News
SpaceX’s backup Dragon launch pad on track for 2023 debut
SpaceX has begun building a backup launch pad for its Cargo and Crew Dragon spacecraft and says the facility could be ready for use as early as fall 2023.
Reuters first revealed those plans in June 2022. They arose because NASA reportedly told SpaceX it was worried that the company’s first Florida Starship launch site – colocated at the only pad currently able to launch SpaceX Dragon spacecraft – could add too much risk. In September 2022, NASA and SpaceX acknowledged plans to modify LC-40 for Dragon launches and indicated that both parties had decided to proceed.
Four months later, SpaceX and NASA have provided another press conference update. Officials confirmed that construction is already partially underway and reported that LC-40 could be ready to support its first Dragon launch less than a year from now.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Because Boeing’s comparable Starliner capsule is years behind schedule and still unqualified to launch humans, NASA has relied almost exclusively on SpaceX’s Crew Dragon to launch its astronauts to the International Space Station (ISS) since 2020. Starliner should be ready to supplement Crew Dragon’s operational astronaut launches by the end of 2023 or early 2024, alleviating some of that pressure.
NASA, however, chose to develop two spacecraft to guarantee that one spacecraft would likely be available if the other was grounded for any reason. Adding the possibility that a giant, new, experimental rocket (Starship) could potentially halt all SpaceX Dragon launches in one fell swoop was apparently one bridge too many for the agency.

SpaceX’s answer to the problem was about as simple, elegant, and cheap as possible. The company has two operational Falcon launch pads in Florida, and it proposed to modify the second pad. SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad is located on a secure military base and has an even longer history of successful Falcon 9 launches than Pad 39A. It also appears that its layout will allow SpaceX to add a Dragon access tower without requiring major redesigns or months of downtime.
LC-40 is SpaceX’s most productive launch pad by far, and the company intends to launch up to 100 times in 2023. It’s thus crucial that the pad remains as active as possible as it’s modified – a major challenge. A combination of luck and the fact that the launch pad is already operational is the only reason that’s possible.
Modifying SpaceX’s busiest pad
In theory, SpaceX needs to do relatively little to enable Dragon launches out of LC-40. Dragon spacecraft are processed for flight at a separate facility and only head to the pad once they’re ready to be attached to a Falcon 9 rocket. The biggest modification LC-40 needs is a launch tower, but SpaceX ironically has experience building giant towers in sections – and offsite – through Starship.
LC-40’s Dragon access tower requires far less complex plumbing and should be smaller and easier to prefabricate and assemble. Regulatory documents indicate that the new tower will stand 81 meters (265 feet) tall – almost a third shorter than the 110-meter-tall tower SpaceX modified at Pad 39A for the same purpose. LC-40 will also need a swinging access arm to connect the tower to Dragon’s hatch. That arm can also be constructed offsite, further reducing the amount of downtime required.

The most disruptive modifications may involve LC-40’s transporter/erector (T/E) device, which rolls Falcon 9 out to the pad, raises it vertical, holds it down with giant clamps; and hosts a maze of plumbing that fuels, pressurizes, and powers the rocket. The top of LC-40’s T/E is fitted with a brace designed to support Falcon payload fairings. In comparison, 39A’s T/E was designed with swappable ‘heads’ that allow SpaceX to switch between Dragon and fairing configurations in a matter of days. The top of LC-40’s T/E also appears to be somewhat removable, but SpaceX may still have to halt launches for a few weeks to get the T/E up to spec and modified for Dragon.
SpaceX says that LC-40 will be ready to support its first Dragon launch as early as fall (Q4) 2023. Its first Dragon mission will carry cargo to the ISS, meaning that the tower, arm, and pad will not need to be immediately human-rated. In theory, SpaceX could even launch Cargo Dragon 2 from LC-40 without a tower or arm, as the only purpose of the tower during uncrewed missions is to load volatile cargo at the last possible second. SpaceX could even revert to a practice that dates back to its original Dragon 1 spacecraft and devise a method to late-load cargo while Falcon 9 and Dragon are still horizontal.

