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SpaceX completes vast Mr Steven arm upgrades for quadruple-sized net
Scarcely 48 hours after they began, SpaceX technicians have already completed installation of all four of Falcon fairing recovery vessel Mr Steven’s new and dramatically larger arms, as well as eight giant struts. All that remains to be installed is an upgraded net, said by CEO Elon Musk to have four times the area of its predecessor.
Put simply, it’s difficult to express how large these upgraded arms really are, and photos still only give a partial sense of their scale. SpaceX technicians busy installing the new arms on July 10th nevertheless offer a fleeting appreciation of the true size of this new payload fairing recovery apparatus, which will hopefully see its first operational debut in just two weeks with a fairing recovery attempt after the Iridium-7 Falcon 9 mission, July 25th.
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- A few SpaceX technicians examine one of Mr Steven’s newly-attached arms and struts. (Pauline Acalin)
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- Mr Steven and the ever mysterious inflatable ring now floating at Berth 240, July 10. (Pauline Acalin)
All arms on deck
While it’s difficult to estimate from photos alone, it appears that Mr Steven’s new arms are minimum of roughly 65 meters squared, assuming a square aspect ratio. In other words, the vessel’s next and newest net could have an area as large as 3600 square meters (~40,000 square feet, ~0.85 acres), easily more than quadruple the size of Mr Steven’s previous net. For comparison, the massive autonomous spaceport drone ships (ASDS) SpaceX often recovers its Falcon 9 and Heavy boosters aboard have a usable landing area of roughly 45,000 square feet, a little more than 10% larger than Mr Steven’s new net.
With these vast new arms, struts, and (soon enough) net, SpaceX is likely as close as they have ever been to successfully catching a Falcon 9 fairing, an achievement that would likely allow the company to begin reusing the large carbon fiber-composite shrouds almost immediately. Critically, although SpaceX appears to have begun attaching recovery hardware to both fairing halves in recent West Coast attempts, it remains to be seen whether Mr Steven’s new claw apparatus will be able to catch both halves, thus closing the gap on fairing recovery without necessitating the leasing and modification of perhaps three additional copies of the vessel.
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- A before and after comparison of Mr Steven’s old and new arms. (Pauline Acalin)
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- Even at this zoom, the human workers are difficult to make out. (Pauline Acalin)
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- E N H A N C E. (Pauline Acalin)
Adding three recovery-critical ships (two for West Coast missions, two for East Coast missions) to SpaceX’s already massive blue-water fleet could significantly raise the operating costs of each recovery attempt, as well as generally adding considerable complexity to the orchestration of those fleets come launch time. Perhaps not. Still, if Mr Steven sees success with his 4Xed net and arms, chances are very good that SpaceX will lease and modify another Fast Supply Vessel – if they already haven’t done so – to provide the company’s higher-volume East Coast launch facilities with their own, dedicated fairing catcher. Mrs Steven awaits…
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- A few more arm and strut glamour shots, July 10. (Pauline Acalin)
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- A few more arm and strut glamour shots, July 10. (Pauline Acalin)
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- Port of San Pedro or an Andrew Pollock painting? You be the judge. (Pauline Acalin)
Zeroing in on Falcon fairings
Worth noting, SpaceX may have already halved the error margin officially advertised for the parafoil guidance units it procured from Canadian supplier MMIST, apparently missing Mr Steven by about 50 meters while MMIST suggests a 50% chance of successfully landing a payload in a 100-meter sphere. Given the significant expense likely incurred by designing, building, installing, and testing two distinct net and arm systems aboard Mr Steven, it’s safe to say that SpaceX engineers and technicians believe there is a very strong chance that the newest solution will successfully close the fairing recovery gap, said by CEO Elon Musk to be a rather literal 50 meters between the vessel’s old net and the unforgiving ocean surface.
With an additional 30 meters (~100 feet) of reach in both axes, the new net alone may be able to shrink that error margin by ~60%. Perhaps the fact that it also appears to cover (and thus protect) Mr Steven’s wheelhouse will allow the vessel more leeway to aggressively maneuver as the fairing nears touchdown, providing that final 20-meter leap to slip his net under the fall halves.
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In the meantime, we will ponder who exactly SpaceX is procuring a 40,000 square foot net from.
Incredibly, this artist rendering of a much larger net installed on Mr Steven was perhaps two or more times smaller than the solution now installed on the vessel. (Reese Wilson)
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SpaceX will report second quarter results after the market closes on Tuesday, August 4, marking the first time the company has opened its books to the public since its record IPO in June. Management will host a live audio only webcast at 4:30 p.m. ET, streamed on X, with no dial in option.
The debut carries more weight than a typical first quarter as a public company. Two trading days after the release, on August 6, the first tranche of SpaceX’s lockup expires, freeing roughly 911.5 million insider and employee shares, worth well over $100 billion at current prices and the largest such release in Wall Street history. A second, larger tranche tied to the stock trading 30 percent above its $135 IPO price never triggered, since shares have spent most of July trading below that price.
Wall Street’s models point to revenue near $6.9 billion for the quarter, up sharply from the $4.69 billion SpaceX reported in the first quarter, with a narrower per share loss than the $1.27 posted three months earlier, according to estimates compiled by Motley Fool. Those numbers will be the first look at how SpaceX’s three segments, Starlink, launch and AI, are performing independently.
SpaceX scores another massive Pentagon deal to support military satellites
Investors heading into the call have a specific list of questions. How many net new Starlink subscribers did SpaceX add after ending March with 10.3 million, and is average revenue per user holding up as the service expands into lower income markets. How much of the AI segment’s revenue reflects contract signings with Anthropic, Google and Reflection AI this year, deals that combined could annualize to nearly $28 billion if fully ramped. Whether capital expenditures, which nearly doubled in the AI segment alone between 2024 and 2025, are still accelerating or starting to plateau. And whether management offers any forward guidance at all, something SpaceX has never done publicly.
