News
SpaceX crushes rocket engine world record during Raptor test
CEO Elon Musk has revealed that SpaceX crushed a global rocketry record during a recent Raptor engine test, pushing the crucial Starship component past years-old performance targets.
On August 17th, the SpaceX CEO unexpectedly released a photo of a Raptor test and a corresponding graph showing the engine’s chamber pressure, confirming that the company had successfully pushed the engine to record-breaking levels. Musk says that an unspecified Raptor – possibly serial number 39 (SN39) – briefly reached a main combustion chamber pressure of 330 bar (~4800 psi) during a controlled burn – and remained intact after shutdown.
Outside of subscale laboratory tests, the highest main combustion chamber known to full-scale, orbital-class rocketry was achieved by the Soviet Union in the 1980s with the RD-701 engine. Although the exceptionally unique engine was canceled before it could be used, it reportedly reached pressures of 290-300 bar in one mode of operation. Now, however, SpaceX and its Raptor engine appear to be the new world record holders – and by a huge margin.
Raptor’s new crown comes roughly 18 months after Elon Musk revealed that the engine had beaten the Soviet RD-270 full-flow staged combustion (FFSC) with a higher sustained chamber pressure (~257 bar vs 255 bar). A few days later, the same Raptor went even further, cresting the Russian RD-180 engine’s 257 bar operating pressure with a peak of 268 bar. Still, SpaceX needed 6-12 more months to refine Raptor into an engine capable of operating even close to those pressures for more than ~10 seconds. In July and August 2019, Raptor engine SN6 flew twice on Starhopper, culminating in a ~60-second, 150-meter hop that ended with the engine nearly destroying itself seconds before landing.
Almost exactly one year later, Raptor SN27 launched on Starship SN5 on the same 150m trajectory and appeared to perform flawlessly. Exhibiting barely a stutter or flare, SN27 never came close to the flamethrower-like death throes Raptor SN6 suffered in August 2019. In short, SpaceX continued to do what SpaceX does best, continuously refining rough prototypes into increasingly polished end products.
Originally revealed in 2016 as a methane/oxygen full-flow staged combustion engine with an operating combustion chamber pressure of 300 bar (4350 psi), Raptor’s August 17th achievement means that SpaceX has already exceeded one of its performance goals. Of course, combustion chamber pressure is significant but still far less important than engine longevity, burn duration limits, and reusability in the context of Starship. SpaceX likely wouldn’t be pushing the envelope of chamber pressure if it wasn’t confident about Raptor’s many other important attributes, but it’s still unknown if Raptor has ever burned for longer than ~90 seconds.
Regardless, if Raptor can actually sustain chamber pressures of 330 bar without damaging itself, the milestone could mean that SpaceX has already boosted Raptor’s maximum thrust from ~200 metric tons to ~225 metric tons (440,000-500,000 lbf. For Starship and Super Heavy, that 10% increase in thrust could easily translate to a 5-10% increase in payload to orbit per launch.
To reach orbit, though, Raptor still has a ways to go. For Super Heavy to be able to complete a normal launch, SpaceX will need to dramatically expand Raptor production (~31 engines per booster) and ensure that Raptor can reliably operate for 3-5+ minutes and reignite multiple times in flight. For Starship, SpaceX needs – at the minimum – to mature Raptor until it can burn continuously for 5-10 minutes to reach orbit. The company will likely also need to finish developing a custom vacuum-optimized version of Raptor for efficient orbital Starship flights.
Given just how quiet SpaceX is about most Raptor milestones, there’s a chance the company has already made substantial progress along those lines. For example, Starship SN8 – already well on its way to completion – will likely be the first prototype to fly with three Raptor engines and will need the ability to stop and start those engines in-flight to perform full-fidelity 20 km (~12.5 mi) launch and landing tests. Even just sustaining 330 bar for 10-100+ seconds without destroying the engine is likely several Raptor iterations away. Still, given SpaceX’s track record, all of those milestones are likely just a matter of time and perseverance.
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Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
