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SpaceX Falcon fairing recovery vessel Mr. Steven tests out new limbs at sea
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.
Mr Steven arriving back at port after some sea trials (with some new hardware near his nose). Such an elegant ship. The drop-test fairing is back in view on the dock as well. Soooooon……#spacex #mrsteven @Teslarati pic.twitter.com/qsmEy2Kk2a
— Pauline Acalin (@w00ki33) November 12, 2018
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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- An overview of Mr. Steven on November 10th, shortly after his new arm’s cables were attached. (Pauline Acalin)
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- A good closeup of Mr. Steven’s new limb and its associated cables, cable linkages, and arm attachments. (Pauline Acalin, 11/10/18)
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- A different view of the arm-cable attachment fixtures. (Pauline Acalin)
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.
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- (Pauline Acalin)
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- Note the duo of cables connected to the arm attachment jig. (Pauline Acalin)
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).
Will try again next month
— Elon Musk (@elonmusk) November 14, 2018
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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
