News
SpaceX rolls Starship launch tower section, giant water tank to orbital pad
After a brief pause, SpaceX is once again shipping pad hardware from its Boca Chica, Texas rocket factory to Starship’s rapidly growing orbital launch site (OLS).
A few days of delays aside, the latest transport simultaneously rolled a massive 12m (40 ft) wide water tank and another prefabricated section of SpaceX’s skyscraper-sized orbital launch tower to a nascent orbital launch site adjacent to two well-worn suborbital pads.
Those suborbital pads have been through dozens of ground tests of Starship test tanks, hoppers, and high-altitude prototypes over the last ~20 months, recently culminating in Starship SN15 launching to 10 km (6.2 mi), free-falling back to earth, and becoming the first prototype of its kind to successfully touch down. Since that May 5th milestone, Starship SN15 has been moved to an empty lot – likely to be put permanently on display – and SpaceX’s focus has quite clearly shifted towards Starship’s first orbital test flights.
To even be able to attempt those test flights, which will involve a Starship installed on top of the world’s most powerful rocket booster, several things must be in order. Relative to the three-engine, medium-altitude Starship prototypes SpaceX has the most experience with, CEO Elon Musk has implied that even the very first flightworthy Super Heavy boosters will be outfitted with 29 Raptor engines, representing an almost order-of-magnitude leap in lift-off thrust. In other words, SpaceX’s proven suborbital launch mounts are wholly inadequate for even a rudimentary orbital launch attempt.
Aside from being unable to withstand the immense stress of at least ~5800 metric tons (12.8 million lbf) of thrust, SpaceX’s suborbital pad also has far too little propellant storage capacity to fuel an orbital launch attempt. Enter SpaceX’s first South Texas orbital launch site.
In response, SpaceX has been gradually building out brand new orbital-class launch facilities for around nine months. Work on the pad began to significantly accelerate earlier this year, including the delivery of Starship-derived propellant storage tanks, the rapid assembly of even larger insulation ‘sleeves’ for those custom tanks, the even faster construction of multiple prefabricated launch tower segments, finishing touches on a tall six-legged ‘launch mount,’ the completion of a massive cryogenic propellant pumphouse, miles of wire and pipe runs, and far more.
As it turns out, the second propellant storage tank ‘sleeve’ is actually a massive water tank, indicating that Starship’s first orbital launch site will have some form of water deluge system to limit the damage Super Heavy’s 29 Raptors can do to the pad and rocket itself at liftoff. The tank measures 12m (40ft) wide and approximately 36m (~120ft) tall, meaning that it should be able to hold more than a million gallons (~4000 cubic meters) of water.
Additionally, SpaceX delivered the third prefabricated launch tower segment, leaving the tower more than half its full ~143m (469ft) height once installed. Two more sections are already more than half finished, likely meaning that the tower’s structural skeleton could be fully assembled by July or August.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
