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SpaceX recovers fairing intact for the first time, Starlink communicating back to Earth

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With the launch of PAZ and two of their own Starlink demo satellites, SpaceX has completed its fourth successful launch of 2018, and continued an aggressive series of reusability-focused flight-tests.

Amazingly, the company managed to successfully recover a fairing intact for the first time ever, an absolutely crucial step towards ramping the Falcon family’s launch cadence and reusability. According to CEO Elon Musk, SpaceX’s fairing recovery vessel Mr. Steven missed the fairing by a few hundred meters, meaning that the fairing gently landed in the Pacific Ocean, rather than Mr. Steven’s now-famous fairing recovery net. This is quite possibly the first time in aerospace history that an orbital rocket’s payload fairing has been recovered intact, and the fairing in question looks very much intact.

As mentioned by Musk, that massive piece of hardware had to survive reentry into Earth’s atmosphere at no less than Mach 8, considerably more than two times faster than the famous SR-71 Blackbird spy plane. While the fairing’s parafoil appears to have sunk after being quickly detached, careful observers will note three vertical bars at its three corners, almost certainly the points where that parafoil attaches to them and allows it to gently float down to the ocean surface.  While not nearly as consequential as SpaceX’s growing expertise with Falcon booster recovery and reuse, each fairing – made largely of carbon fiber composites – takes a huge amount of time and effort to complete, and cost upwards of $3 million each ($6m for both halves). In this sense, SpaceX has managed to recover a pallet of cash, as Musk humorously likened the effort fairing reuse to in 2017.

Given just how good the fairing’s condition appears to be, as well as the calm sea states, it’s very likely that SpaceX will try to pick up the landed fairing with a crane, although that would require a different vessel – Mr. Steven has no crane! Teslarati’s Pauline Acalin will undoubtedly be checking out the Port of San Pedro once Mr. Steven has returned to shore, in hopes of capturing the first-ever photos of a recovered orbital rocket fairing.

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Falcon 9 roars into the dark California sky with PAZ and Starlink. (Pauline Acalin)

Starlink hopes tempered despite apparent success

While only mentioned a few times during the webcast, the Falcon 9 that launched earlier today was also carrying additional co-passengers – two SpaceX demonstration satellites, in this case. Confirmed to have successfully deployed and begun communicating with SpaceX ground control, this is another huge accomplishment for SpaceX and marks their first-ever steps into dedicated satellite manufacturing and operation. Despite the significance of this event, SpaceX was keen to lower expectations for the satellite internet network, named Starlink. The following statement was provided during the webcast:

“Even if these satellites work as planned, we still have considerable technical work ahead of us to design and deploy a low Earth orbit satellite constellation. If successful, [this system] would provide people in low to moderate population densities around the world with affordable, high-speed internet access, including many that have never had internet access before.”

https://www.instagram.com/p/BfgTyTzgYVm/

For all intents and purposes, this appears to be a significant departure from previous statements given about Starlink by the rocket company. The explicit mention of “low and moderate” population densities being the only focus of service contrasts heavily with a general sense that Starlink was intended from the outset to provide universal internet around the globe to anyone who could afford the service. This certainly serves as a confirmation that there are major technological hurdles that will need to be overcome for Starlink to become the universal internet many have come to hope for from SpaceX – it would appear that it will be quite difficult to serve high-density populations with SpaceX’s current choice of technologies for their constellation.

Still, the demand is undeniably there. Even readers of Teslarati expressed an immediate desire to ditch their cable companies and ISPs, both in the US and abroad. If SpaceX can make it happen, they will have hordes of eager ISP-hating internet users desperate for any alternatives, and your author is proudly among them. The badly served aside, it sounds like SpaceX may be pivoting towards Starlink as a method of connecting the underserved – mainly those in rural or undeveloped areas. Even in the US, this is a major problem for those that do not live near large cities, and US ISPs are exceptionally anti-consumer in these situations – often times charging obscene costs for cable installation or outright refusing to provide coverage. Starlink could be a boon for those individuals in the US and elsewhere, especially where a simple lack of infrastructure is the cause. Much of Africa suffers from this, although mobile networks have become a backbone for a relatively unique pattern of mobile phone usage.

Here’s to hoping that SpaceX manages to once again rise to an exceptional technological challenge. As with all R&D efforts, the company’s satellite effort would be helped immensely with additional funds, and thankfully Falcon 9 Block 5 is very nearly ready to fly its first missions. This highly reusable iteration of the rocket could enable SpaceX to fly dozens of missions with a single Falcon 9 booster, and would thus enable unprecedented profit margins for a launch company, at least in the interim. Eventually, SpaceX is bound to bring down its prices for the customer, but the first need to recoup their reusability and Falcon Heavy investments, while also ensuring a sound business plan to support the development of their BFR and BFS vehicles that may one day enable the colonization of space. Starlink may be another beneficiary of those profits, and could itself one day act as a source of reliable funding for SpaceX’s interplanetary endeavors.

Teslarati   –   Instagram – Twitter

Tom Cross – Twitter

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Pauline Acalin – Twitter

Eric Ralph – Twitter

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 Cybercab gets initial tie-in to localized, in-house cathode plant

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Credit: Tesla

Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.

On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.

Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.

At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.

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The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.

One month later, that material reached a finished Cybercab.

The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.

Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.

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On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.

Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.

It is arguably as important as the software that drives it.

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Tesla leaks Semi customers ahead of handover event

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Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

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Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

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Tesla App now shows you what your Supercharger will look like upon arrival

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Credit: Tesla

The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.

Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.

It will even show you which specific Tesla model is charging at each occupied stall.

This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.

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The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.

Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.

You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.

Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.

Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.

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