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SpaceX’s Falcon Heavy fairing tries to enter hyperspace, lands in net in new videos
SpaceX and CEO Elon Musk have released videos offering an extended look at the unexpectedly dramatic conditions Falcon payload fairings are subjected to during atmospheric reentry, as well as the first successful landing in GO Ms. Tree’s net.
Captured via an onboard GoPro camera during Falcon Heavy’s June 25th launch of the USAF Space Test Program-2 (STP-2) mission, the minute-long cut shows off a light show more indicative of a spacecraft entering hyperspace than the slightly more mundane reality. Shortly after SpaceX posted the reentry video, CEO Elon Musk followed up with a video showing a fairing’s gentle landing in Ms. Tree’s net. More likely than not, the fairing with the camera attached and the fairing that became the first to successfully land in Mr. Steven’s (now GO Ms. Tree’s) net are the same half. Regardless, the videos help document a major step forward towards SpaceX’s ultimate goal of fairing reuse.
“In a pleasant, last-minute surprise, SpaceX fairing recovery vessel Mr. Steven has departed Port Canaveral for its first Falcon fairing catch attempt in more than half a year. The speedy ship has already traveled more than 1250 km (800 mi) in ~48 hours and should soon be in position to attempt recovery of Falcon Heavy Flight 3’s payload fairing halves.
Over the last week or two, Mr. Steven has been officially renamed to GO Ms. Tree, a strong indicator that Guice Offshore (GO) – a company SpaceX is heavily involved with – has acquired the vessel from financially troubled owner/operator Sea-Tran Marine. With this likely acquisition, nearly all of SpaceX’s non-drone ship vessels are now leased from – and partially operated by – GO. The name change is undeniably bittersweet for those that have been following Mr. Steven’s fairing recovery journey from the beginning. However, it’s also more than a little fitting given that the vessel switched coasts and suffered an accident that forced SpaceX to replace the entirety of its arm-boom-net assembly. Much of Mr. Steven – now GO Ms. Tree – has been replaced in the last few months and with any luck, the vessel is better equipped than ever before to snag its first Falcon fairing(s) out of the air.”
— Teslarati.com, June 24th
As they say, the rest is history. Some 60-75 minutes after Falcon Heavy lifted off from Pad 39A on June 25th, Ms. Tree successfully caught a parasailing fairing for the first time ever, just barely snagging one of the two halves at the very edge of the ship’s net. Two days later, Ms. Tree arrived back at Port Canaveral. Another 24 hours after that, the intact, dry fairing half was safely lifted onto land and transported to a local SpaceX facility dedicated to analyzing (and eventually refurbishing) recovered Falcon fairings.
Landing on Ms. Tree pic.twitter.com/4lhPWRpaS9— Elon Musk (@elonmusk) July 4, 2019
With any luck, the successful catch will prove that the years of work have been worth it, demonstrating that fairing halves caught – rather than fished out of the ocean – are structurally sound and clean enough to be quickly and affordably reused. While Falcon fairings have been estimated to take up less than 10% of the material cost of Falcon 9 production (~$6M, $3M/half), the manufacturing apparatus needed to build them takes up a huge amount of space. Additionally, the process of oven-curing huge, monolithic carbon fiber fairings introduces fundamental constraints that physically limit how quickly they can be built.
Fairing reuse would be an invaluable benefit for SpaceX’s internal Starlink launches, of which dozens and – eventually – hundreds will be needed to build an operational constellation of satellites. Thanks to the wonders of Falcon 9 Block 5 booster reuse, the internal cost of a flight-proven booster is essentially just the cost of refurbishment and then the propellant and work-hours needed to launch it. What remains is the cost of the expendable Falcon upper stage (unlikely to be recovered or reused) and payload fairing, now reasonably consistent at landing intact on the ocean surface but yet to demonstrate practical reusability.
