News
SpaceX drone ship fleet aces two Falcon 9 booster recoveries in 48 hours
SpaceX’s two-vessel drone ship fleet has successfully returned two boosters from sea to port in the space of just ~40 hours, an impressive feat that simultaneously shed light on a new kind of bottleneck for Falcon launches.
Completed on January 20th and 24th and originally planned as few as 25 hours apart, SpaceX’s back-to-back Starlink-16 and Transporter-1 launches made it clear that drone ship availability could quickly become a constraint as the company eyes increasingly ambitious launch cadence targets. CEO Elon Musk has stated that SpaceX is targeting up to 48 launches in 2021, translating to an average of one launch every 7.5 days.
As it turns out, measured from port departure to port arrival, that target is practically the same as the average amount of time it takes one of SpaceX’s two drone ship landing platforms to complete a booster recovery. Both existing drone ships must be slowly towed to and from the booster landing area, generally involving a minimum round trip of 800 miles (~1300 km) and some five days in transit.

In other words, even given a perfectly optimized schedule in which SpaceX launches missions requiring at-sea recovery every ~180 hours throughout 2021, each mission would have just a handful of days worth of margin before one launch delay would inherently delay another launch. Fundamentally, with a fleet of two drone ships requiring an average of five days of transit time per recovery, SpaceX could theoretically support as many as ~70 booster recoveries annually assuming zero downtime, no launch delays, and mere hours spent at the landing zone before turning around and heading back to port.
To be clear, recovery ship availability is an excellent problem to have, as it implies that SpaceX is fast approaching a rate of launch (and routine rocket landings) unprecedented in the history of commercial spaceflight. Thankfully, SpaceX also has an exceptional track-record of solving hard problems and there remains a great deal of ‘slack’ to be optimized out of its fleet of recovery ships.

That is all to say that removing the fundamental bottlenecks posed by SpaceX’s existing fleet will absolutely require at least one or two new drone ships on top of at least two major oil rig conversion projects in work for Starship. Whether in the form of one or more new converted barges or some kind of faster, self-propelled vessel, it’s safe to say that new ships are virtually guaranteed and likely close at hand unless SpaceX has decided to accept a semi-arbitrary ceiling on annual East Coast launches.
Just one month into 2021, SpaceX’s two drone ships are already being stretched to their operational limits to the point of launch delays. Delayed from January 17th to January 20th, Starlink-16 held up drone ship Just Read The Instruction for several days, resulting in the vessel returning to port on the 24th, just ~60 hours prior to Starlink-17’s original January 27th launch target. With drone ship Of Course I Still Love You (OCISLY) already indisposed at sea to support SpaceX’s January 24th Transporter-1 launch, SpaceX had to move Starlink-17 to January 30th.
After a few days in port for booster processing and maintenance, drone ship JRTI ultimately departed Port Canaveral for Starlink-17 on the evening of the 27th, most likely delaying the launch to Sunday, January 31st. For now, though, Falcon 9 booster B1049 is scheduled to launch for eighth time no earlier than (NET) 7:24 am EST (12:24 UTC), January 30th. Simultaneously, drone ship Of Course I Still Love You will likely need to depart Port Canaveral later this weekend to support Starlink-18, scheduled to launch as soon as 1:19 am EST, February 4th.
Elon Musk
Elon Musk drops a surprise update on Boring Company’s next big dig
Musk says Boring Company could shrink the Austin to San Antonio drive to just minutes.
Elon Musk says The Boring Company is working on what he called “a simple, precursor Hyperloop” tunnel connecting Austin and San Antonio, targeting speeds above 200 mph and cutting a drive that can take up to two and a half hours down to a consistent under 30 minutes. Musk posted the idea on X Sunday, in a reply to a repost of an AI generated video imagining a science fiction future with human colonies on other worlds, which he shared with the line “This is the future we shall bring into being.”
