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.
- 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)
- 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)
- NRC Quest returned to port with a Falcon fairing aboard after a long day doing *something* at sea. (Pauline Acalin)
- 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.
- Getting the (un)lucky half into the water. (Pauline Acalin)
- One lucky dude. (Pauline Acalin)
- Weeeeeeeeee. (Pauline Acalin)
- NRC Quest then lifted the fairing half (likely from Iridium-7) aboard. (Pauline Acalin)
- NRC Quest then lifted the fairing half (likely from Iridium-7) aboard. (Pauline Acalin)
- This extraordinarily unusual operation lent an opportunity to see just how flexible and structurally optimized SpaceX’s payload fairings are. (Pauline Acalin)
- 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!
News
Tesla hints it could see ‘a few more vehicles’ released soon
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
Tesla Board Chair Robyn Denholm hinted the company could see “a few more vehicles” coming out and being released soon, although there is no indication of what could be on the way based on her comments.
However, Tesla has hinted toward several potential releases in the coming years, as other executives, including Chief Designer Franz von Holzhausen, have talked briefly about what could be on the way.
Denholm said on CNBC yesterday that “we do have a few other vehicles coming out.”
BREAKING: $TSLA BOARD CHAIR ROBYN SAYS — “WE HAVE NEW VEHICLES COMING OUT” 👀
It’s happening ! pic.twitter.com/f8UuZWGLuP
— TheSonOfWalkley (@TheSonOfWalkley) October 27, 2025
It was a vague and almost cryptic sentence, as, in all honesty, it was not completely clear whether she was talking about recent releases that are just making their way to market, like the Model 3 and Model Y “Standard,” or new vehicles altogether.
Nevertheless, it’s worth dissecting.
Tesla “Standard” Models
On October 7, Tesla launched the Standard Model 3 and Model Y, stripped-down versions of their now “Premium” siblings. The Standard trims lack premium features like leather seats, a rear touchscreen, and a glass roof, among other features.
These cars are just starting to be delivered for the first time, so it is possible that Denholm was referring to these cars.
Potential Model 2 Hint?
There has always been a looming vehicle model that many Tesla fans and owners have been intrigued by: the Model 2.
This car was hinted at being the $25,000 model that Tesla was rumored to be developing, and many thought that was the vehicle that would be released earlier this month, not the Standard Model 3 and Model Y.
Instead, the Model 2 could be something that would enable Tesla to reach an entirely new consumer base, including those who are not able to swing the payment for the company’s more premium offerings.
It seems Tesla will have to launch some sort of extremely affordable model in the future, and with the Cybercab being slotted at that rough price point, it would not be out of the question for it to be in the realm of possibility for future releases.
It’s worth noting, however, that it is probably unlikely this will happen. Tesla is so deadset focused on autonomy, it seems Cybercab would take extreme precedence over the unconfirmed “Model 2.”
Cybertruck-inspired SUV
Tesla fans have been begging the company to develop a full-size SUV that would compete with the Ford Expedition or Chevrolet Tahoe, but the company has not given any indication that this would be something it would build.
Nevertheless, there was a very subtle hint in a recent promotional clip that showed a Cyber SUV mock-up placed strategically next to a clay model of a Model 3:
The Model X is simply not what people want when it comes to an SUV, as it does not have the seating capacity and cargo space that many need with a full-sized SUV.
This issue, in particular, has been one that has been extremely relevant to the company’s future lineup as consumers have shown they would be interested in a Tesla vehicle that fit this description.
Additionally, von Holzhausen said in September that a Cyber SUV or a smaller electric pickup with a more traditional design is “definitely things we’ve considered…We’re working on so many innovative and fun things.”
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Investor's Corner
Tesla enters new stability phase, firm upgrades and adjusts outlook
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
Tesla is entering a new phase of stability in terms of vehicle deliveries, one firm wrote in a new note during the final week of October, backing its position with an upgrade and price target increase on the stock.
Dmitriy Pozdnyakov of Freedom Capital upgraded his outlook on Tesla shares from “Sell” to “Hold” on Wednesday, and increased the price target from $338 to $406.
