News
SpaceX adds new ship to fleet after fairing catcher Ms. Tree nails second recovery in a row
In a telltale sign that SpaceX is growing much more confident in its ability to consistently recover Falcon 9 fairings, the company has accepted delivery of second recovery ship almost identical to GO Ms. Tree (formerly Mr. Steven) just days after nailing its second fairing catch in a row.
Previously known as M/V Captain Elliott, the new ship appears to have been acquired (or leased) by Guice Offshore (GO) from SEACOR Marine, who purchased Elliott from struggling marine services company Seatran Marine in 2017. One way or another, SpaceX now has a pair of Port Canaveral-based fairing recovery ships in hand – named Ms. Tree and Ms. Chief – and is thus making excellent progress towards catching and reusing both halves of the same Falcon 9 (or Heavy) fairing.
Splurging on ‘ships
Put simply, whoever is paying for or has paid for the two fast supply vessels (FSVs) that are now a part of SpaceX’s rocket recovery fleet has/had a tidy sum to spend. For ships as large, new, and high-performance as Ms. Tree and Ms. Chief, both completed in the mid-2010s, SpaceX or GO would be lucky to pay less than $10M apiece and each ship could easily cost more than $20M, depending on a variety of unknowns. Previous owner Seatran Marine is/was admittedly in dire financial straits, so that could have resulted in an effective fire-sale discount.
Regardless, this is to say that SpaceX was likely willing to splurge and open its wallet wide for extremely high-quality fairing recovery vessels because of just how expensive those fairings are. According to CEO Elon Musk circa 2017, it costs SpaceX $5-6M total to produce a set of Falcon fairing halves, equivalent to roughly 10% of the cost of a Falcon 9 launch ($50M-60M).
As an example, assume that SpaceX paid a full $50M for Ms. Tree and Ms. Chief – effectively a worst-case cost scenario. Assume that recovering and reusing net-caught Falcon fairings still costs half as much as building new fairings ($3M for two halves), also likely a worst-case scenario given the relative mechanical and propulsive simplicity of fairings.
In this mediocre-at-best scenario, it would still take SpaceX less than 20 launches with both halves recovered to completely recoup the cost of both fairing recovery ships. In the event that reusing caught fairings is only 25% as expensive as building new fairings, SpaceX could recoup its fleet investments in just 10 launches. In fact, cost reduction may even be a secondary consideration next to the potential for effectively doubling fairing production with the same facilities. From that perspective, spending, say, $50M on development and another $50M on cutting-edge recovery vessels could easily be a bargain, especially compared to the $1B+ SpaceX has spent deloping Falcon 9 booster reusability.
Fairing-catcher Mk4
With GO Ms. Chief’s August 10th arrival at Port Canaveral, SpaceX’s team of Florida-based recovery engineers and technicians will now be tasked with modifying the ship for Falcon fairing catching. SpaceX completed its first fairing recovery-focused modifications back in late 2017, likely producing what was the first version of fairing recovery tech (Mk1). The net proved to be far too small and was replaced in summer 2018 with a net and arms likely 4X larger (Mk2).
Roughly half a year and several missed catches after Mr. Steven’s Mk2 net was installed, the ship transited the Panama Canal and arrived at Port Canaveral in February 2019. Barely a week or two later, Mr. Steven suffered a failure at sea – well before a planned catch attempt – that saw the ship limp back to port missing the entirety of its net and two of four arms.
After another four months in port, SpaceX installed a third net and arms system on Mr. Steven, featuring distinct differences and apparent upgrades that likely make it Mk3. Shortly after installation and a quick renaming from Mr. Steven to GO Ms. Tree, Ms. Tree’s inaugural Mk3 recovery attempt culminated in SpaceX’s first and second successful fairing catches – back-to-back – on June 24th and August 6th.
Finally, this brings us to the blank slate that is GO Ms. Chief. Compared to Ms. Tree, both vessels are nearly identical: both are built by Gulf Craft, LLC, both are 205 ft x 34 ft (62m x 10m), both have decks rated for ~405 metric tons (900,000 lb), and have top speeds of 26-32 knots (30-37 mph, 50-60 km/h; fully-loaded vs. empty). The lone point of difference is power: Ms. Chief’s engines produce 500 more horsepower and its generators produce an additional 120 kW of power, respective improvements of 5% and 16% relative to Ms. Tree (Mr. Steven).
