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SpaceX putting the finishing touches on Starship’s orbital launch pad
SpaceX appears to have begun tying up a number of loose ends at Starship’s first orbital launch site, potentially setting the stage for major rocket testing CEO Elon Musk has stated could begin next month.
The list of tasks started or completed in just the last week or two is significant and each one is singularly focused on similar goals: pave the way for SpaceX to finish testing the first orbital-class Starship and Super Heavy booster and prepare for the first orbital launch attempt of the largest rocket ever built. While SpaceX’s progress towards those goals over the last several months has been decidedly slow relative to the pace of similar work completed in the very recent past, the nominal timeline Musk recently sketched out suggests that things could once again start to happen at a dizzying rate.
Launch Tower
Kicking off a jam-packed two weeks of minor to major finishing touches, SpaceX rigged Starbase orbital launch tower’s rocket-catching arms to a system of pulleys, and ‘drawworks’ in a process known as “reeving.” Thousands of feet of rope were first threaded from up, down, and through the ~145m (~440 ft) tower to act as a temporary guide for the next step. Once fully rigged, anchored, and attached to the start of the steel cable actually meant to operate the system, the tower’s ‘drawworks’ was activated for the first time to reel in the guide rope – simultaneously installing the steel cable. By November 9th, the process was more or less complete, leaving the steel cable firmly attached to the tower’s giant rocket-catching arms and able to carry their significant weight.
Thanks Ralph and @StarshipGazer! Updated diagram below. pic.twitter.com/lUvcbshKGs— LunarCaveman (@LunarCaveman) November 10, 2021
SpaceX hasn’t quite finished installing those arms and does not appear to have picked up the slack in the cable that will eventually lift them up and down the tower, but the arm assembly’s first real move is likely just a few weeks away. Notably, a bit of scaffolding around the tower’s ‘legs’ still needs to be removed before the catch arms can freely roll up and down rails welded to their exteriors. SpaceX will also need to complete shakedown testing of the arms themselves, ensuring that the massive structures’ hydraulic, electrical, and mechanical systems are all working properly.
In the near future, those arms will be used to grab, lift, and install Super Heavy boosters and stack Starships on top of them, while SpaceX also hopes to eventually use them to catch boosters and ships out of mid-air. At least for the former role, a separate arm visible about halfway up the tower in the photo above will also be crucial. Known as the tower’s Starship quick-disconnect (QD) arm or claw, SpaceX has also made significant progress on the structure, practically completing it in the last few days.
Designed to fuel Starship and stabilize the top of Super Heavy with its claw, the Starship ‘QD arm’ is also able to swing left and right both to quickly back away during launches and to make room for the catch arms during rocket catches and ship/booster stacking operations. Last week, SpaceX technicians finished plumbing the arm, which requires thousands of feet of insulated steel tubes to connect to the pad’s propellant tanks. This week, on November 23rd, SpaceX installed the last major component of the arm – the actual quick disconnect (QD) mechanism that will connect to Starship to supply power, communications, and propellant.
A few small actuators likely still need to be installed and the QD mechanism itself will have to be fully connected to pad systems but the QD arm now appears to be more or less complete and should soon be ready to fuel Starships installed on top of Super Heavy boosters.
Launch Mount
Last but not least, SpaceX performed multiple tests of the pad’s ‘orbital launch mount’ – the giant, steel structure that will support Super Heavy, hold the booster down during testing and before liftoff, and supply it with thousands of tons of propellant. On November 21st, SpaceX completed the first of those tests, seemingly venting an unknown gas out of the mount. More likely than not, it was the first simultaneous test of all 20 of the mounts Raptor Boost engine gas supplies, which – having no need to reignite in flight – will rely on ground gas supplies for ignition. Each of Super Heavy’s 20 outer Raptor engines has a small umbilical and quick disconnect mechanism, resulting in what is likely the most mechanically complex rocket launch mount ever built.
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On November 22nd, the orbital launch mount’s booster quick disconnect panel actuated for the first time, showing off the first glimpse of how it will move forward to connect to Super Heavy after a booster is installed on the mount. To prevent its sensitive components from being practically incinerated each launch, the mount’s QD panel will also need to rapidly move away from Super Heavy just before liftoff.
Aside from simply avoiding direct impingement from the several-thousand-degree plume created by 29-33 Raptor engines at full thrust, that movement will also tie into some kind of hood, seamlessly actuating hatches that will close to truly protect the device. That hood was itself spotted for the first time on November 21st and will likely be installed on the launch mount and over the naked QD mechanism in the very near future.
Finally, over the last week or so, SpaceX has begun installing a number of new pipes on and around the launch mount, likely assembling a water deluge system that will help manage the extreme thermal and acoustic environment created by the most powerful rocket in history shortly before and after liftoff. When activated, a spray bar circling the mount’s full interior circumference will likely unleash several tons of water per second in a giant artificial waterfall, hopefully preventing Super Heavy from damaging itself with the sheer sound produced by its Raptor engines or violently eroding the surrounding pad or launch mount legs with its plume.
Ultimately, once all the tower, arm, and mount work described above is completed, the only obvious thing standing between the orbital launch pad and the first Super Heavy booster testing and first orbital Starship launch will be the delivery of liquid methane fuel, which could easily begin any day now.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
