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SpaceX’s first Super Heavy hardware is already being built at Florida Starship campus
Based on some basic analysis of recent photos of SpaceX’s East Coast Starship facility, situated in Cocoa, Florida, SpaceX has almost certainly begun fabricating and staging hardware that will eventually become part of the company’s first Super Heavy booster prototype.
This is by no means surprising but it does confirm the reasonable assumption that SpaceX is already working hard to ensure that the first Super Heavy booster(s) can be assembled as quickly as possible. Additionally, SpaceX appears to have started clearing brush in the process of preparing to transport the Florida orbital Starship prototype (“Mk2”) to SpaceX’s Pad 39A launch facilities, dozens of miles away.
Counting rings
The aforementioned “basic analysis” is more or less comprised of looking for and counting the massive steel rings that SpaceX has decided to build its Starships (and Super Heavy boosters) out of. By all appearances, SpaceX is doing nearly everything short of milling and preparing the raw materials (steel) internally. In Florida and Texas, giant rolls of stainless steel are delivered to the worksite by semi-truck, where SpaceX technicians prepare the rolls for sectioning (likely with a plasma torch or laser) and any necessary machining.
Intriguingly, SpaceX’s Texas and Florida teams are using different sizes of sheets – Florida has gone for taller segments while Texas uses rings that are a fair bit shorter ring, welding two rings together before installing each section on Starship. Florida’s rings are roughly 1.8m (6 ft; +/- 5%) tall.
In August alone, Cocoa has effectively doubled the height of the barrel section of its Mk2 orbital Starship prototype, jumping from 7-8 to 15 steel rings. The barrel section is now ~28m (90 ft) tall and Starship Mk2’s pointed nose section is still approximately 20-22m (65-70 ft) tall, adding up to a stacked height of 48-50m, approximately 10% shy of its final 55m (180 ft) height. Assuming that SpaceX hasn’t stretched Starship further since CEO Elon Musk’s September 2018 update, this leaves Starship Mk2 around 2-4 rings and a small nose cap shy of its full height (excluding legs).
Super Heavy rising
This brings us to even more recent views of SpaceX’s Cocoa Starship facility, taken on August 15th by local pilot Brian (Twitter: @flying_briann). A video from the flight offers an uninterrupted ~360-degree overview of the site, including glimpses of a surprising number of staged steel rings that have completed initial welding and are waiting for stacking and integration.
Two photos taken a bit less than two weeks ago provide a decent overview of SpaceX’s Cocoa facility. Of note, six staged rings are visible, as well as four additional rings in the form of two stacked sections of two rings. Those latter two sections (four rings) have since been stacked on Starship’s tank section, bringing it to its current 15-ring, ~28m height.
Despite the fact that Starship Mk2 appears to be just a few rings away from its final height, Brian’s August 15th overview revealed that no fewer than 11 additional rings (18m, 60 ft) are either staged or in the final stages of welding. Even if SpaceX has significantly stretched Starship over the last 10 or so months of design iteration, it seems exceedingly unlikely that Starship has grown by a full 10-12m (~20%).
Rather, these rings are probably the beginnings of SpaceX’s first Super Heavy booster prototype, a necessity before Starship can begin crucial orbital flight tests. Per the vehicle’s official 2018 specifications, Super Heavy will stand at least 63m (205 ft) tall before accounting for its landing legs/fins, requiring around 35 steel rings to complete its propellant tanks, interstage, and thrust structure.
According to CEO Elon Musk, Super Heavy will likely perform its first flight tests with approximately 20 Raptor engines, eventually arriving at a full 31-37 engines depending on the configuration. Musk also believes that Starship could be ready for its first orbital flight tests as early as December 2019, implying that SpaceX’s first Super Heavy prototype(s) could be fully assembled as few as 4-5 months from now.
In reality, 2020 is far more likely for both milestones, but Musk is not exactly well-known for his conservative schedule estimates.
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Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Elon Musk
SpaceX secures win as US labor board drops oversight case
The NLRB confirmed that it no longer has jurisdiction over SpaceX.
SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk.
The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.
In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.
As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”
The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing.
The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.”
In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.
SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments.
SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.
Tesla adds a new feature to Navigation in preparation for a new vehicle
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
