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SpaceX stacks Starship nose section for the first time in months
SpaceX has stacked a Starship nosecone section to its full height for the first time in almost a year, featuring an upgraded design that could soon support an ambitious series of flight tests.
Back in August 2019, SpaceX first began stacking the nose section of Starship Mk1 – the first full-scale prototype of any kind. It became clear a few months later that Starship Mk1 was more of a rough proof of concept than a full-fidelity test article, but it still became the first (and only, so far) Starship to reach its full ~50m (~160 ft) height. After serving as a centerpiece during CEO Elon Musk’s September 2019 Starship presentation, SpaceX removed the nose and attempted to test the Mk1 tank section itself, ultimately destroying the ship.
Now eight months distant from Mk1’s demise, SpaceX’s Starship R&D program has entered the prototype mass-production phase. Since January 2020, SpaceX has built five upgraded Starship tank sections (and tested three to destruction), built and tested four stout test tanks, and completed at least 4-5 new nosecone prototypes. For the first time since nosecone production began several months ago, one of the noses has finally been stacked to its full height atop five steel rings.
At the moment, SpaceX is hard at work preparing Starship SN5 for its first wet dress rehearsals (WDRs) with methane and oxygen propellant and either one or several Raptor engine static fire tests. If successful, SpaceX will quickly move to flight test preparations, readying SN5 for a nominal ~150m (~500 ft) hop, though the company is technically no longer restricted to that ceiling. For such a low-altitude test, aerodynamic features like a nosecone or flaps serve no functional purpose, meaning that SN5 is unlikely to ever receive those additions.
Roughly two miles west of the coastal launch and test site SN5 is stationed at, SpaceX has already more or less finished Starship SN6, although the newest ship’s fate is unclear. Pictured above on July 10th, the task of stacking an even newer ship (likely SN8) may already be underway. Last month, SpaceX tested a new ‘test tank’ built out of a different steel alloy said by CEO Elon Musk to be theoretically superior. Two cryogenic pressure tests seemingly confirmed that suspicion, proving that 304L stainless steel fails more gracefully than 301 while still offering similar strength at the pressures Starships operate at. The SN7 test tank was built and tested around the same time as SpaceX was finishing up SN6, implying that the ship was almost certainly built out of 301 steel.
If 304L really is the way forward for future Starship prototypes, the next step will be building an entire ship out of the steel alloy and performing a full cryogenic proof test and wet dress rehearsal. Given that SN5 and SN6 are likely identical (or nearly so), SN6 may have been made redundant before the ship even left the factory floor.
This is all to say that it’s a bit of a mystery where the first upgraded nosecone will find itself in the coming weeks. Like SN6 or SN7, it could either be redundant on arrival, built as practice, or both. It could also be the first nosecone installed on a flightworthy Starship prototype. It’s unlikely but not impossible that SN5 survives its static fires and first hops and is modified to support three Raptors and aerodynamic control surfaces, while SN8 and SN9 are more probable candidates for the first high-altitude, high-velocity test flight(s). SpaceX has at least 3-5 more Starship nosecones strewn about its Boca Chica factory, though, so odds are good that the first new nose section to reach full height won’t be the first to take flight.
For now, Starship SN5 (sans nose) is scheduled to attempt its first wet dress rehearsal (WDR) no earlier than July 16th. If successful, a static fire could follow a few days after that and a hop test another few days later.
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
