News
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.
- A few SpaceX technicians examine one of Mr Steven’s newly-attached arms and struts. (Pauline Acalin)
- 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.
- A before and after comparison of Mr Steven’s old and new arms. (Pauline Acalin)
- Even at this zoom, the human workers are difficult to make out. (Pauline Acalin)
- 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…
- A few more arm and strut glamour shots, July 10. (Pauline Acalin)
- A few more arm and strut glamour shots, July 10. (Pauline Acalin)
- 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.
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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News
Tesla Cybercab and Semi have more in common than you might think
Although the two vehicles are built for completely different use cases, Tesla utilized engineering expertise while developing both the Cybercab and Semi to build a thermal architecture that would fit both vehicles. Of course, with some slight revisions.
The development was noted by Lars Moravy and Dan Priestley last week at Tesla’s Semi Handover event in Sparks, Nevada, where the company showed off its dedicated production facility for the Class 8 truck.
🚨 Tesla designed the integrated thermal systems for Cybercab and Semi at the same time as the vehicles were both in development
Tesla wanted to build one thermal system that worked with both vehicles, apart from small modifications.
Semi and Cybercab share parts 🤯 pic.twitter.com/KmzSsUbrcg
— TESLARATI (@Teslarati) September 25, 2026
Tesla’s decision to develop one thermal architecture for both the Cybercab and Semi is one of the more revealing engineering choices in the company’s 2026 lineup:
“We designed it at the same time we designed the Cybercab and we said okay we’re going to take our most efficient vehicle and our biggest vehicle and we’re going to take one thermal system and make it work for both.”
Core parts, meaning the compressor, pumps, and heat exchangers, are shared, with only modest changes to cooling-loop sizing and a larger radiator on the truck. The result, they said, is a compressor and thermal stack already proven across millions of miles, delivering “reliability from day one.”
Priestley also highlighted a practical payoff of the indirect design:
“There’s no AC lines, there’s no refrigerant lines…It comes from the factory fully charged, sealed with refrigerant, and it just exchanges coolant. It doesn’t actually run refrigerant up to the front of the vehicle.”
This eliminates potentially leak-prone plumbing that would otherwise require hands-on service, reducing overall uptime and potentially cutting into business margins. The megamanifold runs cabin HVAC and every powertrain heating and cooling loop at once, recapturing waste heat from motors and the battery instead of dumping it the way a diesel engine does.
The approach is just the latest chapter in a continuing story of stretching thermal solutions across wildly different vehicles. Model Y’s Octovalve evolved into the Super Manifold used on Cybertruck, and later Model S/X refreshes. Cybercab then introduced Supermanifold V3, which Tesla says is 80 percent automated to build and 38 percent more efficient than typical automotive thermal systems.
This thermal system is also shared with Cybercab – one thermal system for both our most efficient vehicle & our biggest vehicle
— Tesla Semi (@tesla_semi) September 25, 2026
Tesla has done the same with the 4680 cells, both being utilized in the Cybertruck and Semi, and with heat-pump compressors that Priestley noted were already common across the passenger-car fleet.
Concurrent development of crucial vehicle elements buys scale and reliability that a truck-only thermal system could not match. High-volume passenger car parts are cheaper and more accessible, which can give fleets a sealed, low-maintenance loop of operation from their first day of operation.
For owners and operators, that translates into less energy spent on cabin heat in the colder months, fewer refrigerant-related repairs, and a thermal architecture already stress-tested at passenger-car volumes before the first high-volume Semi left the lines in Nevada.
Elon Musk
Elon Musk weather update tips Tesla Roadster speculation into Plaid Mode
Tesla CEO Elon Musk certainly tipped off some details of the Tesla Roadster event with a broadening of information regarding the company’s decision to delay the unveiling for two weeks.
For years, people have speculated about what the Roadster will be capable of. While there have been plenty of things said about what it *could* do, we have not seen or been told by Tesla what it will actually be capable of.
However, over the past few days, Tesla’s weather updates have truly pushed the speculation into Plaid Mode, basically all but confirming the car will have some sort of aerial capability — whether that would be hovering or fully flying remains to be seen — but it definitely seems that it will be able to leave the ground intentionally.
“Because this event can only be held outdoors…”
Tesla posted on Monday that it would delay the Roadster event until October 15, and it indicated that it had to do this because the event “can only be held outdoors.”
With the potential SpaceX collaboration to develop cold-gas thrusters that will help the vehicle go airborne, doing this indoors is probably not a safe, or even plausible, possibility.
Roadster event update
We’ve been tracking the weather closely with local meteorologists, but given the severe conditions predicted & because this event can only be held outdoors, we’ve made the difficult decision to reschedule.
New date is October 15. Additional details to…
— Tesla (@Tesla) September 28, 2026
FAA Airspace Restriction
The FAA gave Tesla a Temporary Flight Restriction (TFR) for 10,000 feet above ground level, much higher than the typical 2,000-foot restrictions that are usually placed at SpaceX’s McGregor, Texas site.
Tesla Roadster event requires restricted airspace, and the FAA obliges
Some have said that this massive increase is due to Tesla’s need to restrict unauthorized drone use for spying on the event.
Elon Admits High Winds
“Due to high winds, the new Roadster demo is postponed by 2 weeks,” Musk said in a post on X yesterday.
Due to high winds, the new Roadster demo is postponed by 2 weeks https://t.co/dV3ojDh1iT
— Elon Musk (@elonmusk) September 30, 2026
A reply reading, “What’s strong wind got to do with a car demo with four grounded wheels?” was directly below Musk’s post, satirically and sarcastically probing for more details.
All signs are pointing toward an aerial demonstration for the Roadster.
News
Tesla snags $30B in fresh credit lines for expanding its biggest projects
Tesla has secured $30 billion in fresh credit lines from Citibank and Wells Fargo in an effort to scale its biggest current projects.
Tesla agreed to a $20 billion three-year delayed-draw term loan facility from Citibank, it announced on Tuesday. Additionally, it signed a five-year, $8 billion revolving credit facility and a $2 billion, 364-day term credit facility with Wells Fargo.
In a filing with the Securities and Exchange Commission (SEC), that it “may draw” from the $20 billion delayed-draw term “from time to time” and “no more than ten times during the 18 months following the closing date.” This loan matures on September 29, 2029.
The five-year revolving facility from Wells Fargo will also be accessed by Tesla “from time to time,” and will become due and payable on September 29, 2031. Tesla can request two separate one-year extensions.
On the $2 billion, 364-day revolving loan, it becomes due and payable on September 28, 2027. Tesla can also increase its additional commitments to an additional $4 billion across the Revolving Facilities. This would increase the total facilities to $14 billion. Tesla said it does not plan to utilize any of these loans in 2026.
Tesla plans to utilize the money to help prop up its ambitions to scale its biggest products, each of which is either in early launch phases or still in development. Of course, we’re talking about Cybercab and Semi, which have launched, and Optimus, which is still under heavy development and working toward initial release.
All three Tesla products have one thing in common: they’ve all required Tesla to build new manufacturing lines for them.
For the Semi, Tesla built a brand new factory in Sparks, Nevada, adjacent to the Tesla Gigafactory. For Optimus, Tesla sunset Model S and X production at the Fremont Factory, which brought an end to the two flagship models, thus creating manufacturing space for the humanoid robot. Finally, Cybercab is being built at Gigafactory Texas and officially entered production earlier this year.
The cash will help Tesla bolster its finances for the continuing development of these products. Tesla said that it forecasts its CapEx to be over $25 billion, up from just over $8.5 billion last year. These loans surely help with that spending.







