News
SpaceX rolls naked Starship prototype to test site
SpaceX has rolled a strange, naked Starship prototype from its Starbase, Texas factory to a nearby test site.
Beginning with its cone-tipped nose section, SpaceX started stacking Starship S26 in October 2022. By early January 2023, the prototype had been stacked to its full 50-meter (~165 ft) height and welded together. After about six more weeks of outfitting, Ship 26 left Starbase’s High Bay assembly facility and was transported to one of two stands formerly used for suborbital Starship test flights.
SpaceX lifted Ship 26 onto Suborbital Pad A on the morning of February 12th. Just a few hundred feet to the left, Starship prototype S25 watched from Suborbital Pad B while waiting for the start of its Raptor engine test campaign. Ship 26 is four months younger than Ship 25 and rolled out without Raptors installed, as it still needs to pass several simpler tests. That’s far from the only difference between the Starships.
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
Starbullet
Aside from a range of smaller design changes, Ship 26 has three main differences relative to most prior Starships. First, it has zero heat shield tiles. Since the 2020-2021 period of suborbital Starship flight testing, all finished ships (S20, S21, S22, S24, S25) have been fitted with ~10,000 black, ceramic heat shield tiles. Eventually, those tiles will (theoretically) protect Starships from the intense heat created by reentering Earth’s atmosphere at orbital velocity.
Ship 26 also has no flaps. Since SpaceX first fully assembled a Starship in October 2020, every ship the company has completed (SN8, SN9, SN10, SN11, SN15, SN16, S20, S21, S22, S24, S25) has had four large flaps and form-fitting ‘aerocovers’ installed. Starships need flaps to steer and orient themselves during orbital reentries. They also need flaps to control themselves during exotic landing maneuvers, which require ships to free-fall belly-down (like a human skydiver) and aggressively flip into a vertical orientation for propulsive landings.


Finally, and most confusingly, Ship 26 has no payload bay of any kind. The end result is a smooth, featureless Starship that looks like a steel bullet, can’t return to Earth, and can’t deploy satellites. Combined, the fact it exists at all almost seems like an elaborate, multi-month mistake. But SpaceX clearly intended to build Ship 26 and is now preparing to qualify it for flight.
Depot, Moon lander, or something else?
In simpler terms, Ship 26 is an intentionally expendable Starship with no way to launch satellites. That raises the obvious question: why does it exist? There are a few obvious possibilities. SpaceX is developing at least four types of Starships. The Crew and Tanker Ships will have heat shields and flaps. The Starship Moon lander will have no flaps or heat shield and will be painted white and insulated. A Depot Ship with stretched tanks will stay in orbit permanently and store propellant for in-space refilling.
Based on low-resolution renders, the bullet-like Depot Ship is the most reminiscent of Ship 26. However, there’s no evidence that Ship 26 has “exterior optical properties [optimized] for long duration [propellant storage].” The prototype also lacks any of the hardware likely needed for docking or propellant transfer and has propellant tanks that are the same size as past ships. To survive in orbit for days or weeks, it would need some kind of power source – typically solar arrays – that isn’t present. And even if an expendable Starship like S26 can already achieve SpaceX’s reported target of 250 tons (~550,000 lb) to low Earth orbit, 250 tons is only a fifth of a full propellant load.

Ship 26 could also be used for miscellaneous systems testing or a longevity demonstration in orbit. However, it’s unclear why SpaceX couldn’t simply do that with Ship 24 and Ship 25. Both have had their payload bays permanently sealed, meaning that they are only useful as test articles. The same is true for a tank-to-tank propellant transfer test SpaceX received a NASA contract to conduct in 2020. During that test, Starship will transfer “10 metric tons” of cryogenic liquid oxygen (LOx) between its main LOx tank and a smaller header LOx tank used to store landing propellant. But all Starships built to date have header tanks and could be used for the same test.
Ship 26 could exist primarily to demonstrate that a Starship with no flaps or heat shield tiles is aerodynamically stable during launch. However, expending an entire Starship for what amounts to wind tunnel testing would be extravagant.


