News
SpaceX Starship just aced another explosive tank test and Elon Musk has the results [video]
SpaceX has successfully repaired a leak in a Starship prototype, filled the giant tank with an ultra-cold liquid, and pressurized it until it (spectacularly) popped — and Elon Musk has the preliminary results.
Designed to determine the quality and capabilities of SpaceX’s current manufacturing and integration procedures, the company technically performed its first explosive Starship test back in November 2019, when it decided that the first full-scale prototype – Starship Mk1 – was not fit to fly. Instead of entering the final stages of assembly with a vehicle that SpaceX simply couldn’t be sure would survive the rigors of even a low-stress flight test, the massive vehicle’s tank section was installed at the company’s South Texas launch facilities and pressurized with liquid nitrogen until it burst.
Built almost entirely unprotected on the South Texas coast, Starship Mk1 simply wasn’t up to the standards needed for SpaceX to trust that the giant rocket would survive the stresses of flight. Much like Falcon 9, Starship and its Super Heavy booster will be structurally stable while their tanks are empty, but a great deal of additional (and absolutely critical) structural strength will be added by pressurizing those tanks with a combination of liquid and gaseous propellant. Achieving the required pressures, however, can be a major challenge and the purpose of test tanks like the one above is to prove that the company is up to the challenge. According to Elon Musk, after tonight’s test, SpaceX almost certainly is.
In all truthfulness, the real start of explosive Starship pressure testing actually happened all the way back in 2017 when SpaceX intentionally pressurized a vast 12m-diameter (40 ft) carbon composite tank until it popped. Back then, Starship was known as Big Falcon Rocket (BFR) and was designed to use carbon fiber composites for nearly all of its structure — propellant tanks included.
According to CEO Elon Musk, said carbon composite tank met SpaceX’s expectations (i.e. the necessary pressures for flight) and was pushed to 2.3 bar (33 psi) before it burst in a rather spectacular fashion, launching almost 100 m (300 ft) into the air. Around 2.5 years after that test, it’s believed that Starship Mk1 reached something like 3-5 bar before it popped, and Musk recently revealed that the new steel Starship and Super Heavy designs will require tanks pressures of at least 6 bar (90 psi) to survive the stresses of orbital flight.
Thankfully, although Starship Mk1 didn’t achieve those necessary pressures, the prototype was effectively a worst-case scenario for manufacturing and assembly, revealing the rather unsurprising reality that SpaceX needed to improve its uniquely sparse methods of production and assembly. Although the stainless steel SpaceX settled on for Starship is much more tolerant than aluminum or most other metals when it comes to welding, steel welds still suffer if exposed to more than a minor breeze, as wind will cause the welded metal to cool less than uniformly.
With the latest series of steel Starship tank prototypes, SpaceX has significantly improved its production infrastructure, finally offering at least a semblance of protection against the elements. Based on the first test tank’s explosive performance on January 10th, those improvements have paid dividends. According to Musk, test tank #1 made it all the way to 7.1 bar (105 psi) before it burst and test tank #2 reportedly did even better.
Meanwhile, SpaceX’s South Texas team has already finished and partially tested a second Starship test tank, ultimately reaching 7.5 bar with water before a small leak sprung on January 27th. Over the last 24 hours, technicians have worked to repair the apparently minor damage and began filling the Starship tank with ultra-cold liquid nitrogen (boiling point: -196°C / -320°F) around 5:30 pm CST (23:30 UTC) on January 28th. After filling with liquid nitrogen, SpaceX kept the steel tank topped off for several hours. The likely purpose behind that otherwise odd move: something called cryogenic hardening. By exposing certain types of steel to liquid nitrogen temperatures, the material can be dramatically strengthened in some regards.
Around four hours after Tuesday evening’s testing began, the Starship tank prototype appeared to develop a significant leak in its upper dome, hemorrhaging liquid nitrogen that immediately produced large clouds after coming into contact with the South Texas air. As it turns out, whatever was observed was almost certainly not a leak: 30 or so minutes later, the tank was pressurized to failure, releasing a spectacular tidal wave of liquid nitrogen that doused the surrounding area, temporarily killing nearby floodlights and creating a near-zero-visibility storm of fog.
We’ll have to wait for dawn tomorrow to see the extent of the damage, but it appears that Test Tank #2’s demise was dramatically more violent than its predecessor — a largely expected side effect of performing the pressure test with a cryogenic liquid. In fact, just minutes after it appeared to fail, Elon Musk revealed that the second test tank had burst around 8.5 bar (~125 psi), soundly trouncing all records set by earlier tests and suggesting SpaceX is unequivocally ready to begin building the first orbital Starships. Critically, Musk had previously indicated that if Starship’s tanks could survive up to 8.5 bar, SpaceX would have the minimum safety margins it needs to deem Starship safe enough for astronauts.
In other words, if Test Tank #2 really did reach 8.5 bar, SpaceX has effectively solved the biggest structural engineering challenge its Starship program faces, kicking the doors wide open for the more or less immediate mass-production of the first giant orbital-class spacecraft. As it turns out, what Musk has deemed as the first “orbital” Starship prototype – ‘SN01’ – is already under construction, and it’s safe to say that any lessons learned from January 28th’s cryogenic pressure test will be fed back into SN01 and all future prototypes.
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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