While most firms are interested in highlighting Tesla’s future growth, which will be catalyzed mostly by the advent of self-driving vehicles, autonomy, and the company’s all-in mentality on AI and robotics, Pozdnyakov is solely focusing on vehicle deliveries.
The analyst wrote in a note to investors that he believes Tesla’s updated vehicle lineup, which includes its new affordable “Standard” trims of the Model 3 and Model Y, is going to stabilize the company’s delivery volumes and return the company to annual growth.
Tesla launches two new affordable models with ‘Standard’ Model 3, Y offerings
Tesla launched the new affordable Model 3 and Model Y “Standard” trims on October 7, which introduced two stripped-down, less premium versions of the all-electric sedan and crossover.
They are both priced at under $40,000, with the Model 3 at $37,990 and the Model Y at $39,990, and while these prices may not necessarily be what consumers were expecting, they are well under what Kelley Blue Book said was the average new car transaction price for September, which swelled above $50,000.
Despite the rollout of these two new models, it is interesting to hear that a Wall Street firm would think that Tesla is going to return to more stable delivery figures and potentially enter a new growth phase.
Many Wall Street firms have been more focused on AI, Robotics, and Tesla’s self-driving project, which are the more prevalent things that will drive investor growth over the next few years.
Wedbush’s Dan Ives, for example, tends to focus on the company’s prowess in AI and self-driving. However, he did touch on vehicle deliveries in the coming years in a recent note.
Ives said in a note on October 2:
“While EV demand is expected to fall with the EV tax credit expiration, this was a great bounce-back quarter for TSLA to lay the groundwork for deliveries moving forward, but there is still work to do to gain further ground from a delivery perspective.”
Tesla has some things to figure out before it can truly consider guaranteed stability from a delivery standpoint. Initially, the next two quarters will be a crucial way to determine demand without the $7,500 EV tax credit. It will also begin to figure out if its new affordable models are attractive enough at their current price point to win over consumers.
Elon Musk
Tesla preps for a harsh potential reality if Musk comp vote doesn’t go to plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
Tesla could be forced to look for a new CEO in the coming months, as a crucial November 6 Shareholder Meeting vote will determine whether Elon Musk will stick around.
A major vote is coming up at the 2025 Tesla Shareholder Meeting, as investors will determine whether Musk should be given a new compensation plan that would award him up to $1 trillion and more than one-fourth of the total voting power within the company.
Tesla board chair reiterates widely unmentioned point of Musk comp plan
A successful vote for Tesla would see the compensation package get approved. But there is always the possibility of a rejection, which would likely see Musk leave the company.
“My fundamental concern with regard to how much voting control I have at Tesla is if I go ahead and build this enormous robot army, can I just be ousted at some point in the future? That’s my biggest concern,” Musk said at last week’s Earnings Call. “That’s what it comes down to in a nutshell. I don’t feel comfortable wielding that robot army if I don’t have at least a strong influence.”
Tesla Board of Directors Head Robyn Denholm has been on somewhat of a PR tour over the past few days, answering questions about the compensation plan, which is among the biggest issues currently for the company.
Denholm told Bloomberg yesterday that Tesla investors need to be prepared for Musk to abandon ship if the package is not approved, which brings on a new question: Who would take over the CEO role?
That is a question Denholm also answered yesterday, bringing forth the conclusion that Tesla would not look for an outside hire if Musk were to leave the company. Instead, it would promote someone internally.
The way it was reported by Bloomberg and Reuters seems to make it seem as if Tesla is preparing for the worst, as it states the company “is looking at internal CEO candidates,” not preparing to do so.
Of the executives at Tesla who immediately come to mind as ideal candidates for a potential takeover should Musk leave, Tesla China President Tom Zhu and Head of AI Ashok Elluswamy both come to mind. Zhu has monumental executive experience already, as he was appointed to the role of Senior VP of Automotive back in December 2022.
He then returned to China in 2024.
It seems Tesla wants to align its future, with or without Musk, on the same path that it is currently on, and internal candidates might have a better idea of what that looks like and truly means.
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