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SpaceX recovered fairing appears at future Mars rocket factory in LA
In an unexpected turn of events, the first fairing half recovered by SpaceX – just after the Feb. 22 launch of PAZ – appeared at the company’s just-leased facilities at LA’s Port of San Pedro, also known as Berth 240 or SpaceX’s preferred location for the first BFR (Mars rocket) factory.
If there was any doubt before that SpaceX was not serious about the Port proposal released in March, or that individuals with SpaceX shirts at 240 were a mere coincidence, the arrival of an entire fairing half and two fairly large cranes ought to confirm the reality of the company’s active presence at the facility. After heading down to the port at dawn to capture Mr Steven’s arrival post-launch (providing a fairing surprise of its own), Teslarati photographer Pauline Acalin made a quick detour to Berth 240 to check up on any potential activity at the SpaceX-leased site.
SpaceX’s first recovered fairing spotted at the BFR factory (Pauline Acalin)
Lo and behold, she found a lone recovered fairing half sitting just off the side of the public Port access road, behind the plot’s fenced enclosure. A giant Z (a la PAZ) on the fairing’s face identified it beyond any doubt to be the half that soft-landed intact just over a month ago. For such a unique pathfinder as the first apparently intact fairing half to be recovered, its uncovered storage out in the open dockside air tells us a fair bit about the reality of its condition: while it’s still surprising that this half did not spend more time (perhaps no time at all) in SpaceX’s Hawthorne facilities, this almost guarantees that the fairing suffered some form of catastrophic and irreparable damage at some point during its recovery.
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- PAZ’ fairing half in all its sooty, damaged glory. (Pauline Acalin)
RIP fairing half
If this fairing were in a flightworthy state, it would undoubtedly be safely stowed inside SpaceX’s Hawthorne facilities for many weeks or even months of careful testing and analysis to properly characterize the condition of the first fairing to be recovered in one piece.
Another possibility: perhaps SpaceX has already managed that characterization and refinement through the many different fairing fragments recovered during past (unsuccessful) attempts. Ultimately, it should come as little surprise that the fairing wound up damaged – the range of conditions it was subjected to boggle the mind. Its damage may have come from post-recovery handling, perhaps something as simple as the surface tension of seawater or some water intrusion inflating its density and overloading the fairing’s structure while it was craned or dragged aboard Mr. Steven. Its loss would appear to confirm that Mr. Steven’s seemingly elaborate net system exists for very specific and technical reasons, instead of, say, a group of engineers realizing that they could convince their managers to let them build a giant claw-boat. Sometimes the crazy solution can be the right solution!
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- A closeup of the landed fairing. This particularly fairing is the first flight of Fairing 2.0, a recent upgrade. (Elon Musk)
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- The first fairing to ever return to land intact proudly sails into Port of San Pedro aboard Mr Steven. (Pauline Acalin)
Either way, SpaceX technicians have unequivocally begun to tear down the PAZ half’s many interior components, ranging from baffles and soundproofing panels to parafoil connectors and cold-gas maneuvering thrusters. It’s conceivable that some of those parts can be reused on future missions, partly thanks to the fact that this half remained intact after landing, keeping its interior mostly dry. Given the sheer size of the cranes brought on-site on Saturday (March 31), it seems implausible that they are there just for PAZ’ fairing – more likely, they have been rented or purchased by SpaceX and will be used for a variety of tasks related to the demolition and construction outlined in the Port’s Berth 240 lease and use-case approval.
This is almost certainly the first time that SpaceX’s Berth 240 has hosted real rocket hardware, and hopefully foreshadows a bright and busy future of reusable rocket recovery, refurbishment, and manufacturing (hopefully with BFR!).
NBD, just scrapping a fairing in an abandoned shipyard. (Pauline Acalin)
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News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