The tower and access arm are only essential for Crew Dragon launches, during which astronauts must board the spacecraft a few hours before liftoff. More importantly, the same arm and tower would be used to escape Dragon and Falcon 9 in case of a minor emergency. NASA requires an escape (egress) system to human-rate a launch pad and rocket. SpaceX met that requirement at Pad 39A with a “slidewire basket” system that carries astronauts to a concrete bunker several hundred feet away from the rocket. Before LC-40 can be human-rated, SpaceX will likely need to build the same basket-and-bunker system or come up with a viable alternative.
Once complete, SpaceX will have two pads capable of supporting all Crew and Cargo Dragon launches. With that redundancy in place, NASA should be far more open to regular launches of SpaceX’s next-generation Starship rocket out of Pad 39A. Access to multiple pads will likely be essential for Starship to complete NASA’s Human Landing System (HLS) contracts, which will culminate in the giant rocket sending humans back to the Moon for the first (and second) time in half a century in the mid-to-late-2020s.
News
Tesla Cybercab spotted testing on public roads for the first time
The car was spotted just minutes from Tesla’s Engineering Headquarters in Los Altos, California. There are a few interesting tidbits we can gather from the photo and the information shared with it.
The Tesla Cybercab has been spotted testing on public roads for the first time, marking a substantial step forward in the vehicle’s development.
The car was spotted just minutes from Tesla’s Engineering Headquarters in Los Altos, California. There are a few interesting tidbits we can gather from the photo and the information shared with it:
BREAKING: Tesla’s Cybercab spotted testing on public roads for the first time!
This was in Los Altos, California, about 10 minutes from Tesla’s Engineering HQ. As would be expected at this stage, a person was in the driver seat.
The future is autonomous 🤖 pic.twitter.com/cvd6UrnKZo
— Sawyer Merritt (@SawyerMerritt) October 29, 2025
The vehicle had a driver and side view mirrors equipped on it, which seems to be pretty expected, especially at this stage.
Tesla might have been using its Full Self-Driving software with the vehicle as it enters this new stage of testing on public roads. This seems most likely, especially as the car, which has long been developed to be void of a steering wheel and pedals, will totally rely on autonomous tech to transport one or two passengers to their destination.
Additionally, side view mirrors are required by law at delivery, and Tesla was likely looking to keep things as safe and elementary as possible, especially with this early stage of testing.
As this is the first time the vehicle has been spotted on public roads and the first time it was likely testing on them, Tesla was being cautious.
There have been a lot of developments with Cybercab over the past few weeks, as the car has been spotted testing on the Fremont Factory’s test track, units have been seen outside of Gigafactory Texas’s crash testing facility, and there has been some additional speculation about what the vehicle’s standard equipment will be.
There have also been quite a few job postings by Tesla for manufacturing and production roles related to Cybercab over the past few weeks.
Yesterday, Tesla’s Board Chair, Robyn Denholm, revealed that the company could end up building Cybercab with a steering wheel and pedals, contrary to what Tesla and CEO Elon Musk have wanted to do.
The vehicle has yet to reach that stage of regulatory testing, but Tesla wants to start volume production in Q2. If it wants to release the vehicle without any manual controls, that means that Full Self-Driving will need to be completed within the next eight months.
News
Tesla hints it could see ‘a few more vehicles’ released soon
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
Tesla Board Chair Robyn Denholm hinted the company could see “a few more vehicles” coming out and being released soon, although there is no indication of what could be on the way based on her comments.
However, Tesla has hinted toward several potential releases in the coming years, as other executives, including Chief Designer Franz von Holzhausen, have talked briefly about what could be on the way.
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
BREAKING: $TSLA BOARD CHAIR ROBYN SAYS — “WE HAVE NEW VEHICLES COMING OUT” 👀
It’s happening ! pic.twitter.com/f8UuZWGLuP
— TheSonOfWalkley (@TheSonOfWalkley) October 27, 2025
It was a vague and almost cryptic sentence, as, in all honesty, it was not completely clear whether she was talking about recent releases that are just making their way to market, like the Model 3 and Model Y “Standard,” or new vehicles altogether.
