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SpaceX’s Mr. Steven preparing for first Falcon 9 fairing catch attempt in months
SpaceX recovery vessel Mr. Steven has spent the last several weeks undergoing major refits – including a new net and arms – and testing the upgraded hardware in anticipation of the vessel’s first fairing catch attempt in more than four months.
Required after a mysterious anomaly saw Mr. Steven return to Port in February sans two arms and a net, the appearance of a new net and arms guarantees that SpaceX is still pursuing its current method of fairing recovery. Above all else, successfully closing the loop and catching fairings could help SpaceX dramatically ramp its launch cadence and lower costs, especially critical for the affordable launch of the company’s own Starlink satellite constellation.
The Saga of Steven
For a few months of 2019, it was entirely conceivable that SpaceX had all but given up on catching Falcon fairings, having spent the better part of 2018 without a single success during both post-launch and experimentally controlled catch attempts. Admittedly, a year may feel like a huge amount of time, but SpaceX has demonstrated just how hard the reliably successful recovery of orbital-class rocket hardware really is.
Depending on how one examines the history of Falcon 9, it took SpaceX anywhere from ~30 and ~70 months and either 7 or 9 failed recovery attempts before the first Falcon 9 booster successfully landed in December 2015. Excluding helicopter-based fairing drop tests, Mr. Steven and SpaceX’s fairing recovery team have made five attempts to catch fairings in the vessel’s net after Falcon 9 launches. All have been unsuccessful, with the closest miss reportedly landing in the Pacific Ocean just 50 meters away from Mr. Steven’s massive net.
In January 2019, Mr. Steven sailed ~8000 km (5000 mi) from Port of Los Angeles to Port Canaveral, passing through the Panama Canal. For unknown reasons, during a trip out to sea to catch a Falcon 9 fairing in February, Mr. Steven abruptly turned around early and arrived in port missing two of four arms, four of eight booms, and the entirety of its custom net. The remaining arms/booms were removed and the vessel spent roughly three months docked with just a handful of excursions.
In late May, technicians rapidly installed new arms and booms, as well as a new (and blue) net, bringing about the end of months of inactivity. Mr. Steven has yet to venture beyond the safety of Port Canaveral since its new ‘catcher’s mitt’ was installed, but SpaceX has been testing the new setup by repeatedly lowering a Falcon fairing half into the net. It’s too early to raise expectations but it seems plausible that the iconic recovery vessel will be ready to attempt its first fairing catch in ~4 months as part of Falcon Heavy’s next scheduled launch, currently NET June 22.
A challenger approaches…
Although Mr. Steven’s prospects look better than they have in months, SpaceX’s fairing recovery engineers and technicians have not been sitting on their hands. Begun as a check against the growing possibility that reliably catching fairings in a (relatively) small net is just too difficult to be worth it, SpaceX has been analyzing methods of reusing fairings without Mr. Steven. Most notably, despite the failure to catch fairings out of the air, the fairing halves themselves – relying on GPS-guided parafoils – have proven to be capable of reliably performing gentle landings on the ocean surface.
This consistently leaves the fairings intact and floating on the ocean but at the cost of partial saltwater immersion and exposure to surface-level sea spray and waves. At least in today’s era of highly complex large satellites, customers typically demand that payload fairings (like Falcon 9’s) offer a clean room-quality environment once the satellite is encapsulated inside. Sea water is full of salt, organic molecules, and water, all three of which do not get along well with extremely sensitive electronics. The whole purpose of recovering and reusing fairings is to make their reuse more efficient and less expensive than simply building a new fairing. The task of cleaning composite structures to clean room-standards after salt water exposure and immersion tends to be less than friendly to both aspirations.
According to SpaceX CEO Elon Musk, however, that challenge may be distinctly solvable and could even be easier than the Mr. Steven approach. After Falcon Heavy’s commercial Arabsat 6A launch debut in April 2019, Musk again confirmed that SpaceX would be ready to test that alternate method of fairing reuse very soon and plans to do so on an “internal” (i.e. Starlink) launch later this year. As noted below, this is helped by the fact that SpaceX’s internally-developed Starlink satellites apparently have no need for the acoustic insulation panels that normally protect sensitive spacecraft from the brutal acoustic environment produced by rockets while still in Earth’s atmosphere.
For fairing reusability, the lack of those panels is just one less thing to have to worry about cleaning or replacing. Intriguingly, it’s easy to imagine that – much like SpaceX has apparently designed Starlink satellites to be resistant to intense acoustic environments – the company could have also required that they be tough enough to tolerate a less-than-pristine fairing environment. With that approach, SpaceX could continue to build new fairings for every customer launch, entirely amortizing their production cost before transferring the ‘dirty’, flight-proven fairings to internal Starlink launches.
