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SpaceX nails first rocket landing by sea in half a year, sends exoplanet probe beyond the Moon
SpaceX has successfully completed the first drone ship recovery of a Falcon 9 booster in nearly six months, bringing to an end a what will likely be the final drought of by-sea rocket landings in the company’s history.
B1045’s landing was a particularly stunning example of just how far SpaceX has come. By all appearances, the recovery was easily the smoothest yet achieved by the company, with nary a hint of reentry heating visible in the near-flawless live coverage from a camera aboard the booster. Perhaps of even more interest, the landing itself appeared to be exceptionally luxurious, with the booster gently floating down to its final resting perch aboard the drone ship Of Course I Still Love You.
Falcon 9 1045 soars to the sky, the final new Block 4 flight ever. (Tom Cross)
This return-to-landing, so to speak, is SpaceX’s 24th successful Falcon booster recovery in just over three years of true recovery efforts. The last several months have featured an unfamiliar number of intentionally expendable launches, in which SpaceX chose to preclude any attempt at recovery, instead typically gently landing the boosters in the ocean to gather additional flight-test data and to explore the envelope of Falcon 9’s recovery capabilities. In all cases but one (Hispasat 30W-6), these intentionally expended boosters were older, flight-proven versions of the rocket, versions that hadn’t been designed to economically fly more than once or twice.
B1045, however, has just one flight under its belt, and is already pegged for a second launch with CRS-15, giving the booster as few as 50 days to be refurbished and prepped for its second pre-launch static fire (likely the first week of June). This would be an exceptionally fitting case of foreshadowing for SpaceX’s upcoming Block 5 iteration of Falcon 9. If a Block 4 booster can be launched, landed, and refurbished in well under two months, one can only imagine what a Falcon 9 explicitly upgraded for ease of reuse will be capable of.
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- Although SpaceX has nail multiple LZ-1 recoveries over the last six months, TESS is the first mission to feature a successful drone ship land since October 30 2017. (SpaceX)
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- B1045 soars towards OCISLY, stationed 300 km East of the Florida coast. (SpaceX)
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- Falcon 9 B1045’s picture-perfect, gentle landing aboard drone ship OCISLY, April 2018. (SpaceX)
Over the past six months, SpaceX has aggressively expanded their program of orbital rocket reuse, leaping from just three operational reflights of Falcon 9 boosters in the process’ first half-year (Mar-Oct ’17) to seven operational reflights between the following months of December and April. Today, April 18, the successful launch of NASA’s Transiting Exoplanet Survey Satellite (TESS) marks the final launch of a new Block 4 Falcon 9 booster (B1045) – although we can expect as many as three additional reflights of recovery Block 4 boosters in 2018, all new Falcon 9 boosters from here on out will be Block 5s, a final upgrade to the rocket designed to significantly optimize reliability and reusability. The first Falcon 9 Block 5 is expected to debut sometime in May, currently No Earlier Than (NET) May 4.
Impressively, despite the fairly extensive modifications and upgrades – both for reliability and reusability – included in Falcon 9 Block 5, SpaceX’s Hans Koenigsmann stated that the lengthy test campaign in Texas went well and was in fact “faster than we’ve ever had on new Block upgrades [of Falcon 9].” SpaceX themselves have not yet given a specific date for the debut of Block 5, but Hans did partially confirm recent reports that it is now targeting a debut in “early May” with the launch of Bangabandhu-1. Put simply, so long as things go more or less according to plan, 2018 will in every conceivable way usher in the real future of orbital-class reusable rockets – perhaps enabling the sort of responsive, cheap, and reliable access to space long ago promised by CEO Elon Musk.
Koenigsmann: This TESS booster is planned to fly again on the next CRS mission pending NASA approval. #SpaceX
— Michael Baylor (@MichaelBaylor_) April 15, 2018
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Science galore
TESS will dramatically increase the number of known exoplanets. It will more than double the number found by Kepler. #NASA #TESS #SpaceX #Falcon9
— Chris G (@ChrisG_SpX) April 15, 2018
Despite its diminutive size and 350 kg mass, TESS is expected to dramatically expand the number of detected exoplanets in the universe, and is tasked with surveying the remaining 95% of the sky left unscanned after Kepler’s famous mission. Ultimately, conservative estimates from astronomers expect TESS to add thousands of new exoplanets to humanity’s current catalog, with perhaps as many as 10% of those discovered likely to be Earth-sized, and thus potential candidates for the first habitable planets to be observed beyond the cozy bounds of our own Solar System.
To give a sense of just how far electronics and satellite technology have improved in the decade since the Kepler observatory was launched (2009), that 1050kg spacecraft was designed to stare specifically at one small segment of the sky (0.25%), scanning it ceaselessly for exoplanets. Despite complex technical difficulties, Kepler managed to discover nearly 1100 confirmed exoplanets, with more than 3000 additional candidates waiting to be confirmed by other spacecraft or telescopes.
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- A Falcon 9 fairing during encapsulation, when a launch payload is sealed inside the fairing’s two halves. This small satellite is NASA’s TESS, launched in April 2018. (NASA)
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- Smol TESS seen attached to SpaceX’s Falcon 9 second stage. (SpaceX)
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- Teeny, tiny TESS separates from Falcon 9’s second stage and begins its journey beyond the Moon, ahead of a productive life of science. (SpaceX)
On the other hand, the 350kg TESS, has been designed to sca the entire sky and may well double, triple, or quadruple the number of known exoplanets in the universe. Falcon 9 may undoubtedly be a bit like using a dump truck when a shovel would do, but the tiny size of the payload can be thanked for the exceptionally gentle booster recovery and the equally (relatively) easy refurbishment soon to follow.
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- (SpaceX)
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- (Tom Cross)
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- Falcon 9 B1045 prepares for its first launch in mid-April. (SpaceX)
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- SpaceX engineers and technicians have begun an aggressive campaign hoping to recover and reuse fairings ASAP. (Tom Cross)
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- Falcon 9 B1045 before its first launch, carrying NASA’s TESS exoplanet observatory, in April 2018. (Tom Cross)
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SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
