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SpaceX Starship go for nosecone installation after historic static fire
SpaceX CEO Elon Musk has confirmed that Starship and Raptor’s first triple-engine static fire was a success, opening the door for nosecone installation.
Around 3:13 am CDT, October 20th, Starship serial number 8 (SN8) successfully fired up three Raptor engines less than two hours after completing the first successful three-engine preburner test. With zero direct human intervention, SpaceX remotely detanked the rocket’s cryogenic liquid methane and oxygen propellant – the remnants now too warm to be used again in a controlled manner. In an hour or less, SpaceX engineers combed through the data produced and concluded that all three Raptor engines were healthy after their partial ignition test.
Effectively reset to a stable state, SpaceX once again proceeded to load Starship SN8’s propellant tanks with a small amount of supercooled LOx and LCH4, almost exactly mirroring the preburner test. Around 50 minutes after the recycle commenced and 25 minutes after propellant loading kicked off, Starship SN8 ignited three Raptors simultaneously – a major milestone for any rocket engine. Static fire now completed, Starship SN8 has been cleared to become the first operational prototype to reach its full 50m (~165 ft) height.
Shortly before Musk confirmed SN8’s static fire success, SpaceX canceled a preexisting October 20th static fire window and scheduled several new road closures on Wednesday, October 21st. Unlike the company’s recent static fire closures, all but one of which ran from 9pm to 6am, SpaceX’s new Wednesday closures are scheduled from 7am to noon and 3pm to 5pm local (CDT).
While a minor data point, in context with Starship SN8’s static fire success, the closures alone made it clear that SpaceX planned to begin installing Starship SN8’s nosecone on October 21st. Musk confirmed that assumption a few hours after those road closures were published.
It’s not entirely clear but most observers are assuming that Wednesday’s 7am-12pm window is needed to transport a large, new crane the ~2 miles between SpaceX’s Boca Chica factory and launch facilities. Starship SN8’s stacked nose section would then likely be installed on the same self-propelled mobile transporters (SPMT) and rolled to the launch pad from 3pm to 5pm, after which the nose would be lifted and stacked atop Starship SN8.
SpaceX has only fully stacked a Starship prototype once before when Mk1’s nose section was temporarily mated to its tank section to be the centerpiece of CEO Elon Musk’s October 2019 Starship event. It’s unclear why SpaceX wouldn’t simply use one of the mobile cranes its rented for Starship tank section operations (and stacking Mk1) in the past, so it remains to be seen what Wednesday’s road closures will actually be used for.
SpaceX’s road closure plans end with a wildcard, however. Once installed, the plan is to perform a second triple-Raptor static fire while only drawing propellant from SN8’s header tanks – small internal tanks designed to hold landing propellant, one of which is situated at the tip of Starship’s nosecone. On October 21st and 22nd, SpaceX still has two 9pm-6am closures scheduled for “SN8 static fire” testing. Filed early on October 20th, before SN8’s successful static fire, the most likely explanation is a simple clerical error or miscommunication, with Cameron County or SpaceX failing to properly communicate that those subsequent static fire test windows are no longer needed.
If retaining the static fire closures was intentional, it would mean that SpaceX – likely at Musk’s urging – intends to install Starship SN8’s nosecone in a matter of hours. It’s almost inconceivable that Starship SN8’s nosecone – outfitted with multiple gas thrusters, forward flaps powered by Tesla motors, a liquid oxygen header tank, vents, and plenty of plumbing – can be installed and made ready for testing in less than 12 hours. Barring a surprise method of mating SN8’s nose and tank sections, the nosecone will have to be welded to the rest of SN8 and the weld inspected – typically a multi-day process.
Regardless, given how quickly SpaceX moves and how dead-set CEO Elon Musk is at pushing limits and breaking barriers, it seems reasonable to assume that Starship SN8 may be fully integrated and ready for a second static fire test just a handful of days from now. Once completed, SN8 will be ready to attempt Starship’s first high-altitude flight test, launching to ~15 km (~9.3 mi) to attempt an untested skydiver-style descent and landing.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
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Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle.
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Retail sales slip amid Model Y transition
Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.
Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.
China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors.
Strong December 2025 finish
While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.
The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.
On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
