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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
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
