News
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.
- An overview of Mr. Steven on November 10th, shortly after his new arm’s cables were attached. (Pauline Acalin)
- A good closeup of Mr. Steven’s new limb and its associated cables, cable linkages, and arm attachments. (Pauline Acalin, 11/10/18)
- 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.
- (Pauline Acalin)
- 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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News
Tesla Semi is officially headed to Europe
Tesla has officially confirmed plans to bring its all-electric Semi truck to Europe, with full specifications and market-launch details set for unveiling at the IAA Transportation trade fair in Hannover, Germany.
The event runs September 15–20, with a possible press preview on September 14. The announcement, shared via Tesla’s Semi account, marks a significant expansion beyond North America nearly nine years after the truck’s original 2017 reveal.
🚨 Tesla Semi is coming to Europe!
Sustainable logistics is a huge market internationally, and now Tesla is involved in it outside of the U.S. market! https://t.co/q3hjX6ybMv pic.twitter.com/mxTaVY3UsE
— TESLARATI (@Teslarati) August 20, 2026
In the United States, the Semi’s path has been gradual. Limited pilot production and customer deliveries began in late 2022, primarily to fleets such as PepsiCo. After years of refinement, high-volume manufacturing started on April 29, 2026, at a dedicated facility adjacent to Gigafactory Nevada.
The plant targets an annual capacity of 50,000 units, though the ramp is expected to be gradual, with “many thousands” of trucks projected by the end of 2026.
Demand is building, with recent orders including 500 units for Einride (deliveries starting September 2026, serving Amazon and others) and hundreds more from operators such as WattEV. Pricing stands at approximately $260,000 for the Standard Range and $290,000 for the Long Range before incentives.
Tesla Semi pricing revealed after company uncovers trim levels
Earlier in 2026, Tesla finalized production specifications that incorporated substantial updates. In February, the company detailed two variants designed for a full 82,000-pound gross combination weight.
The Standard Range offers about 325 miles of range with a 548 kWh battery and curb weight under 20,000 pounds. The Long Range delivers roughly 500 miles with an 822 kWh pack and a 23,000-pound curb weight. Both use three independent rear-axle motors producing up to 800 kW (about 1,073 horsepower), achieve energy consumption of around 1.7 kWh per mile, and support megawatt-class charging at up to 1.2 MW—recovering about 60 percent of range in 30 minutes through the MCS standard.
Additional refinements include a roughly 1,000-pound weight reduction versus earlier prototypes, improved aerodynamics, a 48-volt electrical architecture, electric power take-off up to 25 kW for refrigerated trailers, and fleet management software with over-the-air updates.
These advances position the Semi as a competitive option against diesel trucks on operating costs and performance. For Europe, adaptations such as lighting, cab configurations (including potential sleeper options), and regulatory compliance are anticipated.
With series production underway in Nevada and major fleet commitments secured, the upcoming IAA reveal will clarify timelines, European-specific specs, and pricing, potentially accelerating electrification of heavy-duty freight on both continents.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
News
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.




