News
SpaceX’s Starship/Super Heavy rocket needs a launch pad and work is already starting
According to SpaceX job posts published early this month, the company has already begun the process of looking for the engineer or engineers that will be responsible for preparing both Starship/Super Heavy and its prospective pad facilities for the rocket’s inaugural launches.
Per one of those posts, Starship/Super Heavy’s “initial launch capability” will be achieved at Kennedy Space Center’s historic Launch Complex 39A (also known as Pad 39A), a facility SpaceX has leased since 2014 and launched from since 2017. Originally constructed in the 1960s to support Saturn V, the largest operational US rocket ever built, Pad 39A spent another three decades supporting dozens of Shuttle launches until the latter was also retired, after which SpaceX took over the historic facility. Although SpaceX has specifically discussed plans to ultimately turn its South Texas outpost into a full-fledged orbital launch site, that will be an extremely slow and expensive endeavor and Pad 39A makes sense for several reasons.
Building rocket launch facilities is hard
Even though SpaceX has still tended to aggressively outperform its competitors and peers, the process of building a new launch complex from scratch is extremely challenging. For example, after SpaceX suffered a catastrophic failure of Falcon 9 at Pad 40 (LC-40) in September 2016, the company had to conduct extensive refurbishment and even tacked on some pre-planned upgrades. Still, a large portion of the pad remained intact, including the flame trench (with minor damage), hangar facilities, and more.
Ultimately, it took SpaceX more than 10 months and $50M to repair, rebuild, and upgrade LC-40. The biggest single ticket item was likely the new transporter/erector and its associated launch mount and water deluge system, followed by new plumbing and communications infrastructure throughout the pad. By far the most time-consuming and expensive process, however, is laying a foundation for the launch pad itself, most of which SpaceX was able to skip at Pad 40 after some relatively minor repairs and modifications.
Although Blue Origin is as tightlipped as space startups come, owner Jeff Bezos has indicated that the companies large-scale LC-36 pad – built from a clean slate – was part of an overall investment of “more than $1 billion”. That is split between LC-36, a new factory, and a more general-use campus in and around Cape Canaveral, Florida. Building a factory is even more expensive than launch facilities, so the overall cost of building LC-36 from scratch is likely somewhere between $150M and $300M, although it could be even more expensive.
LC-36 is being built for New Glenn, a rocket that will produce roughly 75% as much thrust as Falcon Heavy and ~25% as much thrust as Starship’s Super Heavy booster at liftoff. This is all to make a simple point: if SpaceX means to do so, building a new Super Heavy-class launch pad at Boca Chica is going to take a bare minimum of a year and $100M+ (assuming Blue Origin has been somewhat inefficient, as usual). SpaceX’s current setup is unambiguously dedicated to far lower-thrust Starhopper (and maybe Starship) test flights, whereas an orbital launch complex capable of surviving Super Heavy liftoffs would be at least 5X larger and involve extensive foundation-laying and far more concrete.
All things considered, it’s thrilling that SpaceX is already in the process of designing and – soon – constructing the launch complex (or add-on hardware) that will support the first suborbital and orbital launches of Starship and Super Heavy. Per the aforementioned Launch Engineer job post, it seems all but certain that visible work at Pad 39A could begin at any moment, regardless of whether SpaceX has plans to subtly modify the existing 39A facilities or build something entirely new within its borders.
According to SpaceX VP of Commercial Sales Jonathan Hofeller, “the goal is to get orbital as quickly as possible, potentially even this year, with the full stack operational by the end of next year and then customers in early 2021.” In short, Starship and Super Heavy-compatible launch facilities are going to be needed at 39A (and, eventually, Boca Chica) far sooner than later. Even if it’s likely that the vehicle development will suffer delays that could push Starship’s orbital launch debut into 2021 or beyond, launch pad design and construction is challenging and slow but still fairly predictable. and it is certainly better to be early than to be late. In short, the next 12 months are going to be wild.
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Investor's Corner
SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching
SpaceX reports earnings Tuesday as Wall Street watches AI spending, Starlink growth and Tesla merger
SpaceX reports third quarter results after the market closes Tuesday, with a webcast at 4:30 p.m. ET streamed on X, and Tesla follows a day later. Bloomberg consensus, cited by Pepperstone, calls for revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15. That would be about 65% growth from the second quarter and SpaceX’s first profitable quarter since its IPO. Analysts expect roughly $6.4 billion from AI and $4.9 billion from Starlink, which is projected to reach 14.3 million consumer subscribers. Capital spending is forecast at $19.6 billion, leaving free cash flow near negative $11.6 billion.
The numbers matter because SpaceX has spent months trying to win over a skeptical market. It priced its record IPO at $135, spiked to $225.64, then sank near $105 in early August. Friday’s close of $146.03 sits about 28% below the June high. The Q2 report beat on revenue at $7.8 billion and put Starlink at 12 million subscribers, but $18.4 billion of capex hurt the stock. Since then SpaceX reached orbit on Starship Flight 14 with 26 Starlink V3 satellites, agreed to buy 800 MHz spectrum for about $8 billion as part of its Starlink Mobile push, and signed a fourth compute hosting deal in four months worth roughly $13 billion a year from December. Management is targeting more than 2 gigawatts of compute by year end and a $100 billion annualized revenue run rate. Evercore ISI, which raised its target to $275, said the quarter may be judged more on those targets than the reported figures
All of this sits under the Tesla merger question. Barclays analyst Dan Levy expects an all stock deal in which SpaceX buys Tesla at a premium, using reference values of $2.1 trillion and $1.5 trillion, and said an announcement would need to come by late October or early November to be voted on at Tesla’s December 6 annual meeting. Barclays estimates Musk would hold about 37% of the combined company and 56% of the votes. Musk said in July that combining companies cannot be discussed on an earnings call, but an investor question asking when SpaceX will merge with Tesla is sitting on SpaceX’s Q&A platform, and Teslarati has tracked how the Roadster demo revived the talk.
