News
SpaceX’s Elon Musk hints at “notable” Starship changes, explains static fire anomaly
CEO Elon Musk has offered an explanation for SpaceX’s recent Starship static fire anomaly and says that an overview of the next-generation rocket development program will be delayed to account for some “notable” design changes.
Over the last several months, Musk has promised to do one of his (thus far) usual annual Starship updates, either in the form of a presentation in South Texas, an article published on SpaceX’s website, or both. Originally expected in September or October, the CEO’s tentative schedules have come and gone several times. Simultaneously, however, SpaceX has been preparing Starship serial number 8 (SN8) for a range of crucial tests and Starship program firsts, recently culminating in a successful cryogenic proof test, multiple wet dress rehearsals (WDRs), nosecone installation, the first triple-Raptor static fire test, engine tests using smaller ‘header’ tanks, and more.
Unfortunately for SN8, the most recent Raptor engine header static fire – drawing propellant from two small internal tanks mainly used for landing burns – did not go according to plan, resulting in some kind of high-temperature fire and severing Starship’s hydraulic systems. For SpaceX test controllers, that meant a total loss of control of most vehicle valves and pressurization systems, essentially putting one of Starship SN8’s header tanks through an unplanned pressure and failsafe test. In the days since, what exactly caused that unfortunate failure has been the subject of a great deal of discussion – discussion that can finally be put to rest with new information from Musk himself.
In a surprise, SpaceX had apparently decided to add a failsafe to Starship SN8’s new nose section, installing what is known as a burst disk – effectively an automatic single-use valve. Once the upper (liquid oxygen) header tank reached dangerous pressures, the force of that pressure broke the seal, allowing the rocket to vent excess pressure and avoid what would have otherwise been a potentially catastrophic explosion.
The cause of that near-miss, according to Elon Musk, was as simple as debris kicked up during the Starship SN8 Raptor engine static fire directly prior. Producing up to 200 metric tons (~450,000 lbf) of thrust and an exhaust stream traveling some 3.3 kilometers per second (2 mi/s, Mach ~10), Musk says that Raptor tore apart a special ceramic coating covering the concrete directly beneath Starship SN8. Likely accelerated to extreme velocities in milliseconds, shards of that coating reportedly “severed [an] avionics cable, causing [a] bad [Raptor engine shutdown].”
Prior to Musk’s comments, SpaceX technicians had already removed on of SN8’s three Raptors – SN32 – on November 14th and replaced it with Raptor SN42 on November 16th, effectively confirming that any damage suffered by Starship’s engine section was easily repairable. It’s unclear how exactly a single severed cable could result in a Raptor engine seemingly dripping molten metal but regardless of the cause, the fix appears to have been a quick one.
In response to the anomaly, Musk says that Starship avionics cables will ultimately be routed inside steel pipes to shield them from debris, while “water-cooled steel pipes” will be added to the launch pad to help limit the damage Raptors can cause. Perhaps as a partial result of SN8’s troubles at the launch pad, Musk says that his Starship blog post will have to wait, as SpaceX “[may be] making some notable changes” to the launch vehicle.
Prior to Starship SN8’s failed November 12th Raptor test, SpaceX was expected to attempt three consecutive static fires before clearing the rocket for an ambitious 15 km (9.5 mi) flight test. One of those static fires had already been completed on November 10th and it’s unclear if SpaceX’s SN8 test plan has remained unchanged or if the static fire counter has been effectively reset. Either way, barring more surprises, there’s still a definite possibility that Starship SN8 will be ready for its launch debut by the end of November and an even better chance that it will launch some time between now and 2021. Stay tuned for updates!
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
News
Tesla Full Self Driving (FSD) is nearing approval in a new country
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
It appears that Tesla FSD (Supervised) is heading to a new country soon, at least based on comments from Israel’s Transport and Road Safety Minister Miri Regev.
As per the official, Tesla’s Full Self-Driving system could be enabled in Israel in the near future.
Israeli drivers are pushing for FSD rollout
While Tesla’s FSD is already operational in markets like the U.S., Canada, and Australia, Israeli owners have long been unable to use the feature due to regulatory barriers. Despite its premium price tag, however, numerous Tesla owners in Israel have noted that the technology’s safety benefits, at least when approved for real-world use in the country, justify its cost.
It was then no surprise that nearly 1,000 Tesla owners in Israel have already petitioned the government to greenlight FSD’s domestic release in Israel. In a post on X, Regev seemed to confirm that FSD is indeed coming to Israel. “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel,” she wrote in her post.
FSD’s regulatory support in Israel
Regev stated that her Ministry views promoting innovative technologies as essential to improving both road safety and smart mobility. A working group led by Moshe Ben-Zaken, Director General of the Ministry of Transportation has reportedly been tasked to finalize the approval process, coordinating with regulatory and safety agencies to ensure compliance with international standards.
In a comment to Geektime, Israel’s Ministry of Transportation and Road Safety noted that Regev is indeed supporting the release of FSD in the country. “Minister Regev sees great importance in promoting innovative technologies, and in particular in the entry of advanced driving systems (FSD) into the Israeli market, as part of the ministry’s policy to encourage innovation, safety, and smart transportation,” the Ministry stated.
Investor's Corner
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Bank of America has raised its Tesla (NASDAQ:TSLA) price target by 38% to $471, up from $341 per share.
The firm also kept a Neutral rating on the electric vehicle maker, citing strong progress in autonomy and robotics.
Robotaxi and Optimus momentum
Bank of America analyst Federico Merendi noted that the firm’s price target increase reflects Tesla’s growing potential in its Robotaxi and Optimus programs, among other factors. BofA’s updated valuation is based on a sum-of-the-parts (SOTP) model extending through 2040, which shows the Robotaxi platform accounting for 45% of total value. The model also shows Tesla’s humanoid robot Optimus contributing 19%, and Full Self-Driving (FSD) and the Energy segment adding 17% and 6% respectively.
“Overall, we find that TSLA’s core automotive business represents around 12% of the total value while robotaxi is 45%, FSD is 17%, Energy Generation & Storage is around 6% and Optimus is 19%,” the Bank of America analyst noted.
Still a Neutral rating
Despite recognizing long-term potential in AI-driven verticals, Merendi’s team maintained a Neutral rating, suggesting that much of the optimism is already priced into Tesla’s valuation.
“Our PO revision is driven by a lower cost of equity capital, better Robotaxi progress, and a higher valuation for Optimus to account for the potential entrance into international markets,” the analyst stated.
Interestingly enough, Tesla’s core automotive business, which contributes the lion’s share of the company’s operations today, represents just 12% of total value in BofA’s model.
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
Tesla Full Self Driving (FSD) is nearing approval in a new country
Bank of America raises Tesla PT to $471, citing Robotaxi and Optimus potential
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