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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 analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
