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SpaceX eyes major drone ship fleet upgrades and a new rocket recovery robot
SpaceX has kicked off a series of major upgrades planned for its East Coast fleet of drone ships, centered around Just Read The Instructions (JRTI) and most recently culminating in the apparent fabrication of a second tank-like rocket recovery robot.
Back in Q4 2019, West Coast drone ship JRTI officially departed the Port of Los Angeles berth it operated out of for 3+ years — traversing the Panama Canal, making a weeks-long pit-stop in a Louisiana port, and ultimately arriving at Port Canaveral on December 11th. The modified barge spent more than a month relatively untouched – as was the somewhat mysterious cargo it had brought with it from the Gulf Coast – before SpaceX began JRTI’s long-awaited upgrades around a month ago.
For almost half a year, it’s looked like that SpaceX would move its West Coast drone ship to Florida after the company’s Vandenberg Air Force Base (VAFB) pad entered a major lull in launch activities in early 2019. Aside from one launch in June 2019, SpaceX’s West Coast pad has remained unused and that isn’t expected to change anytime soon. With Cape Canaveral potential reopening its dormant polar launch corridor just weeks from now, it’s entirely possible that SpaceX will be able to perform all of its planned launches from Florida alone for at least the next 6-12 months. Targeting more than 30 East Coast launches in 2020 alone, SpaceX could also benefit from at least one additional drone ship to continue high-volume Falcon booster recoveries without ship availability becoming a major launch constraint. Thankfully, JRTI may be the perfect solution.
Informally known as ‘Octagrabber’, a reference to the robot’s primary function, SpaceX has been using the only operational instance of the vehicle on drone ship Of Course I Still Love You (OCISLY) for more than two years, beginning in 2017. While far from autonomous, Octagrabber helps SpaceX’s maritime rocket recovery team minimize the risks workers are subjected to and gives the company a bit more flexibility to attempt Falcon booster landings in less-than-pristine ocean weather.
While Falcon boosters are relatively stable once landed, thanks to the vast majority of their empty mass being concentrated around their nine Merlin 1D engines, even moderate waves can cause them to slip and slide around the drone ship deck.
In fact, the best operational demonstration of the value of Octagrabber-style recovery robots came after SpaceX’s historic Falcon Heavy triple-booster recovery in April 2019 – the first time all three of the rocket’s first stage boosters successfully landed after liftoff. As it turns out, thanks to moderate hardware differences between Falcon Heavy center core boosters and normal Falcon 9 boosters, OCISLY’s Octagrabber robot did not have the attachment mechanisms needed to ‘grab’ the center core (B1055, in this case). In theory, this could be a non-issue but the drone ship unfortunately ran into high seas, making its deck to pitch and tilt and ultimately causing to B1055 to tip over, breaking in half and effectively destroyed the booster.
With Octagrabber robots, drone ships should almost never lose recovered boosters because of high seas (within reason). As such, it should come as no surprise at all that SpaceX is building a new recovery robot for drone ship JRTI – the newest addition to its Florida fleet.
Aside from the discovery of a second Octagrabber being built at SpaceX’s former East Coast Starship factory, the nature of other upgrades planned for drone ship JRTI are more mysterious. For several months, the rocket landing platform has had almost a dozen massive generators and new thruster pods stored on its deck, seemingly waiting on an unknown impetus for their installation. In recent weeks, visible work to prepare the new hardware for installation has begun.
Notably, the thrusters and power supplies that seem destined for installation on JRTI would make for a dramatic upgrade, potentially giving the drone ship more power than the tug boats that must currently tender and tow them to landing zones. In other words, that’s a complicated way of saying that SpaceX may be trying to make drone ship JRTI almost entirely independent of contracted tugboats, potentially simplifying and lowering the cost of booster recoveries.
