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SpaceX installs Mechazilla ‘claw’ on Starship launch tower
In the latest chapter of SpaceX’s Starship launch tower chronicle, the company has rolled a claw-like component to the pad and attached the device to the end of the tower’s newly installed Starship ‘quick disconnect’ arm.
A couple months ago, as SpaceX’s newest Starship prototype and first orbital-class vehicle first started to come together, it became clear that the company was implementing a significant design change starting with Ship 20 (S20). Contrary to five years of official Starship/BFR/ITS updates in which the ship (second stage) was expected to connect to pad ground systems (power, propellant, gases, communications) through the booster (first stage), Starship S20’s umbilical panel was instead conspicuously installed on the exterior of the ship’s hull.
Later on, in an interview and tweets, it became clear that the move away from longstanding ship-to-booster umbilical plans was part of CEO Elon Musk’s latest crusade: moving parts and complexity from Starship and Super Heavy to the launch pad at any cost. As a result, rather than adding a little extra weight to Super Heavy and likely reducing total payload to orbit by a percent or two for an extremely simple, protecting umbilical solution, SpaceX would instead have to implement a massive swinging arm that would reach out from Starship’s launch tower to connect it to pad systems.
While it’s hard to say if that decision and the major design changes it’s entailed will prove to be the right move, what is undeniable is how rapidly SpaceX turned on a dime to build and install the extremely complex mechanisms required. Assembly of what has come to be known as Starship’s tower quick-disconnect (QD) arm really only began in early July. Less than two months later, the finished base of that arm was lifted around halfway up the ~145m (~475 ft) tall launch tower and affixed to two sturdy hinges.
Three weeks later, a new and initially mysterious structure SpaceX began assembling around August 20th has also been finished and installed at the end of the QD arm – adding an actuating tip and apparent stabilization ‘claw’ to the already massive swinging structure. Aside from a bit of plumbing and wiring, the only thing that arm now appears to be missing is the actual quick-disconnect umbilical panel that will allow it to temporarily connect to Starships to deliver power, propellant, and connectivity.
That quick-disconnect mechanism will likely sit directly on top of the brand new claw and stand several meters tall to span the gap between the top of Super Heavy and Starship’s umbilical panel. Two large, actuating arms at the bottom of the arm’s tip will be able to grab Super Heavy, stabilizing the massive booster during Starship installation. Once firmly installed on top of the booster, the claw’s missing quick-disconnect mechanism will then move in to connect to Starship.
Of course, the quick disconnect arm is just one of – and the most minor of – three massive ‘Mechazilla’ arms destined for the launch tower. Just a few hundred feet to the west, SpaceX is hard at work fabricating and assembling two far larger tower ‘catch’ arms and the cradle-like frame they’ll eventually attach to. While they will also give SpaceX far more flexibility to stack and manipulate Super Heavy and Starship in high winds and less than optimal weather conditions, the ultimate purpose of those arms is to catch Super Heavy boosters (and, maybe one day, Starships). According to a new contributor to NASASpaceflight forums, those Mechazilla catch arms could be installed as early as “this weekend or next week.”
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
