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SpaceX’s BFR factory in LA spied with four Falcon 9 fairing halves
In an unexpected turn of events, Teslarati photographer Pauline Acalin came across a remarkable scene in Port of Los Angeles – four flight-proven Falcon 9 fairing halves temporarily stored on a plot of land soon to become SpaceX’s dedicated BFR factory.
While it’s difficult to guess exactly which fairing half is which, it appears that the halves from PAZ, Iridium-5, and Iridium-6 are present and accounted for. Reminiscent of SpaceX’s late-2016, early-2017 struggles with finding enough space to store their massive flight-proven Falcon 9 boosters, these fairing halves are unable to be reused as a consequence of too much saltwater exposure, making it significantly easier for the company to effectively find any old plot of SpaceX land on which to store them.
A massive panorama of Berth 240 shows the abandoned shipyard in all its gritty glory, as well as initial construction preparations underway. (Pauline Acalin)
Officially in early 2018, SpaceX is leasing Berth 240 with the explicit intent of constructing a dedicated facility for production of their first Mars rocket prototypes, as well as the relocation of Falcon 9 and Dragon recovery ops, which are quite space-constrained at their current berths. By all appearances, contractor Buntich is staging equipment ahead of initial demolition, refurbishment, and construction operations at Berth 240. Known predominately for pipeline and utility construction and refurbishment, it’s likely that the contractor is in the very early stages of modernizing the decades-abandoned shipyard, particularly, utilities like water, gas, electricity, and more.
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- One half of SpaceX’s Iridium-6/GRACE-FO just moments before touchdown on the Pacific Ocean. (SpaceX)
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- From left to right, my best guess for each fairing is PAZ, Iridium-6 Half 1, Iridium-5, and Iridium-6 Half 2. (Pauline Acalin)
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- Less than a year after SpaceX quite literally scrapped its Port of San Pedro presence, the company is again in talks to build a Starship factory in California. (Pauline Acalin)
It may be fairly clear why SpaceX is storing four massive, unwieldy, and unreusable Falcon 9 fairing halves at Berth 240, but it’s much less clear what exactly their fates will be. With yet another added to the pack just this morning after a successful half recovery post-SES-12, SpaceX’s awkward fairing fleet is likely up to six structurally-intact halves now. These halves could be used for drop testing to perfect fairing recovery accuracy and ensure, at long last, that recovery vessel and claw-boat Mr Steven can catch them out of the air, avoiding the vast majority of exposure to seawater. SpaceX CEO Elon Musk recently noted that Mr Steven’s net would apparently be massively expanded, quadrupling its area to relieve some of the burdens of precision currently placed almost entirely on each payload fairing’s navigational capabilities.
Yup, we are extending the net area by a factor of 4
— Elon Musk (@elonmusk) June 5, 2018
Whether drop testing will actually be conducted is thus unclear, as a decision to expand Mr Steven’s net at least partially indicates that SpaceX engineers are less confident in the each half’s ability to reduce their margins of error by approximately 50%. A quadrupling of usable area implies that Mr Steven’s net will most likely be stretched twofold length-wise and width-wise, or perhaps by 50% for the width and 150% for the length to avoid a need for either an elaborate arm retraction mechanism or a comically unwieldy net.
Either way, Mr Steven’s next fairing catch attempt is unlikely to occur until the Falcon 9 Block 5 launch of Iridium-7, currently no earlier than mid-July. This gives recovery engineers and technicians at least five weeks to refine fairing accuracy and expand Mr Steven’s net, and Pauline will undoubtedly be there to capture any significant developments aboard the eclectic vessel as both it and drone ship Just Read The Instructions prepare for a return to action.
It’s difficult to imagine how Mr Steven’s already vast net could plausibly be expanded by a factor of two in each dimension. I certainly can’t wait to see what that looks like! Fairing aboard, Mr Steven performed rapid turns and high-speed sprints with the fairing half aboard. (Pauline Acalin)
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
Tesla hits major milestone with Full Self-Driving subscriptions
