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SpaceX begins launch pad upgrades for Starship flight tests in Texas and Florida
Beneath the buzz of Starship Mk1’s glamorous wing installation, SpaceX has begun installing new launch pad hardware meant to support the spacecraft’s first flights, several components of which have been in Boca Chica for more than a year.
Simultaneously, SpaceX broke ground on a complimentary Starship launch facility on September 21st, an add-on to the existing LC-39A pad in Cape Canaveral, Florida and the probable site of Starship’s first Super Heavy-supported orbital launch attempts.
SpaceX’s Starship-related progress at Pad 39A was noted and photographed by Julia Bergeron on September 21st during one of the hour-long bus tours offered by Kennedy Space Center’s Visitor Complex (KSCVC). SpaceX has been staging hardware at the proposed location of its Pad 39A Starship launch mount over the last ten or so days and finally broke ground (i.e. actually moved earth) on Saturday, a likely indicator that the company was waiting on an official go-ahead or construction permit.
The work at 39A could take anywhere from a few dozen weeks to 6-12 months depending on how substantial the changes are and how permanent SpaceX wants the facilities to be. For the time being, SpaceX applications show a fairly minimal series of modifications, including a concrete pad, a steel launch mount and water-cooled rocket exhaust diverter, a methane farm and associated plumbing, extensions of existing oxygen/nitrogen/helium ground systems, and a few stormwater management-related items.
At the same time, SpaceX is planning to transport its Starship Mk2 prototype – currently staged at a Cocoa, FL assembly facility – several dozen miles to Pad 39A as early as this month, although October is looking more likely. It appears that SpaceX has diverted a large portion of its Florida Starship workforce to Texas in an attempt to expedite Starship Mk1 integration, but SpaceX Cocoa has already fabricated nearly two-dozen steel rings and is likely far ahead of Boca Chica on the road to the first Super Heavy prototype. Barring calamity, Starship Mk1 is nevertheless all but guaranteed to beat Mk2 to flight.
Entering ‘Phase 2’
Back in Boca Chica, Texas, SpaceX ground engineers and technicians are working to upgrade the site’s existing launch facilities, previously used to support an extremely fast-paced campaign of Starhopper wet rehearsals, Raptor static fires, and hops. Starhopper completed its second and final flight on August 27th and the low-fidelity prototype will be retired either as a monument or a static Raptor test stand. Although the existing pad hardware was more than enough for Starhopper, Starship is much larger and has new needs that demand a few upgrades.
Along the lines of its proposed Phase 2 modifications, partially pictured above, SpaceX delivered two massive, new propellant tanks (one for methane, one for oxygen) on September 19th and September 22nd. Somewhat fittingly, those tanks marked the first major rocket-related SpaceX movement in Boca Chica after a long period of inactivity, and their deliveries in July and October 2018 rekindled the excitement surrounding the company’s South Texas launch site.
It remains to be seen whether SpaceX will revamp its current pad with a full concrete foundation and the nature of the Phase 2 pad’s launch mount and water deluge is also unclear. However, the upgrades do appear to be minimal and should take no more than a few weeks to a few months. SpaceX CEO Elon Musk wants Starship Mk1 ready for its first flight tests as early as October 2019 and the company has filed for FCC communications permits that indicate a no-earlier-than (NET) date of October 13th.
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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.
The analyst’s updated note
Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker.
“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment.
“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote.
Tesla’s busy 2026
The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.
Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year.
Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.
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Waymo sues Santa Monica over order to halt overnight charging sessions
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities.
In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.
Nuisance claims
As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock.
Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.
Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.
“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.
Waymo pushes back
In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.
The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses.
“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated.
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Tesla FSD v14.2.2 is getting rave reviews from drivers
So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others.
The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.
Owners highlight major improvements
Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.
Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.
Closer to unsupervised
FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity
Waymo sues Santa Monica over order to halt overnight charging sessions
