News
SpaceX Mars rocket tooling dwarfs Tesla Model 3 in new Elon Musk teaser
SpaceX CEO Elon Musk has published the first public photo of fabrication tooling intended to enable the construction of the first full-scale Mars spaceship prototype.
The massive cylinder revealed in Musk’s Instagram post – while not an actual rocket component – is a mold that will be used to carefully craft the carbon composite structures that are expected to be liberally used throughout SpaceX’s Mars rocket boosters and spaceships.
Building on a history of R&D with the contractor, SpaceX has likely procured this unique tooling from the Seattle-based Janicki Industries, previously known for their work on the jaw-dropping ITS oxygen tank that was revealed in 2016 and tested to failure in 2017. This time around, however, SpaceX is not simply contracting Janicki to construct a prototype tank at their Seattle facilities – rather, the company is acquiring the tools they will need to build their own massive carbon composite structures.
Combined with several other specialized components either not present or difficult to make out in the low resolution teaser image, the tool pictured will, sooner than later, slowly spin thousands of times, winding thin threads of carbon fiber ’round and ’round, interspersed with adhesives and presumably heat-based curing cycles, until a truly massive carbon composite structure takes shape. Carbon composite propellant tank domes, constructed with a different process, would then be affixed to the ends of the massive tank segment, and potentially inside the structure to complete the subassembly.
https://www.youtube.com/watch?v=r_CdlAOwj8Y
The existence of the tooling in question more likely than not indicates that SpaceX has completed the basic designs of BFR and BFS. Custom-built fabrication hardware like the item pictured by Musk would entail a fairly breathtaking capital investment that would not be made without confidence that it will be used. Whereas one might easily find a second-hand market for a very high-quality lathe, there is quite literally not a market on Earth for tooling necessary to build 9-meter diameter rocket-grade carbon composite structures. It is just the tool for the job of building BFR, however, and can likely be used to fabricate the main body of both the 9-meter diameter booster (first stage) and spaceship (upper stage).
It’s certainly possible that the tooling in Musk’s photo was awaiting shipment from its Seattle home to SpaceX’s California manufacturing facilities, but it is far more likely that the tooling is being shipped to an unassuming 20,000 ft^2 tent [PDF] SpaceX assembled at Port of San Pedro in 2017. Somehow, the company appears to have snuck the massive hardware into Los Angeles with an army of eagle-eyed SpaceX stalkers none the wiser.
SpaceX’s dock-side tent under construction as of late 2017, courtesy of NASASpaceflight.com moderator D_Dom. (NSF /u/D_Dom)
Put simply, the stars are beginning to align for the very first testing campaign of full-scale prototypes of the rocket SpaceX intends to colonize Mars with. The company’s aspirational timelines can, of course, be expected to slip, but SpaceX is undeniably acquiring the hardware it will need to build those prototypes, near its prospective Port of San Pedro BFR factory, and essentially paving the way to initial hot-fire testing of a partially integrated spaceship sometime next year.
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News
Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Investor's Corner
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
Tesla analyst Dan Levy of Barclays realized one big thing about the stock moving into 2026: vehicle deliveries are losing importance.
As a new era of Tesla seems to be on the horizon, the concern about vehicle deliveries and annual growth seems to be fading, at least according to many investors.
Even CEO Elon Musk has implied at times that the automotive side, as a whole, will only make up a small percentage of Tesla’s total valuation, as Optimus and AI begin to shine with importance.
He said in April:
“The future of the company is fundamentally based on large-scale autonomous cars and large-scale and large volume, vast numbers of autonomous humanoid robots.”
Almost all of Tesla’s value long-term will be from AI & robots, both vehicle & humanoid
— Elon Musk (@elonmusk) September 11, 2023
Levy wrote in a note to investors that Tesla’s Q4 delivery figures “likely won’t matter for the stock.” Barclays said in the note that it expects deliveries to be “soft” for the quarter.
In years past, Tesla analysts, investors, and fans were focused on automotive growth.
Cars were truly the biggest thing the stock had to offer: Tesla was a growing automotive company with a lot of prowess in AI and software, but deliveries held the most impact, along with vehicle pricing. These types of things had huge impacts on the stock years ago.
In fact, several large swings occurred because of Tesla either beating or missing delivery estimates:
- January 3, 2022: +13.53%, record deliveries at the time
- January 3, 2023: -12.24%, missed deliveries
- July 2, 2024: +10.20%, beat delivery expectations
- October 3, 2022: -8.61%, sharp miss due to Shanghai factory shutdown
- July 2, 2020: +7.95%, topped low COVID-era expectations with sizeable beat on deliveries
It has become more apparent over the past few quarters that delivery estimates have significantly less focus from investors, who are instead looking for progress in AI, Optimus, Cybercab, and other projects.
These things are the future of the company, and although Tesla will always sell cars, the stock is more impacted by the software the vehicle is running, and not necessarily the vehicle itself.
News
Tesla removes Safety Monitors, begins fully autonomous Robotaxi testing
This development, in terms of the Robotaxi program, is massive. Tesla has been working incredibly hard to expand its fleet of Robotaxi vehicles to accommodate the considerable demand it has experienced for the platform.
Tesla has started Robotaxi testing in Austin, Texas, without any vehicle occupants, the company’s CEO Elon Musk confirmed on Sunday. Two Tesla Model Y Robotaxi units were spotted in Austin traveling on public roads with nobody in the car.
The testing phase begins just a week after Musk confirmed that Tesla would be removing Safety Monitors from its vehicles “within the next three weeks.” Tesla has been working to initiate driverless rides by the end of the year since the Robotaxi fleet was launched back in June.
Two units were spotted, with the first being seen from the side and clearly showing no human beings inside the cabin of the Model Y Robotaxi:
A Tesla without a driver was spotted traveling on public roads! pic.twitter.com/ZLbduf4cKa
— TESLARATI (@Teslarati) December 14, 2025
Another unit, which is the same color but was confirmed as a different vehicle, was spotted just a few moments later:
NEWS: A second Tesla Model Y Robotaxi running FSD Unsupervised has just been spotted driving itself on public roads in Austin, Texas, with no one in the front seats.
This is a different car from the one spotted earlier. They have different license plates.
h/t @Mandablorian https://t.co/5URYsUGyD0 pic.twitter.com/CIUi4mXi33
— Sawyer Merritt (@SawyerMerritt) December 14, 2025
The two units are traveling in the general vicinity of the South Congress and Dawson neighborhoods of downtown Austin. These are located on the southside of the city.
This development, in terms of the Robotaxi program, is massive. Tesla has been working incredibly hard to expand its fleet of Robotaxi vehicles to accommodate the considerable demand it has experienced for the platform.
However, the main focus of the Robotaxi program since its launch in the Summer was to remove Safety Monitors and initiate completely driverless rides. This effort is close to becoming a reality, and the efforts of the company are coming to fruition.
Testing is underway with no occupants in the car
— Elon Musk (@elonmusk) December 14, 2025
It is a drastic step in the company’s trek for self-driving technology, as it plans to expand it to passenger vehicles in the coming years. Tesla owners have plenty of experience with the Full Self-Driving suite, which is not fully autonomous, but is consistently ranked among the best-performing platforms in the world.
Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
