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SpaceX’s claw-boat ready to recover rocket fairing with a giant net
Teslarati’s West coast photographer Pauline Acalin has captured some amazing photos of one of SpaceX’s most immediately recognizable fairing recovery vessels berthed in the Port of San Pedro. For the first time ever, the vessel (officially named Mr. Steven) has had its iconic claw rigged with a massive net intended to gently capture Falcon 9 payload fairings.
SpaceX has been trying in earnest to recover its rockets’ fairings for approximately one year, but has yet to recover a fairing intact. While the company appeared to have recovered at least one large fragment on the East coast, success has proven elusive, and CEO Elon Musk noted in press conferences before and after Falcon Heavy’s inaugural launch that the task had proven more difficult than was anticipated. Despite the difficulties, SpaceX has no intention of surrendering their valuable fairings (a $5 million pallet of cash, as Musk once joked) to the sea.
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- Imagine this building-sized fairing traveling approximately TWO MILES PER SECOND. (USAF)
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- Mr Steven’s big ‘ole net and iconic claws hunger for Falcon fairings. (Pauline Acalin/Teslarati)
Along with the imminent introduction of SpaceX’s upgraded “Fairing 2.0” on the upcoming Wednesday launch of PAZ, chances of a successful fairing recovery are almost certainly higher than ever before. While SpaceX and CEO Musk has only revealed that the upgraded fairing is somewhat larger than its predecessor, it can also be more or less guaranteed that its aforementioned upgrades go well beyond larger dimensions, likely extending into improved reusability hardware, greater ease of manufacture, and much more. This should come as no surprise – SpaceX has a long and storied history of making constant, iterative improvements to all aspects of itself, be it hardware, software, design, or manufacturing.
Mr. Steven’s fancy new net captured in the golden hour before sunset at L.A.’s Port of San Pedro. (Pauline Acalin/Teslarati)
Enter Mr. Steven’s fancy new netting. While no bouncy castle, a highly maneuverable vessel with an effortlessly reusable net is arguably far superior to a dead-in-the-water piece of inflatable plastic. As the fairing (theoretically) floats gently down to the surface of the ocean under its guided parachute, Mr. Steven’s coxswain will be tasked with skillfully maneuvering the boat to account for any the sea state and any winds in order to maintain its position at the fairing’s destination. If all goes well, at least half of Falcon 9’s payload fairing will gently drop into Mr. Steven’s net, marking SpaceX’s first successful recovery. If things don’t go exactly as planned, a 1000kg hunk of metal and composite could theoretically smash into poor Mr. Steven at an unhealthy velocity. However, things are looking considerably more positive this time around.
SpaceX’s fairing grabber, Mr. Steven, a couple days ago preparing to ship out for Wednesday’s launch at Vandenberg. @Teslarati #paz #Starlink pic.twitter.com/lfWjUGy56k
— Pauline Acalin (@w00ki33) February 19, 2018
By all appearances, SpaceX has retained the same general strategy of fairing recovery mentioned in the past by Musk and other executives. To oversimplify, after launch, the payload fairing separates (mechanically) from the second stage once Falcon 9 or Heavy has left behind the majority of Earth’s atmosphere. After separation, each fairing half orients itself for a gentler reentry into the atmosphere with cold nitrogen gas thrusters, likely the exact same thrusters used in part to achieve Falcon 9’s accurate and reliable landings. Due to their massive surface area and comparatively tiny weight, fairing halves effectively become exceptionally finicky and awkward sails falling through the atmosphere at insane velocities, with the goal generally being to orient each half like a boat’s hull to provide some stability. Once they are low enough, assuming they’ve survived the journey from TEN TIMES THE SPEED OF SOUND and 62 MILES above Earth’s surface to a more reasonable ~Mach 0.5 and maybe 5 miles of altitude, the fun parts begin. At this point, each fairing half deploys a GPS-connected parachute system (a parasail, to be exact) capable of directing the massive hunks of carbon fiber and aluminum to a very specific point on the surface of the ocean.
Successful fairing recovery would quite literally entail an immediate cost reduction of as much as 10% of a Falcon 9’s entire advertised launch price, ~$6 million. For recovery of a single half, that figure is of course…halved, but $3 million is still an impressive instantaneous cost reduction. It’s unclear how SpaceX eventually intends to recover both halves of the fairing – a Mr. Steven sibling, perhaps? – but that is a problem for future SpaceX!
Mr. Steven and his net are likely to get their first taste of action in just two days – PAZ and two of SpaceX’s very own prototype internet satellites are set to launch at 6:17 am PST on Wednesday, February 21. Stay tuned for a link to SpaceX’s official webcast and follow us on social media for down-to-the-minute updates.
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Pauline Acalin – Twitter
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https://twitter.com/_TomCross_/status/965394574578540545
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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 buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
