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SpaceX lifts soggy Falcon 9 Block 5 booster ashore after accidental splashdown
Independent group USLaunchReport has published a video capturing the entirety of SpaceX’s ad hoc East Coast Falcon 9 recovery operations, in which forlorn booster B1050 had to be carefully extracted out of the ocean after an unintentional soft-landing in the Atlantic following its successful Dec. 5 launch debut.
72 hours after B1050’s water landing and some painstaking preparation, the booster was towed to SpaceX’s dock space in Port Canaveral, where it spent just a brief few hours floating adjacent to drone ship Of Course I Still Love You and the rest of the company’s Florida fleet. Considerably less than twelve hours after arriving, technicians had already managed to lift the rocket out of the ocean and onto dry land, where another week or so was spent preparing Falcon 9 for transport.
Given the extent of the damage to the Block 5 booster’s interstage and the basic fact that SpaceX recovery technicians and engineers had never attempted anything quite like it before, it was fairly impressive that they took barely six hours to lift the booster out of the water, particularly considering that the rocket appeared to be filled with hundreds or even thousands of gallons of water. No visible damage was caused, although there was clearly some cause for extensive discussion and preparation per an unusually large and lengthy huddle of more than 30 employees prior to the beginning of the lift.
https://twitter.com/_TomCross_/status/1071886823721447424
Once on land, B1050 had an unusual sling placed exactly where the Falcon 9 booster’s liquid oxygen (LOx) and kerosene (RP-1) propellant tanks were welded together, apparently a location that is particularly sensitive to off-nominal X-axis stress. To give context, imagine bending a cardboard tube or straw in half instead of trying to push its ends together – Falcon 9’s structure is quite similar in concept. Built primarily 5mm-thick sheets of lithium-aluminum alloy, Falcon 9’s propellant tanks are extremely thin and light while also being aggressively optimized for vertical (up and down) loading, i.e. the forces experienced while accelerating (and eventually decelerating) through the atmosphere during launch and landing.
As a result, SpaceX almost always pressurizes the first stage propellant tanks of Falcon 9 with nitrogen whenever boosters are horizontal without physical support at their bendy centers. In the case of B1050, SpaceX almost certainly concluded that using its waterlogged umbilical ports to inject nitrogen into its tanks was too much of a risk without knowing the precise condition of the piping and the tanks themselves, opting instead to go with a simple sling to prevent damage from unintended bending. Thankfully, B1050 appears to have made it through its dry land ordeal even better than the time it spent in the Atlantic, suffering no visible damage whatsoever.
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- Sad interstage is sad. (Tom Cross)
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- An almost impossibly rare view. (Tom Cross)
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- That’s no boat… (Teslarati)
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- SpaceX technicians had to go through the normal process of Falcon 9 booster recovery at a decidedly abnormal 90 degree delta. (Tom Cross)
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- Falcon 9 B1050 was spotted at CCAFS near hangars SpaceX leases for refurbishment. (Instagram/anonymous)
Somewhere between December 14 and 15, the booster was at long last lifted onto SpaceX’s primary East Coast booster transporter and carefully drove the rocket to one of its 2-3 Cape Canaveral Air Force Station (CCAFS) refurbishment and storage hangars, avoiding detection by all but a few passersby. This could full well be the last we see (and even hear) of poor old Falcon 9 B1050, but there is still a decent chance that SpaceX hopes the entire rocket or major components can be easily salvaged.
Given the extreme care taken during the booster’s lift onto land and the week it spent having legs and grid fins removed, it can be definitively concluded that an effort will be made to save the entire vehicle (sans interstage). If it has managed to make it through the past two weeks largely unscathed, it may well become the first Falcon 9 to conduct a dedicated launch of multiple Starlink satellites sometime in the second half of 2019, at least according to CEO Elon Musk’s vague suggestion that it could fly on an “internal SpaceX mission”.
We may use it for an internal SpaceX mission
— Elon Musk (@elonmusk) December 5, 2018
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!
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