As proposed, SpaceX’s completed Starlink constellation represents almost 12,000 satellites. Assuming no progress is made with packing density, no larger payload fairing is developed, and Starship doesn’t reach orbit until the mid-2020s (admittedly unlikely), Starlink will require almost exactly 200 Falcon 9 launches, each carrying 60 satellites. According to Musk, despite the fact that the first 60 satellites launched were effectively advanced prototypes, the cost of launch is already more than the cost of satellite production.
Speaking at a conference in 2017, Musk noted that payload fairings cost about $6M to produce, roughly 10% of Falcon 9’s $62M list price. In 2013, Musk stated that the first stage represented less than 75% of the overall cost of Falcon 9 production, meaning that the rocket’s upper stage probably represents another 15-20% (call it a 70:20:10 split), or ~$9-12M. Conservatively assuming that the operating costs of Falcon 9 refurbishment, launch, and recovery are roughly $5M per mission, the internal cost to SpaceX for a launch with a recoverable flight-proven booster and an expended fairing and upper stage could be just $20-25M and may be even lower.
For reference, assuming 200 Falcon 9 launches, SpaceX could save nearly $600M by consistently recovering and reusing just one fairing half on average per launch, up to as much as $1.2B if both halves can be consistently recovered and reused. June 25th’s successful fairing catch is the biggest step yet in that direction and is hopefully a sign of many good things to come for SpaceX’s latest attempt at building truly reusable rockets.
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Tesla has officially confirmed plans to bring its all-electric Semi truck to Europe, with full specifications and market-launch details set for unveiling at the IAA Transportation trade fair in Hannover, Germany.
The event runs September 15–20, with a possible press preview on September 14. The announcement, shared via Tesla’s Semi account, marks a significant expansion beyond North America nearly nine years after the truck’s original 2017 reveal.
🚨 Tesla Semi is coming to Europe!
Sustainable logistics is a huge market internationally, and now Tesla is involved in it outside of the U.S. market! https://t.co/q3hjX6ybMv pic.twitter.com/mxTaVY3UsE
— TESLARATI (@Teslarati) August 20, 2026
In the United States, the Semi’s path has been gradual. Limited pilot production and customer deliveries began in late 2022, primarily to fleets such as PepsiCo. After years of refinement, high-volume manufacturing started on April 29, 2026, at a dedicated facility adjacent to Gigafactory Nevada.
The plant targets an annual capacity of 50,000 units, though the ramp is expected to be gradual, with “many thousands” of trucks projected by the end of 2026.
Demand is building, with recent orders including 500 units for Einride (deliveries starting September 2026, serving Amazon and others) and hundreds more from operators such as WattEV. Pricing stands at approximately $260,000 for the Standard Range and $290,000 for the Long Range before incentives.
Tesla Semi pricing revealed after company uncovers trim levels
Earlier in 2026, Tesla finalized production specifications that incorporated substantial updates. In February, the company detailed two variants designed for a full 82,000-pound gross combination weight.
The Standard Range offers about 325 miles of range with a 548 kWh battery and curb weight under 20,000 pounds. The Long Range delivers roughly 500 miles with an 822 kWh pack and a 23,000-pound curb weight. Both use three independent rear-axle motors producing up to 800 kW (about 1,073 horsepower), achieve energy consumption of around 1.7 kWh per mile, and support megawatt-class charging at up to 1.2 MW—recovering about 60 percent of range in 30 minutes through the MCS standard.
Additional refinements include a roughly 1,000-pound weight reduction versus earlier prototypes, improved aerodynamics, a 48-volt electrical architecture, electric power take-off up to 25 kW for refrigerated trailers, and fleet management software with over-the-air updates.
These advances position the Semi as a competitive option against diesel trucks on operating costs and performance. For Europe, adaptations such as lighting, cab configurations (including potential sleeper options), and regulatory compliance are anticipated.
With series production underway in Nevada and major fleet commitments secured, the upcoming IAA reveal will clarify timelines, European-specific specs, and pricing, potentially accelerating electrification of heavy-duty freight on both continents.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Tesla Semi is officially headed to Europe
Tesla Robotaxi gets a massive upgrade in Nevada
