News
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.

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.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
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$19.99 USDThis officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
News
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Elon Musk
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.