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
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.
Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
Ford CEO Farley says Tesla is not who to look at for EV expertise
