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SpaceX adds fresh Falcon 9 booster to the fleet after drone ship recovery
SpaceX has added a second new Falcon 9 booster to its rocket fleet in just one month after B1060 safely returned to shore aboard drone ship Just Read The Instructions (JRTI) on July 4th.
Exactly 31 days prior, Falcon 9 booster B1058 sailed into Port Canaveral aboard drone ship Of Course I Still Love You (OCISLY) on June 3rd after becoming the first private rocket in history to launch astronauts into orbit. Prior to B1058’s successful May 30th launch and landing debut, SpaceX’s fleet of available flightworthy boosters appeared to be just three strong, comprised of B1049, B1051, and B1059. Supposedly (relatively) easy to reconfigure into regular Falcon 9 boosters, twice-flown Falcon Heavy side boosters B1052 and B1053 remain wildcards that seem unlikely to re-enter circulation anytime soon.
In other words, SpaceX has grown its fleet of flight-proven Falcon 9 boosters by almost 70% in a single month, undoubtedly bringing with it some welcome sighs of relief for the second half of the company’s 2020 launch manifest. Given just how ambitious SpaceX’s plans are for the next six months, both boosters are set to be invaluable assets in the near term.
Postponed from June for unknown reasons, July could potentially be SpaceX’s busiest month of launches ever. The 10th overall Starlink launch – also SpaceX’s second Starlink rideshare – is on track to lift off with Falcon 9 booster B1051 on its fifth flight no earlier than (NET) 11:59 am EDT (16:59 UTC) on July 8th. Initially scheduled around June 22nd, B1051 no longer has a shot at beating SpaceX’s booster turnaround record, but it could snag a four-way tie with Falcon 9 boosters B1048, B1052, and B1053 at 74 days between launches.
Up next, SpaceX is scheduled to launch the ANASIS II South Korean military communications satellite as early as July 14th. Perhaps just 11 days after that, another Falcon 9 rocket is scheduled to attempt the United States’ first East Coast polar launch in half a century with Argentina’s SAOCOM 1B Earth radar satellite mission. As of now, ANASIS II is expected to launch on booster B1058 according to Next Spaceflight, potentially crushing SpaceX’s booster turnaround record by 17 days (>25%). The Falcon 9 booster assigned to SAOCOM 1B remains a mystery at this point, although B1059 or B1049 are the obvious candidates, with B1060 a close third.
Finally, SpaceX has another Starlink mission – Starlink V1 L10 – scheduled to launch no earlier than late July, likely flying on either Falcon 9 B1049 or B1060.
For SpaceX to achieve its goal of 2-4 launches per month for the rest of the year, it looks like its newly expanded fleet of Falcon 9 boosters is going to have to routinely break or at least skirt turnaround records of just a handful of weeks. As an example, in July alone, SpaceX will need to use four of its five-booster fleet to complete the four launches it has scheduled, while the fifth booster last launched on either June 3rd, 13th, or 30th.
SpaceX has at least two additional Starlink missions scheduled in August, meaning that both B1051 and B1058 will need to launch just 40-50 days later to sustain that cadence. Thankfully, September should bring a bit of respite heading into Q4 2020 if both Falcon 9 boosters B1061 and B1062 debut on scheduled in mid-September (Crew Dragon’s first operational astronaut launch) and September 30th (GPS III SV04), respectively. If successfully recovered, SpaceX’s fleet will grow to seven boosters strong – likely more than enough to sustain an average cadence of one launch every 10-14 days.
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Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
