News
SpaceX techs work towards Falcon 9 fairing recovery with wacky series of experiments
Over the course of the past week, Teslarati photographer Pauline Acalin has captured a multitude of unusual occurrences at SpaceX’s Port of Los Angeles dock space, each time involving a Falcon fairing recovery vessel like Mr Steven or NRC Quest, a Falcon fairing half (flight-proven or otherwise), and one of several attenuating circumstances.
More likely than not, what appears as a menagerie of weird and disconnected events on the sidelines is actually a reasonably organized leg of a larger program, in this case focused on experimentation and testing to close the fairing recovery loop and secure Mr Steven’s first successful fairing catch.
From @USCGLosAngeles – A captive carry test involving a helicopter picking an item from a vessel will be conducted 9/20, 11-1300, in the vicinity of San Clemente Island in the San Nicolas Basin. Mariners are requested to maintain a distance of 5NM from the operation. pic.twitter.com/nvy6Wo0IvF
— Marine Exchange (@MXSOCAL) September 19, 2018
The mystery of Catalina Island
Now-iconic fairing recovery vessel (or net-boat, or claw-boat) Mr Steven has been out of commission since late August, at which point SpaceX technicians removed all four of his arms and their eight complementary shock absorber booms towards unknown ends. If SpaceX’s past is any judge, those arms are probably in the process of being upgraded, but it’s impossible to judge thanks to the fact that they have simply disappeared from the Berth 240 docks where they were briefly stored. SpaceX certainly has a way with transporting massive, ungainly objects without stirring a whisper.
Despite lacking arms for more than a month, Mr Steven has still performed a number of sea-trials, ranging from average jaunts a few miles away to a mysterious armless test described in the tweet above. Why exactly Mr Steven was involved in an experiment involving a helicopter “picking an item” – in this case a flight-proven Falcon fairing – off of a vessel while entirely lacking the arms and net he would use to catch said fairing is entirely unclear. Perhaps it was meant to test a datalink or a change to fairing recovery hardware. Whatever transpired, a group of SpaceX technicians certainly flew to Catalina Island and were working alongside or with a Blackhawk helicopter capable of externally carrying up to 3600 kg (8000 lb) of cargo.
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- Shortly after completing the CRS-15 resupply mission, Cargo Dragon C110 is craned from NRC Quest to SpaceX’s Port of San Pedro berth, 08/05/18. (Pauline Acalin)
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- Mr Steven was out and about conducting high-speed maneuvers two days prior, and also joined NRC Quest near Catalina Island on the 20th. (Pauline Acalin)
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- NRC Quest returned to port with a Falcon fairing aboard after a long day doing *something* at sea. (Pauline Acalin)
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- Note the sooty tip of the fairing’s nose, a telltale sign that it previously flew on a Falcon 9 launch. (Pauline Acalin)
Multipurpose recovery vessel NRC Quest – nominally dedicated to Cargo Dragon spacecraft recoveries – returned to SpaceX-leased Berth 240 a few hours after the September 20th test window closed, sooty Falcon 9 fairing half in tow. Still, this certainly isn’t the weirdest Falcon fairing-related activity to occur last week.
Fairings aplenty
Meanwhile, over at Mr Steven’s old berth and drone ship Just Read The Instructions’ current berth, a different Falcon fairing half appeared sometime in the last several days in an unusual state, seemingly either fresh out of the factory or in an advanced state of disassembly. The base of this particular fairing half seems to be entirely missing the usual layer(s) of material (cork, among other things) used to waterproof and act as a lightweight heatshield. A new fairing half sitting out in the elements with zero protection would be exceptionally unusual, as CEO Elon Musk has noted that they each cost several million dollars ($3m to be precise), and exposure outside of a cleanroom could very well prevent this half from ever being operationally flown.
The next best conclusion to be drawn is that this unique fairing half is new or flight-proven (with skin and shielding removed), but sitting at SpaceX’s dock space in order to prepare for one or several active drop tests in pursuit of Mr Steven’s first successful fairing catch. But who really knows, to be honest. The fairing’s bare carbon fiber composite construction is certainly a sight to behold, one way or another.
Doing…something.
This leads us to the grand (perhaps… titanic) finale of wholly unexpected Falcon fairing activities over the last several days. Presumably making the best of an opportunity to test NRC Quest’s ability to recover Falcon fairings after splashdown (i.e. missing Mr Steven’s net), the pictures generally tell the story better than any words ever could. Keep your eyes peeled for Fairing Wrangler job openings.
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- Getting the (un)lucky half into the water. (Pauline Acalin)
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- One lucky dude. (Pauline Acalin)
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- Weeeeeeeeee. (Pauline Acalin)
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- NRC Quest then lifted the fairing half (likely from Iridium-7) aboard. (Pauline Acalin)
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- NRC Quest then lifted the fairing half (likely from Iridium-7) aboard. (Pauline Acalin)
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- This extraordinarily unusual operation lent an opportunity to see just how flexible and structurally optimized SpaceX’s payload fairings are. (Pauline Acalin)
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- After returning from a day at sea doing who-knows-what, Mr Steven’s captain attempted to use the 500 metric ton vessel to splash a fellow recovery tech. A for effort. (Pauline Acalin)
Up next for SpaceX, Mr Steven, and the West Coast recovery crew is SAOCOM-1A, scheduled to launch from California’s Vandenberg Air Force Base on the evening (Pacific Time) of October 6th.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
