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SpaceX Falcon fairing recovery vessel Mr. Steven tests out new limbs at sea

Mr. Steven took to sea to test out a new recovery-related appendage - purpose unknown - on November 12. (Pauline Acalin)

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After a week or so spent installing a new and moderately ambiguous arm on the nose of Falcon fairing recovery vessel Mr. Steven, SpaceX’s recovery crew performed a number of high-speed sea trials a few miles off the shore of Port of Los Angeles, testing out something.

Just a few days later, Mr. Steven returned to the general region surrounding Catalina Island, where – by all appearances – SpaceX technicians performed the most recent Falcon fairing drop/catch test. Using a helicopter to pick up the test-dedicated fairing half from a barge, eventually dropping it from around 10,000 feet, this offers Mr. Steven a much higher volume of controlled attempts at both catching a parasailing fairing and optimizing the technology and recovery methods involved.

Over the last few weeks, Teslarati photographer Pauline Acalin has reliably kept up with Mr. Steven, documenting a variety of recent physical changes to the vessel. Most notably, these changes include the installation of a visible and quite curious stanchion (or arm) at the ship’s aft tip (nose). Simply due to a lack of any real information about the experiences of operating Mr. Steven and attempting to catch Falcon fairings, it’s all but impossible to know for sure what this new limb accomplishes or why it was needed in the first place.

Armed to the teeth

More clear are general visual observations and the reasonable extrapolations that can be derived from them. At the simplest level, this new limb is clearly well-reinforced, at least no less so than any of Mr. Steven’s other arms and attachment points. Aside from a basic off-the-shelf ladder for crew and technician access, the stanchion plays host to four basic swinging arms with what looks like one or maybe one and a half degrees of freedom, allowing them to pivot roughly 180 degrees along the plane of the angle they were installed at.

 

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Secured to the ends of those four simple arms are four heavy-duty coiled metal cables, themselves attached to the center of Mr. Steven’s two foremost arms (two cables per arm). Curiously, the ship’s Nov. 12 sea trials were conducted with just the bottom two cables attached to each respective arm, visible in photos of the outing. Upon returning from a Nov. 14 fairing drop-and-catch test, both upper and lower cable sets were seen attached to his aft arms. During the nearby sea trials, no clearly abnormal behavior – compared against previous trials at similar speeds and the same location – was observed, although the new metal cables were visibly taut or nearly so.

Given just how seemingly nuanced the utility of this new arm and cable combo seems to be, a few obvious conclusions and possible explanations can be drawn. Perhaps Mr. Steven experiences inconvenient arm bouncing while sailing at high speeds, particularly in high speeds, and holding his arms down serves to grease the metaphorical gears of fairing recovery. Maybe the recovery net – stretched between four large arms – is tensioned more than SpaceX fairing recovery engineers and technicians would like, partially shrinking the usable catching area by pulling each arm towards the center. Even more nuanced still, it may be the case that these new tensioning steel cables and stanchion make it easier for fairing halves to be processed after landing in Mr. Steven’s net, allowing the crew to accurately and rapidly move the fairing to an optimal section of the net.

More questions than answers

Regardless, none of these best-case, simple explanations for the new hardware satisfactorily mesh with the known facts surrounding Mr. Steven and Falcon fairing recovery in general. For any of the above scenarios to be true, one must essentially assume that SpaceX has already nailed down fairing recovery and catches or believes that the path to solving those problems is almost totally clear of obstacles. If not, it would feel more than a little like putting the cart before the horse (or the fairing before the net) to be optimizing Mr. Steven for operations that are – as of yet – out of reach.

If SpaceX were so close to closing the fairing recovery gap, one would generally expect Mr. Steven to attempt fairing recoveries after all true Falcon 9 launches while also performing controlled drop test catch attempts. However, no such attempt was made after the October 7 launch of SAOCOM-1A and – according to CEO Elon Musk – Mr. Steven will not be attempting to catch Falcon 9’s fairing(s) after the imminent launch of SSO-A, expected to occur sometime after Thanksgiving (later this week).


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!

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla CEO Elon Musk says flying cars are coming

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Credit: Grok Imagine

Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.

Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”

The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.

However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.

Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package

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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.

In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:

“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”

However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.

Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:

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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”

Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.

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Elon Musk

SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff

Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.

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Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.

The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.

Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.

The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.

Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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