News
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.
-
- One half of SpaceX’s Iridium-6/GRACE-FO just moments before touchdown on the Pacific Ocean. (SpaceX)
-
- 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)
-
- 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)
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
