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SpaceX Starbase construction takes priority as next orbital Starship, Super Heavy pair come together
As SpaceX teams slowly prepare the first orbital-class Starship and Super Heavy booster for the next-generation rocket’s first full-stack launch, the company has simultaneously begun assembling a second ship/booster pair. However, it’s clear that orbital pad construction remains a priority.
Known as Ship 20 and Booster 4, the two stages of the first orbital-class Starship first arrived at the launch site in early August. Only eight weeks later has Starship S20 finally become the first of the pair to attempt and complete one of two crucial proof tests, opening the door for one or several Raptor static fires in the coming week or two. Meanwhile, Booster 4 has had all 29 of its Raptor engines installed, uninstalled, and reinstalled and twice been placed on and removed from Starbase’s orbital launch mount in the same time frame but has yet to attempt any proof testing.
Despite the apparent delays and challenges slowing Ship 20 and Booster 4’s test debuts and two plodding FAA reviews that appear all but guaranteed to preclude an orbital launch attempt in 2021, though, SpaceX has recently begun assembling a second two-stage Starship.
Save for Starhopper back in 2019, no Starship or Super Heavy prototype has spent nearly as long at the launch site without a single test as Ship 20 and Booster 4 have. To an extent, there have likely been some technical delays while assembling, outfitting, and working with two first-of-their-kind prototypes. Still, the difference between past vehicles like Starship SN15 and Super Heavy Booster 3 are so stark that some portion of the testing delays almost has to be a conscious decision made by SpaceX.
To be able to fully proof and static fire test Super Heavy B4, SpaceX first needs to plumb, wire, and outfit Starbase’s orbital launch mount and complete a majority of the orbital pad’s massive tank farm. However, the orbital pad and its many unfinished systems are situated just a thousand (~300m) east of the suborbital launch site and Starship test facilities, which are complete and ready for testing. To test a Starship at those facilities, SpaceX has to entirely clear the pad of personnel – now several hundred people at the peak of construction – for 6-12+ hours.
The implication is that SpaceX management effectively chose to rip off the bandage now rather than later, sacrificing timely testing of Starship S20 to allow a near-total focus on orbital pad construction and activation over the last ~8 weeks. It’s hard to say if that’s paid off but the fact that SpaceX has chosen this particular moment to begin assembling the next orbital-class Starship and Super Heavy suggests that a clearer plan is starting to come together.
B4/S20, meet B5/S21
Parts of Starship S21 and Super Heavy B5 have been floating around Starbase’s build site for weeks. There was a multi-week period, for example, where the site’s massive high bay was effectively unused – clearly a conscious choice given SpaceX’s history of Starship prototype production earlier this year and late last. Parts of Super Heavy B5 were likely ready for assembly (i.e. stacking) by mid to late August. The ‘mid bay’ used for Starship tank section assembly has been similarly underutilized for even longer – only recently accepting its first Starship S21 section after supporting assembly of the orbital pad’s final storage tank.
Instead, Booster 5 stacking began around September 15th. At the current rate of assembly, which has slowed down considerably in the last week, SpaceX’s second flightworthy Super Heavy could reach its full 69m (~225 ft) height as early as mid-October. Starship S20 likely won’t be far behind. Further, thanks to SpaceX’s preferred style of continuous improvement, Booster 5 and Ship 21 production already appear well on track to outpace Booster 4 and Ship 20. With B5, rather than installing a range of external equipment (avionics, wiring, plumbing) after assembly is finished, SpaceX appears to be completing some of those subsystems during stacking, potentially speeding up final assembly by 1-2+ weeks. With S21, SpaceX has begun outfitting the Starship’s nose cone with heat shield tiles far earlier in the assembly process than it did with S20.
Given that it has taken SpaceX the better part of a month to finish and spot-fix Starship S20’s heat shield since the prototype’s second trip to the test site, taking those lessons learned to heart and getting Starship S21’s heat shield installation right on the first try could cut weeks from final assembly.
In the meantime, after completing Ship 20’s first cryoproof test on September 29th, SpaceX will hopefully be able to kick off the first six-engine Raptor static fire test campaign within the next week or so. With any luck, the start of B5/S21 assembly also means that the orbital launch pad is nearly ready to support Super Heavy B4’s first proof tests, even if static fires with anything close to a full set of 29 Raptors appear to be weeks away. Regardless, it looks like it won’t be long before SpaceX will be juggling two pairs of orbital-class Starships and Super Heavy boosters.
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
