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SpaceX’s backup Dragon launch pad on track for 2023 debut
SpaceX has begun building a backup launch pad for its Cargo and Crew Dragon spacecraft and says the facility could be ready for use as early as fall 2023.
Reuters first revealed those plans in June 2022. They arose because NASA reportedly told SpaceX it was worried that the company’s first Florida Starship launch site – colocated at the only pad currently able to launch SpaceX Dragon spacecraft – could add too much risk. In September 2022, NASA and SpaceX acknowledged plans to modify LC-40 for Dragon launches and indicated that both parties had decided to proceed.
Four months later, SpaceX and NASA have provided another press conference update. Officials confirmed that construction is already partially underway and reported that LC-40 could be ready to support its first Dragon launch less than a year from now.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Because Boeing’s comparable Starliner capsule is years behind schedule and still unqualified to launch humans, NASA has relied almost exclusively on SpaceX’s Crew Dragon to launch its astronauts to the International Space Station (ISS) since 2020. Starliner should be ready to supplement Crew Dragon’s operational astronaut launches by the end of 2023 or early 2024, alleviating some of that pressure.
NASA, however, chose to develop two spacecraft to guarantee that one spacecraft would likely be available if the other was grounded for any reason. Adding the possibility that a giant, new, experimental rocket (Starship) could potentially halt all SpaceX Dragon launches in one fell swoop was apparently one bridge too many for the agency.
SpaceX’s answer to the problem was about as simple, elegant, and cheap as possible. The company has two operational Falcon launch pads in Florida, and it proposed to modify the second pad. SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad is located on a secure military base and has an even longer history of successful Falcon 9 launches than Pad 39A. It also appears that its layout will allow SpaceX to add a Dragon access tower without requiring major redesigns or months of downtime.
LC-40 is SpaceX’s most productive launch pad by far, and the company intends to launch up to 100 times in 2023. It’s thus crucial that the pad remains as active as possible as it’s modified – a major challenge. A combination of luck and the fact that the launch pad is already operational is the only reason that’s possible.
Modifying SpaceX’s busiest pad
In theory, SpaceX needs to do relatively little to enable Dragon launches out of LC-40. Dragon spacecraft are processed for flight at a separate facility and only head to the pad once they’re ready to be attached to a Falcon 9 rocket. The biggest modification LC-40 needs is a launch tower, but SpaceX ironically has experience building giant towers in sections – and offsite – through Starship.
LC-40’s Dragon access tower requires far less complex plumbing and should be smaller and easier to prefabricate and assemble. Regulatory documents indicate that the new tower will stand 81 meters (265 feet) tall – almost a third shorter than the 110-meter-tall tower SpaceX modified at Pad 39A for the same purpose. LC-40 will also need a swinging access arm to connect the tower to Dragon’s hatch. That arm can also be constructed offsite, further reducing the amount of downtime required.
The most disruptive modifications may involve LC-40’s transporter/erector (T/E) device, which rolls Falcon 9 out to the pad, raises it vertical, holds it down with giant clamps; and hosts a maze of plumbing that fuels, pressurizes, and powers the rocket. The top of LC-40’s T/E is fitted with a brace designed to support Falcon payload fairings. In comparison, 39A’s T/E was designed with swappable ‘heads’ that allow SpaceX to switch between Dragon and fairing configurations in a matter of days. The top of LC-40’s T/E also appears to be somewhat removable, but SpaceX may still have to halt launches for a few weeks to get the T/E up to spec and modified for Dragon.
SpaceX says that LC-40 will be ready to support its first Dragon launch as early as fall (Q4) 2023. Its first Dragon mission will carry cargo to the ISS, meaning that the tower, arm, and pad will not need to be immediately human-rated. In theory, SpaceX could even launch Cargo Dragon 2 from LC-40 without a tower or arm, as the only purpose of the tower during uncrewed missions is to load volatile cargo at the last possible second. SpaceX could even revert to a practice that dates back to its original Dragon 1 spacecraft and devise a method to late-load cargo while Falcon 9 and Dragon are still horizontal.
The tower and access arm are only essential for Crew Dragon launches, during which astronauts must board the spacecraft a few hours before liftoff. More importantly, the same arm and tower would be used to escape Dragon and Falcon 9 in case of a minor emergency. NASA requires an escape (egress) system to human-rate a launch pad and rocket. SpaceX met that requirement at Pad 39A with a “slidewire basket” system that carries astronauts to a concrete bunker several hundred feet away from the rocket. Before LC-40 can be human-rated, SpaceX will likely need to build the same basket-and-bunker system or come up with a viable alternative.
Once complete, SpaceX will have two pads capable of supporting all Crew and Cargo Dragon launches. With that redundancy in place, NASA should be far more open to regular launches of SpaceX’s next-generation Starship rocket out of Pad 39A. Access to multiple pads will likely be essential for Starship to complete NASA’s Human Landing System (HLS) contracts, which will culminate in the giant rocket sending humans back to the Moon for the first (and second) time in half a century in the mid-to-late-2020s.
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
