News
SpaceX fairing catcher Mr. Steven to attempt first Falcon fairing catch in months
Currently stationkeeping in the Pacific Ocean 220 miles (350 km) south of SpaceX’s Vandenberg launch pad, it’s starting to look like SpaceX fairing catcher Mr. Steven will soon attempt its first operational Falcon 9 fairing recovery in more than four months.
On the tail of the SpaceX’s fourth or fifth controlled fairing drop test, a series of tests that coincided with Mr. Steven attempting no recovery during the last West Coast launch, it’s possible that SpaceX engineers now believe the company is ready to successfully catch a fairing after an actual Falcon 9 launch. If so, the twice-flown Falcon 9’s third launch – with Spaceflight’s SSO-A satellite rideshare mission in tow – is the best chance yet for SpaceX to take its last critical step towards fairing reusability.
Good News and Bad News! Firstly, launch is pushed back a day till the 3rd. The good news is that Mr Steven's destination is set to SSO-A and might make a catch attempt! pic.twitter.com/3FNvifyRPX
— Gav Cornwell (@SpaceOffshore) December 2, 2018
Over the last four months, Mr. Steven’s crew of SpaceX and GO engineers and technicians have gradually introduced significant modifications to the vessel’s fairing recovery hardware, including major changes to the net’s motorized rigging, the installation of a curious lone arm on his bow, and – most recently – an odd mini-net that appears to be able to move around the gap between Mr. Steven’s main net and deck.
Aside from extensive (albeit subtle) hardware modifications, SpaceX workers conducted no less than four dedicated fairing drop tests, in which a helicopter would lift a specially-modified Falcon fairing half, releasing it around 10,000 feet so that it could deploy its parafoil and glide towards attempted soft landings in Mr. Steven’s net. While it’s almost impossible to know without official confirmation whether any drop test actually occurred, the fairing half involved clearly survived each trip out to sea and is currently stationed out of the way at SpaceX’s Berth 240 facilities.
At one point, the recognizable test-specific fairing half did return to port in Mr. Steven’s net and remained there overnight, perhaps indicating that SpaceX saw some success with its experimental drop-and-catch tests. A step further, while it’s fairly easy to literally discern the changes made to Mr. Steven over the last several months, it’s impossible to know just how much the fairing’s own guidance and navigation computers (GNC) and aerodynamic control surfaces (a steerable parafoil) factored into several failed recovery attempts after launches.
More likely than not, Mr. Steven is no more responsible for ensuring fairings are caught than SpaceX’s drone ships are for Falcon 9 booster landings – the most they can typically do is be in the right spot at the right time, although Mr. Steven does admittedly have a bit more flexibility to adjust his net’s position at the last second. Given that SpaceX intentionally avoided a fairing recovery attempt during October 7’s West Coast Falcon 9 launch, choosing instead to travel to the vicinity of Catalina Island for controlled experiments, it seems improbable that SpaceX would attempt another post-launch fairing recovery unless if the program’s engineers hadn’t gained some level of additional confidence.
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- A very sooty B1046 is – fingers crossed – at long last ready for its third flight after almost three weeks of delays. (Pauline Acalin)
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- Soot, o’ glorious soot. (Pauline Acalin)
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- Mr. Steven’s main net has sprouting a forest of additional rigging over the last month or two. (Pauline Acalin)
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- Main net, meet bby net. (Pauline Acalin)
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- What dat net do?
As such, the launch of SSO-A – already a milestone by thanks to its twice-flown Falcon 9 booster – may also be SpaceX’s best chance yet at successfully catching a Falcon 9 payload fairing in Mr. Steven’s net. Questions remain, of course. What does his cabled unicorn horn accomplish? Why the recent installation of a tiny secondary net? What exactly has Mr. Steven been up to lately in the Pacific Ocean? Who knows, but make sure to watch SpaceX’s launch attempt – NET 10:32 am PST (17:32 UTC) December 3rd – live tomorrow.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