Nevertheless, it’s worth dissecting.
Tesla “Standard” Models
On October 7, Tesla launched the Standard Model 3 and Model Y, stripped-down versions of their now “Premium” siblings. The Standard trims lack premium features like leather seats, a rear touchscreen, and a glass roof, among other features.
These cars are just starting to be delivered for the first time, so it is possible that Denholm was referring to these cars.
Potential Model 2 Hint?
There has always been a looming vehicle model that many Tesla fans and owners have been intrigued by: the Model 2.
This car was hinted at being the $25,000 model that Tesla was rumored to be developing, and many thought that was the vehicle that would be released earlier this month, not the Standard Model 3 and Model Y.
Instead, the Model 2 could be something that would enable Tesla to reach an entirely new consumer base, including those who are not able to swing the payment for the company’s more premium offerings.
It seems Tesla will have to launch some sort of extremely affordable model in the future, and with the Cybercab being slotted at that rough price point, it would not be out of the question for it to be in the realm of possibility for future releases.
It’s worth noting, however, that it is probably unlikely this will happen. Tesla is so deadset focused on autonomy, it seems Cybercab would take extreme precedence over the unconfirmed “Model 2.”
Cybertruck-inspired SUV
Tesla fans have been begging the company to develop a full-size SUV that would compete with the Ford Expedition or Chevrolet Tahoe, but the company has not given any indication that this would be something it would build.
Nevertheless, there was a very subtle hint in a recent promotional clip that showed a Cyber SUV mock-up placed strategically next to a clay model of a Model 3:
The Model X is simply not what people want when it comes to an SUV, as it does not have the seating capacity and cargo space that many need with a full-sized SUV.
This issue, in particular, has been one that has been extremely relevant to the company’s future lineup as consumers have shown they would be interested in a Tesla vehicle that fit this description.
Additionally, von Holzhausen said in September that a Cyber SUV or a smaller electric pickup with a more traditional design is “definitely things we’ve considered…We’re working on so many innovative and fun things.”
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Investor's Corner
Tesla enters new stability phase, firm upgrades and adjusts outlook
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
Tesla is entering a new phase of stability in terms of vehicle deliveries, one firm wrote in a new note during the final week of October, backing its position with an upgrade and price target increase on the stock.
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
While most firms are interested in highlighting Tesla’s future growth, which will be catalyzed mostly by the advent of self-driving vehicles, autonomy, and the company’s all-in mentality on AI and robotics, Pozdnyakov is solely focusing on vehicle deliveries.
The analyst wrote in a note to investors that he believes Tesla’s updated vehicle lineup, which includes its new affordable “Standard” trims of the Model 3 and Model Y, is going to stabilize the company’s delivery volumes and return the company to annual growth.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla launched the new affordable Model 3 and Model Y “Standard” trims on October 7, which introduced two stripped-down, less premium versions of the all-electric sedan and crossover.
They are both priced at under $40,000, with the Model 3 at $37,990 and the Model Y at $39,990, and while these prices may not necessarily be what consumers were expecting, they are well under what Kelley Blue Book said was the average new car transaction price for September, which swelled above $50,000.
Despite the rollout of these two new models, it is interesting to hear that a Wall Street firm would think that Tesla is going to return to more stable delivery figures and potentially enter a new growth phase.
Many Wall Street firms have been more focused on AI, Robotics, and Tesla’s self-driving project, which are the more prevalent things that will drive investor growth over the next few years.
Wedbush’s Dan Ives, for example, tends to focus on the company’s prowess in AI and self-driving. However, he did touch on vehicle deliveries in the coming years in a recent note.
Ives said in a note on October 2:
“While EV demand is expected to fall with the EV tax credit expiration, this was a great bounce-back quarter for TSLA to lay the groundwork for deliveries moving forward, but there is still work to do to gain further ground from a delivery perspective.”
Tesla has some things to figure out before it can truly consider guaranteed stability from a delivery standpoint. Initially, the next two quarters will be a crucial way to determine demand without the $7,500 EV tax credit. It will also begin to figure out if its new affordable models are attractive enough at their current price point to win over consumers.
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