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SpaceX installs rocket-catching arms on Starship’s Florida launch tower
SpaceX has installed a pair of rocket-catching arms on a tower meant to support the first East Coast launches of its next-generation Starship rocket.
The company has been building the second of several planned Starship launch sites for more than three years. Ironically, work on that pad began before the company started building the pad that will actually support Starship’s first orbital launch attempts. Located a stone’s throw from the Gulf of Mexico in Boca Chica, Texas, the first iteration of SpaceX’s Starbase orbital launch site (OLS) is nearly complete and could host Starship’s orbital launch debut in a matter of months. SpaceX began constructing Starship’s Texas launch site in earnest in late 2020.
SpaceX broke ground on Starship’s first Florida OLS in late 2019. But the company went on to radically redesign the rocket and its ground systems, forcing it to entirely abandon about a year of work by the end of 2020. In late 2021, SpaceX finally began constructing the second iteration of Starship’s first Florida pad. OLS #2 is still colocated at Kennedy Space Center’s LC-39A pad, which SpaceX leases from NASA. Pad 39A is the only site currently capable of launching SpaceX’s Crew Dragon astronaut spacecraft or Falcon Heavy rocket, which has complicated its plans to use the same pad for Starship.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Because of NASA’s trepidation at the thought of a Starship failure indefinitely delaying SpaceX from completing its Crew Dragon or Falcon Heavy contracts for the agency, the company deprioritized Starship’s Florida pad, slowing progress. SpaceX has, nonetheless, made significant progress. In 13 months, SpaceX has created foundations, modified one of Pad 39A’s giant spherical tanks to store cryogenic methane, installed miles of plumbing, built and assembled a second skyscraper-sized Starship launch tower, installed the legs of the pad’s ‘orbital launch mount’ or OLM, installed a water deluge system at the base of the OLM, assembled most of the OLM’s donut-like mount offsite, constructed a new supersized storage tank, and delivered a forest of smaller storage tanks.
Most recently, SpaceX finished building a giant pair of steel arms, transported the arms to Pad 39A, attached them to a wheeled carriage, and installed the structure on Starship’s Florida launch tower. SpaceX employees have nicknamed the arms “chopsticks,” and those arms are integral to what CEO Elon Musk calls “Mechazilla”. Mechazilla refers to the combined launch tower and arms, which SpaceX has designed to grab, lift, stack, and fuel both stages of Starship.
Mechazilla’s simplest part is a third arm that is vertically fixed in place but capable of swinging left and right. The swing arm contains plumbing and an umbilical device that connects to Starship’s upper stage and supplies propellant, gas, power, and connectivity. The tower’s ‘chopsticks’ are far more complex. Giant hinges connect the pair of arms to a carriage that grabs onto three of the tower’s four legs with a dozen skate-like appendages. Those skates are outfitted with wheels, allowing the carriage to roll up and down tracks built into the tower’s legs.
The carriage, which also carries the complex hydraulic systems that allow its bus-sized arms to move, is connected by steel cable to a heavy-duty “draw works” capable of hoisting the multi-hundred-ton assembly up and down the tower. Once finished, the Florida tower’s arms will be able to precisely lift, maneuver, stack, and de-stack Starship and Super Heavy even in relatively windy conditions. At some point in the future, SpaceX may attempt to use its towers and chopsticks to catch Starships and Super Heavies out of mid-air and speed up reuse.
Set to be the largest, most powerful, and most capable rocket in history, Starship is primarily built out of steel and designed to be fully reusable. SpaceX has a long way to go to demonstrate that the 120-meter-tall (~390 ft) rocket can reach orbit, let alone be reused. In theory, though, Starship is meant to launch up to 150 metric tons (330,000 lb) to low Earth orbit (LEO) while still allowing for the recovery and reuse of its suborbital Super Heavy booster and orbital Starship upper stage.
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If SpaceX can achieve those figures, Starship will be the most capable rocket in history even with the major performance penalties that full reusability entails. Saturn V, the most capable rocket ever flown, was fully expendable and could launch up to 118 metric tons (~260,000 lb) into orbit.
Due to NASA’s concerns about the risks that Starship launches from Pad 39A could pose to SpaceX’s Falcon and Dragon operations at the same site, the company’s next-generation rocket may have to wait until 2024 or 2025 for its first Florida launch. With the first Florida Mechazilla now close to completion, it’s likely that Pad 39A’s Starship launch site will be ready and waiting as soon as NASA gives SpaceX the green light.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