Preparing for flight
Regardless, Ship 26 is clearly destined for more than the scrapyard. The bullet-like prototype was installed on Suborbital Pad A, which SpaceX has modified for cryogenic proofing and structural testing. While coordinating with Ship 25, which needs to conduct static fire tests, Ship 26 will be pressurized and loaded with liquid nitrogen, liquid oxygen, or both to safely simulate the thermal and mechanical loads it will experience when filled with propellant. The stand is fitted with hydraulic rams that can simultaneously simulate the thrust of six Raptor engines (1380 tons / 3M lbf).
If it passes those tests, SpaceX will presumably return Ship 26 to the Starbase factory for Raptor installation. Strangely, the smooth Starship isn’t alone. It appears that Ship 27 will be more or less identical, with no heat shield or flaps. However, there’s evidence that Ship 27 will have the first working payload bay on a Starship and could be used to deploy full-size Starlink V2 satellites in addition to any other testing SpaceX wants to use it for.
The most exotic (and unlikeliest) explanation for Ship 26 and Ship 27 is that the pair is meant to support SpaceX’s first Starship docking and propellant transfer test. In October 2022, a NASA official indicated that SpaceX’s second Starship test flight would be a “Starship-to-Starship propellant transfer.”
For now, SpaceX’s priority is preparing Ship 24 and Super Heavy Booster 7 for Starship’s first orbital launch attempt, followed by preparing Ship 25 and Booster 9 for the second orbital test flight. Until then, Ship 26 and Ship 27 will likely remain a bit of a mystery.
Elon Musk
Elon Musk and Tesla try to save legacy automakers from Déjà vu
Elon Musk said in late November that he’s “tried to warn” legacy automakers and “even offered to license Tesla Full Self-Driving, but they don’t want it,” expressing frustration with companies that refuse to adopt the company’s suite, which will eventually be autonomous.
Tesla has long established itself as the leader in self-driving technology, especially in the United States. Although there are formidable competitors, Tesla’s FSD suite is the most robust and is not limited to certain areas or roadways. It operates anywhere and everywhere.
The company’s current position as the leader in self-driving tech is being ignored by legacy automakers, a parallel to what Tesla’s position was with EV development over a decade ago, which was also ignored by competitors.
The reluctance mirrors how legacy automakers initially dismissed EVs, only to scramble in catch-up mode years later–a pattern that highlights their historical underestimation of disruptive innovations from Tesla.
Elon Musk’s Self-Driving Licensing Attempts
Musk and Tesla have tried to push Full Self-Driving to other car companies, with no true suitors, despite ongoing conversations for years. Tesla’s FSD is aiming to become more robust through comprehensive data collection and a larger fleet, something the company has tried to establish through a subscription program, free trials, and other strategies.
Tesla CEO Elon Musk sends rivals dire warning about Full Self-Driving
However, competing companies have not wanted to license FSD for a handful of speculative reasons: competitive pride, regulatory concerns, high costs, or preference for in-house development.
Déjà vu All Over Again
Tesla tried to portray the importance of EVs long ago, as in the 2010s, executives from companies like Ford and GM downplayed the importance of sustainable powertrains as niche or unprofitable.
Musk once said in a 2014 interview that rivals woke up to electric powertrains when the Model S started to disrupt things and gained some market share. Things got really serious upon the launch of the Model 3 in 2017, as a mass-market vehicle was what Tesla was missing from its lineup.
This caused legacy companies to truly wake up; they were losing market share to Tesla’s new and exciting tech that offered less maintenance, a fresh take on passenger auto, and other advantages. They were late to the party, and although they have all launched vehicles of their own, they still lag in two major areas: sales and infrastructure, leaning on Tesla for the latter.
I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy …
When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless. 🤷♂️
🦕 🦕
— Elon Musk (@elonmusk) November 24, 2025
Musk’s past warnings have been plentiful. In 2017, he responded to critics who stated Tesla was chasing subsidies. He responded, “Few people know that we started Tesla when GM forcibly recalled all electric cars from customers in 2003 and then crushed them in a junkyard,” adding that “they would be doing nothing” on EVs without Tesla’s efforts.
Companies laughed off Tesla’s prowess with EVs, only to realize they had made a grave mistake later on.
It looks to be happening once again.
A Pattern of Underestimation
Both EVs and self-driving tech represent major paradigm shifts that legacy players view as threats to their established business models; it’s hard to change. However, these early push-aways from new tech only result in reactive strategies later on, usually resulting in what pains they are facing now.
Ford is scaling back its EV efforts, and GM’s projects are hurting. Although they both have in-house self-driving projects, they are falling well behind the progress of Tesla and even other competitors.
