News
SpaceX installs Super Heavy booster on launch mount with giant robot arms
SpaceX has transported the most powerful rocket booster ever assembled to its Starbase orbital launch site (OLS) and used giant robotic arms to install it.
It’s not the first such trip for Starship’s Super Heavy first stage in general, nor for this specific booster, which is known as Booster 7 or B7. Booster 7 first headed to the pad on March 31st and successfully completed two major cryogenic proof tests, but was then severely damaged during a subsequent structural stress test. After a few weeks of repairs back at the factory, B7 rolled to the pad a second time and completed a third cryoproof test and returned to the factory on May 14th, where it stayed until June 23rd.
After almost six weeks of additional work, Booster 7 rolled to the launch pad for the third time – possibly its last trip.
Even Booster 7’s first rollout wasn’t unprecedented, however. In September 2021, Booster 4 – an earlier prototype with fewer engines, less thrust, and several other differences – arrived at the launch site with 29 Raptor V1 engines installed. Over the next six months, SpaceX slowly finished the booster, conducted a handful of proof tests, and eventually performed three ‘full-stack’ tests with Starship S20. For awhile, SpaceX hoped to eventually fly B4 and S20 on Starship’s first orbital launch attempt, but that plan never came close to fruition.
Booster 4 was particularly underwhelming and never even attempted a single static fire despite having all 29 of its engines fully installed and encased inside a shell-like heat shield. Thankfully, Booster 7 appears to have a much better chance of at least attempting one or several static fires, even if there’s no guarantee that it will make it through that test campaign in good enough condition to support Starship’s orbital launch debut.
SpaceX used the six weeks Booster 7 spent back in a factory assembly bay to finish installing aerocovers, surfaces known as chines or strakes, car-sized grid fins, Starlink internet dishes, and – most importantly – 33 upgraded Raptor V2 engines. Combined, Booster 7 should be able to produce up to 7600 metric tons (~16.8M lbf) of thrust – 41% more thrust than Booster 4 was theoretically capable of. Crucially, SpaceX also finished installing Booster 7’s Raptor heat shield in the same period, completing in six weeks work that took Booster 4 more like half a year.
That is likely because testing Booster 4, for whatever reason, just wasn’t a priority for SpaceX. Preparing Booster 7 for static fire testing, however, is clearly a front-and-center priority in 2022. With its heat shield and all 33 Raptors installed, Booster 7 will be ready to kick off static fire testing almost as soon as it’s installed on Starbase’s orbital launch mount.
According to CEO Elon Musk, Booster 7 will start by igniting just one or a few Raptor engines. SpaceX has never ignited more than six Raptor V1 engines simultaneously and never tested more than three engines at a time on a Super Heavy booster. That plan could have easily changed, however. Either way, Super Heavy B7 will be treading significantly new ground. Even before actual static fires begin, Booster 7 will also need to complete one or more wet dress rehearsals (WDRs), a test that exactly simulates a launch but stops just before the moment of ignition.
If SpaceX attempts a full wet dress rehearsal, in which the booster would be filled with more than 3000 tons (~6.6M lb) of liquid oxygen (LOx) and liquid methane (LCH4), it would be a first for Super Heavy and just as big of a test of the orbital launch site. Booster 7 will also need to test out its autogenous pressurization, which replaces helium with hot oxygen and methane gas to pressurize the rocket’s propellant tanks.
Several hours after Super Heavy B7 arrived (for the third time) at the orbital launch site, SpaceX used two giant arms attached to the pad’s launch tower to lift the ~70-meter (~230 ft) tall rocket onto the launch mount. While Musk says that the ultimate goal is to use those arms to catch Starship and Super Heavy out of mid-air, their current purpose is to take the place of the tall and unwieldy crane that would otherwise need to be used to lift either stage. The arms are an extremely complex solution but they do allow SpaceX to lift, install, and remove Starship stages remotely and insulate those processes from wind conditions, which cranes are sensitive to.
Once fully secured by the mount’s 20 hold-down clamps, the booster will be connected to ground systems and SpaceX can prepare B7 to start the next stage of preflight testing as early as Monday, June 27th.
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.
The Tesla and SpaceX merger everyone is talking about is quietly building
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’
