

News
Here’s why SpaceX’s latest Starship rocket exploded after touchdown
In what has become a bit of a tradition, CEO Elon Musk has taken to Twitter again to explain the outcome of SpaceX’s latest Starship launch and landing attempt in more detail.
This time around, Musk’s debriefing comes after Starship serial number 10 (SN10) briefly became the first prototype of its kind to land in one piece – an extremely encouraging milestone for SpaceX. Less than 15 minutes later, though, an uncontrolled fire somehow breached the rocket’s stainless steel propellant tanks, resulting in a violent depressurization and explosion that tore Starship SN10 to pieces.
SN10’s momentarily successful landing came less than 30 days after Starship SN9’s own launch and landing attempt, which debuted a quick-fix design change meant to sidestep a different issue that caused Starship SN8 to fail shortly before touchdown last December. As it turns out, that design change – which SN9 never really had the chance to test – may have been Starship SN10’s downfall.
Starships must perform highly unusual maneuvers during their skydiver-style approach to atmospheric descent and the aggressive flip required to transition from that belly-down attitude into a propulsive vertical landing configuration. To enable those acrobatics, Starships need secondary ‘header’ tanks that permit the high-pressure storage of landing propellant.
Instead of having to maintain Starship’s building-sized main tanks at high pressures, header tanks make it far easier to safely store and feed propellant to Raptor engines. Most importantly, they help avoid prevent fuel flow interruptions or bubbles that can easily damage or destroy high-performance liquid rocket engines like Starship’s Raptors.
After Starship SN8’s last-second landing failure on December 8th, SpaceX concluded that low pressure in the liquid methane header tank was largely to blame. Normally pressurized with methane gas in a cutting-edge process called autogenous pressurization, SpaceX ultimately seemed to think that that process was the root cause and responded by adding an alternative helium pressurization workaround at the last second. Long-term, helium is not a viable solution as it’s virtually impossible to resupply in-situ (on the fly), meaning that any Starships reliant upon helium would find themselves stranded on the Moon or Mars.
Starship SN9 ultimately failed a few seconds earlier than Starship SN8 when one of its Raptor engines failed to ignite, precluding a true flight test of the helium pressurization fix. As it turns out, Musk believes that that very fix may have doomed Starship SN10.
As Starship SN10 forged ahead past the points of failure that killed SN8 and SN9, the SpaceX CEO thinks that one or more of the vehicle’s three Raptor engines began to ingest some of that helium pressurant as they emptied their methane header tank. As a result, engine thrust would have dropped below expected values, preventing Starship SN10 from slowing down for a truly soft landing. Instead, the Starship hit the ground traveling a solid 25 mph (~10 m/s), obliterating its tiny landing legs and damaging its skirt section.
It’s unclear if that hard landing was the sole cause of SN10’s subsequent explosion, as both official and unofficial webcasts of the launch appear to show a major fire starting well before touchdown and continuing to burn up to the point of failure. Regardless, Musk says that “multiple fixes” are in work for Starship SN11, which is currently speeding towards a launch attempt as early as next week. It remains to be seen if those planned “fixes” will delay SN11’s launch plans.
Investor's Corner
Tesla upgraded to Outperform at Baird on ‘physical AI’ outlook
Analyst Ben Kallo also raised Tesla’s price target to $548 from $320.

Tesla (NASDAQ:TSLA) received a bullish nod from Baird this week, with the firm upgrading the stock to “Outperform” on expectations that the company is positioned to lead in what it calls the “physical AI” era.
Analyst Ben Kallo also raised Tesla’s price target to $548 from $320, noting that despite muted quarterly results, shares have gained 24% in the past month, outpacing the S&P 500’s 3% rise.
Long-term milestones
The Baird analyst shared his insights in a note to investors. “Relatively muted stock reactions following a series of less-than-stellar quarters and investor inbounds regarding long-term initiatives lead us to believe focus has increasingly shifted to the future for TSLA. We now expect shares to ‘Outperform’ as TSLA is increasingly viewed as the leader in physical AI,” the analyst wrote in his note.
Kallo also pointed to Tesla’s ambitious roadmap as a key reason for the upgrade, as well as the company’s new proposed compensation plan for CEO Elon Musk. The package ties rewards to ambitious milestones, including the delivery of 20 million vehicles annually, the deployment of 1 million robots and 1 million robotaxis, and 10 million Full Self-Driving (FSD) subscriptions.
