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SpaceX's California Starship factory plans detailed ahead of permitting decision
SpaceX’s California Starship factory plans have been detailed in new documents published by the Los Angeles Board of Harbor Commissioners, one of the last big steps before a crucial permitting decision is made later this week.
First reported on February 1st, SpaceX has resurrected plans to build a Starship factory in Los Angeles, just 20 or so miles away from the company’s Hawthorne, California headquarters. SpaceX abandoned its lease of Port of Los Angeles Berth 240 in the spring of 2019, a decision made a handful of months after the company dramatically scrapped plans to build its next-generation rocket out of carbon-fiber composites. Now known as Starship and Super Heavy and radically redesigned to use steel for 99% of its structural elements, SpaceX has been building prototypes of the Starship upper stage for more than 14 months.
That work has been performed almost exclusively at Boca Chica, Texas facilities that have been in an almost continuous period of gradual expansion and upgrades since late-2018. Situated a few miles from the Mexican border on the southernmost tip of Texas’ Gulf Coast, Boca Chica is an exceptional location for orbital launches from the continental United States but is less than optimal when it comes to build (and more importantly) staffing a high-quality rocket factory. Since Starship prototype fabrication and integration was shifted almost entirely to Texas, SpaceX has had to send expert Hawthorne-based employees to Boca Chica for weeks at a time, often hitching a ride on CEO Elon Musk’s private jet. With a dedicated Port of LA Starship factory, life could be made much easier, cheaper, and – ultimately – better for everyone involved.
While its growth has been undeniably gradual, SpaceX is in the late stages of building an impressive manufacturing base around its Boca Chica launch facilities. As of Tuesday, February 17th, company contractors have effectively completed the shells of two massive ‘sprung structures’ (tents) that are already being used to house certain Starship fabrication, assembly, and integration operations.
Nearby, a separate group is in the late stages of constructing the primary structure of a ~50m (160 ft) tall Vehicle Assembly Building (VAB) with an even taller building also in the pipeline, both of which should allow Starship and Super Heavy stacking, welding, and outfitting to be done in a sheltered, partially climate-controlled environment. Additionally, SpaceX has delivered hardware needed to build a dedicated on-site waterjet shop, giving its Boca Chica outpost the ability to precisely fabricate its own metal parts.
According to SpaceX’s updated 2020 Port of Los Angeles regulatory documents, the company has major ambitions for its resurrected California Starship factory. In simple terms, it really does want to build a true Starship factory instead of something smaller or more specialized. Specifically, SpaceX wants Berth 240 to be able to independently form Starship’s steel rings, stack and weld those rings together, outfit integrated barrel sections with all necessary access ports, plumbing, and flight-related hardware, and build any number of other Starship parts (likely fins, legs, noses, etc.).
This time around, SpaceX would refurbish and reuse five aging structures already present at Berth 240, avoiding the potential hassle, delays, and cost of building an entirely new factory (as was previously the plan). It’s likely that SpaceX would eventually erect similar sprung structures on Berth 240’s empty lot, and it looks like the modified permit applications would even allow the company to build the same factory it previously proposed in addition to the new plans to reuse existing structures.
Although reusing abandoned buildings built a century ago will almost bring its own challenges, SpaceX’s tweaked approach does make it likelier (even if still improbable) that the company will be able to realize its ambitious goal of kicking off Berth 240 Starship production just a month or two from now. While not discussed in the permit, SpaceX’s new plans would presumably also involve shipping fully-completed Starship subsections (meaning just a few stacked steel rings at a time) from California to Texas, where Boca Chica workers would ultimately integrate those segments to form finished ships and boosters that can then be acceptance-tested and launched.
For now, though, SpaceX still has to reacquire its old Berth 240 lease and environmental permits before it can begin repairing existing structures and building out its prospective Port of LA rocket factory. Up next, the Los Angeles Harbor Commission will meet on Thursday, February 20th to hear several permit appeals, SpaceX’s included.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