While less likely, it’s also possible that SpaceX is finally in a position to fully realize the “autonomous” namesake of its autonomous spaceport drone ships (ASDS), with high-powered thrusters potentially giving JRTI the ability to leave port, cruise to Atlantic Ocean landing zones, deploy an Octagrabber, and return to port with a booster – all without humans in the loop. That capability is likely still on the horizon but powerful thrusters and generators would bring port-to-port drone ship autonomy within SpaceX’s grasp in the near future.
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Elon Musk
SpaceX just filed for the IPO everyone was waiting for
SpaceX filed its public S-1, revealing $18.7 billion in revenue and billions in losses.
SpaceX publicly filed its S-1 registration statement with the Securities and Exchange Commission on May 20, 2026, making its financial details available to the public for the first time ahead of what could be the largest IPO in history.
An S-1 is the formal document a company must submit to the SEC before going public. It includes audited financials, risk factors, business descriptions, and how the company plans to use the money it raises. Companies are required to file one before selling shares to the public, and it must be published at least 15 days before the investor roadshow begins. SpaceX had already submitted a confidential draft to the SEC in April, which allowed regulators to review the filing privately before it went public.
The S-1 reveals that SpaceX generated $18.7 billion in consolidated revenue in 2025, driven largely by its Starlink satellite internet division, which posted $11.4 billion in revenue, growing nearly 50% year over year. Despite that growth, the company lost about $4.9 billion in 2025 and has burned through more than $37 billion since its founding.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
A significant portion of those losses trace back to xAI, Elon Musk’s artificial intelligence company, which was recently merged into SpaceX. SpaceX directed roughly 60% of its capital spending in 2025 to its AI division, totaling around $20 billion, yet that division lost billions and grew revenue by only about 22%.
SpaceX plans to list its Class A common stock on Nasdaq under the ticker SPCX, with Goldman Sachs, Morgan Stanley, and Bank of America leading the offering. The dual-class share structure means going public will not meaningfully reduce Musk’s control, as Class B shares he holds carry 10 votes per share compared to one vote for public Class A shares.
The company is targeting a raise of around $75 billion at a valuation of roughly $1.75 trillion, which would make it the largest IPO ever. The investor roadshow is reportedly planned for June 5.
Tesla has scaled back driver monitoring to be less naggy with the latest version of the Full Self-Driving (Supervised) suite, which is version 14.3.3.
The latest version is already earning praise from owners, who are reporting that the suite is far less invasive when it comes to keeping drivers from taking their eyes off the road. The first to mention it was notable Tesla community member on X known as Zack, or BLKMDL3.
14.3.3 nags less too https://t.co/IuiWzuYO6O
— Elon Musk (@elonmusk) May 18, 2026
Musk confirmed that v14.3.3 was made to nag drivers significantly less, something that Tesla has worked toward in the past and has said with previous versions that it is less likely to push drivers to look ahead, at least after looking away for a few seconds.
This refinement aligns with Tesla’s ongoing push toward unsupervised FSD. The update also brings faster Actual Smart Summon (now up to 8 mph), reliable “Hey Grok” voice commands, richer visualizations, smoother Mad Max acceleration, and an intervention streak counter that rewards consistent use. Reviewers describe the drive as more human-like and confident, with fewer twitches or unnecessary maneuvers.
Musk has repeatedly signaled this direction. In late 2025, he stated that FSD would allow phone use “depending on context of surrounding traffic,” noting safety data would justify relaxing rules so drivers could text in low-risk scenarios like stop-and-go traffic.
We tested this, and even still, the cell phone monitoring really seems to be less active in terms of alerting drivers:
Tesla Full Self-Driving v14.2.1 texting and driving: we tested it
Earlier, ahead of v14, Musk promised the system would “nag the driver much less” once safety metrics improved.
In 2023, he confirmed the steering wheel torque nag would be “gradually reduced, proportionate to improved safety,” shifting reliance to the cabin camera. Subsequent updates like v13.2.9 and v12.4 further loosened monitoring, cracking down on workarounds while easing legitimate distractions.
