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The Boring Company’s gantry and next-gen TBM takes shape ahead of Chicago project
While The Boring Company is hard at work preparing for the upcoming public showing of its proof-of-concept tunnel in Hawthorne, CA on December 10, the tunneling startup also appears to be laying the foundations for its high-profile transport project in Chicago. The project, which would connect downtown Chicago to O’Hare airport, is expected to break ground within the next few months.
The contract for the Chicago-O’Hare transport line had several key bidders, including veteran conglomerates with decades of experience in building transportation systems. Quite surprisingly, Chicago awarded the contract for the project to the young tunneling startup, partly due to The Boring Company’s commitment to funding the tunnel system through private investors. In true Elon Musk fashion, the timeline for the Chicago tunnels is aggressive, with the startup aiming to have the high-speed systems operational in 18-24 months after the initial digging.
The Boring Company has issued few updates on the Chicago project since it won the contract last June. Save for an image of a tunnel boring machine gantry that was shared on Twitter; the tunneling startup has been quite silent about the progress of its preparations for the high-profile project. Earlier this month, though, Teslarati photographers Pauline Acalin and Tom Cross were able to snap more images of the TBM gantry being built for the Chicago transport line. What’s more, sophisticated equipment in the same site also suggests that a large machine — possibly The Boring Company’s new TBM — is under construction.
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- The Boring Company’s site for the assembly of its TBM gantry and its next-generation boring machine. [Credit: Pauline Acalin/Teslarati]
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- The Boring Company’s site for the assembly of its TBM gantry and its next-generation boring machine. [Credit: Pauline Acalin/Teslarati]
The Boring Company’s construction site for its gantry and TBM. [Credit: Pauline Acalin/Teslarati]
During the Boring Company’s information session earlier this year, Elon Musk described the design of the startup’s tunnel boring machines. According to Musk, Godot, the company’s first TBM, is a conventional tunneling machine. Line-Storm, which was announced by Musk on Twitter last October, would be a hybrid, with parts from conventional boring machines and custom hardware designed by the company. Thanks to its hybrid nature, Line-Storm would be 2x faster than Godot. Proof-Rock, a third-generation TBM, will be developed entirely by the Boring Company, and it would be 10-15x faster than conventional TBMs.
It remains to be seen if the machine seemingly being assembled at the Hawthorne site is Line-Storm or Proof-Rock. That said, the Boring Company’s TBM for Chicago would most likely feature the startup’s most advanced tunneling tech yet. During the information session, Musk stated that the company’s boring machines, thanks to their electric nature (or partially-partially electric in the case of Line-Storm), the Boring Co’s machines are around 3x more powerful than conventional TBMs. The TBMs will be powered by Tesla batteries as well, eliminating the need for cabling in the actual tunneling site.
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- A TBM gantry under construction. [Credit: Pauline Acalin/Teslarati]
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- The Boring Company’s construction site for its gantry and TBM. [Credit: Tom Cross/Teslarati]
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- The Boring Company’s next-gen tunnel-boring machine seen in its early stages, October 5th. [Credit: Tom Cross/Teslarati]
The Boring Company’s construction site for its gantry and TBM. [Credit: Pauline Acalin and Tom Cross/Teslarati]
The Chicago-O’Hare line is the Boring Company’s most ambitious project to date, estimated to be more than 17 miles long and costing around $1 billion when it’s complete. The transport line would feature the Loop System, which utilizes electric pods designed to transport up to 16 commuters at a time. The pods, which would be constructed by Tesla Inc., are all-electric, and are capable of traveling up to 150 mph. Seemingly as a means to make the manufacturing of the Urban Loop pods quicker and more efficient, Tesla would be using the Model X chassis as a basis for the vehicles.
Apart from the work being done on the Chicago TBM gantry, as well as the apparent assembly of its next tunnel boring machine, The Boring Company is also hard at work in completing its Hawthorne tunnel, which is set for public showing this coming December 10. A prototype garage-elevator concept that connects directly to the Hawthorne test tunnels is also being built on a private lot at 120th Street and Prairie Avenue, roughly halfway in the company’s 2-mile Hawthorne test tunnel.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.
SpaceX has achieved an incredible milestone by launching its 11,000th Starlink satellite into orbit.
This accomplishment occurred during the Starlink Group 17-50 mission, which lifted off on August 19 at 04:01 UTC from Space Launch Complex 4 East at Vandenberg Space Force Base in California.
Falcon 9 launches 24 @Starlink satellites from California pic.twitter.com/UscpmAxDls
— SpaceX (@SpaceX) August 19, 2026
A Falcon 9 rocket carried 24 Starlink V2 Mini satellites on this flight, successfully deploying them into low Earth orbit approximately one hour after liftoff. The first stage booster, identified as B1097 on its twelfth flight, landed successfully on the droneship Of Course I Still Love You in the Pacific Ocean.
According to tracking data compiled around that date, this deployment brought the total number of Starlink satellites in orbit to just over 11,000.
The Starlink program began with test satellites known as Tintin A and B, launched on February 22, 2018. The first operational batch of 60 Starlink satellites followed on May 24, 2019, when a Falcon 9 rocket lifted off from Cape Canaveral. Those initial satellites marked the start of a rapid expansion that has continued for more than seven years.
SpaceX has conducted hundreds of dedicated Starlink missions since then, routinely launching batches of 20 to 30 satellites at a time using reusable Falcon 9 rockets. By mid-2026, the company had already surpassed 12,000 total satellites launched across all versions, with continuous replacements for units that deorbit as designed to manage space debris.
Looking ahead, SpaceX continues to expand the Starlink constellation to enhance global broadband coverage, capacity, and speed. The network already serves millions of users across more than 160 countries and supports applications ranging from residential internet to maritime, aviation, and emergency services.
Future plans center on next-generation hardware, including larger V3 satellites capable of delivering substantially higher throughput, which require the increased payload capacity of the Starship vehicle currently under development and testing.
In July, SpaceX submitted an application to the Federal Communications Commission seeking authority for a Gen3 constellation of up to 100,000 satellites. These spacecraft would operate in very low Earth orbit shells at altitudes near 325 kilometers and 475 kilometers. The filing requests use of existing Ku, Ka, V, and E band spectrum along with new greenfield W and D band frequencies between 92 and 275 GHz.
SpaceX states that the expanded system aims to deliver multi-gigabit symmetrical broadband to consumers, enterprises, governments, and billions of AI-powered devices worldwide while handling a majority of global internet traffic. Approval and subsequent deployment would depend on regulatory review and the operational readiness of Starship for high-volume launches.
This ambitious scale reflects SpaceX’s ongoing commitment to providing ubiquitous high-speed connectivity from space.
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
