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Tesla shares glimpse of a streamlined Model 3 paint shop with udder-like robots
A day after dropping a bombshell announcement about its possible privatization, Tesla is back to its candid, humorous ways on social media, with the electric car company uploading a rather strange video featuring a paint applicator robot for the Model 3 — a machine that looks uncannily similar to a cow’s udder. Topping the post off was the perfect caption — a series of emojis including a cow and a robot.
https://www.instagram.com/p/BmOZ5C0BOgB/?taken-by=teslamotors
Tesla’s recent upload stands as a lighthearted contrast to the seriousness surrounding the company and its bid to go private. Elon Musk surprised the markets on Tuesday by announcing that he was considering taking Tesla private at $420 per share, and that funding has been secured. The market reacted strongly to the news, pushing the company’s stock up 11% before the day’s trading ended. Musk’s announcement also triggered a wave of new doubts from the company’s critics, some of whom alleged that the privatization bid went under Tesla’s board of directors, or that Musk might have broken the law by revealing his plan on Twitter.
Amidst all the tension presently surrounding the company, fun, harmless social media posts such as the Model 3’s udder-style paint applicator are a reminder of Tesla’s fun nature. Elon Musk is never one to hesitate when it comes to having some fun, even at his own expense, and this personality extends to his companies. Stuffing a sports car on a rocket and sending it to space, naming a boring company as literally The Boring Company — these are trademarks of Musk’s character, and it is something that Tesla has lost a bit over the past few months.
Tesla is the only one among Musk’s companies that is publicly traded. It is also the one that gets scrutinized the most. SpaceX launches might attract sensational headlines from mainstream media every so often, but they are nothing compared to the negative coverage that Tesla draws. This is something that Elon Musk has continuously battled over the past few months, and unfortunately for the CEO, there were numerous times when he lost control of the narrative. In a letter to employees explaining why he is considering taking Tesla private, Musk mentioned that a departure from the public markets would likely create a setup where “there are no perverse incentives for people to try to harm what (the company is) trying to achieve” — a statement seemingly directed at the company’s critics and short-sellers.
In a way, Tesla’s fun upload featuring its robot udder Model 3 paint applicator is not just the company showing its more playful side. It is also Tesla’s way of showing that its paint shop — one of the sources of bottlenecks in the Model 3 production in Q2 — is working well. The Model 3’s production has quite literally passed through manufacturing hell since the vehicle started rolling off the assembly line last year. Elon Musk even noted in a previous interview that the whole ordeal had left him with permanent mental “scar” tissue.
One of the sources of these bottlenecks is the company’s paint shop. Several reports published in Q2 alleged that Tesla’s paint shop was contributing to the “sluggish” pace of Model 3 production due to improper cleaning, maintenance, and insufficient training for new employees. Reports about the company’s paint shop also alleged that Tesla’s employees were worried about their health due to the fumes from the paint the company is using. Tesla denied these reports, stating that its paint shop is regularly monitored and maintained, and that it is continually improving the training of its staff.
In the Q2 2018 earnings call, Elon Musk specifically mentioned the paint shop as one of the areas where Tesla is looking to improve. While discussing the systems it would employ in its upcoming factories such as Gigafactory 3 in China; Musk stated that Tesla is in the process of the figuring out how to make the paint shop a lot simpler.
“I think we can be a lot more efficient with CapEx, and that would include at least a factory module and pack production, body shop, paint shop and general assembly. We’re also figuring out how to make the paint shop a lot simpler and general assembly a lot simpler,” Musk said.
Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