Despite both ships being nearly identical, SpaceX is unlikely to simply copy and paste Ms. Tree’s thus far successful arms and net, likely instead doing what the company is famous for and fabricating a new and improved variant of the fairing recovery mechanism. This would presumably translate to Mk4. Conveniently, SpaceX appears to be heading into a rare period of no launches, likely stretching almost three months from August 6th (AMOS-17) to late October.
If Mr. Steven and Ms. Tree’s transformations are anything to go by, that hefty chunk of time that should be more than sufficient to fully outfit Ms. Chief with a fresh fairing recovery mechanism, assuming SpaceX has been simultaneously fabricating the hardware in anticipation of Ms. Chief’s arrival.
For now, we’ll have to wait and see if SpaceX’s next launches – both believed to be 60-satellite Starlink missions – will mark the recovery debut of Ms. Chief, as well as the first attempted catch of both Falcon fairing halves. Additionally, following SpaceX’s second successful fairing half catch on August 6th, it’s possible that the company has two recovered halves capable of making a full, flight-proven fairing. Either way, a Starlink launch will likely support the flight-debut of a reused fairing and will almost certainly host the first attempted simultaneous recovery of both fairing halves.
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Elon Musk
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
Elon Musk teased a glowing new Boring Company merch idea, complete with a Geiger counter.
Elon Musk teased the next piece of Boring Company merchandise on X Saturday, and it is exactly as unserious as fans of the company’s product history have come to expect. “The next @boringcompany merch will put Uranium in Uranus,” Musk wrote in a thread posted early Saturday morning. He followed up by explaining that the item would glow in the dark, “because otherwise how could you find it,” and that a Geiger counter would be sold separately as “an optional strap-on.”
Musk closed the thread with a line that doubles as a mission statement for the tunneling company’s merchandise arm: “It’s not easy coming up with something that is both outrageously unsellable and yet extremely popular.”
The Boring Company has built a small but consistent side business out of novelty items that start as jokes and end up selling out. The company’s Not-a-Flamethrower raised roughly $10 million in a few days back in 2018, moving all 20,000 units it produced. Its Burnt Hair perfume, priced around $100 a bottle, sold out fast enough that scalpers were flipping units on eBay for ten times the retail price. Boring Bricks, made from tunneling spoil, followed the same playbook of teasing a product on X months before it became real.
Musk has not said what the actual item will be, only that it involves uranium and glows in the dark. Given the pattern, that vagueness is probably intentional. Past merch announcements have started as one-line jokes and taken weeks or months to turn into an actual product listing on the company’s site, and there is no guarantee this one follows through at all.
The timing lines up with a period of real momentum for the Boring Company outside of the joke merchandise. The company said last week it plans to double the number of operational stations on its Vegas Loop by the end of the year, a target tied to a hiring push for drivers and operations managers. Prufrock-5, one of the company’s tunnel boring machines, also just wrapped a test tunnel in Bastrop, Texas, and is expected to relaunch on its next assignment in November.
Whether the uranium joke turns into an actual product remains to be seen. Musk’s post did not include a price, a shipping date, or even a name for the item, which has historically meant a Boring Company website page goes up quietly, password protected, sometime before an announcement.
News
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
NASA just gave SpaceX a $946 million contract for three more astronaut missions through 2030.
NASA has awarded SpaceX a $946 million contract modification covering three more astronaut missions to the International Space Station, according to an announcement the agency published Friday. The award adds Crew-15, Crew-16, and Crew-17 to SpaceX’s existing Commercial Crew Transportation Capability contract, bringing the agreement’s total value to $5.92 billion across 17 flights.
SpaceX confirmed the award on X, writing that it was excited for Falcon 9 and Dragon to launch NASA’s Crew-15, 16, and 17 missions to the Space Station from Florida. The new missions cover ground, launch, in orbit, and return operations, along with cargo transport and a lifeboat capability while docked at the station, and the period of performance runs through 2030.
