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SpaceX begins assembling Starbase’s biggest manufacturing building yet
It might not look like much today but SpaceX has begun assembling what is set to become Starbase’s largest Starship manufacturing facility.
The structure, which has generally come to be known as Starbase’s ‘wide bay,’ was first teased by CEO Elon Musk in July 2021 and will be the fourth permanent assembly ‘bay’ constructed at Starbase – currently SpaceX’s sole dedicated Starship factory. The first, now known simply as the windbreak, is a triangular bay built in 2019 that is mostly unused but occasionally supports work on Starship nose assembly. Next, SpaceX built a larger ‘mid bay’ in the first quarter of 2020, out of which every Starship prototype and test tank since SN3 has been built.
A few months after the midbay was finished, SpaceX began constructing an even larger ‘high bay’ around 81 meters (265 ft) tall and 30 by 25 meters (100 by 80 ft) wide – about twice as tall and with twice the area, in other words. While the midbay was specifically optimized for assembling one or two Starship tank sections at a time, the high bay was designed to be large enough to fully assemble one Super Heavy booster (69m/225ft tall) and stack a Starship tank and nose section (50m/165ft tall) at the same time. The goal of SpaceX’s new ‘wide bay’ may be even loftier still.
Though SpaceX’s pace of Starship and Super Heavy assembly and processing appears to have slowed down significantly in the last few months, the company has still proven with Starships SN4-6, SN8-SN11, and SN15-16 that it can build large numbers of suborbital prototypes at the frankly incredible pace of 1-2 per month. With Super Heavy BN1, BN3, and BN3, SpaceX – to a lesser degree – has also demonstrated respectable booster prototype production, though none have flown and only one has completed any testing.
Nonetheless, as SpaceX works to complete Starship S21 and Super Heavy B5 and prepares to begin assembling S22 and B6 while Ship 20 and Booster 4 still sit – largely untested – at the launch site, Starbase’s existing production capabilities are already starting to outstretch its two main assembly bays. In other words, the purpose of SpaceX’s new ‘wide bay’ is almost certainly to double, triple, or even quadruple Starbase’s maximum vehicle production rate.
The wide bay’s dimensions have yet to be officially confirmed but based on aerial views of its foundation, it will measure roughly 50m (~165′) wide, 35m (~115′) deep, and 90-100m (~300-330′) tall, giving it more than twice as much usable floor space as the high bay. In theory, the high bay has enough space for SpaceX to stack 3-4 four Starship or Super Heavy tank sections at once. With more than twice the floor space, the wide bay should singlehandedly allow SpaceX to assemble 3-4 Super Heavy boosters, 4-8 Starships, or 2-3 boosters and 2-3 Starships at once.
At the absolute minimum, once fully outfitted, that means it could roughly triple the number of boosters or ships Starbase can fully assemble each month. Pictured below, there’s also a small but not insignificant amount of evidence (the small rectangles left of the wide bay foundation, bottom right, in the photo above) that SpaceX is completing additional foundation work that could double the wide bay’s floor space yet again. The second 50x35m structure those foundations seem to outline could be a wider midbay, a few-story ring assembly floor to augment Starbase’s tents, a 50x70m ‘high bay,’ or simply a more permanent space for general offices, workshops, storage, and other miscellaneous uses.
Stay tuned for updates on the massive structure’s construction.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
