News
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.”
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.Â
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.Â
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
