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SpaceX completes vast Mr Steven arm upgrades for quadruple-sized net

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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.

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.

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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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.

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)

Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West Coast photographers.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla Superchargers open to Lucid Air, but not without one key thing

Lucid’s full lineup of EVs is now able to use Tesla Superchargers in the United States and Canada.

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Tesla Superchargers will be open to Lucid Air vehicles starting on July 31, a move that comes nearly two years after the companies agreed to terms that would allow them to partner.

Lucid joins a long list of EV makers that have a full lineup of EVs that can utilize Tesla’s extensive Supercharger Network across the United States and parts of Canada. In all, over 32,500 Tesla Superchargers will be accessible to Lucid owners at the end of the month.

Lucid NACS adoption ‘must have been a bitter pill to swallow’: Elon Musk

All Air models, regardless of year or trim level, will gain access to the entire North American Tesla Supercharger Network. It will just need one key thing to charge: an NACS adapter.

Lucid Air sedans will require a DC NACS to CCS1 adapter in order to enable charging at the Tesla stalls. These will be priced at $220 plus tax.

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Emad Dlala, Senior VP of Powertrain at Lucid, said:

“In addition to offering the longest-range electric vehicle available, Lucid is committed to offering our customers seamless and wide access to public charging. Access to the Tesla Supercharging Network for the Lucid Air is yet another major milestone.”

Charging speeds will allow Air EVs to charge at up to 50 kW, gaining up to 200 miles of range per hour.

As for the Lucid Gravity, the company’s SUV, it will not require the adapter because of its native NACS port. It gained access to the Supercharger Network in January.

Although Lucid Airs will not be able to charge at the rate of some other vehicles, they do boast some of the best range ratings in the EV industry. Having the luxury of additional charging piles to access will increase the value of the long-range ratings Lucid offers with its vehicles.

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Lucid joins several other automakers that have a full lineup of EVs that have access to the Tesla Supercharger Network:

  • Ford
  • Rivian
  • General Motors (Chevrolet, GMC, Cadillac)
  • Volvo
  • Polestar
  • Nissan
  • Mercedes-Benz
  • Hyundai
  • Kia
  • Genesis
  • Honda
  • Acura
  • Aptera

Other brands, like BMW, Audi, Volkswagen, Porsche, and Subaru, are expected to gain access in the near future.

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Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”

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tesla robotaxi app on phone
Credit: Tesla

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.

JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.

Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.

However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”

It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.

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Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:

Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors

As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.

Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.

Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement

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The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.

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Investor's Corner

Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush

Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

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Credit: Tesla

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.

The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.

However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:


Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.

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Tesla preps to expand Robotaxi geofence once again, answering Waymo

These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:

“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”

Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.

In the near term, Ives expects Tesla to continue its path of returning to growth:

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“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”

Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.

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