Vehicles, robots, and energy
Baird’s scenario analysis suggested that Tesla could reach a valuation of more than $5.5 trillion by 2035 in its minimum case, with potential upside to $12 trillion and $3,000 per share if milestones are exceeded, as noted in an Investing.com report.
Beyond Musk’s compensation framework, Baird highlighted multiple near-term catalysts for Tesla. These include potential updates on Optimus, the rollout of more affordable vehicles, new Robotaxi market entries, and an upcoming shareholder vote on Musk’s pay package. Expansion in Tesla’s energy storage and software businesses was also flagged as a growth driver. Kallo also described Tesla as having “lots of irons in the fire,” ranging from the scaling of the Semi to recurring revenue streams tied to software.
News
Tesla Full Self-Driving impressions after three weeks of ownership
I will be fair and tell you all what I truly enjoy, as well as what frustrates me about Full Self-Driving.

Tesla Full Self-Driving is amongst the most robust and refined semi-autonomous driver assistance systems on the market today. After three weeks of ownership, I’ve driven around half of my miles using it, and my impressions put me right in the middle of it being very impressive and needing some work.
Of course, if it were perfect, it would be driving us all around all the time while we sleep, scroll our phones, or watch movies in the cockpit. It does a lot of things very well, and it has managed to impress everyone I’ve put in the passenger’s seat.
However, there are some things that are obvious pain points, situations that need improvement, and areas where I believe it has a long way to go. Regardless, these are things I have noticed, and they may differ from your opinions based on your location or traffic situations.
Tesla Model Y ownership two weeks in: what I love and what I don’t
I’ll try to keep it pretty even and just highlight the things that are truly noticeable with Full Self-Driving. I won’t be too critical of the things that it is bad at, and I won’t try to give it too much of a pat on the back.
I will be fair and tell you all what I truly enjoy, as well as what frustrates me about it.
*Disclaimer: These Full Self-Driving examples were in use with v13.2.9.
Where Tesla Full Self-Driving is Great
Highway Driving
I have yet to have a critical intervention of any kind on the highway. I have driven on easy highways like Rt. 30 in Pennsylvania, and I have driven on congested four-lane parking lots like I-695 near Baltimore, Maryland.
Tesla FSD does a tremendous job on all of it. I usually use the “Hurry” setting of FSD with an offset of between 25 and 40 percent, depending on what I’m doing and where I’m going. Sometimes, I want to push it a bit, and at other times, I’m okay with taking my time and enjoying the drive.
I find the driving style of Hurry is more similar to the traffic around me than the Standard, which tends to drive like an 80-year-old on their way to Bingo.
It does a great job of being considerate, maintaining an appropriate rate of travel, getting over for cars that are tailgating in the left lane after passing traffic, and it always is where it needs to be when it needs to be there.
Taking the Stress Out of Driving
A few nights ago, I was having some trouble sleeping, and I was up at 3 a.m. I decided it would be a good time to get up, grab a breakfast burrito and a coffee, and head to the Supercharger.
(If you don’t know, I do not have home charging, and I will be diving into EV ownership without that in a future article.)
I let FSD drive me to the Supercharger and back while I was done. I was able to enjoy a beautiful sunrise without having to focus all my attention on the traffic around me, while still maintaining enough attention to the road to keep the driver monitoring happy.
It was really nice. I enjoyed the ride, and it felt like I was in an Uber with a very careful driver while I enjoyed the rest of my coffee and peeked at the sky every few seconds.
Learning and Improving
A few weeks ago, I approached an “Except Right Turn” stop sign. I have discussed how these are a Pennsylvania specialty, and the first time FSD encountered one in my Model Y, it stopped, even though we were heading right.
I took over, submitted a voice memo to Tesla about it, and went on with my evening. A week later, the car approached the same turn, and, to my surprise, it proceeded through the Stop Sign correctly, safely, and at an appropriate speed.
It was nice to see this improvement, especially since this is one of those regional issues that Tesla will need to address before FSD is fully autonomous. The change even impressed my Fiancé, who was with me during both instances we came upon this turn.
Where Tesla Full Self-Driving Could Be Better
Auto Wipers
Good gravy, these Auto Wipers always seem to give me a good laugh.
