News
SpaceX Starship launch pad upgraded as Elon Musk reveals rocket production milestone
SpaceX has begun to upgrade its South Texas Starship launch pad in anticipation of the completion of the next full-scale rocket prototype, photos of which CEO Elon Musk revealed just hours ago.
Working in parallel with efforts to repair damage caused by Starship serial number 1’s (SN1) violent February 28th test failure, SpaceX has managed to build, complete, and test an entirely separate ‘test tank’ and complete fabrication of a second full-scale Starship in a handful of weeks. Flexing the growing capabilities of the impressive Boca Chica, Texas Starship factory SpaceX has sprung up in just three months, the company is working around the clock to build not just one – but several – Starship prototypes simultaneously.
A successful March 9th tank test designed to prove a new thrust structure design managed to do just that less than two weeks after the same faulty part brought about Starship SN1’s demise. In the two weeks since that its test completion, SpaceX has been busy welding, stacking, welding, and stacking several separate sections of the next Starship prototype, known as SN3. Potentially a matter of days away from structural completion, focus has recently shifted to the launch pad the ship will be tested at. In the last few days, SpaceX technicians have begun to install a bizarre, new structural element on the mount Starship SN3 will be secured on top of, hinting at the goals of the rocket’s first test campaign.
Squeezing in alongside efforts to repair the propellant lines that run into the launch mount, upgrades began on March 24th as a SpaceX team worked to install what looked like an incredibly sturdy tripod (with four ‘legs’, of course). Thanks to familiar testing done with SpaceX’s most recent Starship tank prototype, the purpose of the launch mount’s newest appendage quickly became clear.
During the Starship SN2 tank’s thrust structure (‘thrust puck’, per Elon Musk) test campaign, SpaceX debuted the concurrent use of a beefy hydraulic jack to simulate the forces a Raptor engine static might produce. Capable of producing upwards of 200 metric tons (440,000 lbf) of thrust at full power, SpaceX will likely begin Starship static fire tests with a single Raptor engine. As soon as a Starship prototype completes one or several single-engine test fires, the plan is to install three sea level-optimized Raptor engines and repeat static fire tests.
Before that triple-engine static fire milestone, a first for the cutting-edge Raptor engine, SpaceX needs to verify that Starship’s thrust structure can stand up to the ~600 tons (~1.3M lbf) of force it will be subjected to during such a test. Sitting on a much smaller stand, Starship SN2 used a single hydraulic jack and temporary stand to simulate a single engine’s thrust. Starship SN3, sitting much higher above the ground, will need three jacks to simulate three Raptors.
As such, it looks likely that Starship SN3’s first cryogenic tank proof test – filling the vehicle with inert liquid nitrogen – will coincide with a second dedicated stress test of a Starship thrust structure, hopefully proving itself capable of surviving the force of three Raptor engines at full thrust. While orbital-class Starships will need three more vacuum-optimized Raptor engines, three sea-level engines are all SpaceX needs to begin flight tests with suborbital prototypes.
Based on an unofficial analysis of existing photos, it appears that every single major structural piece of Starship SN3 – excluding legs and fins – is nearing completion, even including the ship’s shiny nosecone. Likely to head to the launch pad for its first tests as soon as the tank section alone has been completed, just one stacking event remains before said tank section reaches its full height. Right now, both of those parts have been moved to a dedicated Vehicle/Vertical Assembly Building (VAB) and are probably no more than a day or two away from being joined*. Perhaps just a day or two after that milestone, SpaceX will likely transport the massive rocket to the launch pad to begin preparing for its first proof tests.
*Around 3am local time, SpaceX technicians stacked Starship SN3’s two main segments, completing its tank and engine section.
SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
