News
SpaceX’s Mr. Steven returns with Falcon fairing half in net after drop test practice
Captured in a series of photos taken by Teslarati photographers Pauline Acalin and Tom Cross over several days, SpaceX Falcon fairing recovery vessel Mr. Steven and recovery technicians and engineers have been preparing and practicing for a campaign of controlled fairing drop tests.
By using a helicopter to lift and drop a fairing into Mr. Steven’s net, SpaceX will be able to gather an unprecedented amount of data and control far more variables that might impact the success of recoveries. If the fairing is not destroyed in the process, this test series could be as long-lived as SpaceX’s Grasshopper program, used to work the largest up-front kinks out of Falcon 9 booster recovery.
Mr Steven looks ready. Should be leaving port at some point today ahead of SAOCOM-1A launch scheduled for Sunday, Oct 7, 7:21pm PT #mrsteven #SpaceX pic.twitter.com/Hk7HLmMDra
— Pauline Acalin (@w00ki33) October 6, 2018
Although SpaceX technicians managed to reassemble and install Mr. Steven’s net and arm fairing recovery mechanisms in just a handful of days, finishing less than 48 hours before the West Coast launch of SAOCOM 1A, the ship remained in port for the mission, passing up its fifth opportunity to attempt recovery of one of Falcon 9’s two fairings halves. Why exactly Mr. Steven never left port is unclear and unconfirmed, although SpaceX did mention that recovery would not be attempted this time around during its official launch webcast.
The most likely explanation is mundane – sea states with average swells as large as 4m (13ft) were forecasted (and later recorded) at and around the optimal fairing recovery zone. As a Fast Supply Vessel (FSV) explicitly designed to rapidly and reliably resupply oil rigs and other maritime work areas almost regardless of weather conditions, 4m waves would normally be a tiny pittance for ships as large and heavy as Mr. Steven and would be a nonsensical reason to halt deep-sea operations.
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- Thanks to their relatively high angle of attack, Mr. Steven’s newest arms should not seriously impact his stability, but there is a chance that they limit his operational envelope in high sea-states. (Chuck Bennett)
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- Mr. Steven seen listing roughly 5 degrees to port during arm installation, July 10th. (Pauline Acalin)
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- A few-degree list seen during fairing recovery practice, August 13th. (Pauline Acalin)
On the other hand, Mr. Steven is without a doubt the most unusual FSV in existence thanks to his massive arms and net, stretching at least 60m by 60m. Based on photos of the arm installation process, significant lists of 5+ degrees are not uncommon when arms are unbalanced during normal staggered (one-at-a-time) installations, and SpaceX quite clearly installs the first two arms on opposite sides and orientations in order to minimize installation-related listing. This indicates that his newest arms have significant mass and thus leverage over the boat’s roll characteristics, perhaps explaining why Mr. Steven has performed anywhere from 5-10 high-speed trials at sea both with and without arms installed.
Most recently, however, Mr. Steven spent a solid six weeks armless at Berth 240 while some sort of maintenance, analysis, or upgrade was undertaken with those four arms and their eight shock-absorbing booms. It’s hard to know for sure, but there are no obvious visual changes between the arms installed in July and August and those now present on his deck, and the net also looks almost identical.
Fairing drop tests?
What’s less familiar these days is an oddly arranged Falcon 9 payload fairing half that has been floating around SpaceX’s Port of Los Angeles berths for the last two or so weeks. Up until October 4th, the purpose of that single half was almost entirely unclear. On October 4th, Teslarati’s entire space team (Tom, Pauline, and I) coincidentally arrived at the same time as 5-10 SpaceX technicians were working on the fairing, attaching a series of guylines and harnesses and inspecting a number of actuating mechanisms on the half.
Just minutes after we arrived, a worker called out a short countdown and a wholly unexpected crashing noise sounded, followed immediately by several loud clangs as the harness connection mechanisms swung back and connected with metallic parts of the fairing. After the adrenaline wore off, the initial crashing noise was almost certainly the sound of the same mechanical jettison mechanism used to separate fairing halves ~3 minutes after the rocket lifts off.
Once photos of the event could be examined more carefully, that was exactly what we found – the six harness connections were attached to the fairing by way of the same mechanical interface that allows two halves to safely attach to each other. What we had witnessed was a harness separation test, using pressurized gas stored in COPVs (the gold striped cylinders) to rapidly actuate a latch, allowing the metal harness connectors to fall away. This is further evidenced by the presence of neon orange zip-ties connecting the ends of those harnesses to any sturdy fairing structure near the connection port, an easy and (presumably) affordable way to prevent those heavy connectors from swinging down and damaging sensitive piping and components.
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- An overview of the weird fairing test article just before the harnesses were jettisoned. (Pauline Acalin)
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- Note the taut, yellow ropes connected to the fairing at its original serparation connector ports. (Pauline Acalin)
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- Zip-ties prevented the harness connectors from smashing (too hard) into the fairing’s innards. (Pauline Acalin)
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- A Falcon 9 fairing during encapsulation, when a launch payload is sealed inside the fairing’s two halves. This small satellite is NASA’s TESS, launched in April 2018. (NASA)
According to someone familiar with these activities, the purpose of that testing is to prepare for true fairing drop tests from a helicopter. The jettisonable harness would be a necessity for easy drop testing, allowing the helicopter to carry a basic cargo hook and line while technicians inside communicate with the fairing to engage its built-in separation mechanism, all while ensuring that it immediately begins a stable glide or free-fall after dropping.
Observed on October 4th, it was at least moderately disappointing to see Mr. Steven remain in port during the spectacular Falcon 9 launch of SAOCOM 1A, October 7th. Reasons aside, roughly 12 hours after launch, Mr. Steven left on a 10+ hour cruise ~100 miles off the coast, where he repeatedly met up with tugboat Tommy and circled Santa Catalina Island once before heading back to port. Just 24 hours before launch (Oct. 6), the test fairing seen above was placed in Mr. Steven’s net for communications and harness testing – 24 hours after launch, Mr. Steven returned to Port of San Pedro after his 10-hour cruise with the same fairing half resting in his net.
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- Mr. Steven returned to Port of San Pedro around 7pm on October 8th after a day spent at sea, apparently with a Falcon fairing half in tow. This is the second known time that a fairing has been in Mr. Steven’s net. (Pauline Acalin)
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- An overlay of the paths of travel of a test-related helicopter and Mr. Steven, both on Oct. 8. The yellow plane is the heli at the beginning of a hover, while the gap between blue triangles in the lower left is where Mr. Steven was during that hover. (MarineTraffic + Flightradar24)
How and why it got there is unknown, as is the purpose of half a day spent boating around with the half in his net. However, a helicopter known to be involved in fairing drop tests was seen hovering and flying around Mr. Steven at the same time. Perhaps the two were practicing for real drop attempts, or perhaps the helicopter actually dropped a Falcon fairing (from > 2000 feet) and Mr. Steven successful caught it.
What is clear is that SpaceX is just getting started with efforts to perfect fairing recovery and eventually make the practice as (relatively) routine as Falcon 9 booster recovery and reuse is today. The latter was hardwon and the former will clearly be no easier.
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!
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
