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SpaceX fairing catcher Mr Steven armless once more for maintenance and upgrades
SpaceX’s Falcon 9 fairing catcher ship Mr Steven has had all four new arms removed as the company’s recovery engineers and technicians continue to iterate on his fairing recovery mechanism and operational strategy.
The purpose of this round of arm removal is unknown, but the work going on at Berth 240 is nevertheless a fascinating glimpse into SpaceX’s preferred mode of operations, mainly focusing on constant improvement, tireless iteration, and minimized bureaucratic burden.
Two of Mr Steven’s arms were laying dockside yesterday. Perhaps adjustments due to last week’s fairing drop tests? Getting close to next fairing recovery attempt mid-September. #SpaceX #mrsteven @Teslarati pic.twitter.com/Ev3r2N2bBv
— Pauline Acalin (@w00ki33) August 19, 2018
Originally spotted testing the behavior of a Falcon 9 fairing half in Mr Steven’s new net around August 13th, West Coast recovery technicians had completely removed all four of the vessel’s large arms and all eight of his arm booms just one week later, leaving the boat armless for the first time in roughly two months.
The speed of that seemingly significant hardware removal alone is rather interesting, suggesting that routine removal of Mr Steven’s arms could be wholeheartedly feasible for short-term requirements, be it a clearance issue for traversing canals or perhaps even some sort of modular recovery setup that could optimize Mr Steven for catching Falcon fairings, Dragons, and perhaps even Falcon upper stages.
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- A gif demonstrates just how taut Mr Steven’s net can be, thanks to mechanized rigging. 08/13/18 (Pauline Acalin)
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- Mr Steven sans two arms, August 19th. Note the red and black inflatable structure floating at his bow. (Pauline Acalin)
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- Just two arms and a dream. (Pauline Acalin)
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- Mr Steven sans arms once more, August 21st. (Pauline Acalin)
Wild speculation aside, it can be said with certainty that the ability to remove Mr Steven’s arms so rapidly will make the lives and work of the technicians and engineers tasked with maintaining, testing, and improving the vessel’s recovery mechanisms considerably easier, demanding just a few days of work for complete disassembly. SpaceX CEO Elon Musk did note around the time of the upgraded arm and net installation that those new arms would be retractable and “springy, like a highly damped trampoline.”
The inclusion of large white damping booms to support that supposed springiness was indeed visually confirmed while SpaceX was testing the vessel’s net with a real Falcon 9 fairing, but it’s quite clear that no retraction mechanism was included on the first iteration of Mr Steven’s upgraded arms. Chances are good that this full-up arm removal is related in some way to Musk’s retraction reference, perhaps triggered by observations made during that aforementioned testing with a real fairing half, just days after which arm removal had already been half-completed.
Yes, and springy, like a highly damped trampoline
— Elon Musk (@elonmusk) July 11, 2018
Mr Steven’s next shot at catching a Falcon 9 fairing will follow the launch of Argentinian Earth-sensing satellite SAOCOM-1A, to be followed up soon after with the SpaceX launch of SAOCOM-1B. 1A is currently targeting late September or early October for its journey to orbit.
Meanwhile, the lightweight payload (~1600 kg/~3500 lb) and relatively low orbit (near-polar, 620 km/385 mi) have aligned to allow the Falcon 9 Block 5 booster the chance to be the first SpaceX rocket to debut the company’s West Coast rocket landing zone, companion to the pad’s two well-worn East Coast brethren.
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 Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