This is the future we shall bring into being pic.twitter.com/8aD0w8MDVc
— Elon Musk (@elonmusk) September 20, 2026
The Boring Company’s own account picked up the idea in the same thread, adding a detail about how the trip would actually work: “Because Loop/Hyperloop is express (i.e. no intermediate stops), one could travel from an Austin parking lot to a favorite San Antonio restaurant in about 30 minutes. As long as they both have Loop stations.” That framing ties the proposed intercity link to the same station model the company already runs in Las Vegas, where riders enter the tunnel network through small, garage style stops rather than one central terminal.
This is not the company’s first run at the Austin to San Antonio corridor. Boring Company floated tunnels between the two cities as far back as 2021, and later competed for a separate San Antonio Loop project tied to the airport before that specific bid stalled. Pitches for tunnels in Chicago, Los Angeles, and a New York to Washington corridor have followed a similar pattern of big announcement without a shovel in the ground.
What is different this time is the balance sheet, especially since The Boring Company closed a 3 billion dollar funding round led by investors in the United Arab Emirates earlier this month at a valuation near 23 billion dollars, giving the tunneling company more capital to chase speculative projects than it had during its earlier Texas pitches. The company is also mid-build on two other intercity systems it has actually broken ground on, inc;luding a Nashville tunnel linking downtown to the airport, where a second boring machine finished commissioning in June, and its Las Vegas network, where the station count keeps climbing on paper faster than tunnels get dug.
That gap between announcement and execution is the reason to treat Sunday’s post as an opening bid rather than a project. A tunnel spanning roughly 80 miles between two metro areas, running at speeds Boring Company has not demonstrated over any real distance, would dwarf anything the company has built. For now, the Austin to San Antonio Hyperloop exists as a caption under an AI generated space video.
Elon Musk
Tesla eyes supply partners for Optimus mass production
Tesla certified three Chinese suppliers for Optimus mass production, signaling its robot timeline is accelerating.
Tesla’s robotics team traveled to Ningbo, in China’s Zhejiang province, on September 16 and spent the following day auditing component suppliers for Optimus, according to a Bloomberg report cited by RobotAIGeek. The visit moved three manufacturers from provisional status to certified mass production partners: Tuopu Group, which handles actuators and chassis components, Ningbo Joyson Electronic, a sensor supplier, and Zhejiang Sanhua Intelligent Controls, which builds thermal management systems. All three already supply parts to Tesla’s electric vehicles, and the audit reportedly came with fresh orders that supply chain reports put at an initial batch of roughly 5,000 units.
Tuopu, Joyson, and Sanhua built their manufacturing base serving the automotive industry, where tolerances and volume requirements are already close to what a mass produced humanoid robot demands. Sanhua in particular has history here. Teslarati reported last October that the company had received a roughly $685 million order for linear actuators tied to Optimus, a volume industry watchers estimated could cover around 180,000 robots once production ramped.
Supply chain reports tied to this week’s audit put Tesla’s near term production goal at about 1,000 Optimus units a week by late September, rising to 2,000 to 2,500 units a week by the end of the year. That pace would put real weight behind the timeline Tesla has been building toward since May, when it wound down Model S and Model X production at Fremont to convert that floor space into a dedicated Optimus line targeting one million units annually. JPMorgan analysts who toured the factory in August confirmed the conversion took roughly four months, a pace Musk has called unprecedented for a facility that size.
New drone video shows Tesla’s Optimus Factory reaching a turning point
Fremont is only the first phase. A second, larger Optimus plant is rising at Gigafactory Texas, where drone footage shared by Joe Tegtmeyer last week showed the structural steel nearing completion on the north end of the building. Tesla has said that facility is meant to eventually support production of up to 10 million units a year, though volume output there is not expected before 2027.
Commercial sales of Optimus are still targeted for the second half of 2027, but production is expected to start well before then. JPMorgan analyst Rajat Gupta has said Tesla’s “Optimus Academy” program, which uses early units to collect real world training data inside Tesla’s own facilities, is expected to be running later this year. Bloomberg Intelligence analyst Ian Ma described the Ningbo audits as “a positive commercialization signal for China’s humanoid supply chain,” noting that sentiment could improve further if the visit leads to confirmed supplier nominations and larger orders. The Solactive China Humanoid Robotics Index rose about 1.4% on the news, though it remains down roughly 30% for the year.
Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.