News
SpaceX rapidly stacks Starship and Super Heavy with ‘Mechazilla’
For the second time ever, SpaceX has used Starbase’s ‘Mechazilla’ tower and arms to stack a Starship upper stage on top of a Super Heavy booster.
This time around, though, SpaceX clearly learned a great deal from its second February 9th Starship stack and was able to complete the stacking process several times faster on March 15th. During the second attempt, depending on how one measures it, it took SpaceX around three and a half hours from the start of the lift to Starship fully resting on Super Heavy. With Stack #3, however, SpaceX was able to lift, translate, lower, and attach Starship to Super Heavy in just over an hour.
Oddly, SpaceX managed that feat without a claw-like device meant to grab and stabilize Super Heavy during stacking operations. For Stack #2, all three arms were fully in play. First, a pair of ‘chopsticks’ – giant arms meant to grab, lift, and even recover Starships and boosters – grabbed Ship 20, lifted it close to 100 meters (~300 ft) above the ground, rotated it over top of Super Heavy, and briefly paused. A third arm – known as the ship quick-disconnect or umbilical arm – swung in and extended its ‘claw’ to grab onto hardpoints located near the top of Super Heavy. Once the booster was secured, the ‘chopsticks’ slowly lowered Ship 20 onto Booster 4’s interstage and six clamps joined the two stages together.
A few hours after the two were clamped together, an umbilical device located on the swing arm extended and connected to Ship 20. It’s unclear if the panel was actually used in any way but the umbilical is designed to connect Starship to ground systems to supply propellant, power, communications, and other consumables. Regardless, the device did appear to connect to Starship. Prior to Stack #3, however, SpaceX removed both of the swing arm’s ‘claws,’ meaning that it had no way to grab onto Super Heavy. That diminished capability clearly appeared to have zero impact on the ease or speed of the stacking process given that it was completed a full three times faster than Stack #2.
That could imply that the claw is either completely unnecessary or only needed when attempting stacking operations in extreme winds. What is clear is that the claw removal likely only shaved a handful of minutes off of the full stacking process. What really saved time on Stack #3 was a faster lift and fewer pauses throughout – especially while lowering Starship the last several meters onto Super Heavy. During Stack #2, SpaceX took close to an hour and a half to fully lower Ship 20. The same sequence took just ~20 minutes during Stack #3.
Still, after the impressively rapid one-hour stack, it then took SpaceX close to two hours to connect the swing arm’s umbilical to Starship, leaving plenty of room for improvement. Ultimately, assuming SpaceX can speed up the start of the stacking process and replicate its Starship success with Super Heavy, which will also need to be grabbed and installed on an even more complex launch mount, it’s possible that Starbase’s orbital launch integration system is already capable of supporting multiple Starship launches per day. Of course, SpaceX has yet to demonstrate that the orbital launch site can be turned around in a matter of hours after being subjected to the violence and stresses of a Starship launch.
More significantly, SpaceX has never even attempted an orbital Starship launch, recovery, or reuse. That leaves the company in the unusual position of building and testing expensive, specialized support equipment before it actually knows that the rocket that equipment is designed to support is in any way capable of taking advantage of it. For an orbital spacecraft the size of Starship, only the Space Shuttle comes anywhere close and NASA’s all-time record for orbiter turnaround was 54 days. SpaceX has technically flown two Falcon 9 boosters twice in 27 days but no matter how impressive that feat is, reusing a far smaller suborbital booster is vastly easier than reusing a massive orbital spacecraft.
At the end of the day, it’s not really SpaceX’s fault that it’s still waiting for permission to attempt orbital test flights. Nonetheless, the growing gap in maturity between Starship and Super Heavy and the orbital launch site designed to support them continuously raises the risk that SpaceX will have to extensively redesign the rocket, its support equipment, or both if significant problems arise during orbital test flights.
Up next, there’s a chance that SpaceX could attempt to cryoproof Starship while on top of Super Heavy – or perhaps both stages at once. While SpaceX has performed more than half a dozen cryoproofs of Ship 20 and Booster 4 using the orbital launch site’s propellant storage and distribution system, it hasn’t fully tested the hardware needed to route hundreds of tons of propellant hundreds of feet into the air – essential for full-stack testing and launch operations.
Elon Musk
Tesla begins expanding Robotaxi access: here’s how you can ride
You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.
Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.
The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.
The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.
Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch
However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.
Many of the people Tesla initially invited, including us, are not local to the Austin area.
There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.
The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:
I just got a @robotaxi invite! Super excited to go try the service out! pic.twitter.com/n9mN35KKFU
— Ethan McKanna (@ethanmckanna) July 1, 2025
Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.
Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.
That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.
Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.
With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.
A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.
Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
Tesla begins expanding Robotaxi access: here’s how you can ride
Tesla analyst issues stern warning to investors: forget Trump-Musk feud
Tesla surges following better-than-expected delivery report
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