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SpaceX already clearing Starship debris, preparing for next rocket rollout
Update: Half a day after Starship serial number 10 (SN10) became the first prototype to land in one piece, SpaceX has begun clearing its remains and preparing to roll the next rocket to the launch pad.
Never one to rest on its laurels, SpaceX appears to be wasting no time moving forward from Starship SN10’s successful landing and subsequent explosion. Almost a month ago, SpaceX stacked SN10’s successor – Starship SN11 – to its full height and has spent the last four weeks closing out the virtually identical rocket. As of SN10’s launch debut, Starship SN11 has been more or less finished and ready to roll to the launch pad for at least a week.
At the same time as SpaceX teams have begun the process of recovering SN10’s remains, the company also transported a large crane to the launch site – the same crane used to install Starships SN8, SN9, and SN10 at the launch pad. Stay tuned for updates as SpaceX prepares SN11 for a fourth high-altitude launch and landing attempt – this time with the goal of keeping the rocket intact after landing.
In a classically spectacular fashion, a SpaceX Starship prototype has successfully touched down in one piece for the first time ever, only to explode minutes later after catching itself on fire.
Rolled from SpaceX Boca Chica Starship factory to test and launch facilities just a mile down the road on January 28th, Starship SN10 lifted off just five weeks later – the fastest factory-to-launch flow yet. The speed of that turnaround was mainly made possible thanks to an exceptionally smooth test campaign, passing cryogenic proof and static fire tests after only a few attempts.
Prior to its second launch attempt, Starship SN10 automatically aborted a few seconds prior to its first attempt after the rocket’s flight computer determined that its three Raptor engines were producing more thrust than expected. Within half an hour of the abort, CEO Elon Musk took to Twitter to reveal the cause and stated that SpaceX would be tweaking the flight software’s thrust limits and recycling for another shot at launch around two hours later.
Up to the last 20 or so seconds of the 6.5-minute flight test, Starship SN10’s launch debut was virtually identical to Starships SN8 and SN9, both of which made it just one or two dozen seconds away from a soft landing. However, after SN9, SpaceX optimized the landing process to add additional redundancy, meaning that SN10 reignited all three of its Raptor engines – instead of just two – for its flip and landing burn.
Exactly as planned, SN10 fired up those engines, autonomously analyzed their performance, and then shut down two Raptors to leave the best-behaving engine to complete the final landing burn. Unlike SN8 and SN9, that maneuver went about as well as it could have, nearly slowing SN10 to a hover with one (seemingly) healthy engine to take it the rest of the way to the ground.
After all that heroic effort and for the first time ever, Starship SN10 proceeded to touch down in one piece. Through the eyes of a drone hovering far away from the launch complex, the landing couldn’t exactly be considered ‘soft,’ however, and SN10 impacted the landing zone with some substantial momentum – likely far too much for its tiny legs to handle.
However, more importantly, SN10 appeared to ignite one or two of its own gaseous oxygen or methane vents, triggering a fire that remained visible until well after the hard – but intact – landing. From official and unofficial views of the landed vehicle, Starship SN10 had a significant lean and appeared to have no more than a few inches to a foot of clearance between its aft skirt and the concrete pad. Remote-controlled firefighting spigots were able to extinguish any external sign of fire but that lack of clearance may have prevented the water from doing much inside the skirt, ultimately dooming Starship SN10.
Regardless of where exactly that fire ‘broke through,’ so to speak, the original cause of the fire – accidentally igniting a vent plume – is unlikely to be a hard problem to fix, and it’s safe to say that SN10’s intact landing is an extraordinary success for SpaceX. In its official webcast, SpaceX engineer John Insprucker confirmed that Starship SN11 is all but complete and could roll out to the launch pad to pick up where SN10 left off almost as soon as it’s safe to do so.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