We’re excited for Falcon 9 and Dragon to launch @NASA’s Crew-15, 16, and 17 missions to the @Space_Station from Florida https://t.co/Qm16vVK9F3 pic.twitter.com/drg3s7GtuM
— SpaceX (@SpaceX) September 18, 2026
The award follows a notice of intent NASA issued in May, when the agency first signaled it would purchase up to six additional post certification missions from SpaceX. Teslarati covered that filing at the time, noting NASA cited technical issues and schedule delays encountered by Boeing as a driving factor. Friday’s contract modification locks in three of those six missions, with the remaining three left open for NASA to award later, potentially to Boeing if Starliner clears certification.
Boeing’s CST-100 Starliner has still not flown an operational crew rotation mission for NASA. The spacecraft’s most recent crewed test flight in 2024 ended without the astronauts returning aboard Starliner, and the company has spent the time since working through thruster problems. SpaceX President Gwynne Shotwell said this week that SpaceX is not retiring Crew Dragon today, for sure, while stopping short of committing to fly it past 2030.
Crew-12 is currently docked at the space station, and NASA has said Crew-13 is targeting a launch in the coming weeks. The newly awarded Crew-15 through Crew-17 missions extend SpaceX’s role as NASA’s primary way of getting astronauts to and from orbit well into the back half of the decade, regardless of what happens with Starliner or Starship in the meantime.
Investor's Corner
New drone video shows Tesla’s Optimus Factory reaching a turning point
New drone footage shows Tesla’s dedicated Optimus factory steel frame nearing completion at Giga Texas.
Tesla’s dedicated Optimus factory at Gigafactory Texas is closing in on a finished steel frame, according to drone footage posted Thursday afternoon by longtime site observer Joe Tegtmeyer. In the video, Tegtmeyer said structural steel assembly is now about five column grids away from reaching the building’s north perimeter beam, putting the primary skeleton in its final stretch roughly six months after Tesla broke ground on the North Campus site in late March.
The Giga Texas Optimus Factory latest update … construction keeps moving fast!
Steel assembly is now only about 5 column grids from the north perimeter beam. Concrete is going in on the three upper floors, rebar is still being laid for more pours, and footing / grade-beam work… pic.twitter.com/qvFPvwnYzW
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) September 17, 2026
Tegtmeyer’s footage shows concrete already going in on three upper floors while crews continue laying rebar and pouring grade beam footings at ground level. That kind of parallel work, steel rising at one end of the site while concrete sets at the other, is a scheduling approach Tesla used at the original Giga Texas building and appears to be repeating here to save time before the plant’s targeted 2027 production start.
Teslarati has tracked the building’s progress since Tesla confirmed construction was officially underway in May, when the first steel structure went up on what was then bare, reclaimed land. The facility is part of a more than 5.2 million square foot expansion of Giga Texas’s North Campus that Tesla has said will eventually run nearly the length of the existing vehicle factory, over 4,000 feet, while sitting somewhat narrower. Musk has pegged the long term output target at 10 million Optimus units a year once the line is running at full capacity, a volume that would dwarf the one million unit pilot line Tesla is standing up separately at its Fremont, California factory.
Tesla Giga Texas to feature massive Optimus V4 production line
The Texas facility sits alongside another major buildout on the same campus. Terafab, the joint Tesla and SpaceX chip fabrication plant that will eventually supply the silicon running Optimus units in the field. Housing robot assembly and chip production on the same grounds is a deliberate supply chain decision, cutting down on the shipping and lead time that would otherwise sit between the two.
Tesla has not given an updated timeline beyond its previously stated goal of bringing high volume Optimus production online at the site in the summer of 2027. Fremont’s smaller pilot line began mass producing the current Gen 3 robot in January, with that plant expected to build tens of thousands of units this year primarily to generate the real world data Tesla needs to refine the robot’s software before Giga Texas ramps up. Six months of visible construction progress, tracked almost entirely through Tegtmeyer’s recurring drone flights, gives the clearest outside look yet at how seriously Tesla is treating that 2027 deadline.
Elon Musk’s next Uranium in Uranus merch is Boring Company’s weirdest tease yet
NASA taps SpaceX for more astronaut missions as Boeing Starliner remains grounded
