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SpaceX’s fourth Starship prototype has begun to take shape in Florida
SpaceX’s Florida Starship team appears to have taken the first step towards assembling Starship Mk4, the fourth full-scale prototype of the next-generation spaceship.
Although SpaceX’s Boca Chica, Texas Starship campus is undeniably in the lead with their first prototype, Starship Mk1, it appears that the company’s Florida campus is far ahead of Texas with their second Starship prototype.
At the moment, SpaceX has set up two separate Starship build teams in Florida and Texas with the intention of creating a sort of internal competition to see which group’s Starships are first to flight and first to orbit. For the most part, it’s assumed that this “competition” is less a fight to the finish line than it is an A/B test, a common software development practice in which separate teams pursue different methods of achieving the same goals.
In the likely event that SpaceX is performing a radical form of A/B testing with rocket prototypes, both teams are continuously sharing best-practices and lessons-learned as they work to find the best possible methods for fabricating hardware and assembling Starships. Nevertheless, in A/B testing, fundamentally different approaches also tend to result in development schedules and final products that are unique, even if the end results are similar.
In the context of Starship, this is exactly what can be observed at SpaceX’s Florida and Texas facilities. Similarities abound in the radical method of en plein air manufacturing being implemented, while the Starship Mk1 and Mk2 hardware being built and assembled are also relatively similar, even if they have some distinct characteristics.
For example, it’s been observed that Starship Mk2 has almost certainly been constructed out of steel rings that are significantly taller than those used to assemble Starship Mk1. Taller rings meant that Mk2 needed fewer overall rings to reach the same height as Mk1, a fact that likely contributed to the impressive speed with which SpaceX’s Florida team was able to stack and weld most of Starship Mk2’s aerostructure.
Star(ship)fleet
According to SpaceX CEO Elon Musk, those similarities (and slight differences) are likely to continue for at least several more generations of prototypes. At a September 28th presentation and update on Starship, Musk revealed his opinion that Starship could be ready for its first orbital test flight(s) as few as six months from then – sometime in Q2 2020, give or take. To get there, Musk estimated that at least 5-6 Starship prototypes would need to be built in the interim.
Starship Mk3 will be built in Texas – in fact, the first ‘seamless’ steel ring may have already been fabricated at SpaceX’s Boca Chica facilities. According to Musk, Starship Mk4 will be SpaceX Cocoa’s second prototype. Based on John Winkopp’s October 17th drone overview, it appears that SpaceX’s Florida team has mounted the first steel Starship Mk4 ring atop a new work mount, potentially marking the start of Starship Mk4 assembly.
SpaceX’s Texas team has prepared at least one full-scale sample of a single-weld (‘seamless’) steel ring, perhaps the start of Mk1’s successor, Starship Mk3. Meanwhile, SpaceX Cocoa – seemingly at some kind of impasse with the final integration and assembly of Starship Mk2 – has churned out a huge number of similarly smooth steel rings, to the extent that Teslarati previously (and incorrectly) surmised that the first Super Heavy booster was being fabricated.
During Musk’s September 28th presentation, he effectively confirmed that the almost two-dozen steel rings hanging out on SpaceX’s Cocoa, Florida campus were almost certainly the beginnings of Starship Mk4. However, given the sheer number of rings present (23), the reality is that what could be the entirety of Starship Mk4’s cylindrical tank and thrust structure section is probably sitting outside in Florida, waiting to be stacked. Altogether, those 23 rings could reach a height of more than 40m (130 ft), potentially more than is actually needed for a Starship tank section.
Last but not least, local photographer and spaceflight fan Jon Van Horne captured what looks like a new Starship tank dome in work at SpaceX’s prospective Kennedy Space Center (KSC) build site, known as Roberts Rd. Given that Starship Mk2 already has two domes installed and a third and final dome staged and ready for installation, this fourth dome is very likely the first for Starship Mk4.
In short, SpaceX’s Florida team is probably weeks ahead of Boca Chica in the process of building a second full-scale Starship prototype. Of course, the ultimate winner of this mock competition isn’t Florida or Texas, it’s SpaceX’s Starship program as a whole.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
