News
SpaceX to attempt to crush Starship test tank
A week after rolling a different ‘test tank’ from its South Texas Starship factory to nearby launch and test facilities, SpaceX has moved a second test tank to the pad.
Hearkening back to a period in 2020 where SpaceX built and tested six different Starship test tanks in a period of six months, the company appears to be preparing to test another batch of tanks in the hopes of qualifying Super Heavy booster design changes and clearing the way for a significant upgrade to all Starship tank domes. The sequencing of the latest tank raises some questions, however.
Known unofficially as the “EDOME” tank in reference to a cryptic label on the side of one of its halves, the first new test tank’s purpose is much more cut and dry. While its steel rings appear to be unchanged from current Starship and Super Heavy prototypes, the tank’s two domes share almost nothing in common with the dozens of domes SpaceX has built and tested over the last three years of development. The new domes are much simpler and should be easier to manufacture than the domes SpaceX is familiar with. Thanks to their more spherical shape, they should also be more efficient, allowing future Starship tanks to store a bit more propellant while taking up the same amount of vertical space. SpaceX has yet to begin testing the EDOME tank since its June 8th rollout and does not appear to be much closer to starting 12 days later.
On June 16th, SpaceX rolled a second test tank to the launch site, which eventually joined the EDOME tank at a staging area that used to be a Starship landing pad. Whereas the EDOME tank is more of a generic test article, the second tank – known as B7.1 – is specifically designed to test Super Heavy booster design changes.
B7.1 is a bit like a miniature Super Heavy. Its three-ring top section is mostly similar to the top section of a booster and is reinforced with dozens of external stringers. Oddly, it is missing cutouts for grid fins, and the tank’s forward dome does not have the reaction frame those hypothetical grid fins would anchor to. On the tank’s bottom half, the same stringers are present, and the tank features a new design that squeezes four slightly shorter rings into the same height as three. The Super Heavy thrust dome those rings enclose is also a new design that expands the number of central Raptor engines from 9 to 13.
It’s unsurprising that SpaceX wants to test those significant design changes. SpaceX did technically conduct a similar test in mid-2021 with a test tank known as BN2.1, but that tank featured a thrust dome with room for 9 older Raptors that would have generated about ~1700 tons of thrust. B7.1’s testing will go a step further than BN2.1 and use a structural test stand that should allow SpaceX to simulate the compressive forces Super Heavy boosters might experience in flight, adding another dimension of stress on top of the 13 hydraulic rams that will simultaneously subject the test tank to the equivalent of ~3000 tons (~6.6M lbf) of thrust.
And lift over to the crusher for a nice bit of torture. pic.twitter.com/SxV3BTs7ry— Chris Bergin – NSF (@NASASpaceflight) June 19, 2022
What is surprising, however, is the fact that SpaceX has waited so long to build and test a tank like B7.1. SpaceX has already completed an entire Super Heavy booster (B7) with all the design changes B7.1 is meant will test and recently installed 33 new Raptor 2 engines on that prototype. A second upgraded booster, B8, is also nearly finished. In that sense, B7.1 is quite unusual and feels more like a reluctant afterthought than part of a methodical development process. If B7.1 suffers an unintentional failure during testing, SpaceX could be forced to abandon two nearly-finished Super Heavy boosters, wasting months of assembly and testing and rendering prototypes that are likely worth tens of millions of dollars all but useless.

The design changes B7.1 is meant to test are not exactly radical, but it’s still unclear why SpaceX has chosen to conduct those tests after building two entire Super Heavy boosters. Earlier on in Starship development, SpaceX regularly used test tanks to qualify significant design changes before applying those changes to full prototypes, limiting the amount of resources that could be wasted on any unproven prototype. Thankfully, Super Heavy Booster 7 may have already completed similar Raptor thrust simulation tests on the same test stand B7.1 was recently installed on, meaning that SpaceX’s confidence may have been well-placed. However, if the first use of the ‘can crusher’ stand on a Super Heavy test tank finds any problems or ends in failure, B7 and B8 could still be easily rendered unusable or incapable of flight, significantly delaying Starship’s first orbital launch attempt.
Lately, SpaceX has been focused on preparing Starship S24 and Super Heavy B7 for static fire tests that could eventually qualify the pair to support the first orbital test flight. It’s not clear if or when SpaceX will be able to set aside time and evacuate Starbase’s busy orbital launch site to test B7.1 or the EDOME tank.
Elon Musk
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.