News
SpaceX’s drone ships near return-to-action with Block 5 Falcon 9 landings
Teslarati photographer Pauline Acalin’s recent trips to drone ship Just Read The Instructions’ berth in Port of San Pedro shows that SpaceX technicians are nearly done preparing the hibernating vessel for a return to Falcon 9 rocket recoveries in the Pacific Ocean, a ten-month drought likely to end for good on July 20th.
Although it’s hard to believe, SpaceX’s West Coast autonomous spaceport drone ship (ASDS) has been effectively marooned at its Port of Los Angeles berth for more than nine full months, with the vessel’s last recovery occurring just after the October 9 launch of ten Iridium NEXT satellites, the fourth of five SpaceX Vandenberg launches in 2017 (and the fourth of four West Coast booster landings).
SpaceX’s West coast drone ship Just Read The Instructions getting some much needed fresh paint in 2017. (Instagram, anonymous)
Three months after that October mission and booster recovery, SpaceX expended their next California launch and marked the beginning of a streak of eight missions where flight-proven Block 3 and 4 boosters could have been recovered but no attempts were made. While intermixed with the spectacle of Falcon Heavy’s dual side booster landings at LZ-1, the debut launch and recovery of Falcon 9 Block 5, and two other Block 4 booster recoveries, the majority of SpaceX’s launches since December 2017 have been treated as expendable – put simply, the company decided that recovering and refurbishing twice-flown boosters of older Falcon 9 blocks was not worth the effort and expense.
Instead, those well-worn boosters were expended in the Pacific and Atlantic Oceans after partially supporting a series of experimental tests designed to gather additional data on the recovery envelope of SpaceX’s partially reusable rockets. The rationale makes sense – SpaceX fundamentally sacrificed some of its older, less-reusable Falcon 9 boosters for the sake of knowledge that may allow their highly reusable Falcon 9 Block 5 predecessors a better chance of successfully landing even after exceptionally fast, hot, and high-energy recoveries, a necessity if the upgraded rockets are to be reused 10 to 100 times, as is the goal.
Although Just Read The Instructions spent several months without a full complement of maneuvering thrusters, thanks in part to efforts to keep its besieged East coast sister Of Course I Still Love You operational, photographer Pauline Acalin’s photos over the last several months show that the vessel now has four full thrusters installed and ready to bring it back into rocket recovery action in the Pacific Ocean.
-
- SpaceX’s drone ship Just Read The Instructions and fairing catcher Mr Steven at their Port of San Pedro berths, May 2018. Note the four bright blue thrusters visible aboard JRTI, three installed and one on deck. (Pauline Acalin)
-
- The aggressive Atlantic Ocean landing of Thaicom-8’s Falcon 9 first stage. (SpaceX)
-
- Iridium-1’s successful and scenic landing on Pacific drone ship JRTI, January 2017. This could be an increasingly rare occurrence in the Pacific, thanks to SpaceX’s new land-based landing zone. (SpaceX)
Still, the abrupt return to expendable rocket launches after a year – 2017 – filled to the brim with 18 of 18 successful launches and 14 of 14 successful landings led to a decidedly fascinating vein of disapproval in the SpaceX enthusiast and broader spaceflight fan communities – people had grown accustomed to the adrenaline-soaked thrill of routine Falcon 9 rocket landings. Some expressed worries that regularly and intentionally expending large hunks of metal in the ocean could harm their ecosystems and was tantamount to littering. None the wiser, every other launch provider in the world continues to expend all of their rocket boosters without any attempts at recovery like the nearly all non-Shuttle rocket launches in the past six decades, and their tepidly reusable next-generation rockets are unlikely to even begin attempting hardware recovery until the mid-2020s at the earliest.
Frankly, SpaceX’s abrupt successes with orbital-class rocket recovery struck a chord with observers, demonstrating just how intuitive attempting to recover expensive rocket hardware really is, while also bringing into clear focus the actual insanity of failing to try and of the seemingly ad-hoc rationalization of expendable rocketry. Thankfully, we still have SpaceX, and the company’s spate of rocket booster sacrifices is likely just one expendable launch away from coming to an effective end for the indefinite future, with that particular launch – CRS-15 – scheduled less than two weeks from now, on June 29th.
-
- B1045, tasked with launching NASA’s TESS exoplanet observatory, roughly 24 hours before liftoff. (Tom Cross)
-
- After launching in April 2018, B1045 landed on OCISLY and is being refurbished for a second launch in just 5 days, on June 29. (Tom Cross)
After CRS-15, which will probably see its twice-flown Block 4 booster expended in the Atlantic, a combination of Block 5 Falcon 9s and Heavies will theoretically bring to an end the practice of expending orbital rocket boosters, at least on SpaceX’s watch. Considering that the upgraded boosters have been designed and built to launch as many as ten times with minimal refurbishment and potentially 100+ times with regular maintenance, the opportunity cost of an expended Block 5 rocket booster is so high that it is difficult to imagine SpaceX will be easily swayed to expend one until it’s flown at least several times prior.
We here at Teslarati eagerly await the imminent demise of expendable rockets, set to begin in earnest – at least for SpaceX – around July 19th and 20th with two Falcon 9 Block 5 launches on two coasts, one with Telstar 19V (Florida) and the other with Iridium-7 (California).
Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West coast photographers.
Teslarati – Instagram – Twitter
Tom Cross – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
