News
SpaceX begins installing ‘Mechazilla’ arms designed to catch Starship rockets
After a busy few weeks spent attaching Mechazilla’s two rocket-catching arms to a carriage-like backbone, SpaceX has begun the process of installing the integrated structure on Starbase’s ~450 ft (~135m) tall Starship ‘launch tower’.
Once complete, SpaceX will have created a first-of-its-kind launch tower designed to stack and manipulate Starships and Super Heavy boosters in far worse conditions than cranes can tolerate and catch both rocket stages out of mid-air. Referred to internally as ‘chopsticks,’ the giant pair of steel arms will join a third ‘quick disconnect’ (QD) arm tasked with stabilizing Super Heavy during Starship installation and feeding the reusable upper stage power, comms links, and some 1200 tons (~2.65M lb) of propellant.
Together, they will enable SpaceX to attempt Starship’s first orbital test flights and, perhaps one day, help the next-generation rocket launch in almost any weather and achieve unprecedentedly rapid reusability. But first, SpaceX needs to finish installing and rigging the massive structure.
Beginning on August 29th after less than three months of assembly, SpaceX installed Starship’s QD arm on the launch tower. About a month later, the QD arm was mostly finished off with the installation of a claw-like grabber meant to stabilize Super Heavy and is now only missing its namesake quick-disconnect (an actuating device that will connect Starship to the pad and rapidly disconnect at liftoff). Assembly of the last three major components of Mechazilla – a carriage-like structure and two giant arms – began in July and, much like the tower’s QD arm, wrapped up about three months later.
On October 6th, SpaceX began combining those three main parts by flipping the carriage – a bit like a spine and ribcage with ‘skates’ that attach to rails on the launch tower’s legs – vertical and staging it on a temporary support structure. Both ‘chopsticks’ were then flipped into the correct orientation and moved into position with separate cranes for installation on the carriage/backbone. From start to finish, that process took around 9-10 days and culminated with the installation of two giant cylindrical pins with built-in bearings on October 14th and 15th. By the 17th, both cranes had detached from the assembled Mechazilla arms and carriage were, leaving it precisely balanced against the support structure and more or less freestanding.
Just a few days later, after a last-second attempt on October 19th was called off as night fell, SpaceX tried again on the 20th and completed the first step of installing Mechazilla’s catch arms on the launch tower without apparent issue. Likely weighing several hundred tons, Starbase’s largest crane lifted the massive structure up and over an adjacent launch mount and then carefully inched it closer to the tower. Prior to the lift, SpaceX technicians staged 12 ‘skates’ on three of the tower’s four legs – two upper and two lower skates per leg.
Here's one with the QD arm back. If QD engaged, chopsticks can't get past. Elon said only need for "ship mate". Chopstick sequence:
1. Lift SH onto OLM
2. Rise, swing to side, lower, grasp SS
3. Rise above SH
4. Deploy QD arm and claw
5. Lower SS onto SH
6. At launch, open wide! pic.twitter.com/iRRfXQ5uEn— LunarCaveman (@LunarCaveman) October 1, 2021
Once the carriage was in the right position, workers were able to wrap its upper arms around the tower and began connecting the carriage to those skates with several more large pins. It’s unclear how much progress was made in the hours after the lift but it appears that the carriage has been attached to maybe four or five of six upper skates. Work continued well after nightfall, meaning that it will likely only take a few days to complete all 12 connections. However, even after all skates are installed, the carriage, arms, and skates will still be hanging by crane or winch.
To truly install the structure on the tower, SpaceX will have to finish installing and rigging thousands of feet of steel cable that – via a complex system of pulleys – will connect to powered ‘drawworks’ that will support the carriage and catch arms and lift the assembly up and down the tower like an elevator car. The catch arms and carriage will also need to be mated with a giant ‘cable carrier’ (already staged on the tower) that will connect the structure to ground and control systems.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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 buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
