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SpaceX Starship saved by ‘burst disk’ after Raptor static fire ends badly
Around 7:15 pm local time, SpaceX Starship prototype SN8 fired up one or several Raptor engines for the third time ever, catching onlookers – only expected a dress rehearsal – by surprise. An hour later, CEO Elon Musk revealed that SpaceX had effectively lost control of the rocket.
Unfortunately for SpaceX, this is not the first incident in which a fire led to a loss of Starship control. Back in May 2020, Starship serial number 4 (SN4) – the first full-scale prototype to have a Raptor installed – completed its third successful static fire test. Moments later, a vent line adjacent to the engine section caught fire, burning for a minute or two. Ultimately, likely due to destroyed wiring or plumbing, SpaceX seemingly lost control of SN4 and had to wait a full two days for cryogenic propellant to boil off and evaporate before teams could approach the rocket to inspect, repair, and regain control.
Now, more likely than not, Starship SN8 has suffered a similar – but not identical – failure, cutting some level of control. Elon Musk took to Twitter about an hour after the rocket’s third Raptor static fire, revealing that SpaceX had lose control of Starship’s pneumatics, referring to hydraulic systems needed to operate most of the rocket’s valves. For SN8, that meant nothing but bad news.
As cryogenic liquids (and all things in general) warm up, they expand, taking up more volume. To counteract that never-ending process of cryogenic propellant warming up, boiling, and turning to gas, fresh propellant is almost continually loaded while warmer gas is vented, thus maintaining safe tank pressures. If the ability to vent those gases is lost, the ability to maintain safe pressures goes with it.
As Musk noted above, Starship SN8 thankfully – and unexpectedly – had one or several burst disks installed, referring to single-use mechanical valves designed to open (i.e. burst) above a specific pressure. SN8’s nosecone burst disk did just that, bursting to create an outlet for the pressure building inside the rocket and thus preventing the small nose-based liquid oxygen (LOx) tank from exploding.
Unfortunately, the precursor to Starship losing control is a much less positive story. According to Musk, one of the Raptor engines SN8 ignited may have suffered a significant failure, melting one or more critical engine components. It’s unclear how exactly a seemingly contained engine failure evolved into a total loss of Starship hydraulics but it’s safe to say that redundancy will be added and updated designs will be implemented to ensure that a similar failure doesn’t reoccur.
Notably, both unofficial LabPadre and NASASpaceflight.com livestreams clearly showed Starship quite literally dripping molten metal for more than two minutes after the static fire. Whatever the cause of that extremely hot fire, anything that can continuously melt metal for minutes will have almost assuredly ravaged Starship SN8’s aft and the Raptor engines installed therein. It’s nothing short of miraculous that SN8’s main LOx tank wasn’t breached, as well.
Ultimately, SN8 will likely need extensive repairs – and one, two, or even three replacement engines – before it can safely restart testing and proceed towards its 15 km (~9.5 mi) launch debut. Additionally, SpaceX’s lack of valve control likely means that the company will have to wait at least 24+ hours before workers can safely return to the launch pad and begin those inspections and repairs.
Update: The roadblock was removed around 11pm local time and SpaceX workers appear to have already returned to the pad, signifying that Starship SN8 has been fully detanked and is safe to approach. Inspections and repairs will likely begin as soon as possible.
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Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities.
Xpeng CEO He Xiaopeng has offered fresh praise for Tesla’s Full Self-Driving (FSD) system after revisiting Silicon Valley more than a year after his first hands-on experience.
Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
Tesla FSD closing in on Level 4 driving
During his visit, He test-drove a Tesla equipped with FSD V14.2. He also rode in a Tesla Robotaxi. Over roughly five hours of driving across Silicon Valley and San Francisco, He said both vehicles delivered consistent and reassuring performance, a notable improvement from his experience a year earlier.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, allowing users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
He previously tested Tesla’s FSD V12.3.6 and Waymo vehicles in California in mid-2024, noting at the time that Waymo performed better in dense urban environments like San Francisco, while Tesla excelled in Silicon Valley and on highways.
Xpeng’s ambitious autonomy roadmap and internal challenge
The Silicon Valley visit also served as a benchmark for Xpeng’s own autonomy ambitions. He stated that Xpeng is looking to improve its VLA autonomous driving system to match the performance of Tesla’s FSD V14.2 within China by August 30, 2026. Xpeng is poised to release its VLA 2.0 smart driving software next quarter, though He cautioned that the initial version will not be able to match FSD V14.2’s capabilities, as noted in a CNEV Post report.
He also added a personal twist to the goal, publicly challenging Xpeng’s autonomous driving team. If the performance target is met by the 2026 deadline, the CEO stated that he will approve the creation of a Chinese-style cafeteria for Xpeng’s Silicon Valley team. If not, Liu Xianming, head of Xpeng’s autonomous driving unit, has pledged to run naked across the Golden Gate Bridge, He noted.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
Another Tesla Model 3 variant sold out for January 2026 in China
