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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)
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- SpaceX’s BFR tent and mandrel, caught on April 14th. (Pauline Acalin)
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- 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.
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- Just a casual line of car-sized steel segments hanging around outside the BFR tent. (Pauline Acalin)
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- 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)
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- 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.
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- 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)
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- Lots of cars at the BFR tent. This also provides a sense of scale for the tent’s absolutely massive access flaps. (Pauline Acalin)
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- 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
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
