News
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.
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.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla hits major milestone with Full Self-Driving subscriptions
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
