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SpaceX installs Starship booster on orbital launch mount for the third time
After several signs of imminent activity on Sunday, SpaceX has installed Super Heavy Booster 4 (B4) on Starbase’s lone ‘orbital launch mount’ for the third time.
Around 10am CST (UTC-6), SpaceX began retracting more than a dozen clamps that hold the 69m (~225 ft) tall Super Heavy – the largest booster ever built – to its transport and work stand. By 11:30am, Booster 4 was safely extracted from the stand and hovering above it as the lift team crossed their Ts and dotted their Is before proceeding. SpaceX’s newest Starbase crane then spun around and crawled a short distance to the orbital launch mount, where it lifted Booster 4 above the mount.
In a process that this particular Super Heavy prototype is thoroughly familiar with, SpaceX then very carefully lowered B4 down into the center of the donut-shaped orbital launch mount, where 20 separate clamps – each capable of deploying and retracting – form a support ring and giant hold-down clamp.
It’s unclear how exactly that process of mount installation works but it could be quite the orchestration. By all appearances, Super Heavy hold-down clamps – mechanical devices designed to hold the booster to its work stand or keep it immobile on the launch mount during a variety of test – work by reaching inside the lip of the booster’s aft ‘skirt,’ which sports a very sturdy ring of steel that 20 Raptor Boost engines mount to and push against. The 20 clamps fit precisely between each of those 20 outer Raptors and grab onto Super Heavy from the inside.
Just before liftoff, all 20 hold-down clamps will rapidly retract back into the orbital launch mount. So will another 20 small quick-disconnect umbilical panels designed to supply every single Raptor Boost engine with the gases they need to ignite. The primary booster quick-disconnect – which connects Super Heavy to power, communications, and propellant supplies – will also retract into a hooded enclosure at some point during the process. Finally, a giant, swinging arm located about halfway up Starbase’s ‘launch tower’ will retract a similar quick-disconnect panel for Starship fueling, retract two claw-like support arms, and swing back for liftoff.
Altogether, while there are likely even more than just those described above, a single Starship launch will require at least 44 separate devices to successful actuate in rapid and precise succession – 41 for Super Heavy and at least 3 for Starship. That incredible complexity – probably making Starship’s the most mechanically complex launch mount in the history of rocketry – may partially explain why Super Heavy Booster 4 has yet to even attempt a single proof test more than four months after it first left the high bay it was built in.
Without a functioning orbital launch mount, it hasn’t been possible to fully test a Super Heavy booster. With any luck, on their third rendezvous, both Booster 4 and the orbital launch mount are finally close enough to completion to perform some serious testing. At the absolute minimum, everything appears to be in order for SpaceX to properly connect Super Heavy to the launch mount and pad for the first time – the process of which is already underway. Aside from connecting B4 to the mount’s hold-down clamps, which has been done twice before, SpaceX can now attach all 20 Raptor quick-disconnects and the main booster quick-disconnect to a Super Heavy for the first time. Further up the tower, SpaceX can also partially test out the Starship quick-disconnect arm, which is half-designed to grab onto and stabilize Super Heavy.
SpaceX currently has road closures (signifying plans for ship, booster, or pad testing) scheduled on Tuesday through Friday this week, hinting at the possibility that Super Heavy B4 could finally start proof testing in mid-December.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
