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SpaceX's East Coast Starship launch pad is making some serious headway

(SpaceX)

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Over the last few weeks, SpaceX’s Florida Starship launch pad construction has made some major progress and the structure that will one day support the first East Coast Starship and Super Heavy flight tests have grown several stories tall and show no signs of slowing down.

In a bid to make what could otherwise be an extremely expensive and time-consuming ordeal much faster and cheaper, SpaceX’s Starship/Super Heavy launch pads will be quite a bit different from the company’s several existing launch pads. This includes Kennedy Space Center’s LC-39A pad, leased and operated by SpaceX for Falcon Heavy and Crew Dragon missions and formerly used for dozens of Space Shuttle launches and all Saturn V Apollo Moon missions.

In a very on-brand move, SpaceX has decided to build Starship’s East Coast orbital pad within the bounds of Pad 39A but without using the pad’s existing launch mount or concrete flame trench. Instead, SpaceX is building a separate steel mount and water-cooled thruster diverter designed to stand up to the fury of a Super Heavy booster without allowing the rocket’s plume to dig a crater in the ground after ever ignition.

https://twitter.com/CiroTweeter/status/1203847693203886080

While choosing to pursue a dramatically different launch pad design for Starship may at first glance seem risky, SpaceX actually has more than a decade of experience building and operating similar mount and flame diverter setups at its McGregor, Texas rocket development and test facilities. A step further, NASA itself once heavily relied on similar technologies and strategies to rapidly build, test, and fly rockets larger than anything that came before them.

Most notably, the Saturn I rocket that preceded the massive Saturn V used a launch mount and flame diverter that looks quite similar to a conceptual setup SpaceX recently showed off in an updated Starship launch render.

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Backed by SpaceX’s Pad 39A tower and Falcon transporter/erector, technicians are busy erecting a no less massive launch mount for Starship and its Super Heavy booster. (Ciro Morales)

SpaceX’s Starship mount is substantially taller, has gone with steel instead of reinforced concrete, and will have a fixed flame deflector, but the similarities are otherwise significant. Conceptually, both mounts are topped with a flat surface with numerous support arms and a large cutout for the rocket to sit atop and its exhaust to exit through. Similar to Falcon 9, the single-core Super Heavy booster mount shown in SpaceX renders will likely have four hold-down clamps and two tail service masts (TSMs), umbilical connections that supply the rocket with propellant, electricity, connectivity, and any other required fluids.

As described and pictured above, Starship’s Pad 39A launch mount has rapidly grown from a few metal beams into a major structure in just the last few weeks. By rough estimate, the existing mount is already 20 or so meters (70+ ft) tall and has large mounts for the installation of additional structures on top of it, while the conceptual mount shown in SpaceX renders appears to be about 25-30 m (80-100 ft) tall.

In the last few days, technicians have begun installing the first framework of the flame diverter SpaceX will use to prevent Starship from damaging itself or its surroundings during static fires and launches. Given the fact that Starship’s Super Heavy booster – as currently described – will be the single most powerful launch vehicle in history, such a vast amount of energy is not easy to dissipate. To accomplish that task, SpaceX revealed in August 2019 planning documents that the 39A diverter would be water-cooled.

SpaceX’s McGregor, Texas booster test stand has supported dozens of Falcon 9 and Heavy static fires, thanks in large part to its massive, water-cooled thrust diverter. (Aerial Photos)

The largest thrust diverter SpaceX has built supports the company’s McGregor, Texas booster test stand and has supported dozens upon dozens of integrated static fire tests. Originally designed to enable integrated triple-booster Falcon Heavy testing, SpaceX ultimately decided not to use that capability but the diverter is still immense, likely measuring at least 15m (50 ft) tall and 10m (33 ft) wide. By building dozens of pipes into the surface and structure of the diverter and filling those pipes with recirculating water, it can survive several minutes of hot rocket exhaust without suffering catastrophic erosion or outright melting.

It’s safe to say that Super Heavy will require a diverter that is far larger still to survive thrust equivalent to more than three Falcon Heavy rockets, but that very diverter and launch mount are already well on their way to completion at SpaceX’s Kennedy Space Center launch pad.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Investor's Corner

Barclays lifts Tesla price target ahead of Q3 earnings amid AI momentum

Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

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Credit: Tesla China

Barclays has raised its price target for Tesla stock (NASDAQ: TSLA), with the firm’s analysts stating that the electric vehicle maker is approaching its Q3 earnings with two contrasting “stories.” 

Analyst Dan Levy adjusted his price target for TSLA stock from $275 to $350, while maintaining an “Equal Weight” rating for the EV maker.

Tesla’s AI and autonomy narrative

Levy told investors that Tesla’s “accelerating autonomous and AI narrative,” amplified by CEO Elon Musk’s proposed compensation package, is energizing market sentiment. The analyst stated that expectations for a Q3 earnings-per-share beat are supported by improved vehicle delivery volumes and stronger-than-expected gross margins, as noted in a TipRanks report.

