

News
SpaceX to replicate Starbase, build multiple Starship launch pads in Florida
Less than two weeks after CEO Elon Musk revealed that SpaceX has restarted construction of a Starship launch site at Kennedy Space Center’s existing LC-39A pad, NASA has revealed the company’s plans for an entirely different Starship launch site just a few miles to the north.
Known as Launch Complex 49 (LC-49) and located where NASA once considered building LC-39C, a third Saturn-class pad to match 39A and 39B, NASA now says that SpaceX aims to develop the site into a dedicated Starship launch pad. The plot of land NASA deemed LC-49 as recently as 2017 sits about 1 mile (1.6 km) northwest of NASA’s LC-39B Space Launch System (SLS) pad and 3 miles (5 km) northwest of LC-39A, which SpaceX has leased since 2014 and launched out of since 2017. Unlike 39A, though, SpaceX has a huge amount of work – and major environmental reviews – ahead of it to turn LC-49 into a site capable of launching a rocket more than twice as powerful as Saturn V.
As of today, “LC-49” amounts to a mostly arbitrary dotted line on a map. Situated a few thousand feet south of the lovingly named Mosquito Lagoon Aquatic Preserve and Canaveral Seashore National Park, the site encompasses a variety of wild wetlands and is fully undeveloped. While substantially wetter, the land SpaceX hopes to develop is actually quite similar to the site that now hosts Starbase’s Starship launch facilities in Boca Chica, Texas. Prior to SpaceX’s arrival, the area was empty coastal mudflats.
To turn such a fragile and unstable area into an orbital launch site, SpaceX trucked in thousands of tons of soil, which then sat in a pile for three years ‘surcharging’ or compressing the ground beneath it. Ironically, while SpaceX did build a relatively small suborbital launch site where it surcharged, the company has built the site’s first orbital Starship launch pad a bit to the east, where no such preparations were made. That bodes well for the speed with which SpaceX could potentially build LC-49 from nothing, though it will likely be significantly more of a challenge.
Because NASA’s proposed LC-49 site is effectively swamp and marshland, SpaceX will have to create the ground any planned Starship launch site will stand on. It’s possible that soil surcharging will be required – and potentially on an even larger scale than what SpaceX did in Boca Chica. However, given that SpaceX ultimately didn’t even use that surcharged land to construct the orbital half of the pad, it’s possible that SpaceX will again be able to make do with less time-consuming construction methods. If SpaceX does more or less replicate an orbital launch site similar to Starbase’s, the pad could be ready to launch just 12-18 months later. NASA and SpaceX will have to complete environmental reviews along the way but given planning work that NASA’s already done over the decades, it’s possible that SpaceX will be able to start building LC-49 well before that process – which could take one or several years – is complete.
No less intriguing is NASA’s implication that SpaceX is simultaneously preparing to expand a facility it leases elsewhere at Kennedy Space Center. Currently used to process and store Falcon boosters, fairings, and upper stages, SpaceX has been clearing a lot beside that hangar that’s about the same size as the entirety of Starbase’s South Texas Starship factory. The obvious implication: SpaceX intends to both build and launch Starships out of multiple Florida launch pads.
Just a few miles south, CEO Elon Musk says that SpaceX has restarted work on a separate Starship launch pad situated on Pad 39A grounds after halting construction last year to focus on South Texas. SpaceX chose to entirely scrap the unfinished launch mount it had built, clearing the site for the construction of a new and improved version of Starbase’s orbital launch site. Altogether, SpaceX is now simultaneously constructing two orbital Starship launch pads (one at Starbase and one at 39A) and planning for the construction of two or three more (a second at Starbase and at least one or two at LC-49).
News
Tesla Superchargers open to Lucid Air, but not without one key thing
Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.

Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.
Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.
Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk
All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.
Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.
Emad Dlala, Senior VP of Powertrain at Lucid, said:
“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”
Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.
As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.
Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.
Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:
- Ford
- Rivian
- General Motors (Chevrolet, GMC, Cadillac)
- Volvo
- Polestar
- Nissan
- Mercedes-Benz
- Hyundai
- Kia
- Genesis
- Honda
- Acura
- Aptera
Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
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