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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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Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
