News
SpaceX moving fast on Mars rocket development, BFR tent spied with more tooling
Photos taken by Teslarati photographer Pauline Acalin have confirmed that SpaceX’s massive Mars rocket fabrication tooling has been hiding in plain sight at the company’s Port of San Pedro tent facility.
Spotted inside the temporary structure thanks to open flaps and a human desire for a breeze amidst the warm Los Angeles springtime, the main cylindrical component is truly vast – large enough that the eye almost glazes over it at first glance. Dwarfing the humans clambering about it, very rough estimates using knowledge of the tent’s reported area (20,000 square feet) and size comparisons with machinery blueprints suggest a diameter of around 8-10 meters (26-36 feet), loosely conforming to the expected 9m diameter of BFR, as of CEO Elon Musk’s IAC 2017 update. Recently, however, President Gwynne Shotwell showed off an updated Mars rocket video at TED2018 that led to Musk hinting that BFR may have grown slightly since then.

SpaceX’s massive BFR manufacturing tool peeked out from the company’s Port-side tent facility. (Pauline Acalin)
- SpaceX’s BFR tent and mandrel, caught on April 14th. (Pauline Acalin)
- Like, really big. (Pauline Acalin)
The massive cylindrical structure teased by Musk earlier this month is most likely a mandrel, a tool that can be spun on its horizontal axis to weave predetermined structures. In the case of the Mars rocket mandrel, it will likely be used to carefully wind dozens or hundreds of layers of carbon fiber (known as prepreg), interspersed with layers of laminate and various epoxies and resins. It’s also possible, however, that the massive tool is instead a multipurpose mold and autoclave, where the composite layers would be lain on the inside of the cylinder, allowed to set, and eventually sealed inside and heat/pressure treated.
Images of the machinery are fairly ambiguous: they show a structure that could have connection points one might find on an autoclave, as well as what appears to be a thick and well-insulated internal wall. However, the external skin appears to be a relatively thin sheet of metal, which would point more towards a traditional composite mandrel, where certain sheets could be removed or modified as needed to create desired shapes in the composite while it’s being formed, less risky than machining a completed segment.
- Just a casual line of car-sized steel segments hanging around outside the BFR tent. (Pauline Acalin)
- While unclear, these are likely sections of a layup or mold that will be used to form BFR’s more complex composite components. (Pauline Acalin)
- Shown is the forward fuselage of the 787 on a mandrel for composite weaving and layup.(Boeing)
Perhaps even more interesting, a number of massive metal structures were spotted just outside of the tent. While it is unclear what exactly their purpose was, is, or will be, it’s more likely than not that they are components of a carbon composite mold or layup structure meant to deal with fabrication of certain Mars rocket and spaceship components with complex curves, versus the relatively simple cylinders that BFR and BFS are largely comprised of. Still, precedents exist in large aerospace composite manufacturing for the fabrication of structures with complex curves, most notably the nose and front sections of airliners like Boeing’s 787.
Finally, it’s worth noting just how shockingly busy the BFR tent was on both April 13th and 14th, as well as the 8th (the first day Pauline visited the facility). With upwards of 40 cars parked at the tent, it’s blindingly clear that SpaceX is not simply using the tent as a temporary storage location – alongside the arrival of composite fabrication materials (prepreg sheets, epoxy, etc) from Airtech International, SpaceX undeniably intends to begin initial fabrication of the first BFR prototypes in this tent, although they will likely eventually move the activities to the Berth 240 Mars rocket factory. That’s certainly not a sentence I ever expected to write, but it is what it is.
- Airtech supplies arrive at the BFR tent on April 14. Airtech is a composites supplier with a branch located just miles away from Port of San Pedro. (Pauline Acalin)
- Lots of cars at the BFR tent. This also provides a sense of scale for the tent’s absolutely massive access flaps. (Pauline Acalin)
- April 2018. (Pauline Acalin)
SpaceX’s giant, temporary tent currently housing the company’s BFR/BFS fabrication tooling while their permanent facility awaits construction a couple miles away. #SpaceX #BFR pic.twitter.com/a8Tj6QLmUz
— Pauline Acalin (@w00ki33) April 15, 2018
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Elon Musk
Elon Musk admits he was ‘clearly wrong’ about Anthropic
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
News
Tesla analyst says Full Self-Driving is about to have its iPhone moment
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Investor's Corner
NASA taps SpaceX to launch the telescope that could unlock new worlds
NASA’s Roman Space Telescope heads to orbit this August aboard SpaceX’s Falcon Heavy with massive scientific ambitions.
SpaceX is set to play a central role in one of NASA’s most anticipated science missions in years. The company’s Falcon Heavy rocket, currently the most powerful operational launch vehicle in the world, will carry the Nancy Grace Roman Space Telescope into orbit on August 30 from Kennedy Space Center in Florida. Roman is now in final preparations inside the Payload Hazardous Servicing Facility, where on June 26 technicians used a crane to lift the observatory into a specialized stand for fueling and pre-launch testing.
Roman is named after Nancy Grace Roman, NASA’s first chief of astronomy, whose career helped shape how the agency approaches space science.
NASA chose SpaceX Falcon Heavy because of Roman’s needs to reach a specific orbit far from Earth, well beyond where a standard Falcon 9 can deliver it. The Falcon Heavy, which first flew in 2018, has since become NASA’s go-to option for missions that need serious muscle without the cost and complexity of older launch systems.
Celebrating SpaceX’s Falcon Heavy Tesla Roadster launch, seven years later (Op-Ed)
Roman will carry a field of view at least 100 times wider than the Hubble Space Telescope, meaning it can photograph enormous swaths of the universe in a single shot rather than the narrow slices Hubble captures. That difference in scale is significant. While Hubble reshaped our understanding of the cosmos over 30 years, Roman is built to work faster and wider, surveying hundreds of millions of galaxies at once.
One of Roman’s most compelling capabilities is its potential to discover and photograph planets orbiting stars outside our solar system, and with enough precision to directly image planets that would otherwise be lost. That means scientists could study the atmosphere and surface characteristics of distant worlds rather than simply confirming they exist. Combined with Roman’s sweeping field of view, the telescope could detect thousands of exoplanets, and some of those planets may be in habitable zones where liquid water could exist. No telescope currently in operation has this level of power and capability. That capability alone could change what we know about other worlds, and perhaps finally answer the question: are we the only intelligent lifeforms in existence?
What Roman actually finds once it reaches orbit is an open question, and that is exactly what makes this launch worth watching.