In essence, SpaceX’s customers would quite literally be paying the company to build the very Falcon 9 boosters and fairings it will ultimately use to launch its massive Starlink constellation, requiring hundreds of launches over the next decade. The faster and more efficiently SpaceX can build and launch Starlink, the faster it can develop Starship/Super Heavy and entirely transcend any concerns of salty fairings (let alone expendable upper stages). But in the meantime, Mr. Steven will return to his catching duties and SpaceX will continue to attempt to reuse payload fairings.
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Tesla’s Cybercab battery design could make robotaxis even cheaper
Tesla built the Cybercab’s battery pack with spare room for a future switch to LFP.
Tesla built the Cybercab’s battery pack with empty space inside it on purpose, and the reason points to a cheaper robotaxi down the road.
Robert Sumpf, Tesla’s director of mechanical design engineering for battery modules and packs, said the extra room beside and beneath the Cybercab’s modules was left there so the company can move to lithium iron phosphate cells later. “So, we protected this pack to go to an even lower energy dense chemistry as we scale and need to bring LFP into the platform,” Sumpf said in a Cybercab deep dive with Munro Live.
The Cybercab runs on Tesla’s own 4680 cells with a nickel chemistry today. LFP cells store less energy for their size, so a straight swap would cut range. The reserved space lets Tesla add more LFP cells to make up the difference. In return, Tesla would get cells that cost less, run cooler and survive more charge cycles. LFP became the most used EV battery chemistry in the world last year.
Not all of that room was planned for a chemistry change. Lars Moravy, Tesla’s Vice President of Vehicle Engineering, said part of it exists because “we didn’t need as many batteries as we thought we did.” Tesla told Sandy Munro in early 2025 that it was targeting a Cybercab pack under 50 kWh with close to 300 miles of range.
The pack also breaks from the structural design Tesla used in some Model Y and Cybertruck builds. Instead of potting hundreds of cells into one block, the Cybercab uses four separate, individually sealed modules, so a bad module can be replaced without scrapping the whole pack. Sumpf was blunt about the older approach, giving the Model Y structural battery “a grade D” because it was hard to build and nearly impossible to repair. He estimated a fully structural pack gains about 10% more cell volume, but said “the issue is the service cost.”
That cost matters more for a car that rarely sits parked. Cybercab chief engineer Eric Earley said replacing an entire pack “before half a million miles is a killer on cost,” which is why remanufacturing and serviceability were built into the design from the start.
The same Munro Live tour produced Moravy’s admission that the Cybercab line at Giga Texas is now outpacing Robotaxi deployments, along with a look at the robotaxi’s unorthodox paint process. Tesla is aiming to deliver the first Cybercabs to outside customers by the end of 2026, though Elon Musk has said the vast majority will stay owned by Tesla and run as a transport service.
Sumpf did not give a date for an LFP version, name a cell supplier or say how a chemistry change would affect range. For now, the 4680 cars keep piling up: Texas DMV records from Tuesday list 544 Cybercabs authorized for Tesla’s Robotaxi fleet, more than the 507 Model Ys on the same roster for the first time.
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Starlink is ‘biggest competitive advantage,’ but it’s temporary, United CEO says
United Airlines CEO Scott Kirby said that SpaceX’s Starlink satellite internet is its leading competitive advantage in the U.S. airline industry. However, in recent comments, while he described the service as “the biggest competitive advantage” the carrier currently holds, he also acknowledged that the edge is temporary.
“…everybody eventually is going to have high-speed low earth orbit internet connectivity. It’s going to be a must-have. We are going to have a few years of being the only airline that has it at scale, and that’s our mission,” Kirby said. Until everyone has it, United aims to capitalize on its head start by converting trial users into long-term loyal customers.
🚨 United CEO Scott Kirby calls Starlink “the biggest competitive advantage,” but says it’s temporary.
“I think it’s the biggest competitive advantage. And it’s temporary. Like it’s not, everybody eventually is going to have high speed low earth orbit internet connectivity. It’s going to be a must-have. But we are going to have a few years of being the only airline that has it at scale, and that’s our mission.”
“I think we’re going to convince customers that United is the best airline and we’re going to get customers to switch their loyalty, to get our credit card, switch their loyalty to United. Not because of Starlink. They’re going to try us for Starlink and they’re going to stay with all the other technology, and everything else is better, and the technology in particular is so much better than technology other, and it’s accelerating because we’ve got the right tech stack, and because we’re like, our gap is getting wider and wider with our technology every day.”
Next: LAX becomes United’s first 100% Starlink hub in the first half of next year, and the United app will show your Starlink odds for each flight. https://t.co/hToyFWaWj7
— TESLARATI (@Teslarati) October 27, 2026
United has moved faster than its rivals on Starlink installations. As of mid-to-late October 2026, the system was on roughly 43 percent of its fleet, with plans to reach 61 percent by year-end, 87 percent by June 2027, and full fleet coverage by the end of next year.
