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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 CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
