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SpaceX preparing to assemble launch tower for Starship’s first Florida pad
SpaceX has slowly but surely begun the process of building Starship’s first Florida launch pad – including preparations for the off-site assembly of a second skyscraper-sized ‘launch tower.’
This is not the first time. Back in late 2019, SpaceX began work on a Starship launch pad located at NASA’s Kennedy Space Center (KSC) LC-39A pad, which the company already leased for Falcon 9 and Falcon Heavy launches. By the end of the year, some of the framework of the Starship launch mount was already visible and parts of a giant water-cooled thrust diverter arrived in early 2020. However, work on the pad effectively halted around the same time and entered a state of limbo as SpaceX redirected all of its Starship program on South Texas.
Only two years later did activity finally return. Musk revealed the restart on December 3rd, 2021 and within a matter of weeks, the remnants of the old Starship launch pad – now outdated – had been scrapped and removed, returning the site to a more or less blank slate. Since then, save for occasional long-distance aerial views, it’s been almost impossible to document progress but views from SpaceX webcasts of Falcon 9 launches out of Pad 39A have shown that the company is mostly focused on preparing foundations. However, in early February 2022, a flyover of a different SpaceX KSC facility revealed the first clear signs of preparation for pad hardware assembly.
While unassuming, the small sets of square foundations recently constructed at SpaceX’s new Roberts Road Falcon storage, refurbishment, and processing center are virtually identical to the foundations where contractors assembled the first Starship launch tower in South Texas. Each completed section – measuring about 12m (40 ft) long and wide and 18m (60 ft) tall – was then transported a few miles by road to the launch site, where a crane would stack them.
Roberts Road happens to be located about seven miles (11 km) away from Pad 39A, with a single paved, well-maintained road optimized for wide and tall loads standing between them. It’s clear, in other words, that SpaceX will build Pad 39A’s Starship launch tower at its Roberts Road facility and transport the sections to the pad for assembly. More likely than not, to avoid the regular disruption of Falcon launches, SpaceX will do the same with virtually all transportable pad hardware, including the tower arms and launch mount.
In fact, SpaceX has only developed about a third of the land it leased at Roberts Road. Just last month, development plans indicating that SpaceX intends to build two immense warehouse-like buildings to fill out the rest of the site were published by a local water agency. Based on their footprints, they would collectively have more covered floor space than the entirety of the South Texas ‘Starbase’ factory where all Starships are currently built. During a February 10th, 2022 update presentation, CEO Elon Musk confirmed that SpaceX will build and launch Starships out of Florida, all but guaranteeing that the new facility will be a massive new Starship factory.
In the last week, satellite imagery indicates that SpaceX has begun to level the unfinished portion of Roberts Road, likely paving the way for the start of foundation work in the near future. All things considered, it remains to be seen if SpaceX will truly replicate Starbase, Boca Chica at Kennedy Space Center or – much like how the company systematically upgrades its rockets – if the new Starship factory will represent a block upgrade with a wide range of improvements and refinements. Regardless, it won’t be long before Starbase East and the first of several East Coast Starship launch towers begin to take shape.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