The airline already operates more Starlink-equipped flights than the rest of the U.S. industry combined. Los Angeles International Airport is scheduled to become United’s first 100 percent Starlink hub in the first half of 2027, and the carrier’s app will display the likelihood that any given flight has the service.
Kirby has pointed to early evidence that the offering influences booking decisions. Some passengers loyal to other airlines are already switching flights for Starlink connectivity, something the airline, along with American Airlines, has tried to leverage against competing airlines. Both companies used status-match programs, and some of those customers are pursuing company-specific credit cards, which signals an intent to stay.
Once onboard, these customers encounter the airline’s broader investments in aircraft, larger seat-back screens, oversized bins, connection tools, and a mobile app that Kirby says outperforms competitors. Wi-Fi satisfaction scores on Starlink-equipped planes have been reported to be nearly double those on aircraft with other systems.
Competitors are moving slowly to do the same. Southwest Airlines began installations in 2025 and expects to complete them soon. Delta is pursuing Amazon’s Leo system, while American expects to start Starlink work in early 2027 and has not yet detailed regional-fleet plans. This timeline gap gives United a multi-year window in which it remains the only major U.S. carrier offering Starlink at scale.
Kirby has framed the strategy as pressing that advantage while simultaneously widening gaps in other technology areas so that customers who try United for the Wi-Fi remain for the overall experience.
The approach reflects a calculated bet that superior in-flight connectivity can accelerate share gains and support longer-term financial targets, including a 10 percent pre-tax margin goal.
High-speed internet is particularly valued by premium and business travelers who can work or stream reliably. As low-Earth-orbit service becomes ubiquitous, the temporary nature of the pure connectivity edge means United’s retention will depend on whether its other product and operational improvements keep pace.
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Tesla Cybercab’s unorthodox paint process explained
Tesla Cybercab skips the traditional paint shop entirely, marking an unorthodox process for coloring the fully autonomous vehicle. However, the decision was a smart one, as it slashed factory costs, floor space utilization, and complexity, since Tesla relied on specialized alloys and in-mold coloring.
Munro Live was given the opportunity to do a factory walkthrough with Tesla Vice President of Vehicle Engineering Lars Moravy, who explained and detailed how Cybercab production at Giga Texas eliminates one of the automotive manufacturing industry’s most expensive and space-hungry elements.
A conventional paint line can cost hundreds of millions of dollars and require a million man-hours to build. Moravy framed the choice around Tesla’s core rule: “Question the requirements: why do you need paint?”
🚨 Super cool quote from the Cybercab breakdown on the decision to avoid traditional paint:
“One of the most expensive parts of the factory is a paint line… a few hundred million dollars, a million man hours to build one… rule number one at Tesla, question the requirements. Why do you need paint?… the alloys we use in the castings… don’t oxidize and reduce strength over time.” -@larsmoravy
Model Y and Cybertruck bodies are fully coated and painted. On Cybercab, only the side pieces get the anti-corrosion dip coat, and there’s no paint shop at all, which helps cut factory floor space per car by about 50%.
— TESLARATI (@Teslarati) October 26, 2026
The structural answer lies in material selection. The aluminum alloys used in Cybercab’s front and rear castings do not oxidize and lose strength over time, the way many common automotive aluminum alloys do. Only the side modules, built around hot-stamped boron-steel door rings, receive an anti-corrosion e-coat, or dip coat. Front and rear modules skip coating altogether.
Model Y and Model 3 bodies, by contrast, are fully coated and painted.
Exterior colors come from the plastics shop, which Tesla engineers described as “our paint shop” for the Cybercab. Body panels are produced via reaction injection molding, referred to as RIM. Color is then mixed into a polyurethane resin at the mix head immediately before injection, so the panel emerges already colored with a Class-A surface.
Robots trim overflow to control sink marks and flow lines. The process avoids conventional spray-paint defects like orange peel and paint bleed. Scratches can still be repaired with compatible coatings that behave “basically like paint.” Because color is integral rather than a surface layer, shallow scratches do not expose a contrasting undercoat.
The secret behind Tesla’s Cybercab Gold goes well beyond just the color
Tesla has also explored related approaches, including in-mold lamination and painted films on stamped panels.
The manufacturing payoff is substantial because removing the paint shop, combined with the “unboxed” modular process that builds and tests front, rear, side, and center modules in parallel before a short final assembly, cuts factory floor space per vehicle by about 50 percent.
Final assembly itself uses only about 25 automated stations, far fewer than the typical Model Y line, and the overall line runs at about 78 percent automation, Moravy said. The approach also eliminates volatile organic compound emissions associated with traditional spray painting for these panels and shortens the coloring cycle from hours to minutes.
Cybercab’s paint strategy is clearly less about aesthetics than about systematically deleting capital-intensive, energy-heavy, and space-consuming steps once material science and process design make them unnecessary. It is a concrete example of Tesla applying first-principles questioning to one of the auto industry’s most entrenched factory requirements.