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 Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