They never really have the right speed; they are either way too fast or not fast enough. There’s never been a happy medium.
It also loves to activate a single wipe of the blade at the strangest times. I’ve noticed that it actually seems to activate at the same spots on the road sometimes. There’s a hanging branch near my house, and every time we go under it and FSD is activated, the wipers wipe once.
It would be nice to set your own intervals for the wipers, but I am okay with the current presets. I do hope the Auto Wipers improve, because it could be one of the best features the car has if it’s more accurate.
It Struggles with Signs That Require Reading
The “Except Right Turn” sign is one example, but another is a “Stop Here on Red” sign that is recessed from an intersection at a stop light if it’s a tighter turn. Recently, I had to slam on the brakes as it was headed straight through one of these signs.
It can recognize Stop Signs and Yield Signs, but signs with instructions for an intersection appear to present a greater challenge for FSD.
Sometimes, It Just Does Things I Don’t Like
There is a four-lane light near my house; the two right lanes go straight, but the lane furthest right is for turning into businesses past the intersection. Some people tend to go in that far right lane, even if they have no intention of turning right into the businesses, and take off quickly from the light to cut ahead.
I’m not saying it’s illegal or even wrong, but I personally prefer not to do it. I am never in that much of a hurry.
FSD tried to do that the other day; I intervened and kept it in the lane that is designed to go straight. I wouldn’t say this is technically an intervention. I would just say it’s a move I wasn’t super comfortable with because I know people tend to get frustrated with those who cut the line. It’s an etiquette issue, and I didn’t want FSD to do it.
I also am not a huge fan of when there is no traffic in the right lane, yet it continues to cruise in the fast lane. I was taught to drive in the right lane and pass in the left lane. There are states where cruising in the left lane is illegal, and it sometimes tends to stay in the passing lane too long for my liking. I will turn on my right signal and get back into the correct lane.
These are totally disputable, and I am aware of that. Some people might not see a huge issue with these two examples, and I can understand that. My courtesy on the road differs from others, and that’s okay.
All in all, I’m pretty happy with FSD, and I will be continuing my Subscription after the three-month trial ends. In the coming days, I’ll be picking up a camera for FSD videos, and I’ll be able to embed examples of what I mean, as well as share full-length videos of my drive.
News
Tesla gets price target increase on Wall Street, but it’s a head-scratcher
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.

Tesla (NASDAQ: TSLA) received a price target increase from a Wall Street analyst today, who noted in his report that the company’s shares could rise or fall based on its execution in robotics and autonomy.
However, the price target boost still fell below Tesla’s current trading levels.
Mark Delaney of Goldman Sachs said in a note to investors today that Tesla has a significant opportunity to solidify itself as one of the stable and safe plays in the market if it can execute on its two key projects: humanoid robots and autonomy.
In the note, Delaney said:
“If Tesla can have [an] outsized share in areas such as humanoid robotics and autonomy, then there could be upside to our price target.”
Delaney’s price target on Tesla shares went up to $395 from $300. Currently, Tesla is trading between $420 and $430, making the new price target from Goldman Sachs a bit of a head-scratcher.
He went on to say that Tesla could also confront outside factors that would limit the stock’s ability to see growth, including competition and potentially its own lack of execution:
“…although if competition limits profits (as is happening with the ADAS market in China) or Tesla does not execute well, then there could be downside.”
The note is an interesting one because it seems to point out the blatantly obvious: if Tesla performs well, the stock will rise. If it doesn’t, the stock price will decline.
We discussed yesterday in an article that Tesla is one of the few stocks out there that does not seem to be influenced by financials or anything super concrete. Instead, it is more influenced by the narrative currently surrounding the company, rather than the technicals.
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean
Tesla’s prowess in robotics and autonomy is strong. In robotics, it has a very good sentiment following its Optimus project, and it has shown steady improvement with subsequent versions of the robot with each release.
On the autonomy front, Tesla is expanding its Robotaxi platform in Austin every few weeks, and also has a sizeable geofence in the Bay Area. Its Full Self-Driving suite is among the most robust in the world and is incredibly useful and accurate.
The company can gain significant value if it continues to refine the platform and eventually rolls out a driverless or unsupervised version of the Full Self-Driving suite.
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