News
SpaceX’s Florida Starship hits growth spurt as Texas Starship begins bulkhead installation
In the last week alone, SpaceX’s twin orbital Starship prototypes have made some truly jaw-dropping progress. Onlookers have witnessed Florida’s Starship push through a rapid growth spurt, while the company’s Texas team has begun to install propellant tank bulkheads and work on a triple-Raptor thrust structure.
Meanwhile, SpaceX CEO Elon Musk has suggested that one or both of the orbital-class Starship prototypes could be “almost ready to fly” by August 24th, the date of the CEO’s next official update on Starship (formerly BFR and ITS). Although the actual challenge of building a massive, orbital-class launch vehicle is far subtler than the visible steelwork needed to build its primary structure and pressure vessels, the veritable leaps forward made in both Texas and Florida in the last 7-10 days are extremely encouraging signs.
Bulkheads galore
Starting off in Boca Chica, Texas, SpaceX’s team of engineers and technicians have been simultaneously handling Starhopper’s first untethered flight test (completed on July 25th) and building the facility’s orbital-class Starship prototype. Most significantly, after a few days of preparation, what is likely the Texas Starship’s first bulkhead was lowered inside its ~25m-tall (80 ft) barrel section, composed of the spacecraft’s propulsion section and propellant tanks.
Pictured below, technicians carefully craned the first 9m (30ft) diameter dome inside the Texas Starship on July 30th. Based on its orientation and the recent arrival of a similar dome, this particular bulkhead is almost certainly the bottom dome and first of three to be installed. It will thus serve as the bottom of the Texas Starship’s liquid methane propellant tank, as well as a significant structural member of the rocket’s thrust structure, needed to safely transfer the force of 3-6 Raptors to the rest of Starship.
SpaceX Texas also accepted delivery of the first multi-engine Starship thrust structure, featuring three obvious spots for three Raptors, meshing with Musk’s August 3rd statement that “Starship Mk1” would feature three of the engines.
11 meters, 5 days
Meanwhile, at SpaceX’s similar Florida Starship facility, the similar-but-not-quite-identical spacecraft has experienced even more rapid growth. Over the course of perhaps 4 or 5 days, technicians installed a full six new rings worth of steel segments on the vehicle’s tank section, separated from the curved nose section just like SpaceX’s Texas Starship. With an individual height of almost exactly six feet (~1.8m), the six new rings combined to add more than 10.5m to the Florida Starship’s relative height in just a few days. Combined, the nose and barrel sections would likely reach a height of 45-50m (145-165 ft), roughly 10-15% shy of full height (55m).
No fewer than 7 additional rings are visible in various stages of work (c. Aug. 4) across the Cocoa campus after the recent growth spurt.
Of note, a bulkhead visible between the Florida Starship’s barrel and nose sections in mid-July disappeared around the third week of the month, a strong indicator that SpaceX’s Florida campus actually beat Texas to their first Starship tank dome installation by as much as ~10 days. The fact that SpaceX is effectively racing itself to build the first flight-ready orbital-class Starship is deeply entertaining, but it also serves as an extremely unique example of the application of A/B testing (commonly used in software dev.) to spacecraft assembly.
Per Musk, the goal is not meant to be cutthroat (i.e. two groups enter, one group leaves) and both groups (Boca Chica and Cocoa) were said to be actively cooperating and sharing important lessons learned. Still, the geographically separated groups are visibly utilizing different methods, facilities, materials, and approaches. In effect, SpaceX has encouraged two of its own groups to duel (albeit in a semi-friendly manner) as a deeply unorthodox method of getting Starship to operational readiness as fast as physically possible.
Although Musk did partially contradict himself on August 3rd, implying that the first orbital Starship prototype(s) could be “almost ready for flight” by late August, the SpaceX CEO stated on July 19th that both Florida and Texas Starships could be ready for their first (suborbital) flights in “2 to 3 months”, or September/October. The first orbital Starship launch would follow as few as 2-3 months after that (or those) first flight milestones.
In short, Musk’s official August 24th Starship presentation is likely to be downright jaw-dropping. Stay tuned!
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
