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SpaceX bumps Starship booster engine count, ramps up Raptor factory
SpaceX CEO Elon Musk has confirmed that Starship’s Super Heavy booster will have at least one more engine than expected after hardware spotted at its Boca Chica, Texas factory indicated as much.
Simultaneously, Musk revealed that SpaceX’s Hawthorne, California factory and headquarters is now producing Raptors at a rate that will likely make it the company’s most numerous product (outside of Starlink) in the near future.
Musk says that Super Heavy boosters will “initially” have 29 Raptor engines instead of 28 engines and could even be upgraded to 32 engines down the road. In 2020, the vehicle’s design was updated, dropping from 31 to 28 engines for unknown reasons before SpaceX began work on the first real Super Heavy hardware. Known as BN1 or booster number 1, that rocket was stacked to its full ~70m (~230 ft) height but ultimately turned into a manufacturing pathfinder (i.e. practice) after Super Heavy’s design changed once again.
Who or what has been causing those seemingly endless design changes is unclear but SpaceX is finally at a point where any more major changes will explicitly delay plans for Starship’s inaugural spaceflight – deemed an “orbital test flight” by the company. It remains to be seen if SpaceX will actually attempt to recover the first booster(s) after those initial quasi-orbital test flights but we now have a better idea of what those Super Heavies might look like.
Namely, Musk seems to indicate that even the very first flightworthy prototypes will be outfitted with a full complement of Raptors – seemingly nipping in the bud the possibility of a booster debuting with the fewest possible engines. In the case of the first few initial orbital launch, that means that SpaceX is happy to risk losing 32-35 engines for every single attempt.
-->That could imply several things. SpaceX might be extremely confident that early boosters will be recovered. It could have zero faith in the reusability of early flown Raptors, meaning that they’re functionally expendable regardless of the outcome. SpaceX could have also reduced the cost and increased the speed of production to the point that expending dozens of Raptors isn’t a major issue – though ~32 Raptors would cost $8 million even if SpaceX has already hit Musk’s long-term “<$250k” per-engine target.
However, Musk also says that SpaceX has ramped up Raptor production to the point that it’s almost completing one engine every 48 hours – equating to around 180 Raptors per year or a maximum cadence of one expendable three-engine Starship and 29-engine booster launch every nine weeks. At that run rate, Raptor has likely beat out Falcon’s venerable Merlin to become SpaceX’s most-produced rocket engine.
According to NASASpaceflight, SpaceX has already begun work on Raptors with serial numbers in the 150s. Two new Raptor test stands in work at its McGregor development facilities will also reportedly enable an average of one engine qualification every day – enough testing capacity to outfit 6 boosters and 30 Starships (~365 Raptors) per year. In short, SpaceX is well on its way to having the ability to manufacture and power a truly vast fleet of Starships and Super Heavy boosters.
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Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
-->This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
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Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
-->For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
Tesla sees sharp November rebound in China as Model Y demand surges
