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SpaceX’s Starship Mk1 prototype heads to the launch pad – but why?
SpaceX has transported (half of) its Starship Mk1 prototype to its South Texas launch pad for the first time ever, signifying that the company is about to enter a major new stage of testing.
The move, however, raises the question: why is SpaceX transporting only half of Starship Mk1 to the launch pad?
Following SpaceX CEO Elon Musk’s September 28th presentation on Starship, the spacecraft prototype was partially disassembled, having essentially been mocked up to stand as a backdrop at the event. The impact was fairly minor, taking up no more than a few days of work, but Starship Mk1 remains in two large, separate pieces – a curved nose section and the ship’s cylindrical propellant tank and propulsion section.
A little over a month after Musk’s presentation, SpaceX technicians freed Starship Mk1’s lower tank section from a steel mount and temporarily installed the giant half-spacecraft on framework mounted to a Roll Lift transporter. SpaceX has consistently relied on Roll Lifts for the task of transporting Starship’s massive segments both around and between its Boca Chica, Texas build and launch facilities. This time around, only Starship Mk1’s lower half was loaded onto the transporter before being staged overnight near the main gate of SpaceX’s build site.
Although work continued throughout the night, around dawn on October 30th, transport activity restarted in earnest, with technicians preparing to move Starship. A road closure filed with Cameron County suggested that something would occur on the 30th, with followers speculating that Starship Mk1 would be transported to SpaceX’s South Texas launch pad. As it turned out, that speculation was correct, and (half of) Starship Mk1 was indeed moved to the launch pad and installed atop a new launch mount that was built from scratch in just a few months.
(Half a) Starship on the pad
While it’s undeniably thrilling to see Starship Mk1 head to SpaceX’s Boca Chica launch pad for the first time ever, it remains to be seen why exactly only half of the rocket was transported – no mean feat. Although a great deal of progress has been made over the last month outfitting Starship Mk1 with all the wiring, electronics, plumbing, and other subsystems the prototype will need to function, it’s plainly visible that a significant amount of work remains before Starship will be ready for integrated testing.
Most notably, as pictured above, the launch mount frame is certainly more or less complete, but most of the complex plumbing, wiring, and power equipment it will need to serve its function is not obviously present. There is admittedly a possibility that SpaceX will reuse the ‘quick disconnect’ umbilical ports used by Starhopper on Starship Mk1, but that remains to be seen.
Additionally, Starship Mk1 also has some level of work left before it will be ready for its first propellant loading test, let alone flight. Aside from a large amount of wiring and avionics that still needs to be partially run, harnessed, and connected, Starship’s main liquid oxygen and methane feedlines – needed to fuel the rocket – are largely complete but still unfinished.
There are at least a few obvious possible explanations for SpaceX moving the Starship Mk1 tank section to the launch pad in its partially-finished state. The easiest explanation is that SpaceX wants to perform leak and pressure tests of Starship’s tanks as early as possible, even if that involves testing the rocket without its nose (the host of Mk1’s batteries, power controllers, COPVs, pressurization tanks, and more). It’s not clear that Starship Mk1 is – at present – capable of performing a wet dress rehearsal (WDR), a common aerospace test where a rocket is fully fueled and counts down to launch without actually igniting.
Instead, SpaceX could potentially perform a pressure (or at least leak) test with a neutral gas (or perhaps liquid nitrogen) just to verify that Starship Mk1 is structurally sound before kicking off cryogenic propellant loading. Additionally, it’s possible that SpaceX could get around Mk1’s incomplete propellant feed lines by attaching pad umbilicals directly to the ends of the incomplete feed lines.
At the same time, it’s possible that SpaceX has decided to finish assembling Starship at the launch pad itself, hinted at when a local photographer captured a number of Mk1’s control surfaces and aero covers being moved around shortly after Starship was moved to the pad. Time will tell. For the time being, SpaceX has no more road closures scheduled (meaning no nose section transport) until November 7th and 8th, followed by another on the 12th.
Stay tuned to find out what transpires!
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
