cathartic and satisfying. Working 10-12 hour shifts exposed to the Texas and Florida summer sun, heat, and wildlife is in no uncertain terms bound to be a hellish experience, but at least the hard work is so obviously producing results.
The most exciting kind of grass-watching
Back in Florida, several additional Starship barrel sections are in various stages of work, at least two of which appear to be nearly ready for stacking atop the propellant tank section already being assembled. Meanwhile, propellant tank domes were spotted in different stages of fabrication inside the Florida facility’s main hangar-cum-production-line, awaiting their turn to leave the building and prepare for installation on Starship East.
All said and done, once those visible segments are installed, Starship East will (at least by appearances) be neck and neck with its Texas sibling once more. In reality, there is likely no actual race between the two sites and they are reportedly sharing any critical discoveries and lessons-learned. Nevertheless, humans are notoriously competitive and one can only begin to imagine the (hopefully friendly) rivalry forming between the geographically distinct teams.
At the same time, SpaceX’s Florida team has several home-field advantages, so to speak, owing to their proximity to the several hundred SpaceXers working at the company’s Florida launch facilities and recovery fleet. Additionally, Florida’s Starship facility is just a few dozen miles away from SpaceX’s Kennedy Space Center Pad 39A, the most likely site of Starship’s (and Super Heavy’s) first suborbital and orbital launch attempts.
At the end of the day, a little friendly internal competition and – more so – a literal Starship A/B test are bound to be a huge benefit for SpaceX’s next-gen launch vehicle program, significantly increasing the speed at which the company can make mistakes, solve problems, and get Starship ready for orbit.
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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.Â
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
