News
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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News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
