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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 starts rolling out FSD V14.2.1 to AI4 vehicles including Cybertruck
FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out.
It appears that the Tesla AI team burned the midnight oil, allowing them to release FSD V14.2.1 on Thanksgiving. The update has been reported by Tesla owners with AI4 vehicles, as well as Cybertruck owners.
For the Tesla AI team, at least, it appears that work really does not stop.
FSD V14.2.1
Initial posts about FSD V14.2.1 were shared by Tesla owners on social media platform X. As per the Tesla owners, V14.2.1 appears to be a point update that’s designed to polish the features and capacities that have been available in FSD V14. A look at the release notes for FSD V14.2.1, however, shows that an extra line has been added.
“Camera visibility can lead to increased attention monitoring sensitivity.”
Whether this could lead to more drivers being alerted to pay attention to the roads more remains to be seen. This would likely become evident as soon as the first batch of videos from Tesla owners who received V14.21 start sharing their first drive impressions of the update. Despite the update being released on Thanksgiving, it would not be surprising if first impressions videos of FSD V14.2.1 are shared today, just the same.
-->Rapid FSD releases
What is rather interesting and impressive is the fact that FSD V14.2.1 was released just about a week after the initial FSD V14.2 update was rolled out. This bodes well for Tesla’s FSD users, especially since CEO Elon Musk has stated in the past that the V14.2 series will be for “widespread use.”
FSD V14 has so far received numerous positive reviews from Tesla owners, with numerous drivers noting that the system now drives better than most human drivers because it is cautious, confident, and considerate at the same time. The only question now, really, is if the V14.2 series does make it to the company’s wide FSD fleet, which is still populated by numerous HW3 vehicles.
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Waymo rider data hints that Tesla’s Cybercab strategy might be the smartest, after all
These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.
Toyota Connected Europe designer Karim Dia Toubajie has highlighted a particular trend that became evident in Waymo’s Q3 2025 occupancy stats. As it turned out, 90% of the trips taken by the driverless taxis carried two or fewer passengers.
These observations all but validate Tesla’s controversial two-seat Cybercab strategy, which has caught a lot of criticism since it was unveiled last year.
Toyota designer observes a trend
Karim Dia Toubajie, Lead Product Designer (Sustainable Mobility) at Toyota Connected Europe, analyzed Waymo’s latest California Public Utilities Commission filings and posted the results on LinkedIn this week.
“90% of robotaxi trips have 2 or less passengers, so why are we using 5-seater vehicles?” Toubajie asked. He continued: “90% of trips have 2 or less people, 75% of trips have 1 or less people.” He accompanied his comments with a graphic showing Waymo’s occupancy rates, which showed 71% of trips having one passenger, 15% of trips having two passengers, 6% of trips having three passengers, 5% of trips having zero passengers, and only 3% of trips having four passengers.
The data excludes operational trips like depot runs or charging, though Toubajie pointed out that most of the time, Waymo’s massive self-driving taxis are really just transporting 1 or 2 people, at times even no passengers at all. “This means that most of the time, the vehicle being used significantly outweighs the needs of the trip,” the Toyota designer wrote in his post.
-->Cybercab suddenly looks perfectly sized
Toubajie gave a nod to Tesla’s approach. “The Tesla Cybercab announced in 2024, is a 2-seater robotaxi with a 50kWh battery but I still believe this is on the larger side of what’s required for most trips,” he wrote.
With Waymo’s own numbers now proving 90% of demand fits two seats or fewer, the wheel-less, lidar-free Cybercab now looks like the smartest play in the room. The Cybercab is designed to be easy to produce, with CEO Elon Musk commenting that its product line would resemble a consumer electronics factory more than an automotive plant. This means that the Cybercab could saturate the roads quickly once it is deployed.
While the Cybercab will likely take the lion’s share of Tesla’s ride-hailing passengers, the Model 3 sedan and Model Y crossover would be perfect for the remaining 9% of riders who require larger vehicles. This should be easy to implement for Tesla, as the Model Y and Model 3 are both mass-market vehicles.
Elon Musk
Elon Musk and James Cameron find middle ground in space and AI despite political differences
Musk responded with some positive words for the director on X.
Avatar director James Cameron has stated that he can still agree with Elon Musk on space exploration and AI safety despite their stark political differences.
In an interview with Puck’s The Town podcast, the liberal director praised Musk’s SpaceX achievements and said higher priorities must unite them, such as space travel and artificial intelligence. Musk responded with some positive words for the director on X.
A longtime mutual respect
Cameron and Musk have bonded over technology for years. As far back as 2011, Cameron told NBC News that “Elon is making very strong strides. I think he’s the likeliest person to step into the shoes of the shuttle program and actually provide human access to low Earth orbit. So… go, Elon.” Cameron was right, as SpaceX would go on to become the dominant force in spaceflight over the years.
Even after Musk’s embrace of conservative politics and his roles as senior advisor and former DOGE head, Cameron refused to cancel his relationship with the CEO. “I can separate a person and their politics from the things that they want to accomplish if they’re aligned with what I think are good goals,” Cameron said. Musk appreciated the director’s comments, stating that “Jim understands physics, which is rare in Hollywood.”
Shared AI warnings
Both men have stated that artificial intelligence could be an existential threat to humanity, though Musk has noted that Tesla’s products such as Optimus could usher in an era of sustainable abundance. Musk recently predicted that money and jobs could become irrelevant with advancing AI, while Cameron warned of a deeper crisis, as noted in a Fox News report.
-->“Because the overall risk of AI in general… is that we lose purpose as people. We lose jobs. We lose a sense of, ‘Well, what are we here for?’” Cameron said. “We are these flawed biological machines, and a computer can be theoretically more precise, more correct, faster, all of those things. And that’s going to be a threshold existential issue.”
He concluded: “I just think it’s important for us as a human civilization to prioritize. We’ve got to make this Earth our spaceship. That’s really what we need to be thinking.”
Tesla starts rolling out FSD V14.2.1 to AI4 vehicles including Cybertruck
Waymo rider data hints that Tesla’s Cybercab strategy might be the smartest, after all
