News
SpaceX Starship factory churning out new rocket parts with Elon Musk's help
SpaceX’s South Texas team of Starship engineers and technicians – including CEO Elon Musk himself – are working around the clock to manufacture hardware that will likely become the company’s next Starship prototype in the near future.
Over the last few days, SpaceX has made quick progress churning out shiny steel rings and wrapping up propellant tank domes – the next round of full-scale Starship hardware. To better build the first flight and orbit-capable prototypes, not to mention hundreds or even thousands of Starship spacecraft and Super Heavy boosters in the years to come, SpaceX teams and contractors have spent the last two months aggressively expanding the company’s Boca Chica, Texas facilities. In fact, the very same company that built Tesla’s newest tent-based Model 3 assembly line – Sprung Instant Structures – has erected part of a massive, new Starship factory.
Finally giving the company’s grizzled South Texas team a large, climate-controlled space to work from, CEO Elon Musk has also been spending more and more time at SpaceX’s upgraded Boca Chica facilities. Most recently, the executive gave Twitter followers the first official glimpse inside one of the new Starship production tents, revealing several giant spacecraft parts in various stages of completion. It’s currently unclear what the destiny of that new Starship hardware will be, but a few recent clues seem to point in one specific direction.
Yeah, we just finished two more propellant domes. SpaceX team & supporting suppliers are doing amazing work ramping Starship production.— Elon Musk (@elonmusk) January 22, 2020
On January 10th, SpaceX intentionally – and largely successfully – ‘popped’ a Starship propellant tank to determine the quality of partially-upgraded manufacturing and assembly techniques. Built in just two weeks, Musk revealed shortly after the test that the baby Starship tank – filled with water – had made it to 7.1 bar (103 psi) before bursting.
While fairly meaningless on its own, it apparently means that the test tank survived well past the pressures Starships will need for orbital flight, although it only managed a safety margin of ~18%. To be fully flightworthy, Musk says that SpaceX wants Starship tanks to survive pressures of at least 8.5 bar (125 psi) – a margin of ~40% – before it considers the giant spacecraft safe enough for humans.
Given that the 7.1 bar the test tank reached is more than enough to support “orbital flight”, albeit with a less-than-optimal safety margin, it would be reasonable to assume that SpaceX would choose to immediately green-light the first flightworthy Starship spacecraft, deemed SN01 (serial number 01) by Musk. While that first prototype would thus be unable to launch humans and fulfill its ultimate goal as a Starship, it would give SpaceX experience building a second full-scale prototype (following Mk1) and give the company time to gradually upgrade its production facilities and manufacturing hardware.
Musk sketched out a number of possible improvements even before SpaceX tested its miniature Starship tank to destruction, indicating that “more precise parts” and an enclosed, wind-protected welding shop should be enough to raise Starship’s safety margin to ~40%. A step further down the road, Musk raised autogenous laser welding as a possibility for future production upgrades, although the advanced welding method would require a truly controlled environment and much more precise parts and manufacturing hardware.
In the last 24 hours, SpaceX has filed for a number of road closures for the highway adjacent to its Boca Chica Starship facilities, a sign that some form of rocket hardware transport and testing is imminent. As such, it now seems much more likely that SpaceX has decided to spend at least a few more weeks building and testing a second (and possibly a third) Starship tank prototype before kicking off the production of the next full-scale rocket.
Intriguingly, SpaceX has also received several large shipments of liquid nitrogen (LN2), a neutral cryogenic fluid often used to simulate cryogenic propellants without risking a massive explosion or fire. That LN2 wont last forever in SpaceX’s storage tanks, confirming that some form of cryogenic testing is imminent. The most likely explanation is that SpaceX is in the late stages of manufacturing a second tank prototype, soon to be shipped about a mile down the road to the company’s nearby test and launch facilities.
If SpaceX is planning to perform a burst test with liquid nitrogen, it will likely be quite the spectacle – much closer to Starship Mk1’s spectacular failure than the milder demise of the first miniature Starship tank. SpaceX has roadblocks scheduled every day for the rest of the week, so stay tuned to find out when exactly Starship’s next big test is expected.
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
