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SpaceX borrows Tesla's tent factory strategy for new Starship production HQ
Confirmed yesterday morning by CEO Elon Musk, SpaceX has copied Tesla’s approach to factory expansion and is building a giant tent to upgrade its South Texas Starship production facilities.
A big step towards more traditional aerospace-style manufacturing facilities, SpaceX has contracted the same company used by Tesla to create a fourth general assembly line (GA4) in a giant tent outside its Fremont, CA factory in 2018. Instead of Model 3s, however, Sprung Instant Structures (Sprung for short) is rapidly raising a large tent that will eventually allow SpaceX to fabricate and weld more Starship parts and sections in an enclosed environment, an improvement from the current practice of building prototypes out in the harsh environment of coastal Texas.
In typical fashion, Musk believes that the new enclosed production facilities – just a collection of shipping crates as of December 18th – could be ready to begin manufacturing Starship parts as early as next month, and the progress Sprung has made makes it unusually hard to fault his optimism.
Likely taken in mid-December, aerial photos taken by pilot and photographer Sam Sun help sketch out a rough view of the prospective Starship factory. SpaceX appears to have almost entirely foregone a concrete foundation for the new tent, instead opting for lines of steel shipping containers that likely add a bit of height at the cost of structural stability.
.@BocaChicaGal covers the work at these sites extensively, but here's a peek over the fence 😉 pic.twitter.com/0eDJp2agqr— Sam Sun (@BirdsNSpace) December 29, 2019
According to figures printed right on one of Sprung Structures’ many shipments of materials, the initial building will measure approximately 45 meters (150 ft) wide, 77 meters (255 ft) long, and 18 meters (60 ft) tall. While Tesla’s GA4 tent is the same width and (mostly) height, it’s an impressive 280 meters (915 ft) long – almost four times bigger than SpaceX’s newest Boca Chica addition.
While the shipping container foundation is definitely a bit of a risk a mile from the Gulf of Mexico, it does mean that SpaceX might actually be able to move the shell of its new Starship factory if the need arises. SpaceX is in the midst of expanding its Boca Chica lots, potentially giving the company a lot more space to grow its enclosed factory down the road. The simplest possible expansion available would basically double the length of the existing structure, making it more like 150-180 meters (500-600 ft) long.
Regardless, even the current 150′ x 255′ enclosure will end up offering more than 38,000 ft² (3500 m²) of factory space once finished. Depending on what its primary purpose is, SpaceX could probably fit 5-8 stacks of 5-6 rings each (10-11m tall) down the center of the tent, with room for maybe 10-24 additional stacks of 2-3+ rings (3.5-5m tall) in the space remaining. The middle line of hypothetical rings could produce the entire barrel section of 1-2 Starships simultaneously, leaving perhaps 3-4 large sections to be welded together out in the elements or at SpaceX’s new wedge-shaped windbreak.
Of course, the facility will likely end up being mixed-use, potentially offering enough space to simultaneous fabricate all subsections of a single Starship prototype before they are assembled elsewhere.
Ultimately, Sprung is now in the process of installing a large quantity of insulation inside the tent’s walls, indicating that SpaceX’s South Texas welding crew may soon be blessed with a climate-controlled work environment. Meanwhile, SpaceX CEO Elon Musk believes that Boca Chica’s new tent could be complete and ready to begin building Starship hardware as soon as January 2020, while he says that the next Starship prototype – now known as Starship SN01 (serial number 01) – could be ready for flight testing just one or two months after that.
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Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla starts preparing for Optimus in its smartphone app
Tesla Q2 Earnings: Here’s what to expect
