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Renderings of SpaceX clawboat’s huge net upgrade is a taste of what’s to come
After several close-but-no-cigar attempts at snatching a Falcon 9 payload fairing out of the air, SpaceX’s iconic recovery vessel Mr Steven is currently laid up at the company’s newly-acquired Berth 240 dock space, roughly a week into the process of upgrading his arms to support a much larger net. CEO Elon Musk recently hinted that the boat’s net would be expanded by a factor of four, but what would such a dramatic growth look like?
To give a better idea of what to expect from Mr Steven’s arm and net upgrades, Teslarati’s Reese Wilson modeled and rendered the fairing recovery vessel with one such interpretation. The dimensions and aspect ratios may not be a mirror-image of the real-world Mr Steven, but the visual effect of the net upgrade is still fundamentally the same.
Mr Steven is currently laid up at Berth 240 in a sadly armless state. (Pauline Acalin)
With respect to these renders, the actual net growth is somewhat less than the full fourfold area upgrade mentioned by Musk in early June – the concept art’s net is closer to 2.5 or 3 times larger than Mr Steven’s original net. This slight inaccuracy may actually be serendipitous, as a true 4X net could be downright unwieldy without the addition of some sort of complex retraction mechanism, versus the simple but functional (and infinitely reliable) implementation of fixed steel arms at the current net’s scale.
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- A side-by-side comparison of Mr Steven before (top) and after (bottom) installation of a net with roughly 2.5X greater catching area. (Reese Wilson)
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- 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)
Dramatic modifications nevertheless are all but guaranteed, as Mr Steven appears to have had the entire arm apparatus – including the steel base attaching them to his cargo deck – completely removed and placed on the side of the dock, still less permanent than the apparent decision to plasma or torch cut each arm off of that base, one of which is visible dockside at Berth 240. It may be possible to re-weld those severed arms onto the base, but it’s arguably more likely that entirely new arms, an entirely new base, or both will be fabricated, and those larger arms will themselves require a much larger net.
Ultimately, the fairing recovery vessel has gotten as close as 50 meters to gently catching a parasailing rocket fairing minutes after launch, an extraordinarily tiny error compared to the broader scope of the task at hand. Upon separation from Falcon 9’s upper stage, each payload fairing half is routinely traveling at speeds of 1.5 to 2 kilometers per second and reach apogees anywhere from 100 to 130 kilometers, all while traveling the better part of a thousand miles (800 mi/1300 km for Iridium-6) to reach Mr Steven’s net. As such, “missing” by 50 meters is an extraordinary achievement.
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- A fairing floats gently into the welcoming embrace of Mr Steven’s upgrade net and arms. (Reese Wilson)
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- With any luck, viewers may get a live view of the vessel’s next recovery attempts. (Reese Wilson)
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- Mr Steven is currently undergoing arm surgery (upgrades) at SpaceX’s future BFR factory lot, known as Berth 240. (Elon Musk)
A fairing floats gently into the welcoming embrace of Mr Steven’s upgrade net and arms. (Reese Wilson)
With the vessel’s current net roughly 30 meters or 100 feet square (Mr Steven is 60m/200ft bow to stern), give or take 25%, a full fourfold upgrade would double each dimension, which could singlehandedly cut the error margin required for fairing recovery (currently 50 meters) by more than 50% if it remains square. If SpaceX finds a way to functionally achieve something close to a fourfold increase in area with a more rectangular aspect ratio (assuming that the fairing’s present error is more a matter of glideslope inaccuracy than properly pointing the half at Mr Steven), a rectangular net with a width ~50% and length ~300% larger – say 40 meters by 80 meters – would completely close the error gap between reliably missing and reliably catching Falcon fairings. To compare, a common football (soccer for our American readers) field is typically 70 meters by 100 meters.
Time will tell, and we’ll find out soon whether those arm and net upgrades can be available for SpaceX’s next California launch, currently scheduled on the morning of July 20th.
One half of SpaceX’s Iridium-6/GRACE-FO just moments before touchdown on the Pacific Ocean. (SpaceX)
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Tesla has officially confirmed plans to bring its all-electric Semi truck to Europe, with full specifications and market-launch details set for unveiling at the IAA Transportation trade fair in Hannover, Germany.
The event runs September 15–20, with a possible press preview on September 14. The announcement, shared via Tesla’s Semi account, marks a significant expansion beyond North America nearly nine years after the truck’s original 2017 reveal.
🚨 Tesla Semi is coming to Europe!
Sustainable logistics is a huge market internationally, and now Tesla is involved in it outside of the U.S. market! https://t.co/q3hjX6ybMv pic.twitter.com/mxTaVY3UsE
— TESLARATI (@Teslarati) August 20, 2026
In the United States, the Semi’s path has been gradual. Limited pilot production and customer deliveries began in late 2022, primarily to fleets such as PepsiCo. After years of refinement, high-volume manufacturing started on April 29, 2026, at a dedicated facility adjacent to Gigafactory Nevada.
The plant targets an annual capacity of 50,000 units, though the ramp is expected to be gradual, with “many thousands” of trucks projected by the end of 2026.
Demand is building, with recent orders including 500 units for Einride (deliveries starting September 2026, serving Amazon and others) and hundreds more from operators such as WattEV. Pricing stands at approximately $260,000 for the Standard Range and $290,000 for the Long Range before incentives.
Tesla Semi pricing revealed after company uncovers trim levels
Earlier in 2026, Tesla finalized production specifications that incorporated substantial updates. In February, the company detailed two variants designed for a full 82,000-pound gross combination weight.
The Standard Range offers about 325 miles of range with a 548 kWh battery and curb weight under 20,000 pounds. The Long Range delivers roughly 500 miles with an 822 kWh pack and a 23,000-pound curb weight. Both use three independent rear-axle motors producing up to 800 kW (about 1,073 horsepower), achieve energy consumption of around 1.7 kWh per mile, and support megawatt-class charging at up to 1.2 MW—recovering about 60 percent of range in 30 minutes through the MCS standard.
Additional refinements include a roughly 1,000-pound weight reduction versus earlier prototypes, improved aerodynamics, a 48-volt electrical architecture, electric power take-off up to 25 kW for refrigerated trailers, and fleet management software with over-the-air updates.
These advances position the Semi as a competitive option against diesel trucks on operating costs and performance. For Europe, adaptations such as lighting, cab configurations (including potential sleeper options), and regulatory compliance are anticipated.
With series production underway in Nevada and major fleet commitments secured, the upcoming IAA reveal will clarify timelines, European-specific specs, and pricing, potentially accelerating electrification of heavy-duty freight on both continents.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Tesla Semi is officially headed to Europe
Tesla Robotaxi gets a massive upgrade in Nevada
