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SpaceX is building Starship’s East Coast launch site at a breakneck pace
After breaking ground on September 21st, SpaceX and construction contractors are working at a breakneck pace to complete the modifications necessary for the existing Launch Complex 39A pad to support East Coast Starship and Super Heavy launches.
SpaceX is simultaneously preparing two launch sites and two orbital-class Starship prototypes – Mk1 (Boca Chica, Texas) and Mk2 (Cocoa, Florida) – for their inaugural flight tests. Both pads and flight hardware appear to feature unique design choices and clearly have different strategic value, but one thing remains entirely consistent: SpaceX is not wasting time at either site.
Less than five days after SpaceX received its final construction permit and broke ground at Pad 39A, the company and its contractors have made quick work of clear the ground. Major earthmoving is well underway, concrete deliveries have already begun, and piles are being driven in a bid to quickly secure the proposed Starship launch mount’s foundation.
Per descriptions and drawings included in environmental assessments and water management documents published in August and September, SpaceX – already leasing and operating out of Pad 39A – intends to modify the NASA-owned Kennedy Space Center (KSC) facilities. Once complete, Pad 39A will be able to simultaneously support both Falcon 9/Heavy and Starship/Super Heavy launches. Per communications archived as part of St. Johns River Water Management District (SJR) permitting, SpaceX also needed NASA approval to attain the stormwater management permits needed to begin its Pad 39A modifications.
The fact that SpaceX has already broken ground guarantees that NASA and KSC have already given SpaceX full permission to do so, meaning that the path to complete Pad 39A’s Starship launch accommodations is nearly wide open. The only thing SpaceX still needs – assuming the company hasn’t already received approval – is one last major permit in the form of a positive National Environmental Policy Act (NEPA) environmental assessment (EA), the final draft of which was published on August 7th. SpaceX can technically continue construction but it will need to secure NEPA approval before it can begin any sort of Starship operations at the new facilities.
Meanwhile, although it’s pretty clear that a large portion of SpaceX’s Cocoa, FL Starship crew has been diverted to help with Mk1 in Texas, a skeleton crew continues to do what they can to prepare Starship Mk2 for its next major assembly milestones. Most notably, the prototype’s upper (top) tank dome was rolled out of the facility’s assembly building, a strong indicator that it’s nearly ready for installation atop Starship Mk2’s tank section. This will ‘cap off’ Starship Mk2, a milestone its sister ship reached on September 14th. As such, Mk2 is likely two or so weeks behind Mk1 after suffering delays at the hand of Hurricane Dorian and after CEO Elon Musk likely decided to prioritize Starship Mk1’s pre-presentation preparations.
Most importantly, a few local observers have noted and continued to document the process SpaceX will have to undertake to transport Starship Mk2 from Cocoa to Cape Canaveral – specifically Pad 39A. Several people realized that a nearby railroad bridge’s imminent construction could shortly block the path SpaceX was hoping to use to get Starship to the Indian River, where a barge could carry it the rest of the way to KSC. SpaceX likely has backup routes as options, but they would very likely require far more time and effort.
Time will tell if SpaceX can prepare Starship Mk2 in time to take its original transport route. By all appearances, if the prototype’s transport ends up being delayed, Pad 39A’s newly minted Starship launch facilities will likely be ready and waiting once the rocket arrives.
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Elon Musk
Elon Musk explains why Tesla’s 4680 battery breakthrough is a big deal
Tesla confirmed in its Q4 and FY 2025 update letter that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process.
Tesla’s breakthroughs with its 4680 battery cell program mark a significant milestone for the electric vehicle maker. This was, at least, as per Elon Musk in a recent post on social media platform X.
Tesla confirmed in its Q4 and FY 2025 update letter that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process.
Why dry-electrode matters
In a post on X, Elon Musk stated that making the dry-electrode process work at scale was “incredibly difficult,” calling it a major achievement for Tesla’s engineering, production, and supply chain teams, as well as its partner suppliers. He also shared his praise for the Tesla team for overcoming such a difficult task.
“Making the dry electrode process work at scale, which is a major breakthrough in lithium battery production technology, was incredibly difficult. Congratulations to the @Tesla engineering, production and supply chain teams and our strategic partner suppliers for this excellent achievement!” Musk wrote in his post.
Tesla’s official X account expanded on Musk’s remarks, stating that dry-electrode manufacturing “cuts cost, energy use & factory complexity while dramatically increasing scalability.” Bonne Eggleston, Tesla’s Vice President of 4680 batteries, also stated that “Getting dry electrode technology to scale is just the beginning.”
