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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
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.Â
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
