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SpaceX’s first “Version 3” drone ship arrives at Port Canaveral
SpaceX has officially taken delivery of a third ‘autonomous spaceport drone ship’ named A Shortfall of Gravitas (ASOG), returning its East Coast booster recovery fleet to two strong.
Five weeks prior, senior drone ship Of Course I Still Love You (OCISLY) began a more than 8000 km (~5000 mi) journey from Port Canaveral, Florida to Port of Long Beach, California as part of SpaceX’s plans to return its West Coast launch facilities to active duty. Though it now appears that plans to begin the first dedicated polar Starlink launches out of Vandenberg Air Force Base (VAFB) as soon as July have slipped to no earlier than (NET) August, drone ship OCISLY did arrive at its new Los Angeles home port on July 6th, completing a smooth four-week journey.
Nine days later, brand new drone ship ASOG has completed its own slightly ambitious journey from Louisiana to the East Coast of Central Florida, allowing SpaceX to begin preparing the vessel for its first Falcon booster landing.
As previously discussed on Teslarati, A Shortfall of Gravitas marks a significant visual departure from its siblings thanks to a number of apparent refinements and upgrades.
“Drone ship ASOG appears to be a fair bit sleeker and more optimized than its siblings. The substantial amount of extra equipment required to turn a barge into a ‘drone ship’ has been packaged in a far sturdier manner inside steel bunkers, whereas JRTI and OCISLY have generators, power supplies, computers, and communications equipment strewn about the edges of their decks in shipping containers.”
According to CEO Elon Musk, ASOG may also be SpaceX’s first truly autonomous drone ship.
“Musk says that ASOG is SpaceX’s first truly autonomous drone ship. While JRTI and OCISLY are both capable of autonomously staying in one specific location after being towed out to sea and prepared by a team of technicians, ASOG may be able to travel several hundred miles out to sea, recover and secure a Falcon booster with its Octagrabber robot, and then return to Port Canaveral to offload the rocket without a single person boarding the drone ship.”
Teslarati.com – July 12th, 2021
In footage shared by Musk of ASOG’s first sea trials, the drone ship was shown traveling at a significant clip under its own power – a first for a SpaceX drone ship. While Just Read The Instructions was technically upgraded with similarly capable thrusters and power generation capabilities in 2020, the drone ship has never been seen traveling at speed under its own power during early sea trials or operational booster recoveries.
According to Elon Musk, A Shortfall of Gravitas is apparently SpaceX’s first “Version 3” drone ship, likely implying that versions 1 and 2 are respectively represented by OCISLY and JRTI. As such, while the second iteration of JRTI may technically share some of ASOG’s upgrades, it’s possible that new design choices mean that ASOG really is the first drone ship truly capable of autonomous operations. On the other hand, it’s also possible that drone ship JRTI has been capable of similar self-propelled feats since its June 2020 East Coast debut but that regulatory hurdles and complexities have prevented SpaceX from doing so.
Regardless, it’s safe to assume that SpaceX is a ways away from truly hands-free Falcon booster recoveries and that drone ship ASOG will be towed to and from landing zones – and accompanied by humans – on its first few missions.
Meanwhile, ASOG’s new ‘Octagrabber’ robot – used to remotely secure Falcon boosters at sea – has been staged on the dockside for imminent installation on the drone ship. As of mid-July, though, it’s unclear if SpaceX has any launches at all scheduled in the second half of the month, likely giving the company’s recovery team at least two weeks to prepare A Shortfall of Gravitas for its first booster recovery attempt – a rather literal baptism by fire.
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
