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SpaceX stress-tests Starship-catching arms with giant water balloons
SpaceX has begun testing Starbase’s rocket-catching arms with ballast to simulate the weight of Starship and Super Heavy.
SpaceX started the process of proof testing those arms about a week ago, beginning with some basic calibration work. Together, the three arms and launch tower amount to a giant custom-built robot that SpaceX CEO Elon Musk has deemed “Mechazilla.” Controlled with a complex system of hydraulic and electromechanical actuators spread throughout each structure, SpaceX must calibrate all of those devices to enable the full range of motion the arms are meant to be capable of. To do so, SpaceX appeared to actuate both catch arms (also known as “chopsticks”) as far as they were able to move on January 4th, producing data that could be fed back into the system’s control software to properly set limits of motion.
A handful of days later, arm testing continued, with SpaceX lifting the carriage higher than it had traveled before and demonstrating more complex longitudinal movements that required synchronized motion of both arms. On January 9th, SpaceX performed the most ambitious arm testing yet, nearly lifting the arms to the top of their ~140 meter (~460 ft) tall launch tower backbone to simulate the range of vertical motion required to lift and stack Starship and Super Heavy.
SpaceX also installed a temporary frame meant to simulate a Starship or Super Heavy booster, foreshadowing additional testing planned in the coming days. That jig upped the stakes for the longitudinal actuation portion of January 9th’s testing, as anything less than the precise, synchronized movement of both arms could have caused the heavy steel frame to fall hundreds of feet onto a range of equipment and structures directly below it. Thankfully, the arms performed well and returned to their resting position without issue.
On January 11th, SpaceX proceeded to install six ‘water bags’ – three to a side – on the Starship simulator frame. Amounting to giant, heavy-duty water balloons, those bags are routinely used to stress-test large structures and devices by simulating payloads that might be too expensive or inconvenient to use solely for testing purposes. With those seemingly empty bags attached, SpaceX proceeded to move the catch arms up and down the full length of the launch tower at record speed, taking about seven minutes to climb and descend ~120 meters (~400 ft) – averaging a brisk 0.6 mph or 1 km/h.
Here is a video from Giga Texas of this type of mass simulator! pic.twitter.com/uHfah45WVt
— Zack Golden (@CSI_Starbase) January 11, 2022
On January 12th, SpaceX filled the balls with water, producing some… interesting… visuals. Ridiculous appearances aside, the six bags SpaceX chose to use could be 20, 35, or 50-ton variants, meaning that all six could weigh anywhere from 120 to 300 tons (264,000-660,000 lb) if fully filled. In other words, perfect for simulating the dry masses of Starship (roughly 80-120 tons) and Super Heavy (150-200+ tons).
SpaceX did appear to fully fill around four of the six bags and partially filled the other two, causing the whole arm structure to visibly sag during the fill process as the weight of the ballast stretched the several-inch-thick steel cable holding the whole device aloft. In the late afternoon, the laden arms lifted around 10-20 meters and rotated left and right, partially demonstrating the process of rotating a lifted Starship or Super Heavy into position for stacking or launch mount installation. They were never lifted high enough to truly demonstrate that ability, though, and were lowered back to the ground soon after.
As of 10pm CST, January 12th, the water bags appear to have been fully drained after their first excursion. It’s likely that load-testing will continue over the next several days or weeks – SpaceX may just want to avoid leaving the arms fully loaded overnight.
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.Â
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.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
