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SpaceX Falcon 9 booster sails into port after historic third launch and landing
Although a sister rocket did not fare nearly as well during a separate landing attempt 48 hours later, SpaceX Falcon 9 Block 5 booster B1046 nailed its third successful launch and landing on December 3rd and arrived in Port of Los Angeles a bit less than 48 hours later.
Greeting the rocket after its milestone third reuse was a rare Los Angeles rainstorm, lending a lovely reflective sheen to all uncovered surfaces as low clouds and an obscured sun bathed everything in a stark and uniform off-white light.
That’s one scorched booster, still standing on JRTI at the moment, in the rain. B1046.3 arrived back at port earlier this morning after launching and landing for the 3rd time during the SSO-A mission. What. A. Sight. #spacex pic.twitter.com/EhHY9HK9cD
— Pauline Acalin (@w00ki33) December 5, 2018
It is difficult to conceive of a set of conditions that might serve to better emphasize the well-worn patina of soot and charring now fully covering the once-shiny white exterior of B1046’s fuel and oxidizer tanks, a sort of literal badge of honor for the three orbital-class launches the booster has now supported in the last six months. Functionally speaking, cleaning a Falcon 9 booster from top to bottom would be an unbelievably tedious, time-consuming, and largely pointless task, requiring careful spot-cleaning of something like 400 square meters (4300 square feet).
While SpaceX did repaint recovered Falcon 9 boosters a handful of times around the start of commercial reflights, it always served more of an aesthetic purpose over anything seriously utilitarian. Furthermore, aerospace-grade paint like that used by SpaceX is quite heavy potentially weighing several hundred kilograms per booster and requiring a week at minimum to fully apply a new coat. Some followers like to point out the lost benefits of Falcon 9’s reflective white paint, serving as a mild thermal insulator for Falcon 9’s tanks when filled with supercool propellant. While it certainly exists, the additional heating induced by soot coatings is completely negligible for Falcon 9, which is constantly topped off with chilled propellant prior to launch.
As such, sooty boosters will be around as long as the kerolox-power Falcon family remains in operation. Not too long from now, shiny new Falcon rockets will likely be as rare as the expendable rocket launches they partially represent – the launch vehicles of the future will be rugged workhorses more comparable to the 737s that fill the ranks of airliner fleets than to single-use works of art. Nevertheless, soot is by no means an innate feature of rockets, reusable or otherwise, instead deriving from Falcon 9’s pragmatic choice of kerosene as fuel – soot is simply an inevitable byproduct of kerosene combustion.
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- Falcon 9 B1049 lifts off for the first time at SpaceX’s LC-40 pad in September 2018. (Teslarati)
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- B1048 bares its sooty skin the morning before launch. (Pauline Acalin)
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- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
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- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
A long and sooty future
Whenever it begins flying, the sole byproducts of the combustion of BFR/Starlink/Super Heavy’s methane-oxygen (methalox) propellant are water vapor and carbon dioxide, although true methane supplies will inevitably have slight impurities and thus cause the negligible production of some less pleasant byproducts. Raptor, the methalox rocket engine that will power BFR, has been performing hot-fire tests for more than two years, and the sheer differences between the exhaust of Merlin and Raptor are a striking example of the different chemistries at work. As a result of much cleaner combustion, BFR may produce no soot byproducts whatsoever – enjoy it while it lasts!
In the meantime, Falcon 9 will continue to fly and refly for the foreseeable future. B1046’s third successful launch and recovery is a huge step in that direction and the very fact that the most noticeable difference is a new coating of soot at least partially hints at the efficacy of Block 5’s reusability-minded upgrades. Even when twice-flown Block 5 octaweb heat shields are glimpsed, it’s all but impossible to tell the difference between an unflown or twice-flown example, while the new jet-black thermal protection on Block 5 interstages and octawebs only exhibit subtle scarring after reentry heating.
It almost goes without saying that the real killer in multi-use aerospace products – fatigue – is rarely visible to the naked eye, so the external appearance of Falcon boosters is more of a swoon-worthy placebo than anything else. Still, Falcon 9 Block 5 continues to demonstrate that its external appearance is almost equally indicative of truly robust reusability engineering.
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- B1046. (Pauline Acalin)
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- . . . (Pauline Acalin)
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- ENHANCE! (Pauline Acalin)
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
