SpaceX has confirmed that the two large propellant tanks now present at its Boca Chica, Texas facilities will likely to be the last major ground tanks needed to enable the first test flights of the upper stage of its next-gen BFR rocket, known as the Big Falcon Spaceship (BFS).
Expected to begin as soon as late 2019, SpaceX executives have recently reiterated plans for a campaign of hop tests for the first full-scale spaceship prototype, in which the ship will follow in the footsteps of its Falcon 9-based Grasshopper and F9R predecessors.
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In a comment provided to a number of local outlets, SpaceX Communications Specialist Sean Pitt stated this about the recent arrival of a second large propellant storage tank at the company’s prospective South Texas test and launch facilities.
“The ongoing construction of our launch pad in South Texas is proceeding well. SpaceX has now received the final major ground system tank needed to support initial test flights of the Big Falcon Spaceship.” – Sean Pitt, SpaceX
While there may have been some slight uncertainty before, this official statement confirms beyond the shadow of a doubt that SpaceX is actively and rapidly preparing its South Texas property for a future of BFR-related tests, spaceship hops, and perhaps even launches.
Same dance, different hops
Unlike Falcon 9’s Grasshopper and F9R reusability development programs, SpaceX’s BFS hop test campaign is likely going to be much more aggressive in order to gather real flight-test data on new technologies ranging from unfamiliar aerodynamic control surfaces (wings & fins vs. grid fins), all-composite propellant tanks (Falcon uses aluminum-lithium), a 9m-diameter vehicle versus Falcon’s 3.7m, a massive tiled heat-shield likely to require new forms of thermal protection, and entirely new regimes of flight (falling like a skydiver rather than Falcon 9’s javelin-style attitude) – to name just a handful.
To fully prove out or at least demonstrate those new technologies, BFS hop testing is likely to be better described as “flight testing”, whereby the spaceship launches vertically but focused primarily on regimes where horizontal velocity is far more important than vertical velocity.
“But by ‘hopper test,’ I mean it’ll go up several miles and then come down. The ship will – the ship is capable of a single stage to orbit if you fully load the tanks. So we’ll do flights of increasing complexity. We really want to test the heat shield material. So I think we’ll fly out, turn around, accelerate back real hard and come in hot to test the heat shield because we want to have a highly reusable heat shield that’s capable of absorbing the heat from interplanetary entry velocities, which is really tricky.” – CEO Elon Musk, October 2017
Focusing on the important things (for fully-reusable rockets)
SpaceX does has significant familiarity with the general style of testing expected to be used to prove out its next-gen spaceship, a major department from anything the company has yet built or flown. Updated in September 2018 by CEO Elon Musk, the craft’s most recent design iteration is reportedly quite close to being finalized. That near-final design prominently features a trio of new aft fins (two able to actuate as control surfaces), two forward canards, and an updated layout of seven Raptor engines.
Critically, SpaceX has decided to commonize BFR’s main propulsion, choosing to skip the performance benefits of a vacuum-optimized Raptor variant for the simplicity and expediency of exclusively using sea level Raptors on both the booster and spaceship. This decision is ultimately strategic and well-placed: rather than concerning early-stage development with the inclusion of a second major branch of onboard propulsion, the company’s engineers and technicians can place their focus almost entirely on a one-size-fits-all version of BFR with plenty of room for upgrades down the road.
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- BFS seen standing vertically on the pads of its tripod fins. (SpaceX)
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- (SpaceX)
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- A better view. (SpaceX)
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- BFR’s booster and spaceship separate a few minutes after launch. (SpaceX)
With a rocket as large as BFR and a sea level engine already as efficient as Raptor, the performance downgrade wrought by the initial removal of Raptor Vacuum (RVac) is scarcely more than a theoretical diversion. The specific performance numbers remain to be seen but will likely be greater than 100 metric tons (~220,000 lbs) to low Earth orbit (LEO). Past a certain point, however, the actual performance to LEO and beyond is almost irrelevant, at least from a perspective of individual launches. The paradigm SpaceX is clearly already interrogating is one where the cost of individual launches is so low relative to today’s expendable launch pricing ($5,000-20,000/kg to LEO) that it will almost be anachronistic to design or work with a single-launch-limit in mind, a limit that is just shy of a natural law in the spaceflight industries of today.
Because SpaceX has already demonstrated expertise in vertically launching, landing, and generally controlling large rockets, the main challenges faced with BFR are more operational than purely technical. To be clear, the technical challenges are still immense, but successfully solving those challenges by no means guarantees that the aircraft-like operational efficiency needed for BFR to succeed can or will be fully realized.
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- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
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- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
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- A closeup of BFS’ nose section, featuring impressively varied tile-sizes, joining methods, and extremely precise curves on the interface between canard wings and the hull. (SpaceX)
In 2016, Musk pegged SpaceX’s cost goals for a BFR-style fully-reusable rocket at less than $1M per launch for booster and spaceship maintenance alone, or $3.3M per launch with amortization (paying for the debt/investment incurred to fund BFR’s development) and propellant estimates included. To realize those ambitious costs, SpaceX will effectively have to beat the expendable but similarly-sized Saturn V’s per-launch costs (~$700M) by a factor of 100 to 200 – more than two orders of magnitude – and SpaceX’s own Falcon 9 and Heavy launch costs (~$55M to $130M) by 20-50X.
To even approach those targets, SpaceX will need to learn how to launch Falcon and BFR near-autonomously with near-total and refurbishment-free reusability, while also developing and demonstrating orbital refueling capabilities that do not currently exist and rapidly maturing large-scale composite tankage and structures. None of those things require Raptor Vacuum.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
