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.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