It is getting to a point where short-term risk will become a long-term setback, and they may have to rely on a company to pull them out of a tough situation later on, just as it did with Tesla and EV charging infrastructure.
Tesla has continued to innovate, while legacy automakers have lagged behind, and it has cost them dearly.
Implications and Future Outlook
Moving forward, Tesla’s progress will continue to accelerate, while a dismissive attitude by other companies will continue to penalize them, especially as time goes on. Falling further behind in self-driving could eventually lead to market share erosion, as autonomy could be a crucial part of vehicle marketing within the next few years.
Eventually, companies could be forced into joint partnerships as economic pressures mount. Some companies did this with EVs, but it has not resulted in very much.
Self-driving efforts are not only a strength for companies themselves, but they also contribute to other things, like affordability and safety.
Tesla has exhibited data that specifically shows its self-driving tech is safer than human drivers, most recently by a considerable margin. This would help with eliminating accidents and making roads safer.
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Additionally, competition in the market is a good thing, as it drives costs down and helps innovation continue on an upward trend.
Conclusion
The parallels are unmistakable: a decade ago, legacy automakers laughed off electric vehicles as toys for tree-huggers, crushed their own EV programs, and bet everything on the internal-combustion status quo–only to watch Tesla redefine the industry while they scrambled for billions in catch-up capital.
Today, the same companies are turning down repeated offers to license Tesla’s Full Self-Driving technology, insisting they can build better autonomy in-house, even as their own programs stumble through recalls, layoffs, and missed milestones. History is not merely rhyming; it is repeating almost note-for-note.
Elon Musk has spent twenty years warning that the auto industry’s bureaucratic inertia and short-term thinking will leave it stranded on the wrong side of technological revolutions. The question is no longer whether Tesla is ahead–it is whether the giants of Detroit, Stuttgart, and Toyota will finally listen before the next wave leaves them watching another leader pull away in the rear-view mirror.
This time, the stakes are not just market share; they are the very definition of what a car will be in the decades ahead.
News
Waymo driverless taxi drives directly into active LAPD standoff
No injuries occurred, and the passengers inside the vehicle were safely transported to their destination, as per a Waymo representative.
A video posted on social media has shown an occupied Waymo driverless taxi driving directly into the middle of an active LAPD standoff in downtown Los Angeles.
As could be seen in the short video, which was initially posted on Instagram by user Alex Choi, a Waymo driverless taxi drove directly into the middle of an active LAPD standoff in downtown Los Angeles.
The driverless taxi made an unprotected left turn despite what appeared to be a red light, briefly entering a police perimeter. At the time, officers seemed to be giving commands to a prone suspect on the ground, who looked quite surprised at the sudden presence of the driverless vehicle.
People on the sidewalk, including the person who was filming the video, could be heard chuckling at the Waymo’s strange behavior.
The Waymo reportedly cleared the area within seconds. No injuries occurred, and the passengers inside the vehicle were safely transported to their destination, as per a Waymo representative. Still, the video spread across social media, with numerous netizens poking fun at the gaffe.
Others also pointed out that such a gaffe would have resulted in widespread controversy had the vehicle involved been a Tesla on FSD. Tesla is constantly under scrutiny, with TSLA shorts and similar groups actively trying to put down the company’s FSD program.
A Tesla on FSD or Robotaxi accidentally driving into an active police standoff would likely cause lawsuits, nonstop media coverage, and calls for a worldwide ban, at the least.
This was one of the reasons why even minor traffic infractions committed by the company’s Robotaxis during their initial rollout in Austin received nationwide media attention. This particular Waymo incident, however, will likely not receive as much coverage.
News
Tesla Model Y demand in China is through the roof, new delivery dates show
Tesla Model Y demand in China is through the roof, and new delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025.
The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.
The other three models ahead of the Model Y are priced substantially lower.
Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:
NEWS: New orders for all four Tesla Model Y trims in China are now officially sold out for 2025, as the factory’s remaining production capacity for the year has been fully allocated.
Estimated delivery dates for new orders now show January-February 2026. pic.twitter.com/Dfnu7yY58N
— Sawyer Merritt (@SawyerMerritt) December 1, 2025
Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.
There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.
Tesla Model Y is still China’s best-selling premium EV through October
Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.
With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.