These steps reflect Tesla’s data-driven approach: FSD’s safety record—reportedly averaging millions of miles per crash—now outpaces human drivers in many scenarios, giving the company confidence to dial back interventions. Reduced nags improve usability and trust, encouraging more drivers to rely on the system rather than disengaging out of frustration.
However, there are certainly still some concerns. In many states, it is illegal to handle a cell phone in any way, requiring the use of hands-free devices. In Pennsylvania, it is illegal to use your cell phone at stop lights, which is definitely a step further than using it while the car is actively in motion.
v14.3.3 represents tangible progress. Making FSD less adversarial and more seamless is definitely a step forward, but drivers need to be aware of the dangers of distracted driving. FSD is extremely capable, but it is in no way fully autonomous, nor does its performance warrant owners to take their attention off the road.
Tesla has officially expanded its Full Self-Driving (FSD) suite in Europe once again, as it will now be offered to customer vehicles in Lithuania, marking a significant milestone as the second European Union country to offer the system.
Tesla confirmed FSD’s rollout in Lithuania this morning:
FSD Supervised now rolling out to Teslas in Lithuania 🇱🇹!
Making European roads safer, one by one pic.twitter.com/Uuj0bNG7pP
— Tesla Europe, Middle East & Africa (@teslaeurope) May 20, 2026
Tesla showed several clips of Full Self-Driving navigation in Lithuania to mark the announcement, while Lithuanian Transport Minister Juras Taminskas highlighted the system’s potential to assist with lane-keeping, speed adjustment, and traffic tasks on longer drives, while emphasizing that drivers must stay alert and ready to intervene.
Just a few weeks ago, Tesla officially entered Europe with Full Self-Driving in the Netherlands. The expansion of FSD on the continent is now officially underway.
Full Self-Driving’s European Journey
Europe has long posed one of the toughest regulatory challenges for Tesla’s autonomy ambitions due to stringent safety standards under the United Nations Economic Commission for Europe (UNECE) framework, particularly UN Regulation 171 for Driver Control Assistance Systems.
The Netherlands’ RDW authority granted the pioneering approval after over 18 months of rigorous testing, including 1.6 million kilometers on European roads and extensive data submissions.
This approval enables mutual recognition across the EU, allowing other member states to adopt it nationally without full re-testing. Lithuania quickly leveraged this mechanism, becoming the second adopter. Tesla positions FSD Supervised as a tool to incrementally improve road safety, with the company claiming it reduces incidents when used properly.
Bottlenecks slowing broader European deployment include fragmented national regulations, varying levels of regulatory skepticism, and requirements for robust driver monitoring. Some EU officials have raised concerns about performance in adverse conditions like icy roads or speeding scenarios, alongside frustrations over Tesla’s public advocacy approach.
Additional hurdles involve data privacy, liability frameworks, and the need for EU-wide harmonization. While countries like Belgium appear to be fast-tracking adoption, larger markets such as Germany, France, and Italy are expected to follow in the coming months, with potential EU-wide progress targeted for later in 2026.
Tesla Full Self-Driving Across the World
As of May, Full Self-Driving (Supervised) is available in approximately ten countries.
In North America, it has been live for years in the United States, Canada, Mexico, and Puerto Rico. Asia-Pacific additions include Australia, New Zealand, and South Korea, while China utilizes what Tesla calls “City Autopilot.” In Europe, the Netherlands and now Lithuania join the list, with more countries mulling the possibility of also approving FSD.
Tesla offers FSD via monthly subscriptions (around €99 in Europe) or one-time purchases (with deadlines approaching in many markets), shifting toward recurring revenue models. Today is the final day Europeans will be able to purchase the suite outright.
This expansion underscores Tesla’s push for global autonomy, starting with supervised and building toward greater capabilities. With Lithuania now online, momentum is building across Europe, though regulatory caution will continue shaping the pace. Owners in approved regions report smoother highway and urban driving, but the system remains Level 2, which requires human oversight.
SpaceX just filed for the IPO everyone was waiting for
Tesla scales back driver monitoring with latest Full Self-Driving release
