News
SpaceX reveals new details on Starship’s third test flight
SpaceX has revealed some new information regarding the third test flight of its massive Starship rocket.
The flight, which took place from Starbase, Texas, yesterday morning at 8:25 am CT, capitalized on previous test flights and accomplished a host of new objectives.
All 33 Raptor engines lit in a staggered sequence, and once throttled up, the world’s biggest rocket took flight for the third time.
All 33 Raptor engines burning (Credit: SpaceX)
As Starship climbed into the South Texas skies, the 33 engines continued to operate nominally until the hot stage separation, in which 30 of Super Heavy’s engines shut down as Starship lit its 3 sea-level and 3 vacuum Raptor engines and continued to space.
For the first time, the Super Heavy first stage, Booster 10, successfully performed a boost back burn and aimed for a splashdown just East of the launch pad in the Gulf of Mexico. According to the data displayed on the webcast, the booster reached a peak speed of 5750 km/h and an altitude of 106 km.
Super Heavy performing the boost backburn while Starship heads down range (Credit: SpaceX)
Unlike the Falcon 9, the Super Heavy is so big it does not need to do an entry burn however in one of the last bits of data available on the webcast, it showed the booster attempted to begin its landing burn around 1 km in altitude with only 3 engines lighting and 2 shutting off almost immediately after.
SpaceX has since confirmed that Booster 10 experienced a rapid unscheduled disassembly just 462 meters above the water’s surface, and it is likely that what remained of the booster hit the water at nearly the speed of sound.
While Booster 10 was meeting its fate in the Gulf of Mexico following a great performance, Ship 28 continued to burn all 6 of its Raptor engines and completed its first full-duration burn, inserting itself into its proper sub-orbital trajectory.
Starship just after Raptor shutdown (Credit SpaceX)
Ship 28 then began its coast phase and started a series of tests. The payload bay door, aka pez door, designed to eventually eject the full-size Starlink satellites, was first commanded to open 12 minutes into the flight. SpaceX has yet to confirm whether it managed to fully open/close the door. At 30:18 into the mission, the door appears to have dislodged into the payload bay, and we no longer got any live views inside the ship.
The next task was to re-light the first-ever Raptor engine in space, but due to the vehicle’s roll rates, SpaceX decided to postpone this until a future flight.
Ship 28 then began atmospheric entry, but the ship seemed to be partially out of control with the spin and eventually began to build up plasma. The heat shield was only half exposed, and the rest was bare stainless steel, taking the brunt of the forces of re-entry.
Ship 28 begins atmospheric re-entry (Credit SpaceX)
Thanks to Starlink terminals on board, SpaceX was able to provide incredible live views from a camera located on one of Starship’s flaps. The plasma began as a faint pink glow before rapidly growing and enveloping the vehicle while still maintaining a good data connection which has never before been possible.
Overall, SpaceX made many great advancements on this third test flight and will look to complete all of these on the fourth test flight, including a smooth splashdown of the Super Heavy booster and successful re-entry through the atmosphere for Starship.
When do you think the 4th test flight will occur, and will they fix the issues encountered during flight 3?
Questions or comments? Shoot me an email at rangle@teslarati.com, or Tweet me @RDAnglePhoto.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