Tesla has been increasingly positioning itself as an AI-driven company, with Elon Musk frequently emphasizing the long-term potential of its Full Self-Driving (FSD) software and products like Optimus, both of which are heavily driven by AI. The company’s AI focus has also drawn the support of key companies like Nvidia, one of the world’s largest companies today.

Still cautious on TSLA

Despite bullish AI sentiments, Barclays maintained its caution on Tesla’s underlying business metrics. Levy described the firm’s stance as “leaning neutral to slightly negative” heading into the Q3 earnings call, citing concerns about near-term fundamentals of the electric vehicle maker.

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Barclays is not the only firm that has expressed its concerns about TSLA stock recently. As per previous reports, BNP Paribas Exane also shared an “Underperform” rating on the company due to its two biggest products, the Robotaxi and Optimus, still generating “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” BNP Paribas, however, also estimated that Tesla will have an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040, and more than 11 million FSD subscriptions by 2030.

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Investor's Corner

BNP Paribas Exane initiates Tesla coverage with “Underperform” rating

The firm’s projections for Tesla still include an estimated 525,000 active Robotaxis by 2030.

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Credit: Tesla China

Tesla (NASDAQ: TSLA) has received a bearish call from BNP Paribas Exane, which initiated coverage on the stock with an Underperform rating and a $307 price target, about 30% below current levels. 

The firm’s analysts argued that Tesla’s valuation is driven heavily by artificial intelligence ventures such as the Robotaxi and Optimus, which are both still not producing any sales today.

Tesla’s valuation

In its note, BNP Paribas Exane stated that Tesla’s two AI-led programs, the Robotaxi and Optimus robots, generate “zero sales today, yet inform ~75% of our ~$1.02 trillion price target.” The research firm’s model projected a maximum bull-case valuation of $2.7 trillion through 2040, but after discounting milestone probabilities, its base-case valuation remained at $1.02 trillion.

The analysts described their outlook as optimistic toward Tesla’s AI ventures but cautioned that the stock’s “unfavorable risk/reward is clear,” adding that consensus earnings expectations for 2026 remain too high. Tesla’s market cap currently stands around $1.44 trillion with a trailing twelve-month revenue of $92.7 billion, which BNP Paribas argued does not justify Tesla’s P/E ratio of 258.59, as noted in an Investing.com report.

Tesla and its peers

BNP Paribas Exane’s report also included a comparative study of the “Magnificent Seven,” finding Tesla’s current market valuation as rather aggressive. “Our unique comparative analysis of the ‘Mag 7’ reveals the extreme nature of TSLA’s valuation, as the market implicitly says TSLA’s 2035 earnings (~55% of which will be driven by Robotaxi & Optimus, w/ zero sales now) have the same level of risk & value-appropriation as the ‘Mag 6’s’ 2026 earnings,” the firm noted.

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The firm’s projections for Tesla include an estimated 525,000 active Robotaxis by 2030, 17 million cumulative Optimus robot deliveries by 2040 priced above $20,000 each, and more than 11 million Full Self-Driving subscriptions by 2030. Interestingly enough, these seem to be rather optimistic projections for one of the electric vehicle maker’s more bearish estimates today.

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Tesla FSD’s new Mad Max mode is getting rave reviews from users

It does appear that Mad Max mode is destined to be one of the system’s biggest steps forward to date.

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Credit: Whole Mars Catalog/X

Tesla’s release notes for the newly released Mad Max mode for FSD (Supervised) V14.1.2 simply stated that the feature “comes with higher speeds and more frequent lane changes than Hurry.” But as per videos that have been posted online by FSD users who have tested the system, it does appear that Mad Max mode is destined to be one of the system’s biggest steps forward to date. 

It is then no surprise that the new capability is getting rave reviews from Tesla owners. 

Impressive tests

A look at posts on social media platform X would show that, similar to past FSD releases, numerous Tesla content creators immediately tested Mad Max mode on real-world streets after it was downloaded onto their vehicle. Considering that the update was released rather late, the first tests of Mad Max mode were done at night. Despite this, it was evident that Tesla worked very hard to make Mad Max mode into something that is very useful in real-world scenarios.

This could be seen in videos from longtime Tesla owner @BLKMDL3, who observed that Max Max mode was “amazing” and like “perfect for LA traffic” due to its cautious but assertive nature. Later on, the Tesla owner noted that after eight drives, it was evident that FSD (Supervised) V14.1.2 was impressive. 

Assertive but safe

Other testers such as Model Y owner Sawyer Merritt noted that Mad Max mode drives very quickly and confidently, with smoother acceleration that is still very safe. These were echoed by another longtime FSD tester, Dirty Tesla, who noted that Mad Max mode seems to be designed for heavy, aggressive traffic so users could fit in better. The FSD user did, however, observe that Mad Max mode does speed up a lot on open roads. 

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Recent comments from Tesla AI Head Ashok Elluswamy have indicated that Mad Max mode was created to be a solution for daytime congested traffic, which is arguably one of the most soul-crushing experiences that drivers deal with on a daily basis. With this in mind, it does appear that FSD (Supervised) V14.1.2 could prove to be a notable step forward in Tesla’s push towards true autonomous driving.

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