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SpaceX’s recovered fairing spotted sailing into port on Mr Steven

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Just 24 hours after gently landing in the ocean, SpaceX recovery technicians have successfully recovered one half of an intact Falcon payload fairing for the first time ever. Photos of the return to Port of San Pedro in Southern California, captured by Teslarati photographer Pauline Acalin, show that the halve recovered is in amazing condition considering its journey from speeds of nearly two miles per second (approximately 30 football fields per second, or more than ten times faster than a commercial passenger jet), to a soft, watery halt.

Despite the fact that SpaceX’s recovery boat, Mr Steven, was unable to catch the fairing as intended, a truly 100% successful recovery using the vessel’s specially-designed net is all but a foregone conclusion. If the fairing can gently land in the ocean looking as good as this article does, avoiding the water entirely should be a relatively simple matter of tweaking recovery hardware and software – a slightly larger parafoil as mentioned by Elon Musk, for example.

Mr Steven proudly returns to port with fairing halve in tow. (Pauline Acalin)

This recovery marks the end of yet another successful flight-proven SpaceX launch, this time tasked with carrying the Spanish PAZ imaging satellite and two SpaceX Starlink prototypes into a sun-synchronous orbit around Earth. We’re just two full months into 2018 and SpaceX appears to already be nearing the end of its fairing recovery development program, with operational fairing recovery and reuse the next (imminent) task at hand.

The most important unknown here is just how well SpaceX’s fairing design is able to cope with even brief contact with or immersion in saltwater, a natural corrosive agent. As a Teslarati reader rightly noted, carbon fiber composites do currently see quite a bit of use in boating, apparently no worse for wear in terms of maintainability. However, carbon fiber components on marine vessels are treated and coated with specially-chosen laminates and waterproofing materials to prevent saltwater intrusion. It’s unclear if SpaceX’s fairings include the same sort of treatment, although it can be all but guaranteed that the outside of the fairing is designed to be perfectly sealed against the environment – a necessity to protect sensitive satellite components from local weather and humidity.

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Of course, reuse for this particular fairing half may be out of the question given its pathfinder position. SpaceX may destructively analyze and test the recovered fairing to gather as much detail as possible about its condition after a rough reentry and some ocean-floating leisure time. In line with my above speculation, recovery technicians and engineers will judge how much (if any) saltwater managed to get inside the fairing, while also judging the condition of the giant halve’s carbon composite structure. Just like SpaceX chose to display its first successfully landed Falcon 9 booster outside of their Hawthorne, CA factory, they may hold onto this intact fairing as a piece of SpaceX history, maybe even put it on display in or around one of SpaceX’s US facilities.

 

With the next Mr Steven-led fairing recovery set to occur on March 29, SpaceX will have plenty of additional options to firm up their expertise with the newly successful practice. In fact, the upcoming February 25 launch and “hot” landing of Hispasat 30W – this time on the East coast – could also see its own successful fairing recovery, given the fact that PAZ’s fairing technically survived intact without the use of Mr Steven’s gentler catching mitt. Time will tell!

Follow us on social media for down-to-the-minute and behind the scenes updates on SpaceX activities.

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Tom Cross – Twitter

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 starts preparing for Optimus in its smartphone app

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Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.

Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:

A Dedicated “Robot” Phone Key Authentication

Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.

Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont

Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.

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This is a great security feature that will eliminate at least face-value and low-level threats.

Home Data Collection and System Alerts

This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.

There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.

Other Changes

Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.

You can check out our coverage on what is included with the 2026 Summer Update here:

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Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

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Investor's Corner

Tesla Q2 Earnings: Here’s what to expect

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(Credit: Tesla)

Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.

Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.

Financial Expectations

Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.

This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.

What We Expect

In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.

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Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:

Retail:

“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”

“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”

“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”

“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”

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“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”

Institutional

“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”

“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”

“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”

Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.

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Elon Musk

Elon Musk handed Grok something no other AI company can get their hands on

Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.

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Artistic concept rendering of SpaceX data being incorporated into a Grok AI model

Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.

The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.

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The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.

Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.

Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.

Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.

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