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Elon Musk and SpaceX won’t be stopped along the road to Mars
If one is to take anything at all away from Elon Musk’s update to SpaceX’s planetary colonization strategy on September 29, it ought to be the tangible and undeniable progress the company has made with real, Mars-focused hardware development.
To take Musk at his word, the general atmosphere pervading the two relevant programs is one of extreme success and confidence. Raptor, the powerful methane-oxygen rocket engine intended to be the workhorse for any larger launch vehicle, has conducted dozens (42, to be specific) of successful hot fires at SpaceX’s McGregor, Texas testing facilities. These ranged from a handful of seconds all the way to 100 seconds in duration, and Musk made it explicitly clear that the only limiting factor to test duration was the size of the tanks of propellant available to fuel the engine. Of crucial importance is the fact that the engine being tested in Texas is a subscale prototype, and is not representative of the final engine. However, SpaceX has since shrunk the final target for operational Raptors, and this means that the current scale is not far off from the final thrust figure. The prototype Raptor is believed to have a thrust of approximately 1,000 kN (Kilonewtons), with slides from Musk’s 2017 presentation pointing to a full scale thrust of 1700 kN, far closer to becoming real than the 3,000 kN figure given at the 2016 IAC.
SpaceX has completed over 1,200 seconds of firing across 42 main Raptor engine tests. pic.twitter.com/EhxbPjd8Cj
— SpaceX (@SpaceX) September 29, 2017
Possibly even more significant is the reported success SpaceX has had with the construction and stress testing of a full-scale carbon fiber liquid oxygen tank, which was tested to a very eventful destruction on Washington state’s Puget Sound. Fans closely followed this series of tests, but information was scarce and the general consensus was that the tank had failed unintentionally during those tests. The fact that Musk claimed that the 12 meter diameter tank was “successfully tested” at high pressures, as well as the confidence he expressed about a uniquely capable “carbon fiber matrix”, suggest that SpaceX have leaped over one of biggest potential hurdles of their larger vehicle plans. Carbon fiber propellant tanks have the potential to make rockets significantly lighter and thus more efficient, particularly if no internal liner of metal is needed to ensure the safety of those carbon fiber tanks. One might remember the difficulties SpaceX had with supercool liquid oxygen, culminating in the Amos-6 mishap that saw carbon fiber helium tanks clash with SpaceX’s then-new supercooled propellant procedures.
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- SpaceX’s massive carbon fiber tank being tested on a barge. (SpaceX)
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- The tank made a premature attempt to reach orbit as it exploded. (SpaceX)
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- Musk said that it flew 300 feet in the air in the controlled failure. (SpaceX)
Through many challenging mistakes, SpaceX has learned the hard way that extra care must be taken when mixing carbon fiber and liquid oxygen. The telltale sign that SpaceX has, however, successfully learned from those mistakes can be found in the company’s aspiration to begin construction of the first BFR cargo ship as early as April of 2018, barely six months from today. Time will tell if they can maintain that aggressive schedule and launch two Mars-bound cargo ships in 2022. The company’s incontrovertible success with the development of Raptor engines and carbon fiber propellant tanks bode extremely well for the future of their planetary colonization efforts.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
