SpaceX
SpaceX fairing catcher Mr. Steven heads for Panama Canal after one last drop test
Iconic fairing recovery vessel Mr. Steven appears to have quietly departed for SpaceX’s Florida launch facilities a few days after completing (successfully or not) one final controlled fairing catch test in the Pacific Ocean.
While bittersweet for those that have closely followed the vessel’s development and many attempted Falcon fairing recoveries, this move should ultimately give Mr. Steven around three times as many opportunities to attempt fairing recoveries thanks to SpaceX’s significantly higher East Coast launch cadence.
Mr Steven docking last night after another helicopter drop test, fairing half aboard. #spacex @Teslarati pic.twitter.com/1uMm8ktzWY
— Pauline Acalin (@w00ki33) January 26, 2019
Under SpaceX lease since late 2017, the company moved the vessel to California and modified it with its first net and set of arms around December 2017. Mr. Steven attempted his first Falcon fairing catch – each half worth more than $3M – in February 2018 after the launch of Earth imaging satellite PAZ and two SpaceX Starlink prototypes, thus beginning a string of five unsuccessful recovery attempts for West Coast Falcon 9 launches. The lack of success has most certainly not been for a lack of trying, exemplified in large part by Mr. Steven’s frequent net and arm upgrades over the last year, culminating in the installation of four massive arms, a vast primary net, and a smaller secondary net below it.
Recent fairing recovery test with Mr. Steven. So close! pic.twitter.com/DFSCfBnM0Y
— SpaceX (@SpaceX) January 8, 2019
SpaceX engineers and technicians repeatedly managed to get Falcon fairing halves – autonomously guided by GPS after deploying parafoils – within 50 to a few hundred feet during several of those five post-launch attempts. In the last few months of 2018, SpaceX also began a program of controlled fairing drop tests, where a helicopter would lift a fairing half 5,000-10,000 feet up before releasing it for Mr. Steven. A recent drop test organized in either late-December or early-January saw the parasailing fairing half get so close to a successful catch that its parafoil rigging actually appeared to get tangled on (or at least bump) the edge of Mr. Steven’s net, spanning an area of around 3000 square meters (~30,000 sq ft).
Barring a continuation of SpaceX’s helicopter drop test program on the East Coast, Mr. Steven’s final controlled fairing recovery attempt occurred on January 25th, perhaps less than four days before the ship departed for Florida. After maneuvering wildly and reaching 28 mph (45 km/h) – the fastest speed yet clocked – on his trip back to port, Mr. Steven arrived with a fairing half tantalizingly cradled in the ship’s new secondary net, a perfectly ambiguous state that could indicate a successful catch and net transfer or a missed catch and ocean retrieval, with the smaller net used as an ad-hoc shock absorber during his sprint to port.
- The apparent fairing-grabbing mechanism or robot spotted aboard the SpaceX-leased vessel Mr. Steven. (Reddit /u/ vshie)
- Not nearly enough net, as it turned out. (Pauline Acalin, May 2018)
- Mr Steven testing his new net in a series of sea trials, July 11
- Mr. Steven returned to Port of San Pedro around on October 8th after a day spent at sea, apparently with a Falcon fairing half in tow. This is the second known time that a fairing has been in Mr. Steven’s net. The fairing was eventually lifted off around noon the following day. (Pauline Acalin)
- Mr. Steven was captured performing tests with a duo of fairings and nets at its Port of LA berth, January 22nd. (Pauline Acalin)
- Prior to his Panama Canal exit, Mr. Steven barely missed 2-3 successful Falcon fairing catches during several controlled drop tests. (SpaceX)
Back to Port Canaveral
Prior to Mr. Steven’s California station and arm/net upgrade, the vessel was introduced to SpaceX in Florida as a sort of faster version of the slower service vessels already used to support drone ship deployments and recover fairing halves (or shards) out of the ocean. Although it remains entirely possible that Mr. Steven’s abrupt journey towards southern Mexico is a false alarm, it appears quite likely that the vessel will ultimately end up back where it started its SpaceX journey. After returning to Port Canaveral, Mr. Steven should be able to support a range of post-launch fairing recovery attempts thanks to SpaceX’s consistently-busy East Coast launch schedule.
At his current cruising speed of ~18 knots (21 mph/35 km/h), Mr. Steven will take at least 9-10 days (~220-240 hours) to travel the ~7500 km (4600 mi) of ocean separating Port of LA and Port Canaveral. Even assuming many lengthy stops for fuel and supplies, the vessel should easily arrive in time to attempt its first East Coast fairing catch in support of SpaceX’s next launch, NET February 18th. After that, Crew Dragon’s inaugural orbital launch (DM-1) is targeted for late February, followed by Cargo Dragon’s 17th operational mission (NET March 16th) and the second-ever launch of Falcon Heavy, absolutely no earlier than March 7th.
