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SpaceX churning out Starship Super Heavy booster parts ahead of first stacking
SpaceX is busy churning out dozens of steel rings for Starship’s first Super Heavy booster, the assembly of which CEO Elon Musk says could be just “a few weeks” out.
Significantly more than twice the height of Starship’s main propellant tank and engine section, Super Heavy boosters will stand an incredible 70+ meters (230+ feet) tall once complete – the same height or taller than an entire two-stage Falcon 9 or Falcon Heavy rocket. Unlike Starship, Super Heavy will have no conical nose section and will be built – like Starship tanks – entirely out of simple steel rings.
Each measuring 9m (~30 ft) in diameter and 1.8m (~6 ft) tall, SpaceX will need to stack some 38 of those steel rings to complete Super Heavy’s propellant tanks, interstage, and engine section. Impressively, SpaceX is making so much progress building Super Heavy subsections that the start of the first booster assembly will likely have to wait until a facility (“high bay”) tall enough is ready to stack them.

Thanks to handy labels affixed to each ring group and the watchful eye of local resident and photographer Mary (also known as BocaChicaGal), no less than six confirmed sections of the first Super Heavy booster (SH1) have already been spotted in Boca Chica. Ranging from two to four rings tall, the first of those ring sections was spotted on September 22nd, followed by another on the 28th.

Within the first few days of October, that doubled to four, five, and six confirmed stacks, as well as several more likely candidates with labels hidden from publicly accessible viewpoints. Additionally, Musk’s recent note that the liquid oxygen tank of Super Heavy boosters will have “longitudinal stiffeners” – also known as stringers – meant that a trio of five-ring stacks with said stringers were also candidates for Super Heavy #1.
Assuming one of those three five-ring stacks is reserved for the first functional Starship nose section, SpaceX may already have 30+ Super Heavy rings – of ~38 total – awaiting the completion of high bay construction.




Roughly 80 meters (~260 ft) tall, SpaceX’s Boca Chica high bay is essentially an enclosed gantry crane that will be used to stack and outfit Super Heavy boosters – the final steps of production. SpaceX and its contractors began building the high bay in early July and Musk says that the massive building is just “a few weeks” away from completion. As of October, the structure is essentially complete, as is the wall cladding. Roughly half of the building’s roof is also complete, leaving a small amount of work left before running power, HVAC, and plumbing is all that remains.


Unsurprisingly, the SpaceX CEO also says that the high bay will eventually be outfitted with a “giant gantry crane,” though Super Heavy booster stacking will likely begin before then. In the meantime, there’s a good chance that SpaceX will start stacking Super Heavy subsections in the existing Starship mid bay, hopefully leaving just a few big stacks in the high bay to complete the first booster.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.