News
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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-->Eric Ralph – Twitter
Elon Musk said in late November that he’s “tried to warn” legacy automakers and “even offered to license Tesla Full Self-Driving, but they don’t want it,” expressing frustration with companies that refuse to adopt the company’s suite, which will eventually be autonomous.
Tesla has long established itself as the leader in self-driving technology, especially in the United States. Although there are formidable competitors, Tesla’s FSD suite is the most robust and is not limited to certain areas or roadways. It operates anywhere and everywhere.
The company’s current position as the leader in self-driving tech is being ignored by legacy automakers, a parallel to what Tesla’s position was with EV development over a decade ago, which was also ignored by competitors.
The reluctance mirrors how legacy automakers initially dismissed EVs, only to scramble in catch-up mode years later–a pattern that highlights their historical underestimation of disruptive innovations from Tesla.
Elon Musk’s Self-Driving Licensing Attempts
Musk and Tesla have tried to push Full Self-Driving to other car companies, with no true suitors, despite ongoing conversations for years. Tesla’s FSD is aiming to become more robust through comprehensive data collection and a larger fleet, something the company has tried to establish through a subscription program, free trials, and other strategies.
-->Tesla CEO Elon Musk sends rivals dire warning about Full Self-Driving
However, competing companies have not wanted to license FSD for a handful of speculative reasons: competitive pride, regulatory concerns, high costs, or preference for in-house development.
Déjà vu All Over Again
Tesla tried to portray the importance of EVs long ago, as in the 2010s, executives from companies like Ford and GM downplayed the importance of sustainable powertrains as niche or unprofitable.
Musk once said in a 2014 interview that rivals woke up to electric powertrains when the Model S started to disrupt things and gained some market share. Things got really serious upon the launch of the Model 3 in 2017, as a mass-market vehicle was what Tesla was missing from its lineup.
This caused legacy companies to truly wake up; they were losing market share to Tesla’s new and exciting tech that offered less maintenance, a fresh take on passenger auto, and other advantages. They were late to the party, and although they have all launched vehicles of their own, they still lag in two major areas: sales and infrastructure, leaning on Tesla for the latter.
-->I’ve tried to warn them and even offered to license Tesla FSD, but they don’t want it! Crazy …
When legacy auto does occasionally reach out, they tepidly discuss implementing FSD for a tiny program in 5 years with unworkable requirements for Tesla, so pointless. 🤷♂️
🦕 🦕
— Elon Musk (@elonmusk) November 24, 2025
Musk’s past warnings have been plentiful. In 2017, he responded to critics who stated Tesla was chasing subsidies. He responded, “Few people know that we started Tesla when GM forcibly recalled all electric cars from customers in 2003 and then crushed them in a junkyard,” adding that “they would be doing nothing” on EVs without Tesla’s efforts.
-->Companies laughed off Tesla’s prowess with EVs, only to realize they had made a grave mistake later on.
It looks to be happening once again.
A Pattern of Underestimation
Both EVs and self-driving tech represent major paradigm shifts that legacy players view as threats to their established business models; it’s hard to change. However, these early push-aways from new tech only result in reactive strategies later on, usually resulting in what pains they are facing now.
Ford is scaling back its EV efforts, and GM’s projects are hurting. Although they both have in-house self-driving projects, they are falling well behind the progress of Tesla and even other competitors.
It is getting to a point where short-term risk will become a long-term setback, and they may have to rely on a company to pull them out of a tough situation later on, just as it did with Tesla and EV charging infrastructure.
-->Tesla has continued to innovate, while legacy automakers have lagged behind, and it has cost them dearly.
Implications and Future Outlook
Moving forward, Tesla’s progress will continue to accelerate, while a dismissive attitude by other companies will continue to penalize them, especially as time goes on. Falling further behind in self-driving could eventually lead to market share erosion, as autonomy could be a crucial part of vehicle marketing within the next few years.
Eventually, companies could be forced into joint partnerships as economic pressures mount. Some companies did this with EVs, but it has not resulted in very much.
Self-driving efforts are not only a strength for companies themselves, but they also contribute to other things, like affordability and safety.
Tesla has exhibited data that specifically shows its self-driving tech is safer than human drivers, most recently by a considerable margin. This would help with eliminating accidents and making roads safer.
