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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.
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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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Elon Musk
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.
The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.
Introducing Liner Truck 3 — our latest fully electric tunnel vehicle.
– Tesla Model 3 battery and drive units
– Transports 22,000+ lb of concrete segments to the boring machine
– 28 miles of range
– 12 mph max operating speed
– Remotely piloted from Global OCC in Texas, with… pic.twitter.com/XB7FgSXnpy— The Boring Company (@boringcompany) August 7, 2026
The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.
The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.
The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.
It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.
SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.
Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.
SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles
The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”
When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.
The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.
None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.
News
The Boring Company’s newest Vegas Station has a permit quietly waiting behind it
Sahara Las Vegas opened a new Vegas Loop station, joining an exclusive two resort transit club.
Sahara Las Vegas opened a new Vegas Loop station Thursday, giving The Boring Company’s underground transit system its northernmost stop yet on the Strip. The station sits at Sahara’s Paradise Road entrance, on the southeast corner of Las Vegas Boulevard and Sahara Avenue, and connects riders to the Las Vegas Convention Center, other Strip resorts on the network and, eventually, Harry Reid International Airport.
The addition makes Sahara the second resort, after Fontainebleau opened its own station in January, to get a stop built at street level rather than tucked into the property itself. Sahara now joins Westgate as the only two Strip resorts offering both a Vegas Loop station and a stop on the Las Vegas Monorail, giving guests two separate ways to get around without leaving the property.
The Boring Company just doubled its tunneling power in Nashville
The bigger news buried in Thursday’s announcement is what comes next. Boring Company has already secured its first permit to tunnel north of Sahara Avenue, extending the network beyond where it currently ends, even though permits to push the Loop toward downtown Las Vegas still haven’t been granted. Crews are also working on a two mile dual tunnel line running from Westgate to a planned station at 4744 Paradise Road, just north of Tropicana Avenue, that Las Vegas Convention and Visitors Authority CEO Steve Hill has said the company hopes to open in time for November’s Las Vegas Grand Prix.
Ridership has grown alongside the buildout. The Loop moved roughly 82,000 passengers during CONEXPO in early March, a total the company highlighted on its own X account at the time, and the system has now carried more than 4 million passengers through 11 open stations since it began running in 2021. The airport connector tunnels, meant to give the Loop a direct link to Harry Reid, have slipped past their original first quarter target and remain under construction, with Boring Company director Mike Baier saying that a full opening is still a few months out.
For Sahara, the calculation is straightforward. Convention traffic drives a large share of Loop ridership, and a station at the property’s front door gives conventiongoers one more reason to book rooms on the Strip’s north end instead of closer to the convention center itself.
The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it
Elon Musk and SpaceX shrugs off the trading day Wall Street feared most
