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SpaceX’s drone ship fleet spied prepping for future rocket recoveries
Just shy of three weeks since SpaceX’s last launch and the better part of half a year since the last successful ocean recovery, both of the company’s drone ships have been spotted in recent weeks being refurbished, refitted, and prepared for a return to the ocean.
The unusual drought of drone ship landings was nearly brought to an end in early March, but that recovery attempt – following the successful launch of Hispasat 30W-6 – was precluded by extreme weather in the landing zone, forcing booster 1044 to soft-land in the Atlantic with a swan call of landing legs and titanium grid fins. Several weeks before 1044’s demise, the inaugural launch of Falcon Heavy also saw the first failed booster recovery attempt since June 2016, ending a successful streak of 17 flawless Falcon 9 recoveries – though both side boosters did manage a spectacular, synchronized landing at LZs 1 and 2.
Before the Falcon Heavy attempt, East coast drone ship Of Course I Still Love You (OCISLY) successfully recovered a Falcon 9 booster for the last time in late October 2017, a handful of weeks after the successful recovery of SES-11 – the source of a small fire that famously destroyed SpaceX’s robotic stage securer, nicknamed Roomba or Octagrabber. Over the several months, since it was damaged, Octagrabber has gradually undergone refurbishment at SpaceX’s Port Canaveral berth, most recently appearing back on OCISLY for post-refurb testing.
With the introduction of Falcon 9 Block 5 presumably a month or less away, the days of expending once flight-proven boosters will almost certainly be over, aside from missions that truly require the booster’s full performance. As discussed yesterday, regardless of whether Block 5 is truly ready for the limelight, SpaceX is no more than two months away from effectively running out of all older boosters: the once-flown B1045 (TESS) will likely be the only flight-worthy heritage booster remaining by early May. In other words, every single SpaceX launch in the second half of 2018 is all but guaranteed to attempt recovery, either by land or sea.
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- OCISLY as seen by Tom Cross on March 5, readying for a busy future of rocket recoveries. (Tom Cross)
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- Roomba was spied aboard OCISLY for the first time in months earlier this month. (Instagram /u/grimlok77)
OCISLY is effectively prepared to support these upcoming recovery attempts, and its Octagrabber may be as well. However, OCISLY was reportedly damaged by Falcon Heavy’s center core, despite the fact that it quite visibly missed the drone ship. Presumably, the forlorn booster acted as a sort of depth charge, thus damaging beyond repair the drone ship’s sensitive maneuvering and station-keeping thrusters. Before Falcon Heavy, it’s likely that the same fire that burned Octagrabber also damaged the hydraulic systems of one or several of OCISLY’s thrusters. These conclusions are supported by the fact that SpaceX’s West coast drone ship, Just Read The Instructions (JRTI), has visibly been stripped of its functional thrusters, presumably used to keep OCISLY operational in anticipation of Falcon Heavy and later Hispasat 30W-6.
Mr Steven, SpaceX’s only current fairing recovery vessel, has also been spotted conducting some sort of sea trials just off the shore of Port of San Pedro and LA, presumably honing recovery operations and giving its pilots time to practice catching fairings. Following the launch of PAZ and SpaceX’s own prototype Starlink satellites, the company managed its first-ever intact fairing recovery, although it missed Mr Steven’s net by a few hundred feet. As stated by Musk, it should be relatively easy to go from missing by a few hundred feet to successfully catching the fairing, and it’s likely that the imminent launch of Iridium-5 (7:19 am PDT, March 29) will attempt to close that gap and actually catch a fairing halve. On the other hand, the booster – flight-proven during the October 2017 launch of Iridium-3 – will likely soft-land in the Pacific Ocean because JRTI is currently unable to support ocean recoveries, lacking two of its four thrusters.
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- Teslarati photographer Pauline Acalin took a trip down to Port of San Pedro to check up on JRTI, March 25. (Pauline Acalin)
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- Note one of JRTI’s thrusters here, quite clearly not installed. A second one sits just out of sight on the right. (Pauline Acalin)
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- SpaceX’s West coast drone ship Just Read The Instructions getting some much needed fresh paint. (Instagram, anonymous)
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Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
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.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
