News
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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Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
