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SpaceX’s fleet of rocket recovery ships is about to get even bigger
Four months after SpaceX gave up on catching Falcon fairings and stripped and returned a pair of leased ships it had modified for that purpose, the company’s permanent fairing recovery solution has just come into focus.
The April 2021 departure of GO Ms Tree (formerly Mr. Steven) and GO Ms Chief from SpaceX’s East Coast fleet made it unambiguously clear that the company was abandoning fairing catching in favor of simply scooping the several million dollar nose cone halves off of the surface of the ocean. By the time that decision was made, SpaceX had reused fairing halves more than two dozen times on more than 15 Falcon 9 launches – practically none of which had actually been caught by Ms Tree or Ms Chief.
In fact, SpaceX had already begun to reuse ‘scooped’ fairing halves on commercial Falcon 9 launches, including two Transporter rideshare missions with dozens of different customers and SiriusXM’s SXM-7 multimillion-dollar geostationary communications satellite. Perhaps even more importantly, SpaceX was routinely flying splashdown fairing halves three or even four times and flew one particular half twice in just 49 days.
Put simply, thanks to the heroic and somewhat unexpected success of a small subset of SpaceX’s fairing recovery, waterproofing, design improvements, and refurbishment upgrades got so good even fairings that splashed down in the Atlantic Ocean could be rapidly reused and flown multiple (now 5+) times apiece. Onto its third consecutive year of only marginal success and a distinct lack of reliability, that meant that SpaceX’s long-struggling effort to catch Falcon fairings had effectively been made redundant.
While it’s likely that scooped fairing halves would never be certified to fly high-value US military or NASA payloads, SpaceX appears to have matured the technology to the point that it’s good enough for Starlink and many (if not most) of its private-sector launch customers. Along those lines, with Ms Tree and Ms Chief out of the picture by early April, SpaceX had to briefly shoehorn Dragon recovery ships GO Navigator and GO Searcher into scooping roles to continue recovering fairings and eventually decided to lease or rent two far larger ships with built-in deck cranes.
For whatever reason, those leases or rentals only lasted a handful of weeks apiece and the latest ship – Hos Briarwood – departed SpaceX’s fleet in early July. In an extremely rare impromptu hiatus, SpaceX hasn’t launched once since late June, likely explaining why Briarwood – with a 100% fairing recovery success rate over two missions – departed when it did.
Now, first reported by SpaceExplored.com, the first signs of SpaceX’s long-expected permanent fairing recovery solution have appeared at an obscure Louisiana drydock. By all appearances, for the first time in its history, SpaceX has outright purchased two decade-old offshore supply ships formerly known as Ingrid and Ella G. Thankfully, SpaceX wiped clean any hint of ambiguity with the installation of a classic SpaceX “X” and by renaming the ships “Bob” and “Doug” after the pair that became the first NASA astronauts to ride a Falcon 9 rocket and Crew Dragon spacecraft to orbit in May 2020.
Relative to any of SpaceX’s more permanent fleet, including ex-members Tree and Chief, Bob and Doug are massive ships, measuring more than 80m (260 feet) long. They’re also five or six times heavier than the likes of GO Searcher or Ms Tree. Aside from an obvious potential role as fairing ‘scoopers’ thanks to the installation of large deck cranes, Bob and Doug also appear to have had heavy-duty winches installed, implying that they could also double as drone ship towboats.
Potentially, that means that SpaceX could shrink the fleet of ships needed to support each drone ship booster landing from two to one, using Bog and Doug to both tow and service the landing platforms at sea.
Tesla has officially launched public Robotaxi rides in Austin, Texas, without a Safety Monitor in the vehicle, marking the first time the company has removed anyone from the vehicle other than the rider.
The Safety Monitor has been present in Tesla Robotaxis in Austin since its launch last June, maintaining safety for passengers and other vehicles, and was placed in the passenger’s seat.
Tesla planned to remove the Safety Monitor at the end of 2025, but it was not quite ready to do so. Now, in January, riders are officially reporting that they are able to hail a ride from a Model Y Robotaxi without anyone in the vehicle:
I am in a robotaxi without safety monitor pic.twitter.com/fzHu385oIb
— TSLA99T (@Tsla99T) January 22, 2026
Tesla started testing this internally late last year and had several employees show that they were riding in the vehicle without anyone else there to intervene in case of an emergency.
Tesla has now expanded that program to the public. It is not active in the entire fleet, but there are a “few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors,” Ashok Elluswamy said:
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time. https://t.co/ShMpZjefwB
— Ashok Elluswamy (@aelluswamy) January 22, 2026
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi program also operates in the California Bay Area, where the fleet is much larger, but Safety Monitors are placed in the driver’s seat and utilize Full Self-Driving, so it is essentially the same as an Uber driver using a Tesla with FSD.
