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SpaceX’s second Super Heavy booster might land in Mechazilla’s arms
CEO Elon Musk says that SpaceX could attempt to catch a Super Heavy booster out of mid-air with a tower-sized ‘Mechazilla’ robot as early as Starship’s second orbital launch attempt.
Speaking on Twitter just hours after SpaceX installed said Starship launch tower’s first arms, Musk has thankfully answered a question on the minds of many: how many prototype boosters must be expended? In a move that can be only described as unexpected, SpaceX revealed plans to fully expend its first orbital-class Starship and Super Heavy booster pair in May 2021 FCC filings, confirming (or strongly implying) that no true recovery attempts would be made.
Instead, in what could be described as a quasi-orbital debut, SpaceX intends to launch the first two-stage Starship to an altitude of around 200-300 km (TBD). Like many Falcon boosters, Super Heavy will separate a few minutes after liftoff, flip around, and boost back towards the South Texas coast, where it will attempt a soft landing 20 miles offshore in the Gulf of Mexico. Reading between the lines of Musk’s latest info, depending on the results of that ocean landing attempt, SpaceX might attempt to catch the second flightworthy Super Heavy booster on the very next launch.
Heading towards a similar fate, Starship will continue onwards and upwards like a Falcon upper stage. Based on its FCC application, SpaceX seems to have implied that Starship will stop just short of true orbit – traveling slow enough to passively reenter Earth’s atmosphere before completing a full trip around the planet. Of course, it’s possible that SpaceX simply left out plans for an intentional deorbit burn, but it does make sense that the company might try to lock in safeguards for such an ambitious inaugural test flight.
In other words, if Starship were to fail during the ~80 minutes it would spend coasting in space, its launch trajectory design would more or less passively prevent a Russian roulette scenario reminiscent of China’s recent spate of uncontrolled reentries. The feats facing Super Heavy are thankfully a fair bit simpler, though Starship booster recovery does pose its own hurdles.
In an apparent effort to reduce risk, SpaceX intends to fully expend the first flightworthy Super Heavy (potentially Booster 4) and all 29 of its Raptor engines. There will be no attempt at all to land the booster or its one-of-a-kind engines at land or on a sea-based platform – partly because Elon Musk appears to have endeavored to entirely prevent the installation – and, perhaps, the design and assembly – of legs. Instead, in one of the eccentric executive’s less intuitive gambles as of late, SpaceX will entirely dispense of more than half a decade of experience landing 90+ Falcon boosters on legs to attempt to catch Super Heavy boosters out of the air with house-sized arms tacked onto a 145m (~475 ft) tall tower.
No different than a hypothetical landing with legs, Super Heavy will still have to boost back to land, coast, and fire up several Raptor engines for a final landing burn – only on tiny handle-like hardpoints and giant moving arms instead of legs and a concrete pad. If catching boosters eventually proves reliable enough to be a worthwhile reinvention of the wheel, the only apparent benefit of the approach will be a slight reduction in Super Heavy’s dry mass.
According to Musk, though, SpaceX might not have to wait long to find out just how viable a recovery method ‘Mechazilla’ really is and will “hopefully” attempt to catch Super Heavy Booster 5 (B5) after Starship’s second orbital launch attempt. Presumably, that attempt is contingent upon FAA approval and on Booster 4 successfully simulating a smooth, accurate landing in the Gulf, as even a minor issue during a catch attempt could catastrophically damage pad hardware that would take months to repair or replace.
For now, it’s almost impossible to say when Starship S20 and Super Heavy B4 will be ready for their orbital launch debut, as that now lies almost solely in the hands of the FAA. In theory, the FAA could complete environmental reviews and grant SpaceX a launch license as few as two or so months from now. In practice, SpaceX could be forced to sit and wait for at least 6-12 more months. Regardless, SpaceX has already begun assembling and staging sections of Ship 21 and Booster 5, so the company could be ready for an extremely rapid turnaround (and Mechazilla’s first catch attempt) after Starship’s orbital launch debut – whenever that may come.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
