News
SpaceX upgrading Starship noses and domes for easier assembly
While a separate team closes in on the completion of a new and improved Starship nosecone, SpaceX also appears to have begun assembling upgraded ‘tank domes’ that feature a similar underlying design change.
On the nose front, SpaceX has been working on a new and improved version of Starship’s nosecone for at least a year and assembling pathfinders and prototypes of varying fidelity since mid-2020 – around the same time when Starship SN15 became the first (and only) prototype to successfully launch and land. Further down the rocket, hints of Starship dome upgrades are a much more recent development.
Excluding Starship Mk1, which never had its far flimsier nose fully installed, the Starship nose design has been extremely consistent ever since SpaceX began building the first prototypes in mid-2020. Early prototypes were inevitably scrapped as SpaceX quickly iterated on the nose design and assembly process, culminating in Starship SN8, which became the first prototype to have its basic structure (tank section, nose, and flaps) fully assembled.
Though improvements and changes have almost certainly been made in the last ~18 months, the early unflown prototypes and the noses of Starships SN8, SN9, SN10, SN11, SN15, SN16, S20, and S22 have all been constructed in roughly the same way. SpaceX would first produce a series of thin, stamped sheets (gores) of steel. Once aligned on custom-built jigs, each of those gores would be welded together to form a slightly conical ring. Five total ‘rings’ would be assembled, each narrower and more conical than the last. The five sections would then be stacked one by one and welded together along their circumferences.
Altogether, something like 120 complex vertical welds would be needed just to assemble the most basic structure of a nose, followed by four or five no less complex circumferential welds to turn those sections into one cone. SpaceX’s upgraded design seeks to simplify that process mainly by increasing the size of the gores. Aside from modestly reducing the number of longitudinal sections needed to form the cone, SpaceX has also reduced the number of stacked sections from five to two, slashing the total number of gores needed by at least a factor of two or three. While not quite as substantial, the same simplification also reduces the length of vertical and circumferential welds needed to assemble a nosecone.
The spirit behind SpaceX’s new dome design appears to be very similar. Presumably doubling down on the stretch-forming production method developed for nosecone gores, SpaceX appears to have also decided to increase the size of dome gores and reduce the number of stacked sections required for dome assembly – albeit from three to two instead of five to two.
Collectively, this behavior is mostly predictable. With increasing confidence in the current design of Starship and Super Heavy, SpaceX now appears to be looking for ways to streamline and simplify manufacturing while simultaneously optimizing Starship’s design. Regardless of whether one is dealing with a highly advanced rocket factory or a smartphone assembly line, part count reduction is a very common and desirable way to reduce both cost and complexity. Additionally, drastically reducing the number of individual welds – and, to a slightly lesser degree, the total length of welds – required should also reduce the number of possible points of failure and the time needed for weld inspection and repair.
Having already scrapped a number of new nose pathfinders, it appears that Starship S24 will be the first to feature the new design. The process of stacking the ship has already begun. For domes, SpaceX appears to have only just begun assembling the first prototypes. If past dome changes are indicative of future behavior, one or several new ‘test tanks’ will likely be built to ensure that the new dome design performs as well as present-day hardware. It’s also unclear if SpaceX aims to replace all domes with a more spherical design or if, say, current Starship and Super Heavy thrust domes will remain the same for the time being.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
xAI Investment
Tesla entered an agreement to invest approximately $2 billion to acquire Series E preferred shares in Elon Musk’s artificial intelligence startup, xAI, as part of the company’s recently disclosed financing round. Tesla said the investment was made on market terms consistent with those agreed to by other participants in the round.
The investment aligns with Tesla’s strategy under Master Plan Part IV, which centers on bringing artificial intelligence into the physical world through products and services. While Tesla focuses on real-world AI applications, xAI is developing digital AI platforms, including its Grok large language model.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
