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SpaceX preparing giant crane to assemble Starship’s first Florida launch tower
SpaceX has begun staging and assembling parts of a giant crane it will soon need to stack Starship’s first East Coast launch tower and install other major launch pad components.
The presence of the base of that crane at SpaceX’s NASA Kennedy Space Center (KSC) Launch Complex 39A was visually confirmed by NASASpaceflight.com photographers during a weekly aerial tour of the area on June 3rd. Four days later, Teslarati photographer Richard Angle observed more major crane components on their way to Pad 39A, including the crane’s cabin.
More likely than not, the crane SpaceX or its contractor has begun assembling at 39A is a Liebherr LR 11350, the same kind of crane the company used to assemble Starship’s first orbital launch site and tower in South Texas. In fact, given how few LR 11350s there are in existence, it’s entirely possible that it’s the exact same crane. Assembly of that crane began around April 2021 and took a month and a half, at which point it was finally ready to lift an extended boom long enough to assemble a tower almost 500 feet (~150 meters) tall.
Pad 39A’s Starship launch tower is expected to be very similar to Starbase’s, although it will undoubtedly carry over numerous design changes thanks to lessons learned while building and outfitting the first tower. In fact, SpaceX has already assembled five of the nine individual sections that will eventually be stacked to form that tower, and one such change is already obvious. Instead of stacking each tower section as soon as its barebones framework is complete, SpaceX is taking a more methodical approach to its second launch tower. In an apparent attempt to limit the amount of work that needs to be done at Pad 39A itself, each of those segments is being thoroughly outfitted with secondary structures (ladders, doors, walkways, frames, raceways, etc.) before stacking.
SpaceX may even pre-install most of the thousands of feet of plumbing needed to connect a Starship to ground systems located around 90 meters (~300 ft) below it. Once stacked, each section – including all those partial propellant and gas lines – will still need to be joined together, but that process should be far easier than fully installing all the systems the tower needs to do its job. Outfitting Starbase’s launch tower, for example, took SpaceX around half a year and, to some extent, is still ongoing 11 months after the final stack. That likely explains why Starship’s 39A tower section assembly appears to be taking more time. With any luck, partially combining the outfitting and section assembly stages will significantly expedite final assembly, as far less work will need to be done at extreme heights or require a skyscraper-sized crane.
Through Starbase, SpaceX has already demonstrated the ability to stack a Starship launch tower from its unoccupied concrete base to its final height of ~145 meters (~475 ft) in about two months flat. While SpaceX will have to slalom its way around Pad 39A’s busy launch manifest, there’s no reason to believe that Starship’s first Florida launch tower won’t be stacked at least as quickly.
Aside from the arrival of crane parts, SpaceX has also made great progress on the Starship launch site itself. In the last few weeks, the company appears to have completed several significant concrete pours on the tower base. SpaceX has also installed all six of the pedestal-like orbital launch mount’s legs after months of foundation work. Elsewhere at Cape Canaveral, a different team has made excellent progress assembling the massive donut-like platform that will sit on top of those legs. Due to its extreme weight (possibly around 300 metric tons, per Elon Musk’s comments on the Starbase mount), the same LR 11350 crane will also be needed for that major installation milestone.
Plenty of parts are still missing, of course. Four tower sections still need to be assembled. Starship’s first Florida launch tower will need its own set of two ‘chopstick’ arms for lifting and (maybe) catching Starship and Super Heavy, as well as a third swinging quick-disconnect arm to connect Starship to ground systems. Aside from delivering several new tanks, SpaceX has also made no apparent progress on adding a massive methane propellant farm to Pad 39A, and it’s possible that the pad’s oxygen farm will also need to be expanded. Propellant storage has proven to be a major headache for SpaceX at Starbase.
Nonetheless, SpaceX is making great progress on most of the most difficult parts of Starship’s first Florida launch site, and there’s a good chance that just like its launch mount, work on the pad’s tower arms is already underway somewhere offsite. A great deal of work remains to be done but SpaceX is still well on its way to launching Starships out of Kennedy Space Center in the not-too-distant future.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