-->Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Additionally, competition in the market is a good thing, as it drives costs down and helps innovation continue on an upward trend.
Conclusion
The parallels are unmistakable: a decade ago, legacy automakers laughed off electric vehicles as toys for tree-huggers, crushed their own EV programs, and bet everything on the internal-combustion status quo–only to watch Tesla redefine the industry while they scrambled for billions in catch-up capital.
Today, the same companies are turning down repeated offers to license Tesla’s Full Self-Driving technology, insisting they can build better autonomy in-house, even as their own programs stumble through recalls, layoffs, and missed milestones. History is not merely rhyming; it is repeating almost note-for-note.
Elon Musk has spent twenty years warning that the auto industry’s bureaucratic inertia and short-term thinking will leave it stranded on the wrong side of technological revolutions. The question is no longer whether Tesla is ahead–it is whether the giants of Detroit, Stuttgart, and Toyota will finally listen before the next wave leaves them watching another leader pull away in the rear-view mirror.
-->This time, the stakes are not just market share; they are the very definition of what a car will be in the decades ahead.
News
Waymo driverless taxi drives directly into active LAPD standoff
No injuries occurred, and the passengers inside the vehicle were safely transported to their destination, as per a Waymo representative.
A video posted on social media has shown an occupied Waymo driverless taxi driving directly into the middle of an active LAPD standoff in downtown Los Angeles.
As could be seen in the short video, which was initially posted on Instagram by user Alex Choi, a Waymo driverless taxi drove directly into the middle of an active LAPD standoff in downtown Los Angeles.
The driverless taxi made an unprotected left turn despite what appeared to be a red light, briefly entering a police perimeter. At the time, officers seemed to be giving commands to a prone suspect on the ground, who looked quite surprised at the sudden presence of the driverless vehicle.
People on the sidewalk, including the person who was filming the video, could be heard chuckling at the Waymo’s strange behavior.
The Waymo reportedly cleared the area within seconds. No injuries occurred, and the passengers inside the vehicle were safely transported to their destination, as per a Waymo representative. Still, the video spread across social media, with numerous netizens poking fun at the gaffe.
-->Others also pointed out that such a gaffe would have resulted in widespread controversy had the vehicle involved been a Tesla on FSD. Tesla is constantly under scrutiny, with TSLA shorts and similar groups actively trying to put down the company’s FSD program.
A Tesla on FSD or Robotaxi accidentally driving into an active police standoff would likely cause lawsuits, nonstop media coverage, and calls for a worldwide ban, at the least.
This was one of the reasons why even minor traffic infractions committed by the company’s Robotaxis during their initial rollout in Austin received nationwide media attention. This particular Waymo incident, however, will likely not receive as much coverage.
Tesla Model Y demand in China is through the roof, and new delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025.
The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV 4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
However, Tesla has been kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else. Demand has been strong for the Model Y in China; it ranks in the top 5 of all EVs in the country, trailing the BYD Seagull, Wuling Hongguang Mini EV, and the Geely Galaxy Xingyuan.
The other three models ahead of the Model Y are priced substantially lower.
Tesla is still dealing with strong demand for the Model Y, and the company is now pushing delivery dates to early 2026, meaning the vehicle is sold out for the year:
NEWS: New orders for all four Tesla Model Y trims in China are now officially sold out for 2025, as the factory’s remaining production capacity for the year has been fully allocated.
Estimated delivery dates for new orders now show January-February 2026. pic.twitter.com/Dfnu7yY58N
— Sawyer Merritt (@SawyerMerritt) December 1, 2025
Tesla experienced a 9.9 percent year-over-year rise in its China-made EV sales for November, meaning there is some serious potential for the automaker moving into next year despite increased competition.
There have been a lot of questions surrounding how Tesla would perform globally with more competition, but it seems to have a good grasp of various markets because of its vehicles, its charging infrastructure, and its Full Self-Driving (FSD) suite, which has been expanding to more countries as of late.
Tesla Model Y is still China’s best-selling premium EV through October
Tesla holds a dominating lead in the United States with EV registrations, and performs incredibly well in several European countries.
With demand in China looking strong, it will be interesting to see how the company ends the year in terms of global deliveries.
Elon Musk’s warning to legacy automakers: Tesla FSD licensing snub echoes EV dismissal
Waymo driverless taxi drives directly into active LAPD standoff