In Austin, the removal of Safety Monitors marks a substantial achievement for Tesla moving forward. Now that it has enough confidence to remove Safety Monitors from Robotaxis altogether, there are nearly unlimited options for the company in terms of expansion.
While it is hoping to launch the ride-hailing service in more cities across the U.S. this year, this is a much larger development than expansion, at least for now, as it is the first time it is performing driverless rides in Robotaxi anywhere in the world for the public to enjoy.
Tesla has scheduled its Earnings Call for Q4 and Full Year 2025 for next Wednesday, January 28, at 5:30 p.m. EST, and investors are already preparing to get some answers from executives regarding a wide variety of topics.
The company accepts several questions from retail investors through the platform Say, which then allows shareholders to vote on the best questions.
Tesla does not answer anything regarding future product releases, but they are willing to shed light on current timelines, progress of certain projects, and other plans.
There are five questions that range over a variety of topics, including SpaceX, Full Self-Driving, Robotaxi, and Optimus, which are currently in the lead to be asked and potentially answered by Elon Musk and other Tesla executives:
- You once said: Loyalty deserves loyalty. Will long-term Tesla shareholders still be prioritized if SpaceX does an IPO?
- Our Take – With a lot of speculation regarding an incoming SpaceX IPO, Tesla investors, especially long-term ones, should be able to benefit from an early opportunity to purchase shares. This has been discussed endlessly over the past year, and we must be getting close to it.
- When is FSD going to be 100% unsupervised?
- Our Take – Musk said today that this is essentially a solved problem, and it could be available in the U.S. by the end of this year.
- What is the current bottleneck to increase Robotaxi deployment & personal use unsupervised FSD? The safety/performance of the most recent models or people to monitor robots, robotaxis, in-car, or remotely? Or something else?
- Our Take – The bottleneck seems to be based on data, which Musk said Tesla needs 10 billion miles of data to achieve unsupervised FSD. Once that happens, regulatory issues will be what hold things up from moving forward.
- Regarding Optimus, could you share the current number of units deployed in Tesla factories and actively performing production tasks? What specific roles or operations are they handling, and how has their integration impacted factory efficiency or output?
- Our Take – Optimus is going to have a larger role in factories moving forward, and later this year, they will have larger responsibilities.
- Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
- Our Take – This is a good one and should get us some additional information on the FSD transfer plans and Subscription-only model that Tesla will adopt soon.
Tesla will have its Earnings Call on Wednesday, January 28.
Elon Musk shared an incredible detail about Tesla Cybercab’s potential efficiency, as the company has hinted in the past that it could be one of the most affordable vehicles to operate from a per-mile basis.
ARK Invest released a report recently that shed some light on the potential incremental cost per mile of various Robotaxis that will be available on the market in the coming years.
The Cybercab, which is detailed for the year 2030, has an exceptionally low cost of operation, which is something Tesla revealed when it unveiled the vehicle a year and a half ago at the “We, Robot” event in Los Angeles.
Musk said on numerous occasions that Tesla plans to hit the $0.20 cents per mile mark with the Cybercab, describing a “clear path” to achieving that figure and emphasizing it is the “full considered” cost, which would include energy, maintenance, cleaning, depreciation, and insurance.
Probably true
— Elon Musk (@elonmusk) January 22, 2026
ARK’s report showed that the Cybercab would be roughly half the cost of the Waymo 6th Gen Robotaxi in 2030, as that would come in at around $0.40 per mile all in. Cybercab, at scale, would be at $0.20.
Credit: ARK Invest
This would be a dramatic decrease in the cost of operation for Tesla, and the savings would then be passed on to customers who choose to utilize the ride-sharing service for their own transportation needs.
The U.S. average cost of new vehicle ownership is about $0.77 per mile, according to AAA. Meanwhile, Uber and Lyft rideshares often cost between $1 and $4 per mile, while Waymo can cost between $0.60 and $1 or more per mile, according to some estimates.
Tesla’s engineering has been the true driver of these cost efficiencies, and its focus on creating a vehicle that is as cost-effective to operate as possible is truly going to pay off as the vehicle begins to scale. Tesla wants to get the Cybercab to about 5.5-6 miles per kWh, which has been discussed with prototypes.
Additionally, fewer parts due to the umboxed manufacturing process, a lower initial cost, and eliminating the need to pay humans for their labor would also contribute to a cheaper operational cost overall. While aspirational, all of the ingredients for this to be a real goal are there.
It may take some time as Tesla needs to hammer the manufacturing processes, and Musk has said there will be growing pains early. This week, he said regarding the early production efforts:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor
Tesla Earnings Call: Top 5 questions investors are asking
