News
SpaceX Starship fires up Raptor Vacuum engine twice in one hour
After weeks of exceptionally cautious buildup, SpaceX’s first orbital-class Starship prototype has repeatedly broken new ground tests in the first few hours of its first static fire test window.
SpaceX first installed Starship S20 on one of two suborbital launch and test stands more than two months ago. After almost six weeks of largely invisible work, longer than any other new Starship prototype has spent inactive at Starbase launch facilities, Ship 20 came to life for the first time during a ‘pneumatic proof’ test completed on September 27th. Two days later, put the Starship through a complex cryogenic proof test, loading supercool liquid nitrogen instead of ambient-temperature gas and simulating the thrust of six Raptor engines with hydraulic rams.
According to CEO Elon Musk, Ship 20 passed its first ‘cryoproof’ without issue, opening the door for static fire testing with real methane and oxygen (LCH4/LOx) propellant and Raptor engines. However, for unknown reasons, it would ultimately take SpaceX more than three weeks of additional work to prepare Starship S20 for its first engine-involved test.
On October 19th, near the end of a seven-hour test window, Starship S20 sort of fired up for the first time, completing what is known as a preburner test. Effectively the first half of static fire test without full ignition, it was nevertheless the first time a Raptor Vacuum engine was operated on a Starship prototype. Originally, based on road closures scheduled with Cameron County, Texas, that preburner test and associated static fire testing was initially scheduled to begin as early as Friday, September 31st.
SpaceX continued to file for and cancel closures throughout the next week, culminating in a few local residents receiving a routine safety notice about a possible test on October 13th. That attempt was canceled soon after and SpaceX ultimately distributed alerts for tests on October 14th and October 18th. Ship 20’s first preburner test was completed on the 19th, followed by another soon-to-be-rescinded notice on the 20th.
Finally, after perhaps the windiest road yet for a Starship from cryoproof to static fire, Starship S20 sailed through a static fire test flow on October 21st and ultimately fired up for the first time ever at 7:16 pm CDT (00:16 UTC). In perfect opposition to weeks of unprecedentedly slow testing, Starship S20 not only completed its first true static fire early in the test window, but it completed the first on-vehicle static fire of a Raptor Vacuum engine and then, just over an hour later, performed a second static fire – this time simultaneously igniting both a Raptor Vacuum and Raptor Center (sea-level-optimized) engine. Aside from also marking the first time that two Raptor variants have been simultaneously fired on the same vehicle, Starship S20’s two-test surprise was technically the fastest back-to-back static fire SpaceX has ever completed, beating Starship SN9 by about 15 minutes.
Back in January 2021, SN9 completed an unprecedented three back-to-back-to-back Raptor static fires in less than 100 minutes as part of what Musk described as “[a day] about practicing Starship engine starts.” SN9 ultimately completed two of those tests in 75 minutes, setting a niche but still impressive turnaround record. Starship S20, however, managed two static fires in 62 minutes on October 21st.
With any luck, Ship 20’s unexpected first-test milestones will mark the start of a more energetic period for the orbital-class prototype, potentially building up to the first Starship static fire with more than three Raptors and the first test with all six engines installed. Super Heavy Booster 4 is also well overdue for its own proof and static fire test campaign, virtually all of which will be new territory for SpaceX.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
