News
SpaceX’s rocket-catching ‘Mechazilla’ arms are almost ready to join Starship launch tower
Update: SpaceX has now lifted, flipped, and staged all three components of Starbase’s Mechazilla rocket-catcher, including two giant arms measuring some 36m (~120 ft) from tip to tower.
Currently hanging from both of SpaceX’s largest Starbase cranes, teams must now install massive steel pins to turn those three separate components – two arms and a carriage-like base – into an integrated structure ready for installation on the exterior of the first Starship launch tower. It’s unclear how long that might take but SpaceX is wasting no time and has already begun installing 12 ‘guide blocks’ that will allow the carriage and arms to slide up and down tracks affixed to three of four tower ‘legs.’
SpaceX has begun preparing its Starbase ‘launch tower’ for the installation of a pair of giant arms designed to lift, stack, and even catch Starships and Super Heavy boosters out of mid-air.
Deemed ‘Mechazilla’ by CEO Elon Musk, assembly of first of the structure’s three main arms only began in earnest in June 2021. That ‘quick disconnect’ (QD) arm – designed to fuel Starship and stabilize Super Heavy during Starship stacking – was installed on August 29th and followed by the addition of a claw-like appendage meant to grab onto boosters about a month later. Now, all that’s missing from Mechazilla’s first arm is the actual ‘quick-disconnect’ device that will connect to Starship’s umbilical panel to supply propellant, power, and communications links.
However, ever since Musk first hinted at the possibility of catching Super Heavy and Starship, the star of the Mechazilla show has always been its ‘chopsticks’ – SpaceX’s internal colloquialism for the pair of giant, moving arms meant to lift and catch rockets.
Prefabricated catch arm parts began to arrive at Starbase less than three months ago in the last week or two of July. Just a month later, the basic structure of both arms was practically complete, leaving another month for plumbing, wiring, and a number of smaller structural additions. Less than three months after the first parts arrived SpaceX lifted the catch arm ‘carriage’ – a sort of backbone that will hold both arms and attach to the launch tower – vertical to install it on a temporary jig.
Two days later, SpaceX lifted and flipped the first catch arm into the correct orientation with Starbase’s largest crane. To install both arms, though, it appears that SpaceX will need to have a second crane simultaneously lift and flip the second arm and move it into position so that a single giant steel pin can slot through both of their hinges. Perhaps because of the arrival of high winds on Sunday, the first (right) arm continues to hang from a crane just a few feet away from the arm carriage it will eventually be installed on, while the left arm has yet to move towards a second crane recently staged to lift it.
Ultimately, though, SpaceX is clearly ready to install both arms on the tower carriage. Once that process is complete, it appears that SpaceX will finish some minor carriage outfitting tasks before eventually installing the assembled carriage-and-arms structure onto the launch tower itself. It’s hard to say for sure but depending on the readiness of the complex system of pulleys and draw-works the tower needs to hold and move the carriage and arms, Mechazilla could effectively be fully installed and ready for testing by the end of the month. Stay tuned!
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
