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SpaceX tweaks Starship's Super Heavy rocket booster as design continues to evolve
CEO Elon Musk says that SpaceX continues to evolve the design of its next-generation Starship spacecraft and Super Heavy rocket booster, a process of continuous improvement the company has successfully used for a decade.
Designed to place more than 100 metric tons (220,000 lb) of payload into Low Earth Orbit (LEO), Starship would effectively double (and possibly triple) the expendable performance of SpaceX’s existing Falcon Heavy rocket. Critically, it would be able to dramatically outclass Falcon Heavy (and Falcon 9 even more so) in a fully reusable configuration, meaning that both the Starship upper stage and Super Heavy booster could be recovered and reused.
Since SpaceX first publicly revealed its next-generation launch vehicle and Mars ambitions in September 2016, the path to realizing the dream of a fully-reusable super heavy-lift launch vehicle has been decidedly windy. After making the radical decision to move entirely from carbon composites to stainless steel in late 2018, the Starship design has remained relatively similar, coalescing around a specific concept that has matured to full-scale tank tests. Now, Musk says that Super Heavy’s design was tweaked slightly to make the booster even taller than before, while he later noted that Starship’s design also continues to “[evolve] rapidly.”
According to Musk, the Super Heavy booster will be stretched by a steel ring or two, reaching a new height of ~70m (230 ft). In other words, Starship’s first stage alone will measure as tall as the entirety of a Falcon 9 or Falcon Heavy rocket – first stage, second stage, and payload fairing included. Powered by up to 37 Raptor engines, a Super Heavy booster could produce more than ~90,000 kN (19,600,000 lbf) of thrust at liftoff – an incredible 12 times as much thrust as SpaceX’s workhorse Falcon 9 rocket.
Starship, meanwhile, will be a beast of an orbital-class upper stage on its own, measuring at least 50m (165 ft) tall and weighing some 1350 metric tons (3 million lb) fully-fueled. Stacked on top of Super Heavy, a Starship ‘stack’ would reach a staggering 120m (395 ft) and weigh more than 5000 metric tons (11 million lb) once loaded with liquid oxygen and methane propellant.
In simple terms, Starship/Super Heavy should be the tallest, heaviest, and most powerful launch vehicle ever assembled once it heads to the launch pad for the first time. While SpaceX is making great daily progress its ever-growing South Texas rocket factory, built up from next to nothing in a matter of months, it could still be quite some time before that milestone is within reach.
SpaceX’s process of continuously tweaking and improving the design and production of its rockets does typically have that effect. However, it’s more a symptom of the company’s approach to hardware and software development. Instead of working slowly and carefully from nothing to a preconceived finished product, SpaceX typically seeks to design, build, and test the minimum viable product, gradually improving (or entirely replacing) past ideas, designs, and hardware until overarching goals are fully achieved.
With Falcon 9 and Falcon Heavy, this meant beginning with Falcon 1, a dead-simple proof-of-concept rocket. After successfully reaching orbit, SpaceX expanded its Falcon 9 development program, itself focused initially on the minimum viable product – a full-scale expendable rocket. Since Elon Musk founded SpaceX in 2002, the goal has always been to build a fully-reusable rocket – the company has simply chosen the far more sustainable and practical approach of tackling only a select few problems at a time.
The Starship and Falcon development programs aren’t directly comparable but it’s safe to say that Starship is currently still in the very early stages of hardware development. Shortly after revealing Super Heavy’s height growth, Musk noted that Starship’s design is also being tweaked.
Sketching out a rough series of upgrades that could feasibly be made to the reusable spacecraft’s currently design, Musk thinks that Starship’s conical tank domes (and thus Super Heavy’s, too) could be flattened. That might allow an extra ~3m (10 ft) of propellant tank space to be squeezed into the same 50m Starship length, improving performance by simply using the vehicle’s fixed volume more efficiently.
With a nascent factory quite literally churning out Starship hardware, these tweaks are a whole different animal. Thanks to data and insight gathered from testing actual full-scale Starship tanks, up to and including fully-assembled tank sections, SpaceX will be able to guide its continuous improvement with even greater precision, honing in on the next-generation rocket’s orbital launch debut.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
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Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
