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SpaceX installs first ‘Mechazilla’ arm on Starship launch tower
One month after SpaceX stacked Starship’s South Texas ‘launch tower’ to its full height, the company has installed the first arm on what amounts to the backbone of ‘Mechazilla.’
At the end of July, after less than four months of work, a team of SpaceX workers and contractors installed the final prefabricated section of a ~145m (~475 ft) tall tower meant to support orbital Starship launches. Above all else, SpaceX’s first custom-built ‘launch tower’ is a sort of backbone or anchor point for several massive, mechanical arms that will accomplish the actual tasks of servicing – and, perhaps, catching – Starships and Super Heavy boosters.
Work on all three of the arms expected to make up what SpaceX CEO Elon Musk has described as “Mechazilla” has been visibly underway since the last week of June as a small army of welders carefully assembled dozens of sections of heavy-duty steel pipe into house-sized frames. Almost exactly two months later, SpaceX has installed the first of those three arms on the exterior of Starship’s skyscraper-sized launch tower.
Known as the tower’s quick-disconnect or QD swing arm, the standalone structure is reportedly designed to accomplish a few different tasks. First, as its unofficial name might suggest, the QD arm will hold a quick-disconnect umbilical connector that will temporarily attach to the base of Starships to load them with fuel, oxidizer, and other consumables and link them to ground power and networking. For years, it appeared that SpaceX planned to fuel Starship upper stages through their Super Heavy boosters, which will themselves be connected to umbilical panels on a table-like launch mount that sits beside the tower.
However, once work began on Starship S20, the first potentially space-capable prototype, it was clear that SpaceX had foregone the umbilical plate normally installed at the base of Starship skirts and moved that connection to the ship’s lower back. Musk later confirmed as much in interviews and tweets, revealing that longstanding plans to dock Starships aft to aft for in-space refueling were also up in the air. As of late, aside from reiterating that the launch pad itself (“Stage Zero,” per Musk) is even more complex and difficult than Starship or Super Heavy, SpaceX’s CEO has also repeatedly stated a desire to offload as many systems as possible onto the launch pad – seemingly regardless of the complexity of the alternative.
Enter the building-sized robot informally known as Mechazilla. While the relatively simple swinging ‘QD arm’ that will fuel Starship and stabilize both stages of the rocket is a common feature of rockets and launch pads, the only experience SpaceX itself has with umbilical swing arms is the Crew Access Arm (CAA) that allows astronauts and cargo to board Dragon spacecraft after Falcon 9 goes vertical – a structure with near-zero umbilical utility. Technically, the transporter/erectors (T/Es) that cradle Falcon rockets, lift them vertical, and fuel them before launch have some similarities with swing arms but SpaceX has always used simpler and more reliable passive mechanisms whenever possible.
A step further, though, SpaceX has also seemingly foregone the installation of a basic crane on top of its Starship tower and Musk himself has developed an almost infamous aversion to the inclusion of something as seemingly simple as landing legs on Super Heavy boosters – and, eventually, perhaps even (some) Starship variants. Instead of adding rudimentary legs to Super Heavy prototypes, Musk has seemingly pushed SpaceX to turn Starship’s launch tower into a complex, vulnerable, and fragile rocket recovery system. Beyond the comparatively mundane QD arm, Musk says that SpaceX will ultimately install a pair of massive house-sized steel arms mounted on a sort of external elevator. Those arms will apparently be capable of actuating and moving up and down the tower with the speed, precision, and reliability needed to quite literally catch Super Heavy boosters – and, eventually, Starships – out of mid-air.
The team tasked with designing and building those rocket-catching arms have affectionately deemed them “chopsticks” – a nod towards the kind of nuanced actuation they’ll need to recover the world’s largest rocket boosters and upper stages without missing or destroying them. Having really only just perfected propulsive vertical landing with Falcon 9 and Falcon Heavy boosters, SpaceX thus intends to throw a few extra points of failure into the mix.
To SpaceX and Musk’s credit, whether the company’s second attempt at catching rockets goes as well as the first, some version of the massive ‘chopstick’ arms SpaceX is working on was likely going to be necessary just to rapidly turn around boosters and Starships – and do so regardless (within reason) of weather conditions. By replacing a tower crane with giant arms, SpaceX will hopefully be able to stack Starship on Super Heavy (and Super Heavy on the launch mount) even in the high winds that are almost always present on the South Texas Gulf Coast. If SpaceX can also reliably catch boosters with those arms, it could be a significant upgrade for the operations side of Starship reusability. For now, though, only time will tell.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
