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SpaceX adds a second drone ship to its East Coast rocket recovery fleet
On December 10th, SpaceX’s East Coast rocket recovery fleet added a second drone ship to its ranks in a bid to expand its capabilities to support dozens of annual Falcon 9 and Heavy launches, as well as experimental Starship and Super Heavy booster recoveries.
Formerly stationed out of Port of Los Angeles to support SpaceX’s once-substantial West Coast launch manifest, the need for West Coast launches has rapidly dried up over the last six months. That drought had such a long lead that SpaceX decided to transfer drone ship Just Read The Instructions (JRTI) through the Panama Canal, moving the vessel several thousand miles from Port of Los Angeles to Port Canaveral, Florida.
JRTI made it through the Canal several months ago and headed East towards Florida before making an intriguing and lengthy pit stop in a Louisiana port. While there, marine engineers and technicians performed a number of unknown tasks presumed to be a scheduled period of inspections and maintenance. In the last few weeks JRTI spent in Louisiana, SpaceX loaded the drone ship with more than a dozen huge generators and power controllers, as well as six massive maneuvering thrusters.
Although perspectives were lacking while JRTI was docked in LA, it was clear that some (or all) of the new hardware was meant for the drone ship, indicating that the rocket recovery platform could be in for some major upgrades. The aforementioned thrusters are much larger and appear to be heavier than JRTI’s former blue azimuth thrusters, four of which also adorn Florida-based drone ship Of Course I Still Love You (OCISLY).
Those massive thrusters are presumably meant for JRTI (and possibly OCISLY). The fact that they have been delivered alongside an even larger number of generators – far more than are usually present on SpaceX drone ships – indicates that their power output is probably larger, too. It’s not clear how much more powerful they are but one goal is unequivocal: with more powerful thrusters, SpaceX’s drone ships should be much more tolerant of bad weather, meaning that SpaceX will be able to launch Falcon 9, Falcon Heavy, and Starship without having to worry as much about the weather hundreds of miles downrange.
Depending on how powerful they are, it’s also possible that those upgraded thrusters are strong enough to independently power drone ships to and from their ocean landing zones. As of now, SpaceX must contract days of tugboat services to tow drone ships to and from their landing zones, by far one of the biggest recurring costs for booster recoveries. If a major power supply upgrade and much larger thrusters are indeed enough to enable independent cruise capabilities, it could significantly streamline SpaceX’s drone ship recovery efforts, cutting costs and increasing flexibility and availability.
It’s hard to say why drone ship JRTI only brought six new thrusters with it, given that SpaceX’s East Coast fleet now has two drone ships and four thrusters are needed to enable stationkeeping on just one of them. Perhaps two more thrusters are on backorder and will be delivered directly to Port Canaveral. More likely, only one drone ship – likely JRTI – will initially be upgraded with new thrusters and power equipment, leaving two spare thrusters in case those installed are damaged by recovery attempts or fail for more mundane reasons.
In the past, drone ship OCISLY has suffered a handful of recovery anomalies that forced SpaceX to replace the vessel’s blue azimuth thrusters and their associated hydraulic equipment. In some cases, a lack of replacement thrusters lead SpaceX to scavenge drone ship JRTI, leaving the ship without thrusters for several months. With these latest upgrades, SpaceX has presumably learned from those past mistakes and ensured that several spare generators and thrusters are on hand.
Given that SpaceX has yet to install those upgraded thrusters or generators on either JRTI or OCISLY, as well as the general uncertainty surrounding their purpose, it’s safe to say that the next several weeks will be exciting. For now, it’s unknown when JRTI will be ready to support its first East Coast rocket recovery, but there will be plenty of launches to choose from once she is.
With two drone ships now stationed out of Port Canaveral, SpaceX will be able to support a more capable Falcon Heavy configuration, expending the center core while recovering both side boosters at sea. SpaceX will also be able to attempt experimental Starship and Super Heavy drone ship landings while still having a spare ship to support its regular Falcon 9 missions. Most importantly, two drone ships will allow SpaceX to reach launch/landing cadences and turnaround times previously impossible with a single ship, an absolute necessity if the company hopes to achieve its goal of ~24 Starlink launches on top of 10+ commercial launches in 2020.
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Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