Tesla’s 4680 battery program
Tesla first introduced the dry-electrode concept at Battery Day in 2020, positioning it as a way to eliminate solvent-based electrode drying, shrink factory footprints, and lower capital expenditures. While Tesla has produced 4680 cells for some time, the dry cathode portion of the process proved far more difficult to industrialize than expected.
Together with its confirmation that it is producing 4680 cells in Austin with both electrodes manufactured using the dry process, Tesla has also stated that it has begun producing Model Y vehicles with 4680 battery packs. As per Tesla, this strategy was adopted as a safety layer against trade barriers and tariff risks.
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks,” Tesla wrote in its Q4 and FY 2025 update letter.
News
Even Tesla China is feeling the Optimus V3 fever
As per Tesla China, Optimus V3 is “about to be unveiled.”
Even Tesla China seems to have caught the Optimus V3 fever, with the electric vehicle maker teasing the impending arrival of the humanoid robot on its official Weibo account.
As per Tesla China, Optimus V3 is “about to be unveiled.”
Tesla China hypes up Optimus V3
Tesla China noted on its Weibo post that Optimus V3 is redesigned from first principles and is capable of learning new tasks by observing human behavior. The company has stated that it is targeting annual production capacity of up to one million humanoid robots once manufacturing scales.
During the Q4 and FY 2025 earnings call, CEO Elon Musk stated that Tesla will wind down Model S and Model X production to free up factory space for the pilot production line of Optimus V3.
Musk later noted that Giga Texas should have a significantly larger Optimus line, though that will produce Optimus V4. He also made it a point to set expectations with Optimus’ production ramp, stating that the “normal S curve of manufacturing ramp will be longer for Optimus.”
Tesla China’s potential role
Tesla’s decision to announce the Optimus update on Weibo highlights the importance of the humanoid robot in the company’s global operations. Giga Shanghai is already Tesla’s largest manufacturing hub by volume, and Musk has repeatedly described China’s manufacturers as Tesla’s most legitimate competitors.
While Tesla has not confirmed where Optimus V3 will be produced or deployed first, the scale and efficiency of Gigafactory Shanghai make it a plausible candidate for future humanoid robot manufacturing or in-factory deployment. Musk has also suggested that Optimus could become available for public purchase as early as 2027, as noted in a CNEV Post report.
“It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP. It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does,” Musk said during the earnings call.
Elon Musk
Tesla director pay lawsuit sees lawyer fees slashed by $100 million
The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.
The Delaware Supreme Court has cut more than $100 million from a legal fee award tied to a shareholder lawsuit challenging compensation paid to Tesla directors between 2017 and 2020.
The ruling leaves the case’s underlying settlement intact while significantly reducing what the plaintiffs’ attorneys will receive.
Delaware Supreme Court trims legal fees
As noted in a Bloomberg Law report, the case targeted pay granted to Tesla directors, including CEO Elon Musk, Oracle founder Larry Ellison, Kimbal Musk, and Rupert Murdoch. The Delaware Chancery Court had awarded $176 million to the plaintiffs. Tesla’s board must also return stock options and forego years worth of pay.
As per Chief Justice Collins J. Seitz Jr. in an opinion for the Delaware Supreme Court’s full five-member panel, however, the decision of the Delaware Chancery Court to award $176 million to a pension fund’s law firm “erred by including in its financial benefit analysis the intrinsic value” of options being returned by Tesla’s board.
The justices then reduced the fee award from $176 million to $70.9 million. “As we measure it, $71 million reflects a reasonable fee for counsel’s efforts and does not result in a windfall,” Chief Justice Seitz wrote.
Other settlement terms still intact
The Supreme Court upheld the settlement itself, which requires Tesla’s board to return stock and options valued at up to $735 million and to forgo three years of additional compensation worth about $184 million.
Tesla argued during oral arguments that a fee award closer to $70 million would be appropriate. Interestingly enough, back in October, Justice Karen L. Valihura noted that the $176 award was $60 million more than the Delaware judiciary’s budget from the previous year. This was quite interesting as the case was “settled midstream.”
The lawsuit was brought by a pension fund on behalf of Tesla shareholders and focused exclusively on director pay during the 2017–2020 period. The case is separate from other high-profile compensation disputes involving Elon Musk.
Elon Musk explains why Tesla’s 4680 battery breakthrough is a big deal
Even Tesla China is feeling the Optimus V3 fever
