News
SpaceX stacking two Starships at once for the first time in ten months
As of late November, SpaceX has begun stacking two Starship prototypes simultaneously for the first time in ten months.
Known as Starship S21 and S22, SpaceX began stacking the latter prototype inside Starbase’s ‘midbay’ in mid-October – the first Starship assembly work seen in more than two and a half months. For about half a year, SpaceX has been significantly more focused on Super Heavy production as it works to thoroughly test a booster for the first time. In the interim, the assembly of Starships – which already have an impressive history of ground and flight tests – slowed to a halt, though the production of Starship parts did not.
SpaceX builds Starships by forming structures and rings out of rolls, sheets, and billets of steel. For noses, domes, and header tanks, laser or waterjet-cut steel ‘gores’ (a bit like pizza slices) are welded together. Rolls of sheet metal are unspooled, cut into sections, and welded into individual rings that are then stacked on top of each other and robotically welded together around their circumference. Those ring sections – 9m (30 ft) wide and ranging from 2-4 rings tall (3.6-7.3m or 12-24 ft) – are then outfitted with stiffener rings and stringers to add rigidity and strength.

Once that basic structure is complete, parts are cut out or welded on to create structural supports, pass-throughs, and mounts for avionics (batteries, wiring, power, comms) hardware, plumbing, mechanical systems, and more. In the case of ships, robotic arms also weld on thousand of studs that eventually become anchors for heat shield tiles. At some point, certain partially-finished ring sections are ‘sleeved’ around tank domes, of which Starship and Super Heavy both have three. Finally, at some point in the early ‘life’ of a Starship or Super Heavy, SpaceX begins assembling the actual vehicle out of that collection of different sections. While weeks or even months of work always precede that milestone, the first stack is still the point at which SpaceX decides to turn those parts into an actual vehicle – never a guarantee, no matter how far along those parts appear to be.
pic.twitter.com/R7pwD9b30P— RGV Aerial Photography (@RGVaerialphotos) December 2, 2021


That’s where Starship S21 and Starship S22 found themselves around October 17th and November 21st. Six weeks later, now side by side in Starbase’s midbay, Ship 21’s tank section is fully stacked and Ship 22’s tank section is close to two-thirds complete. Ship 22’s nose assembly – a nosecone and section of four rings – is still in two pieces, while Ship 21’s nose is fully integrated – heat shield included.

In the very near future, Starship S21’s tank section will be rolled from midbay to high bay for nose installation and Starship S22’s tank section will be topped off with its engine section and leg skirt. Perhaps as early as January, both ships could be fully stacked and more or less waiting in line for qualification testing ahead of Starship’s first few orbital launch attempts. Meanwhile, SpaceX is simultaneously preparing sections of Starship S23 and Super Heavy boosters B6 and B7 for possible assembly late this year or early next.
News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.