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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.
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.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