Mr. Steven appears to have quietly departed Port of Los Angeles for Manzanillo, a port on the southwest coast of Mexico. This is likely Leg #1 of a voyage to Port Canaveral, where he can support #SpaceX's more frequent Florida launches. He'll be missed on the West Coast 🙁 pic.twitter.com/Jb5cOA2Cda
— Eric Ralph (@13ericralph31) January 29, 2019
News
SpaceX’s Starfall just went from secret to storefront
SpaceX now pitches Starfall missions with 1,000 kg payloads, weeks of microgravity, and Starlink connectivity.
SpaceX has put up a dedicated commercial page for Starfall, its disk shaped reentry capsule, laying out for the first time what customers actually get when they book a flight. The page, live at spacex.com/starfall, pitches “affordable, routine access to microgravity” and invites companies to get in touch about flying manufacturing, research or testing payloads.
The specs are short and specific. Each Starfall mission carries up to 1,000 kg of payload, supplies 1 kW of power and connects through an Ethernet interface. Mission length is tailored to the customer, and the payload stays online the entire time through Starlink, which means researchers can pull data from an experiment while it is still in orbit instead of waiting for splashdown.
SpaceX is launching a secret spacecraft that could change how things are made in space
SpaceX is aiming the service at three markets. Biomedical customers are told they can grow stem cell organoids, replacement tissue and layered biomaterials. Pharmaceutical companies are pitched on protein and small molecule drug crystals, which form smaller and more uniform shapes without gravity driven convection. Materials science rounds out the list, with semiconductors and other next generation materials grown in vacuum and microgravity.
The page also makes clear which rocket SpaceX is counting on. “By launching on Starship, Starfall brings a reliable and scalable cadence previously unavailable to the market,” the company wrote, contrasting weeks of continuous microgravity with the seconds offered by drop towers and parabolic flights. No price or first operational flight date is listed.
The commercial push is a sharp turn from how Starfall started. SpaceX said almost nothing about the capsule ahead of its first flight in June, and nearly everything known came from FAA and FCC filings describing a disk about 10.2 feet wide and 2.5 feet tall that can return 2,200 pounds of cargo. By its second flight on the Bandwagon-5 rideshare in October, Starfall was listed by name on the mission page, though SpaceX still did not say what it carried.
Customers appear to be lining up. SpaceX said in its third quarter results that it signed three commercial Starfall missions during the quarter. On the earnings call, President Gwynne Shotwell described the capsule as providing “routine relatively low cost access to microgravity environments for scientific research, including improving our understanding of diseases like cancer and diabetes,” and said the three new missions would fly on Starship.
The branding effort extends past the website. SpaceX added a Starfall T-shirt to its online store on Monday as part of a batch of new merchandise, giving the program a place next to Starship, Starlink and Starshield in the company’s lineup.
The move also puts SpaceX in more direct competition with companies it launches. Varda Space Industries, which has built much of the in-space manufacturing market so far, flew its W-Series 7 capsule on the same Bandwagon-5 mission as Starfall in October. Varda’s capsules are roughly three times smaller than Starfall, and SpaceX controls the ride to orbit for both.
Starfall’s near term cadence depends on Starship. SpaceX is preparing for Flight 15 after completing static fires of Ship 42 and its Super Heavy booster in late October, and is aiming to catch both stages with the launch tower on that flight.
Elon Musk
Grok Bot users hit with weekly limits early, Elon Musk explains what happened
Elon Musk said weeks ago during SpaceX’s third-quarter earnings call that the company’s Grok Bot, its autonomous AI Agent platform, was showing “the fastest growth of a product” that he’d ever seen in his life.
Now, SpaceXSI is scaling back Grok Bot users’ weekly limits, much to the surprise of those who have relied on it to take away monotonous tasks in their lives.
Elon Musk’s terse November 1 reply on X captured a sharp tension in the early days of agentic AI. Responding to a user who asked for a Grok Bot usage reset after hitting 100 percent with four days still left on the weekly cycle, Musk wrote: “The cost of serving Grok Bot was unsustainably high relative to revenue.”
@DogecoinNorway The cost of serving Grok Bot was unsustainably high relative to revenue
— Elon Musk (@elonmusk) November 1, 2026
The post arrived amid a wave of similar complaints from paying subscribers whose meters had jumped unexpectedly toward or to the limit, sometimes overnight and with little corresponding activity. It also stood in clear contrast to statements Musk had made only days and weeks earlier.
On the SpaceX third-quarter earnings call in mid-to-late October, Musk had described Grok Bot in almost the opposite terms. He called it “the fastest growth of a product that I’ve ever seen in my life” and said he had “never seen anything grow this fast.”
Company figures put paid weekly users at roughly 800,000 earlier in the month, more than doubling over the prior period. Daily active users had climbed from under 100,000 in early September to over 600,000 by late October.
