News
SpaceX’s first orbital-class Starship ‘tank farm’ is almost finished
Roughly six months after the process began, SpaceX has installed the seventh and final custom-built propellant storage tank at Starbase’s first orbital-class Starship launch site.
Built out of the same factory and parts as the steel tanks that make up most of the two-stage Starship rocket’s structure, SpaceX completed the first two of those ‘ground support equipment (GSE)’ tanks in April and wasted no time installing both at Starbase’s orbital launch site (OLS). However, after a strong start, GSE tank work seemingly halted for several months and it wasn’t until August that SpaceX first enclosed one of the then three installed tanks with a sleeve designed to insulate their cryogenic contents. Since then, progress has picked back up and SpaceX has built and installed another three (for a total of six) storage tanks over the last two months.
That work effectively culminated on September 7th with the transport of the farm’s seventh and final GSE tank from build site to launch pad.
Unintuitively known as GSE-8 after SpaceX chose to scrap one of the original seven planned tanks earlier this year, the company wasted no time installing it shortly after its two-mile trip down the highway. GSE-8 is the second of two liquid methane (LCH4) tanks now installed at the orbital launch site and joins another three liquid oxygen (LOx) and two liquid nitrogen (LN2) tanks for a total of seven.
Combined, the OLS tank farm should be able to store more than 2400 tons of LCH4 and 4000 tons of LOx, as well as 2600+ tons of LN2 to be used for ‘subcooling’ (and thus densifying) that propellant well below its boiling point. Ultimately, that means that despite the massive scale of Starbase’s first orbital-class tank farm, it will still only hold enough propellant for a single orbital Starship launch and have to be almost fully restocked after each flight.
Given the logistical nightmare of arranging something like 100+ tanker trucks for each tank farm ‘refill,’ a process that could easily take a week or more on its own, it should come as no surprise that SpaceX is also building a dedicated liquid oxygen and nitrogen plant adjacent to its Starbase factory. On top of liquid natural gas (LNG) refinery and tenuous plans to potentially tap local natural gas wells, SpaceX is clearly well aware of the logistical challenges of regular Starship launches.
While there are no clear signs of the inevitable permitting and environmental reviews it would require, it’s likely that SpaceX will eventually create a brief above or below-ground cryogenic pipeline connecting its propellant factory to Starbase’s orbital launch site(s). If or when implemented, that would allow SpaceX to resupply its two planned orbital tank farms with minimal effort or human intervention beyond the process of producing the propellant.
For the time being, SpaceX will likely rely on a slow but simple parade of tanker trucks to gradually fill its first orbital tank farm. Before even that process is possible, though, SpaceX will need to finish plumbing GSE-8 and several other tanks, install the last two insulative ‘cryoshells,’ and finally fill the annuli between all seven tanks and their shells with an insulative foam-like material known as perlite. Dozens of bags of perlite and several kilns (used to expand the material into low density insulation) are already distributed around the orbital tank farm.
Meanwhile, SpaceX also continues to slowly fill the first two completed OLS tanks (nominally meant to hold LOx) with liquid nitrogen, serving both to test the tanks and pad plumbing and to clean their interiors for liquid oxygen service. Ultimately, while a good amount of work remains, Starbase’s first orbital-class tank farm could be fully ready to support its first Super Heavy booster proof and static fire test campaign just a few weeks from now.
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
