News
SpaceX ships Starship hardware from Florida to Texas to speed up production
After appearing unexpectedly at SpaceX’s Port Canaveral docks last month, several large pieces of Starship flight and manufacturing hardware were successfully shipped from Florida to Texas, arriving at the company’s Boca Chica build and launch site two weeks ago.
Previously discussed on Teslarati, the hardware transfer signals a significant shift in the development strategy for SpaceX’s next-generation Starship-Super Heavy launch vehicle. Most notably, SpaceX has chosen to prioritize Texas in the near term while the company’s Florida facilities instead aim for longer-tail milestones like the first Super Heavy-capable launch site and a new production facility located much closer to that launch site.
While the hardware SpaceX has sent over is relatively minor in the scope of producing a brand new Starship prototype, it will at least somewhat expedite the process thanks to the inclusion of what appears to be a completed propellant tank dome. Additionally, it’s possible that this December 8th hardware delivery will not be the last – a large amount of hardware remains at SpaceX’s Cocoa, Florida Starship production facility, including several ring sections and a nearly finished nose section, among a number of other parts.
As discussed last month, SpaceX has reportedly decided to more or less shutter its Cocoa facilities, transferring all permanent employees who wished to stay to Boca Chica, TX, Cape Canaveral, FL, or Hawthorne, CA facilities. SpaceX’s Starship presence in Florida is in no way done but it does sound like it’s in for at least several months of downtime.
“According to former Cocoa employee that spoke to reporter and channel creator Felix Schlang, SpaceX has reportedly transferred up to 80% of the Starship facility’s workforce to other groups in Florida and Texas. Instead of the friendly internal competition that pitted Cocoa against Boca Chica in the race to first Starship flight, SpaceX is temporarily slowing down its Florida build operations and will redirect as much of its workforce and resources as possible to Boca Chica.
Schlang’s source says that this will likely result in several months of relative downtime in Florida, while he was also told that Starship Mk2 and Mk4 are now effectively dead before arrival as a result of several challenging and reoccurring technical issues. Starship Mk2 likely shares some significant heritage with Starship Mk1, which lost its top during a pressure test. Roughly two-dozen steel Starship Mk4 rings may also be scrapped after SpaceX’s Florida team could not overcome a technical hurdle. Per the source, many of those single-weld steel rings were slightly different diameters, making it next to impossible to build a sound pressure vessel (i.e. Starship Mk4) with them.”
Teslarati.com — December 2nd, 2019
In line with that, SpaceX loaded transport ship GO Discovery with two large steel mounts and a finished tank dome originally believed to be intended for Starship Mk4 and Florida Starship production in general. Those parts arrived in Texas around five days later on December 8th and were rapidly moved from Port of Brownsville to SpaceX’s Boca Chica production facilities.
The ring-like steel structures will likely take the place of (or complement) the concrete structures SpaceX used to mount and assembly Starship Mk1. Likely significantly lighter, steel ring mounts allow far easier access underneath for technicians and engineers while also being much easier to transport in the event that SpaceX wants to reorganize its Starship ‘factory’.
Since arriving at the Boca Chica build site, SpaceX stored the assembly rings off to the side while the Starship Mk3 tank dome (i.e. bulkhead) was situated more centrally. So much is going on at SpaceX’s Boca Chica facilities that it’s no longer easy to determine what is being worked on just from observing, but it’s clear that the employees are working around the clock to prepare for Starship Mk3 assembly.
One or two new tank domes in various states of production are visible, contractors are constructing a warehouse-sized sprung structure (i.e. tent), and technicians are working to refine improved methods of forming the cylindrical steel rings that make up most of Starship. It can’t yet be said that Starship Mk3 has truly begun to take shape, but it’s clear that the goal is to ensure that the process is dramatically faster than it was with Starship Mk1, which took at least half a year to go from first ring stacking to pressure testing.
It’s safe to say that 2020 is going to be an incredibly busy and productive time for SpaceX’s next-generation rocket.
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Investor's Corner
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Legendary investor Ron Baron says Tesla and SpaceX stock buys will continue
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
