News
SpaceX moves Super Heavy booster to make room for Mechazilla arm installation
For the second time, SpaceX has removed the first potentially flightworthy Super Heavy from Starbase’s orbital launch mount – this time to reportedly make room for the installation of a pair of huge ‘Mechazilla’ arms.
Designed with three primary purposes in mind, SpaceX has decided to outfit Starbase’s Starship launch tower – an almost 500 ft (150m) tall framework – with three massive arms that CEO Elon Musk has informally deemed “Mechazilla.” The first of those arms is a relatively simple swinging structure that has already been installed on the tower and outfitted with a giant claw-like appendage. Once a few more parts are installed and a bit more plumbing completed, that “quick disconnect arm” or QD arm will help stabilize Super Heavy during Starship installation and connect the massive reusable upper stage to the pad’s tank farm and power supplies while still on the ground.
The star of the show, though, has always been a pair of even larger arms that are hoped to one day all SpaceX to catch Super Heavy boosters and Starships out of the air.
Of course, those catcher arms – deemed chopsticks by SpaceX employees – have more than one purpose. Likely explaining why they were ever considered in the first place, SpaceX’s Starbase launch site – situated walking distance from the Gulf of Mexico on the South Texas coast – was always going to have to deal with extreme weather and high winds on a practically daily basis. Additionally, conditions that are already disruptive at sea level become a near-constant nightmare for vertical launch vehicle integration, where Starship and Super Heavy are effectively hollow cylinders with extensive surface areas that need to be regularly and precisely manipulated 50-150m (200-450 ft) above the ground.
Already, SpaceX regularly has to halt work involving cranes and boom lifts at Starbase. For Starbase (Boca Chica) to ever be able to support regular orbital Starship launches, let alone the dozens to hundreds per year Musk has hinted at, cranes were never going to be a viable long-term solution for the all-weather capabilities and rapid reusability SpaceX requires. In other words, whether SpaceX ever actually manages to routinely ‘catch’ the world’s largest rocket booster and upper stage in the future, a tower with giant arms (or some other exotic crane-free solution) was always going to be needed at Starbase.
Mauricio, thanks for the shout-out. I got some great feedback from folks and updated this diagram once more. Added another @NicAnsuini photo to show the scale of these parts! pic.twitter.com/o54hdBITfL— LunarCaveman (@LunarCaveman) September 16, 2021
This is all to say that the Starship launch tower’s massive pair of arms – (in)famous for Musk’s plans to catch rockets – have a more immediate and guaranteed purpose: lifting, stacking, and otherwise manipulating Starship and Super Heavy in almost all weather conditions. Using tiny hardpoints located just under Super Heavy’s grid fins and (once installed) under Starship’s forward flaps, the chopstick arms will be mounted on a carriage that will attach to rails installed on the exterior of three of the tower’s arms. A complex system of cables, winches, motors, and pulleys will then attach to that carriage, giving the carriage and its arms the ability to move up and down the tower.
In theory, that means that the launch tower arms will be able to drop down, grab Super Heavy off of a SpaceX transporter, and lift it onto the orbital launch mount. Then, once the quick disconnect arm has swung into place and ‘grabbed’ Super Heavy’s interstage to secure it, the main arms will again drop down, grab Starship off of another transporter, and raise the 50m (~165 ft) rocket around 100m off the ground to install it on top of Super Heavy. Finally, the QD arm can then connect Starship to the pad systems.
SpaceX has been working around the clock on those chopstick arms for months. However, thanks to information shared by a forum member who visited Starbase and briefly chatted with one of the SpaceX technicians on-site, they might be almost finished. According to the employee they spoke with, SpaceX planned to temporarily remove Super Heavy Booster 4 from the orbital launch mount to make room for Mechazilla chopstick arm installation as early as this weekend (now come and gone) or next week. Mere days later, SpaceX returned B4 to a transport stand and moved the booster out of the way. In other words, having already been proven right with Super Heavy, it appears that SpaceX really does intend to install the Starship launch tower’s chopstick arms and carriage as early as this week. Stay tuned for more!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
