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 Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
