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Renderings of SpaceX clawboat’s huge net upgrade is a taste of what’s to come

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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.

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.

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.

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One half of SpaceX’s Iridium-6/GRACE-FO just moments before touchdown on the Pacific Ocean. (SpaceX)

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Pauline Acalin  Twitter

Eric Ralph Twitter

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla CEO Elon Musk says flying cars are coming

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Credit: Grok Imagine

Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.

Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”

The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.

However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.

Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package

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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.

In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:

“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”

However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.

Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:

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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”

Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.

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SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff

Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.

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Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.

The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.

Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.

Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry

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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.

The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.

Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.

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Investor's Corner

Tesla has one big financial question to answer for investors: Morgan Stanley

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Credit: Tesla

In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.

Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.

Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue

Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.

The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”

Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”

Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”

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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.

Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.

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