If a deal happens, Tuesday’s result would effectively set the price Tesla holders would receive. Their shares would convert into SpaceX stock, along with exposure to a company with a heavy investment on AI, while Tesla itself expects 2026 capex above $25 billion. A strong quarter and calmer spending would make that exchange easier to sell. Another round of heavy capex and a falling stock would make it harder.
News
SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla
SpaceX president Gwynne Shotwell quietly followed Tesla on X, and merger watchers noticed right away.
SpaceX President and COO Gwynne Shotwell has started following Tesla’s official account on X, a small change that landed in the middle of a very loud merger conversation. Whole Mars Catalog joked about it on Sunday.
A follow is not an announcement, and neither company has said anything about a deal. What gives the moment weight is the timing. Barclays analyst Dan Levy has told clients that an agreement could come before Tesla’s annual meeting, which must be held by December 6, with SpaceX as the buyer in an all stock deal, as we reported after the Roadster unveiling. Wedbush’s Dan Ives has stuck with a 2027 timeline.
“Shit, I better start following their X account if i’m gonna be helping run the company”
— Whole Mars Catalog (@wholemars) October 18, 2026
Shotwell is the executive most worth watching if the two companies do move closer. When Musk was asked at the All In Summit why Tesla and SpaceX remain separate, Shotwell sat next to him and said SpaceX personnel had already moved into xAI to fill leadership and engineering gaps. The businesses were integrating “faster than I thought,” she said, though “not fully integrated yet.” Her responsibilities have also grown since SpaceX absorbed xAI, and she now oversees operations that include Grok and the company’s AI compute buildout.
The financial links are already there. Tesla’s $2 billion xAI investment turned into a stake of less than one percent in SpaceX, the two share the Terafab chip project in Austin, and Musk exercised his 2018 Tesla options a week after SpaceX began trading, a sequence analysts flagged as giving SpaceX public shares to use in a deal. Musk holds about 20 percent of Tesla and controls 85.1 percent of SpaceX’s voting power, according to our earlier breakdown.
The next test is close at hand. SpaceX reports its second earnings as a public company on Tuesday after the close, and Tesla follows on Wednesday. Musk told analysts in July that “we can’t talk about combining companies and that kind of thing on an earnings call,” so a direct answer is unlikely from either stage. Tesla shareholders can still submit and vote on questions through the Say portal until 4 p.m. EDT on Monday, and the merger is a recurring theme in the queue.
Elon Musk
Tesla Roadster owners to get “Flying Stunt Mode” and looping track access
Musk says Roadster owners can command the unveiling stunts autonomously, with a Texas looping track.
Elon Musk says owners of the new Tesla Roadster will be able to ask the car to perform the stunts Tesla showed at its unveiling, with the car doing the driving itself. Musk made the comment Saturday in a reply on X to tech blogger Robert Scoble, and he added a promise of a looping track at Tesla’s Texas headquarters.
Scoble had argued that the person in the Roadster is not really driving it. In his description, the driver operates a computer that tells another computer what to do, with steering, braking and acceleration all handled by wire. Musk answered, “True. You will be able to ask the Roadster to perform any of the tricks shown autonomously, as it will be sentient. Also, we will have a wild looping track (crazier even than Hot Wheels) at our Texas HQ where you can test out your Roadster.”
@Scobleizer True.
You will be able to ask the Roadster to perform any of the tricks shown autonomously, as it will be sentient.
Also, we will have a wild looping track (crazier even than Hot Wheels) at our Texas HQ where you can test out your Roadster.
— Elon Musk (@elonmusk) October 17, 2026
At the October 15 event outside Waco, the car drove up a curved ramp until it was upside down, flew off on cold gas thrusters, flipped and landed. It also hovered over a Cybercab, Cybertruck, Semi, Model Y and Model 3 while moving. As we noted in our breakdown of the three Roadster configurations, Musk said at the event that the car “literally is just going to puff itself up” to perform the maneuvers whenever an owner wants. Saturday’s reply adds that the car would run them on its own.
Tesla has described some of the hardware that would make that possible. The Roadster uses steer by wire with a yoke, and its cold gas thrusters rely on electric actuators for small adjustments in flight. A fan system under the car creates suction, which Tesla says is strong enough to hold it upside down, a setup we covered in our look at the Roadster’s fan system and thrusters.
Musk did not say when an autonomous stunt feature might arrive, how it would work, or what he means by sentient. He also gave no size, location or opening date for the Texas track. Production is planned for Giga Texas in 2027 or 2028, and Tesla says the car is not approved for public road use. The Rocket version, the one built to fly, is invite only.
The comment follows a week of Musk teasing the event, including his claim that the demo would be a banger, which we covered before the stream. Tesla reports third quarter earnings on October 21, and shareholders can submit and vote on questions through the Say portal until 4 p.m. EDT on October 20, according to our earnings Q&A preview. A question about autonomous Roadster stunts and the Texas track would be a quick way to get specifics from management.
SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching
SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla
Tesla Roadster owners to get “Flying Stunt Mode” and looping track access
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
