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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 has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
