News
SpaceX Falcon 9 booster spotted in Southern California on journey to Florida
On August 20th, a member of a local California Facebook group happened to spot a SpaceX Falcon 9 booster in transit, an exceedingly rare sight as of late. Moving east, the booster is almost certainly heading to Florida to support a major cluster of 6-8 launches in Q4 2019.
This marks the first time in nearly four months that a flight-proven Falcon 9 booster has been spotted in transit, excluding a lone (unflown) booster captured on its way to McGregor, Texas last month. This also serves as an opportunity to reexamine the status of SpaceX’s expansive fleet of reusable Falcon 9 Block 5 rockets as the company prepares for a busy end of 2019 in the midst of a rare multi-month lull in launch activities.

Based on the timing, its location (Southern California), and the direction it was headed (Eastbound), the rocket spotted on August 20th is almost certainly twice-flown Falcon 9 booster B1051. The booster was likely departing SpaceX’s Vandenberg Air Force Base (VAFB) launch facilities after some two months post-launch inspections and refurbishment, having completed its second launch and landing on June 12th, 2019 in support of the Radarsat Constellation Mission (RCM).


Prior to its successful launch of RCM, B1051 had the historic privilege of supporting the inaugural orbital launch of SpaceX’s Crew Dragon spacecraft, putting the next-gen crew capsule through its paces before a crewed launch debut expected to occur absolutely no earlier than (NET) December 2019. Known as DM-1 (Demo-1), B1051 was subjected to an exceptionally strenuous suite of inspections, analysis, and testing for the mission – from the very first welding sparks to the booster’s McGregor, TX and Florida static fires and launch debut.
Said debut occurred on March 2nd, 2019, after which B1051 landed at sea aboard drone ship Of Course I Still Love You (OCISLY).

SpaceX production experienced an exceptionally frenetic period from early-2018 to mid-2019, in which the company averaged the completion of almost an entire Falcon 9 or Heavy rocket every 1-2 months, building, delivering, launching, and relaunching Falcon boosters B1046 through B1057 from ~January 2018 to April 2019. In the last 3-4 months, the (publicly visible) rate of rocket production has dramatically slowed, presumably an intentional slow-down triggered by SpaceX’s rapidly growing fleet of flight-proven boosters.
In the last four or so months, unaffiliated observers have spotted a grand total of one new Falcon 9 booster on its way from SpaceX’s Hawthorne, CA factory to its McGregor, TX testing facilities. That booster – likely either B1058 for Crew Dragon’s crewed launch debut (Demo-2) or B1059 for SpaceX’s next USAF GPS III launch – was spotted twice headed east in Arizona on July 29th. Prior to that, the next most recent ‘core spottings’ occurred in mid-to-late April, while the most recent since July 29th’s instance is B1051.2’s August 20th appearance. In short, things are unusually quiet on the SpaceX booster transport front.

Rocket fleet logistics
This apparent slowdown in production can be relatively easily explained by the nature of SpaceX’s fleet of boosters, as well as the company’s growing confidence in the extreme reusability nominally permitted by Falcon 9’s Block 5 upgrade. Just a few days ago, SpaceX Vice President of Build and Flight Reliability Hans Koenigsmann reiterated the belief that Falcon 9 Block 5 boosters will be more than capable of safely performing 10 or more launches apiece.
At the moment, SpaceX’s fleet of flightworthy Block 5 boosters is seven strong, composed of B1046.3, B1048.3, B1049.3, B1051.2, B1052.2, B1053.2, B1056.2. Altogether, they have supported a full 17 launches in 15 months, averaging 2.4 launches apiece with a maximum of three launches achieved by three separate boosters. Under the extremely conservative assumption that 60-90 days are needed for post-flight inspections and refurbishment, anywhere from 2-6 of those boosters are already ready for their next launches.

In simple terms, it appears that even a fleet as small as seven Falcon 9 Block 5 boosters may be capable of supporting a vast majority of SpaceX’s commercial launch contracts, while even NASA has come to support launching uncrewed Cargo Dragon missions on flight-proven boosters. In fact, Koenigsmann revealed that a number of customers had nearly come a full 180 degrees in the less than three years that SpaceX has been reflying boosters. Many now actively prefer a flight-proven booster and have come to view them as a more known quantity relative to unproven (i.e. new) hardware.
Aside from a handful of customers – primarily the US military – that explicitly demand new hardware, the rare need for entirely expendable Falcon 9 launches, and the equally rare loss of boosters during unsuccessful landings, SpaceX just doesn’t need nearly as high of a Falcon 9 or Heavy booster production rate to support the same (or even greater) launch cadences.
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Elon Musk
Elon Musk teases TSMC as potential Terafab partner
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
News
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
News
Tesla Robotaxi expands hours, Musk explains why it’s been a challenge
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.