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SpaceX’s first Jupiter launch a step closer as NASA begins assembling ‘Europa Clipper’
NASA says that the assembly of Europa Clipper has begun at NASA’s Jet Propulsion Laboratory (JPL), in Southern California.
Europa Clipper is an interplanetary spacecraft developed by NASA to observe Europa, a large moon of Jupiter, over the course of a series of flybys while orbiting the gas giant. The Clipper’s primary goal is to determine whether Europa hosts conditions suitable for life in an immense liquid water ocean that lies under its icy surface. NASA has selected SpaceX to launch the ~$4.25 billion spacecraft to Jupiter in 2024 on its Falcon Heavy rocket – a contract SpaceX effectively beat out NASA’s own Space Launch System (SLS) rocket to win.
The engineering components and science instruments that make up the spacecraft’s flight hardware began development in 2016 and are expected to be completed by the end of 2022. These components come from across the United States and Europe and will be assembled at JPL. The main body of the spacecraft is a 10-foot-tall (3-meter-tall) cylindrical propulsion module. Fitted with electronics, radios, cables, and the spacecraft’s propulsion systems, it will ship to JPL this spring. Europa Clipper’s 10-foot-wide (3-meter-wide) high-gain antenna is expected to follow not long after.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
The first instrument to arrive at JPL was the Europa-UVS, an ultraviolet spectrograph that was assembled in San Antonio, Texas. Europa-UVS will search above the surface of Europa for signs of plumes. The instrument collects ultraviolet light, then separates the wavelengths of that light to help determine the composition of the moon’s surface and gases in the atmosphere.
As components of the spacecraft arrive, they will be integrated together and re-tested. Engineers need to be sure the instruments can communicate with the flight computer, spacecraft software, and power subsystems.
“Once all the components have been integrated to form the large flight system, Europa Clipper will move to JPL’s enormous thermal vacuum chamber for testing that simulates the harsh environment of deep space. There also will be intense vibration testing to ensure Europa Clipper can withstand the jostling of launch. Then it’s off to Cape Canaveral, Florida, for an October 2024 launch.”
NASA – March 3rd, 2022
According to NASA, “when it’s fully assembled, Europa Clipper will be as large as an SUV [and have] solar arrays long enough to span a basketball court – all the better to help power the spacecraft during its journey to Jupiter’s icy moon Europa.”
Previous imagery has already provided scientists with certainty that Europa’s surface is made up of mostly water ice. Additionally, other data about the moon’s physical characteristics have engendered great confidence that beneath or within some of that 15-mile-thick ice lies pockets of liquid water that could go thousands of years between re-freezing events. Those water pockets could potentially be habitable and even contain microbial life that Europa Clipper could detect.
Some scientists like Monica Grady, Chancellor at Liverpool Hope University, believe it is almost certain that Europa is harboring life. “When it comes to the prospects of life beyond Earth, it’s almost a racing certainty that there’s life beneath the ice on Europa,” stated Grady in 2020.
NASA says that “Europa Clipper will orbit Jupiter and conduct multiple close flybys of Europa to gather data on the moon’s atmosphere, surface, and interior. Its sophisticated payload will investigate everything from the depth and salinity of the ocean to the thickness of the ice crust to the characteristics of potential plumes that may be venting subsurface water into space.”
Europa Clipper will be carried into space aboard a SpaceX Falcon Heavy rocket, the most powerful operational rocket today. The ~$178 million launch contract was announced on July 23rd, 2021. Following a tentative Q4 2024 launch into heliocentric (sun-orbiting) space, Europa Clipper will spend around three years in deep space, performing gravity-assist maneuvers at Earth and Mars to eventually boost itself to Jupiter for a 2028 arrival.
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.
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
