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SpaceX begins Starship launch mount installation at historic Pad 39A in Florida
At the same time as SpaceX’s Boca Chica, Texas team is working around the clock to prepare Starship Mk1 for several major tests, the company is building a second dedicated Starship launch complex at Pad 39A and as of November 4th, that construction effort has reached a symbolic milestone.
According to photos taken by local resident and famed rocket and ship photographer Julia Bergeron on a bus tour of Kennedy Space Center (KSC), SpaceX has officially begun to install a large steel structure at Launch Complex 39A, a pad the company has leased from NASA since 2014. Known as a launch mount, the massive structure will one day support SpaceX’s first East Coast Starship and Super Heavy static fires and test flights.

At SpaceX’s Boca Chica, Texas Starship facilities, the company has already made a huge amount of progress fabricating and outfitting a brand new launch mount that will soon support Starship Mk1’s first propellant loading, static fire, and flight tests. The spartan steel structure looks different from anything SpaceX has built in the past for Falcon 9 and is equally unrecognizable alongside the renders of a finished-product launch pad included in an updated Starship launch video.
What is undeniable, nevertheless, is the speed with which technicians have taken the Texas launch mount from a group of unconnected, partially-finished parts to a nearly complete structure with the business half of Starship Mk1 installed on top. SpaceX workers have built the mount, completed a large amount of plumbing to connect it to nearby liquid oxygen, methane, nitrogen, and helium reserves, and installed Starship on the mount in less than two months. The final integration of different prefabricated pieces began barely a month before Starship was moved to the pad, as pictured below.


Two pads, two approaches
Although Boca Chica’s launch mount is quite large, based on Julia’s photos of Pad 39A, Florida’s nascent launch mount is going to be significantly bigger. The section that SpaceX began installing in the first days of November appears already be much taller than the mount in Texas, and it also looks more like a rectangular corner than anything resembling part of Boca Chica’s hexagonal structure.
At the same time, the apparent rectangular corner being worked on in Florida would be a much better fit for the partially-enclosed launch mount structure shown in SpaceX’s official 2019 Starship launch video.

This is all to say that it looks like SpaceX is taking significantly different approaches with its two prospective Starship launch sites, which should come as no surprise in the context of the Starship program. SpaceX is already competitively building multiple Starship prototypes at two separate facilities in Boca Chica, Texas and Cocoa, Florida, a competition that has already produced visible differences between Mk1 and Mk2 prototypes. There’s a good chance that SpaceX intends to preserve that competitive atmosphere with Starship’s launch facilities, not just the rocket itself.
Additionally, it’s clear that Texas and Florida currently serve very different roles in the actual testing of Starship prototypes. Boca Chica has been active in that regard for more than half a year, ranging from the first Starhopper static fire in April to Starhopper’s 150-meter test flight in August. Florida has been almost entirely focused on iterating the build process itself and has already prefabricated nearly two dozen single-weld steel rings that will soon become Starship Mk4.
A step further, SpaceX CEO Elon Musk has made it clear that he is pushing for Starship’s first orbital launch to occur in the first half of 2020, an incredibly ambitious target given that the first Super Heavy booster prototype has yet to begin fabrication or assembly of any kind. Regardless, with that ambitious target in mind, SpaceX still needs to try to build a launch facility capable of standing up to a vehicle more powerful than Saturn V unfathomably quickly.
Head in the clouds
More likely than not, SpaceX’s Pad 39A Starship facilities will (attempt to) be that launch facility. An August 2019 environmental impact statement revealed that SpaceX would avoid Pad 39A’s massive flame trench and instead build a separate water-cooled thrust diverter, a technology SpaceX is extremely familiar with.
The diverter will likely have to be larger than anything SpaceX has ever attempted to build and will take a significant amount of time and money to fabricate, but the approach could potentially allow SpaceX to build Super Heavy-rated launch facilities from scratch in just 6-12 months. Put simply, however, SpaceX is not going to want to build a Starship-sized thrust diverter and launch mount in Florida if it will almost immediately have to build a second, larger replacement big enough for orbital launch attempts with Super Heavy.

All things considered, it’s thus reasonably likely that SpaceX’s first draft of Florida Starship launch facilities will immediately jump to something sized for Super Heavy static fires and launches, even if that means it will take much longer to complete. If the pace of launch pad development in Boca Chica is anything to go by, it’s entirely possible that SpaceX will go from breaking ground at Pad 39A (mid-September 2019) to a more or less complete Starship-Super Heavy launch mount in roughly half a year.
Even if it takes more than a year to build, SpaceX could still be ready to attempt Starship’s first orbital launch well before the end of 2020.
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Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk
Elon Musk admits he was ‘clearly wrong’ about Anthropic
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
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Tesla analyst says Full Self-Driving is about to have its iPhone moment
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.