Musk emphasized that the product has no free tier and that users appear to be getting real value beyond what they pay. In other remarks, he noted that usage per user was rising rather than declining, the opposite of the usual decay pattern for new software.
Grok Bot, launched around August, functions as an always-available agent with its own persistent cloud computer; it can schedule, research, shop, browse, and execute multi-step workflows even after the user steps away. Access is bundled into X subscription tiers (roughly $30, $100, and $200 per month) and certain Cursor plans, drawing from shared weekly usage pools whose exact sizes have not been publicly detailed.
The economics of that model are what Musk’s November 1 post put in the spotlight. Agentic systems burn far more compute than ordinary chatbot exchanges. Each task can trigger repeated model calls, tool use, web actions, and sustained background work.
When growth is as rapid as Musk celebrated, the absolute compute bill scales quickly even if average revenue per user stays fixed under flat monthly subscriptions. Industry observers noted the opportunity cost as well: the same GPUs can be rented to other AI labs at higher rates.
A simple back-of-the-envelope comparison circulating after the post illustrated the gap: if every reported daily user paid the top tier, annualized subscription revenue would still be modest relative to the scale of compute infrastructure SpaceX is building and leasing to companies like Anthropic.
Some users also reported possible dashboard anomalies around the same period, though Musk’s framing treated the underlying cost-revenue imbalance as the core issue rather than a pure metering glitch.
The juxtaposition is the core of this exchange. Within roughly two weeks of publicly framing Grok Bot as an unprecedented success with strong unit economics and no free tier, Musk acknowledged that serving the same product had become unsustainable relative to the revenue it generates.
For the broader industry, the episode underscores a structural challenge of the agent era: demand is real and growing faster than many expected, yet the cost of fulfilling that demand through always-on, multi-step agents can outrun subscription pricing before companies can adjust limits, introduce metered billing, or raise prices.
Musk’s reply did not promise an immediate reset or higher allowances; it simply stated the constraint. In doing so, it supplied a rare, explicit public data point on the unit economics of a high-profile AI agent just as adoption numbers were still being celebrated as the fastest in Musk’s experience.
The tension between rapid, paid growth and the compute required to deliver it is now on the record.
Elon Musk
Elon Musk calls Earth’s data centers “peanuts” next to what SpaceX is planning in orbit
Elon Musk says SpaceX capex efficiency is underestimated as orbital data centers loom by 2028.
Elon Musk is pushing back on one of the biggest worries hanging over SpaceX stock. In a reply on X on Sunday, Musk said the company’s capital expenditure efficiency is severely underestimated. He was responding to a Milk Road Stocks post citing analyst Kyle Reidhead, who estimates SpaceX will need to spend roughly $470 billion over the next five quarters.
Reidhead built that figure around the target SpaceX set on its third quarter earnings call: 13 gigawatts or more of compute by the end of 2027. In his breakdown, Nvidia captures 83 to 89 percent of the spending. SpaceX ended the quarter with 1.7 GW of nameplate compute and guided to $35 billion to $40 billion in fourth quarter capex, as Teslarati reported.
Musk did not attach a number to his claim, but the earnings call shows the argument. CFO Bret Johnsen said new compute currently pays for itself in under a year at today’s pricing, and Musk said that window could shrink to six months next year. Using that pace, Reidhead argues about $230 billion of the $470 billion could come from operating cash flow and about $60 billion from SpaceX’s roughly $90 billion cash pile, leaving around $180 billion to borrow. Musk confirmed last week that SpaceX had already closed a new $40 billion debt raise to buy GPUs.
The ground buildout is not the end goal. It is what is meant to pay for the move to orbit. Replying on Friday to charts built from Sequoia partner Shaun Maguire’s SpaceX model, Musk wrote that “Terrestrial compute will be peanuts compared to orbital compute,” adding that orbital compute deployed per month “probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.”
Maguire’s model shows how steep that path is. It has capex climbing from $88 billion this year to $290 billion in 2027 and $369 billion in 2028, with SpaceX burning $77.8 billion in cash this year and $122.6 billion next year before turning $114.9 billion cash positive in 2028. Musk’s response to the model was, “I think we can do better.”
The orbital half runs through Starmind. SpaceX plans to operate up to 1 million AI satellites flying in clusters of about 10, linked by roughly 10 terabits of bandwidth, with deployment of thousands of units starting as soon as late 2027 out of its Gigasat factory in Bastrop, Texas, according to SpaceX’s space safety page. Musk has said each Starmind spacecraft will carry more than 250 kW of solar power.
Getting there depends on launch volume. Maguire’s model assumes 250 Starship flights in 2028, up from two this year and 38 next year. The nearer test is financial: SpaceX guided to $33 billion to $37 billion in first quarter 2027 revenue, more than double the $14.58 billion it booked in Q3, and Musk reposted that guidance again on Sunday morning.





