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SpaceX isn’t giving up on catching rocket fairings, boat spotted with new net
SpaceX fairing recovery vessel Mr. Steven was spotted in Port of San Pedro on January 22nd performing tests with two fairings in its net, hinting at the challenging logistics of safely recovering both Falcon 9 fairing halves with one ship.
Although SpaceX engineers and technicians have yet to catch a parasailing Falcon 9 fairing (let alone two) after an actual operational launch, a series of controlled fairing drop tests – using a barge and a helicopter – have brought Mr. Steven agonizingly close to success, evidenced by an official video published by SpaceX earlier this month.
Two fairing halves, each in a separate net aboard Mr Steven this morning. #spacex pic.twitter.com/beYSFQwcYr
— Pauline Acalin (@w00ki33) January 23, 2019
Teslarati photographer Pauline Acalin managed to make it to Berth 240 in time to capture one section of SpaceX’s fairing recovery testing, in which Mr. Steven was loaded with two fairings, one on the large main net (the passive half) and one (the active half) atop a much smaller net slack on the vessel’s deck. By asymmetrically actuating each net’s separate electric motors, recovery technicians appear to be able to control fairing half orientation and shift their position in the net. It’s unclear how exactly Mr. Steven’s main (top) and secondary (bottom) nets are meant to interface insofar as it does not appear physically possible for a fairing half in the top net to make its way to the bottom net without the intervention of dockside cranes.
Perhaps more importantly, local photographer Jack Beyer was able to observe additional activities just prior to Pauline’s arrival, capturing what looked like a weighted parachute drop test onto either Mr. Steven’s net or the concrete docks beside the vessel.
So far they’ve placed one fairing half in the top net with another in the bottom, and done at least one drop test of a weight with a parachute. ? pic.twitter.com/MkWb9l9lqz
— Jack Beyer (@thejackbeyer) January 22, 2019
The goal of that parachute/weight drop test is entirely opaque. Regardless, Tuesday’s tests do seem to indicate that SpaceX is thinking about recovering both post-launch Falcon fairing halves with a single Mr. Steven, a capability upgrade that would make the incomplete challenge of catching fairings even more difficult. Assuming both fairing halves deploy their parafoils at roughly the same time, it might be possible for the autonomous parafoils to modify trajectories in such a way that a gap of seconds or even minutes could be created between both planned splashdowns, offering Mr. Steven a minute or two to free its net of the first captured half before gently catching the second.
Despite the fact that SpaceX has not yet had operational success in the ~12 months recovery engineers and technicians have been working with Mr. Steven, tests like those performed on Tuesday have continued to reliably occur. If anything, the fact that experiments with dual-fairing recovery operations are still on the table is an encouraging indication that fairing recovery and reuse – particularly with Mr. Steven in the loop – are still a priority at SpaceX, while also suggesting that the company’s engineers and technicians are extremely confident that repeatable success is just a matter of refinement.
This should not come as a much of a surprise given that Falcon 9 began propulsive soft landing attempts in September 2013, 27 months before the company’s first successful Falcon 9 booster recovery. Nevertheless, SpaceX attempted its first actual landing aboard a drone ship in January 2015, separating the first attempt from the first successful landing by just less than 12 months. Fairing recovery is clearly an entirely different beast but the gist of this analogy remains true regardless – SpaceX’s brilliant engineers and technicians are unlikely to give up until a given problem is solved or their efforts are redirected elsewhere as company priorities shift.
Recent fairing recovery test with Mr. Steven. So close! pic.twitter.com/DFSCfBnM0Y
— SpaceX (@SpaceX) January 8, 2019
Berth 240’s uncertain future
In the meantime, SpaceX may soon have to move Mr. Steven’s Port of San Pedro operations elsewhere according to a report from the LA Times that the company plans to “terminate [its] Terminal Island lease agreement.” SpaceX was unable to offer further insight beyond a statement provided about the future of BFR’s manufacturing, initially planned to occur at a dedicated factory that would have been built at Berth 240, which has also acted as Mr. Steven’s home for the last eight months.
Given the lack of official insight into the proceedings, it’s ambiguous if the terminated lease will be modified to allow for Mr. Steven to continue operating out of Berth 240. Prior to moving to Berth 240, SpaceX stationed Mr. Steven at Berth 52, home of drone ship Just Read The Instructions (JRTI) and support vessel NRC Quest. Space is already tight at that site, however, making it a suboptimal replacement for Berth 240.
While I feel crushed about #SpaceX pulling the #SuperHeavy out of the @PortofLA, I feel confident that other innovators will see the huge value they get in San Pedro. (1/2)
— Joe Buscaino (@JoeBuscaino) January 16, 2019
SpaceX signed its Berth 240 lease near the end of March 2018 and would have reached the first anniversary of its prospective BFR factory around two months from now. For now, only SpaceX seems to know where Mr. Steven’s operations and the first BFR (Starship/Super Heavy) production will ultimately be located.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