The report will also land days after Elon Musk publicly denied a Wall Street Journal report describing internal planning to separate Tesla’s China business ahead of a potential Tesla-SpaceX merger. Whether Musk or SpaceX executives address that speculation on the call, even indirectly, maybe something investors will be listening for on Tuesday.
As Teslarati reported after Musk’s own warning to short sellers last week, the CEO has made clear he expects skeptics to be proven wrong over time. Tuesday will be the first chance for the numbers themselves to make that case.
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Elon Musk
SpaceX’s Starship just got filmed by its own cargo
SpaceX released new footage of Starship in space captured by the Starlink satellites it deployed.
SpaceX released a new video Friday evening showing Starship from an angle showcased by its own Starlink satellites, watching the rocket drift away in orbit.
The 65 second clip, posted on X, stitches together footage from four cameras mounted on a single Starlink V3 satellite. It opens with a close view of Starship’s 171 foot upper stage, still catching sunlight, then pulls back as the two spacecraft separate.
The footage comes from Starship’s 13th flight test, which launched July 24 from Starbase after a scrubbed attempt and an abort caused by an engine issue the week before. When Flight 13 finally flew, it carried the first batch of functional Starlink V3 satellites Starship has ever deployed, twenty of them, with six equipped with cameras meant to scan the ship’s heat shield during reentry.
View of Starship in space from a Starlink V3 satellite on Flight 13.
This composite is made of imagery from four separate cameras on a single satellite. Six of the satellites were equipped with cameras to scan Starship’s heat shield and transmit imagery down to operators to… pic.twitter.com/sNTHHz5vLr
— SpaceX (@SpaceX) July 31, 2026
Flight 13 checked most of its boxes. Starship deployed all 20 satellites, relit a Raptor engine in space, and splashed down softly in the Indian Ocean off Western Australia. Musk’s longer term plan calls for a Starlink V3 constellation of 100,000 satellites, according to a recent FCC filing, with Starship as the only vehicle capable of launching them at the volume that requires. Each Starship flight is designed to carry up to 60 V3 satellites once the vehicle reaches routine service, well beyond what Falcon 9 can carry in a single mission.
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Starship is next expected to fly with an attempt at catching the ship itself with the launch tower’s mechanical arms, a maneuver SpaceX has so far reserved for the Super Heavy booster.
Tesla flexed the new features of the Model Y L with a dedicated media event at the company’s Diner on Santa Monica Boulevard in Los Angeles.
The Model Y L is the extended-wheelbase version of the all-electric crossover, which has been voted the best-selling car in the world on three occasions. The vehicle is already rolling off production lines at Gigafactory Texas, and first deliveries are slated to take place later this year.
Tesla brings Model Y L ‘Launch Series’ to the U.S. at $61,990
Teslarati was invited to the event, but due to some scheduling conflicts, we could not make it to Los Angeles. Instead, we will have our hands on a media unit sometime in August, so we’ll be able to spend some more extended time with the Model Y L.
However, plenty of those who made it to LA shared some cool features that set the Model Y L apart from the Model Y.
Multi-Row Climate Control
Tesla fitted the Model Y L with full climate control on all three rows on the front screen. It can be adjusted by selecting which row you’d like to modify on the right-hand side of the touch screen:
The Model Y L has a little row of icons on the right side of the climate screen so the front passenger can more quickly jump to whatever row they want to control. pic.twitter.com/uJS44mgCvk
— Sawyer Merritt (@SawyerMerritt) July 30, 2026
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Better Rear Window Visibility
One of the strangest things about the Model Y, especially the Juniper iteration, is the rear window has extremely limited visibility when looking into the rearview mirror.
Tesla has improved upon this with the Model Y L:
This is a drastic difference. https://t.co/wTdhitD5aA pic.twitter.com/z6hFs0Jkss
— TESLARATI (@Teslarati) July 30, 2026
PowerShare will be included
Model Y L will come with PowerShare in North America, with an 11.5kW output to your home. Tesla said it would require Powerwall 3 for operation.
Wireless Charging Pad
There has been some speculation that Tesla would upgrade the wireless charging pads in the United States, but this is not the case.
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Tesla owner fixes common feature complaint with crafty DIY retrofit
Tesla confirmed that it does not come with the cooled pads as the Y L in China does. This is because North America has not adopted Qi charging yet.
Thermal Management Improvements
These improvements in the Model Y L were seen with thermal management:
- Up to 15% faster cabin cooling
- +23% thermal efficiency gained in hot weather, 7 miles of real-world range gained
- 8x more solar energy reflection off of glass roof
- 30% reduction in solar energy entering the cabin
Some of the thermal management improvements in the new Model Y L Premium:
• Up to 15% faster cabin cooling
• Up to 15 min faster cabin cooling in sunny conditions
• +23% thermal efficiency gained in hot weather +7 miles of real-world range gained
• +10 miles recovered after… pic.twitter.com/jZirFWFdtO— Sawyer Merritt (@SawyerMerritt) July 31, 2026
Demand
Tesla said the Model Y L is almost sold out in the U.S. It comes with
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- 1 year of FSD Supervised
- 1 year of Supercharging
- 1 year of Premium Connectivity
- Free exterior paint color, interior, and wheel option at no additional cost
SpaceX’s biggest test yet arrives this week and it’s not a rocket launch
SpaceX’s Starship just got filmed by its own cargo
