News
SpaceX team spotted removing Block 5 landing legs prior to teardown analysis
Teslarati photographer Tom Cross has captured SpaceX technicians removing the landing legs from the first Falcon 9 Block 5 booster, signaling that the end of recovery operations are near.
Of note, it appears that SpaceX chose to conduct this recovery much like previous ones by removing the rocket’s legs instead of retracting them, a feature of the Block 5 upgrade prominently noted by CEO Elon Musk and other company officials. A brief time-lapse shows workers carefully removing the legs in a well-worn ballet of heavy machinery, skirting around the massive rocket with expertise developed over the better part of two years of sea and land recoveries of Falcon 9 and Falcon Heavy boosters.
There are a number of possible reasons for SpaceX choosing to remove B1046’s landing legs the ‘old-fashioned’ way, most relating to the fact that this particular booster is a critical pathfinder for the entire future of Falcon 9 Block 5. Musk described this attitude in a lengthy and detailed prelaunch briefing:
We are going to be very rigorous in taking this rocket apart and confirming our design assumptions to be confident that it is indeed able to be reused without being taken apart. Ironically, we need to take it apart to confirm that it does not need to be taken apart.
Both COO Shotwell and Musk have briefly discussed the new functionality of the upgraded legs in the past few weeks, indicating that they are capable of being rapidly and repeatedly stowed without being removed from the rocket, whereas all past booster reuse has required the slow removable and equally slow reattachment of landing legs, assuming Block 3 and 4 boosters even reuse their same landing legs. At a minimum, Musk’s above comment already makes it clear that SpaceX has no plans to reuse this booster immediately, instead conducting an extremely thorough teardown analysis to verify that wear and tear from high-speed atmospheric reentry is within an acceptable range.
SpaceX technicians busy themselves removing Falcon 9 Block 5’s massive recovery hardware. (Tom Cross)
Equally plausible, choosing to remove B1046’s landing legs instead of testing the new retraction mechanisms may better preserve the leg hardware in its post-landing state, providing engineers and technicians cleaner and more representative data. One final obvious possibility is that the process of flight-testing new Block 5 leg hardware caused damage or led to some off-nominal telemetry and other visible faults, thus preventing them from retracting.
Because the next Block 5 booster (B1047) is likely nearing its own debut after a thorough round of testing in Texas, captured by an aerial photographer, SpaceX may be pushing hard to complete its post-landing analysis of B1046 as quickly as possible to make way for the imminent launches of several new boosters. If the company hopes to maintain its impressive 2018 flight rate of one launch every two weeks throughout the rest of the year, they will need to refly Block 5 boosters at least 10 times – the last flight-proven commercial Block 4 launch (CRS-15) is currently scheduled for early July, leaving roughly half of all 2018’s upcoming launches manifested on Block 5 Falcon 9/Heavy rockets. Falcon Heavy’s second launch has in fact been pushed back by several months per The Planetary Society, indicating that the construction of the first Block 5 center booster has taken a back seat to the more pressing concerns of Falcon 9 Block 5 boosters, upper stages, and fairings needed to avoid additional customer launch delays.
B1046’s final landing leg is removed and carried off with a forklift, presumably for teardown analysis at a SpaceX facility. (Tom Cross)
Regardless, the first successful and nearly-complete recovery of a Falcon 9 Block 5 booster marks a huge milestone for SpaceX. So long as the imminent teardown analysis does not reveal anything especially unexpected, the rocket company is quickly closing in on true rapid reuse with Octagrabber/Roomba’s steady routinization of robotic rocket saving, yet another intact fairing half recovery, and the good condition of B1046 after a relatively hot reentry and landing.
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- Just boopin’ an orbital-class rocket with a huge metal component, NBD. (Tom Cross)
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- (Tom Cross)
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- A toasty Block 5 landing leg shows off a new patina for SpaceX’s upgraded thermal protection material.
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- (Tom Cross)
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
