News
SpaceX kicks off orbital Starship launch pad construction in Texas
CEO Elon Musk has confirmed that SpaceX is already well into the process of building an orbital-class Starship launch pad in Boca Chica, Texas.
After much ado about nothing and a multi-day fan skirmish over whether a new SpaceX construct was meant for a water tower or launch pad, the debate can finally be brought to a close. As of almost two weeks ago, it was just shy of guaranteed that the concrete foundation SpaceX was working on would be wildly excessive for a water tower, turning it into a question of whether it would be a suborbital or orbital-class test stand for Starship.
Now, Musk has confirmed – somewhat surprisingly – that the foundation will ultimately support an “orbital launch mount” capable of hosting what will eventually be the largest and most powerful rocket ever built.
All the way back in September 2019, SpaceX actually broke ground on a separate orbital-class Starship launch pad at Kennedy Space Center (KSC) Launch Complex 39A (LC-39A). Despite rapid progress over the next several months, work on Pad 39A’s Starship additions abruptly ground to a halt in Q1 2020 and has yet to restart.
The beginnings of the 39A Starship launch mount closely resembled a conceptual design published as part of an official 2019 SpaceX video. However, in a twist that isn’t actually much of a surprise for long-time followers of SpaceX, the company’s new orbital South Texas launch mount looks almost nothing like 2019 pad renders or the incomplete metalwork at Pad 39A.
In other words, SpaceX – probably lead by Musk himself – has substantially redesigned Starship’s orbital-class launch facilities and/or changed its approach to pad development for the next-generation rocket.
Hexagonal symmetry all the way down to the mount’s foundation pilings suggests that SpaceX’s new Starship pad design will begin with the bare minimum needed for a sturdy launch pad. SpaceX may change the design for Super Heavy but Starship’s thrust section is attached to a skirt with six strengthened sections that host landing legs and hold-down clamps. The sheer heft of ~2m (~6 ft) wide steel and rebar columns – soon to be filled with concrete – and pilings at least as wide and more than 30m (100 ft) deep certainly hints at a final structure capable of surviving the fury of Starship’s Super Heavy booster.
Barring additional changes, Super Heavy will be as tall as the entirety of a Falcon 9 or Falcon Heavy rocket – first stage, second stage, and payload fairing included. Powered by up to 31 Raptor engines, the Super Heavy booster will produce upwards of 72,000 kN (16,000,000 lbf) of thrust at liftoff – nine times the thrust of Falcon 9, triple the thrust of Falcon Heavy, and double the thrust of Saturn V (the most powerful liquid-fuel rocket ever to reach orbit). Combined with Starship, the full stack will weigh roughly 5000 metric tons (11 million lbs) fully fueled. For the purpose of static fire testing and final vehicle checks after ignition but before liftoff, a Super Heavy-class launch mount will need to withstand more than 7200 tons (~16 million lbf) of force.
Meanwhile, SpaceX could be just a few days away from Starship SN6’s hop debut just beside SpaceX’s ongoing orbital launch mount construction, while an 80m (~260 ft) tall Super Heavy booster assembly building may have reached its full height earlier this week.
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News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
