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SpaceX’s Starship Super Heavy booster needs a custom assembly tower
SpaceX CEO Elon Musk has confirmed that Starship’s Super Heavy rocket booster will get its own tower-like vehicle assembly building (VAB) – and work on the structure may have already begun.
While the only visible work SpaceX has thus far completed on its next-generation Starship launch vehicle is related to the more complex and unproven upper stage of the rocket, its Super Heavy first stage (booster) is just as critical. For SpaceX, Starship was the perfect starting point, itself following on the footsteps of a largely successful multi-year Raptor engine development program. Substantially smaller than Super Heavy and requiring 5-10 times fewer engines, Starship serves as a testbed for an almost entirely new suite of technologies and strategies SpaceX is employing to build massive rockets out of commodity steel.
In recent months, particularly following the first successful pressure test of a full-scale Starship tank section in April, SpaceX has effectively proven that those uncharacteristically cheap and simple materials and methods can, in fact, build rocket structures that should stand up to orbital spaceflight. In theory, aside from the booster’s 31-engine thrust structure, the same methods and materials used to build Starships can be applied unchanged to manufacture Super Heavy. The booster’s almost unfathomable size, however, will necessitate its own dedicated assembly facilities.
While Starship itself is not exactly small at ~50m (165 ft) tall and 9m (30ft) wide, the Super Heavy booster tasked with launching the ship on its way to orbit will easily be the largest individual rocket stage ever built. Currently expected to measure 70m (230 ft) tall, Super Heavy – just the first stage of the Starship launch vehicle – will already be as tall as an entire Falcon 9 or Falcon Heavy and weigh roughly three times more than the latter triple-booster rocket when fully fueled. At liftoff, Super Heavy will produce more than triple the thrust of Falcon Heavy and double the thrust of Saturn V, the most powerful liquid-fueled rocket to reach orbit.
Thanks to the sheer size of the booster, SpaceX’s existing Starship-sized vehicle/vertical assembly building (VAB) is far too small for Super Heavy and is even too short to fully stack a ~50m Starship. SpaceX’s contractor of choice started assembling that VAB around January 15th and the facility was able to begin supporting its first Starship stacking and welding operations on March 2nd, just a month and a half later, with the structure fully completed by March 18th. As such, assuming the in-work foundation is as close to completion as it seems and SpaceX uses the same contractor for the next building, Super Heavy’s VAB could be ready to build the first massive booster prototype as early as July or August. Things could take a bit longer given that Musk says the booster VAB will be 81m (265 ft) tall, nearly twice the height of Starship’s VAB, but likely by no more than a few weeks.
That timeline meshes well with a senior SpaceX engineer and executive’s recent suggestion that the first orbital Starship launch attempt could still happen before the end of the year. Of course, for Super Heavy to become a genuine priority for SpaceX and receive the resources necessary to achieve that extremely ambitious goal, Starship will have to perform almost flawlessly during a series of increasingly challenging tests planned over the next few months. First up, SpaceX needs to finish repairing the launch pad after Starship SN4 exploded during testing and Starship SN5 needs to be transported to the pad to complete acceptance tests, static fire(s), and its first 150m (~500 ft) hop test. After that, SpaceX will either move on to a 2 km (1.25 mi) hop or a more ambitious 20 km (12.5 mi) flight designed to test Starship’s skydiver-like approach to landing.
If Starship SN5 or SN6 manage to complete those aforementioned tests, the horse may actually be in front of the cart for Super Heavy prototype production and Starship’s first orbital launch attempt.
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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
