

News
SpaceX ‘go’ for 50,000-foot Starship launch debut after static fire, Elon Musk says
CEO Elon Musk says that SpaceX’s first fully-assembled Starship prototype is on track for its 15-kilometer (~50,000 ft) launch debut after completing a second three-engine static fire test on Tuesday.
Starship serial number 8’s (SN8) three Raptor engines ignited for a few seconds around 5:30 pm CST (UTC-6) on Tuesday, November 24th, less than four hours before a record-breaking Falcon 9 rocket launched another batch of Starlink satellites roughly a thousand miles to the east. Perhaps briefly producing upwards of 600 metric tons (6000 kN/~1.3M lbf) of thrust, Starship SN8’s second triple-engine static fire was actually the first with that particular trio of engines.
Back on November 13th, an otherwise successful one or two-engine static fire nearly ended in catastrophe when the hypersonic Raptor exhaust kicked up blade-like debris that severed crucial control cables and triggered an apparent engine meltdown. Thanks to a “burst disk” failsafe, Starship SN8 – unable to actuate valves needed to depressurize – was saved from what could have been catastrophic damage. Believed to be SN32, the damaged Raptor was subsequently removed on November 14th and replaced with SN42 on November 16th.
As such, SN8’s November 24th static fire was the first with that particular set of three engines, although it was technically the rocket’s second three-engine test. SN42 now (hopefully) proven to be flight-ready, it remains to be seen if SpaceX will attempt more static fires before Musk’s promised 15 km launch debut.
As of November 25th, SpaceX still has a static fire backup window open open from 8 am to 5 pm CST, while Starship SN8’s launch road closures remain in effect from 7 am to 6 pm on November 30th with backups from 8 am to 5 pm on December 1st and 2nd.
Having now spent more than a month at the launch pad, it’s increasingly unlikely that SpaceX will continue to choose caution first for upcoming Starship SN8 tests. As Musk recently noted and easily visible from public roads, SpaceX’s Boca Chica factory is developing an extraordinary backlog of giant steel rockets. Just today, November 25th, Starship SN9 (featuring “small improvements”) was stacked to its full 50-meter (~165 ft) height after SpaceX kicked off nose section installation. In simpler terms, if SN8 is destroyed during testing, Starship SN9 will likely be ready to roll to the launch site almost as soon as the pad is clear.
Meanwhile, Starship SN10 is likely just 7-10 days away from a similar nosecone stacking milestone and Starship SN11’s tank section is just one stack away from completion, likely putting it less than two weeks behind SN10. In other words, insofar as speed is a priority and each prototype is anywhere close to as cheap as Starship’s majority-steel bill of materials might suggest, SpaceX is building the rockets so quickly that it almost doesn’t make sense to spend more than a few weeks working through any given ship’s bugs for as long as prototypes remain firmly suborbital.
Musk also says that Starship SN15 will be the host of some mysterious “major upgrades”, likely implying some substantial manufacturing improvements and design refinements. Given that large portions of Starship SN15 (and likely SN16, too) are already visibly in work in Boca Chica, it makes even less sense to spend outsized amounts of time on a much earlier prototype.
It doesn’t come as a huge surprise, then, that Musk has given SN8 – warts and all – a 33% chance of successfully launching, ‘skydiving’ back to Earth, reigniting one or more Raptors, and landing in one piece. The only real certainty is that regardless of the outcome, Starship’s high-altitude launch debut is guaranteed to be spectacular. Stay tuned for updates as we get closer to SpaceX’s November 30th target.
News
Tesla to make app change for easier communication following Service
“Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.”

Tesla will enhance the ability to communicate through the mobile app with Service after work has been done on your car.
One of the biggest weaknesses of Tesla’s automotive division has been Service, as Service Centers are not necessarily plentiful, and wait times, in some regions of the country, are over a month in duration.
Getting in touch with Service after a car has work done to it is also difficult. Calling showrooms in some regions has proven to be difficult to enable direct communication between the customer and the company.
If something is not resolved properly, Tesla keeps the in-app messaging option active for two hours after the service visit is complete.
However, that doesn’t resolve everything, as some issues may arise again more than two hours later. Then the issue of communication presents itself once again.
Tesla is going to extend that time frame to a day or more, according to Raj Jegannathan, Tesla’s AI/IT-Infra, Cybersecurity, IT Apps & Vehicle Service VP.
Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.
— Raj Jegannathan (@r_jegaa) August 18, 2025
Tesla has made several changes over the past few years to attempt to improve its Service. Recently, for Collision repair, it started offering a $45-per-day loaner program with free FSD, free tolls, and free Supercharging.
It also recently started sharing local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
Tesla creates clever solution to simplify and improve its Service
However, this is only available at a few showrooms and is currently a pilot program.
These improvements are aimed at resolving communication breakdown, which appears to be a problem that many owners experience.
Tesla is one of the few companies that also operates a fleet of Mobile Repair vehicles, which will perform service at your house or place of business. However, the size of it has gone down by 11 percent year over year.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.

Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
News
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
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