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SpaceX rocket booster makes it back to port after hard drone ship landing
SpaceX has completed its third rocket launch of 2020 and the most recent booster to launch safely returned to Port Canaveral on Saturday after an exceptionally hard drone ship landing.
Falcon 9 booster (first stage) B1051 lifted off for the third time on January 29th, following up two prior orbital-class missions by placing SpaceX’s fourth batch of 60 Starlink satellites into low Earth orbit (LEO). B1051 debuted on March 2nd, 2019 when it became the first Falcon 9 rocket to launch SpaceX’s next-generation Crew Dragon spacecraft, successfully sending the vehicle on its way to what would end up being a flawless rendezvous with the International Space Station (ISS). Less than four months later, B1051 completed its second mission, this time lifting off from SpaceX’s Vandenberg Air Force Base (VAFB), California facilities before landing in zero-visibility fog conditions just a thousand feet from the pad.
Compared to some of the higher-energy geostationary (high orbit) launches SpaceX often performs, B1051’s two prior launches allowed for relatively gentle reentries and landings. On January 29th, 2020, after sending SpaceX’s 3rd batch of upgraded Starlink v1.0 satellites (Starlink V1 L3) on their way to space, the Falcon 9 booster experienced the hardest successful landing seen after a SpaceX launch in quite some time.
With Starlink V1 L3 complete, SpaceX has officially launched an incredible 120 satellites weighing some 32 metric tons (70,500 lb) in a single month – 22 days, to be precise. If everything goes as planned, those two monthly Starlink launches should become SpaceX’s average over the rest of 2020, necessary to satisfy the company’s goal of completing 20-24 Starlink launches this year alone. If SpaceX replicates its January successes this month, the company’s Starlink constellation – already ~230 satellites strong – may even be ready to start serving internet to customers in the northern US and Canada as early as March 2020, less than two months from now.
Meanwhile, the mission marked SpaceX’s second Falcon 9 landing and recovery of the new year, as well as the sixth time an orbital-class SpaceX booster has completed three launches. SpaceX continues to push the envelope of reusable rocketry ever since it debuted Falcon 9’s Block 5 upgrade in May 2018.
Designed to enable no less than 10 launches per booster with minimal refurbishment in between, SpaceX’s Block 5 reusability milestones have gotten much closer together ever since the company began dedicated Starlink launches, reusing a payload fairing for the first time and launching two Falcon 9 boosters for the fourth time in just the last two and a half months. In fact, SpaceX already has plans to launch Falcon 9 booster B1048 for the fifth time – another major reusability first – as early as the next 4-5 weeks.
Hard landing; tough rocket
Starlink V1 L3’s launch followed a trajectory almost exactly identical to the two V1 missions that preceded it in November 2019 and January 2020 and Falcon 9 B1051 ignited its central Merlin 1D engine for the last time around eight minutes after liftoff. Twenty seconds or so later, the Falcon 9 booster rapidly shut down its landing engine, visibly falling several feet onto the deck of drone ship Of Course I Still Love You (OCISLY).
The results of that unintentionally hard landing are extremely apparent in photos taken of the same booster after its first (March 2019) and third (Jan 2020) landings on drone ship OCISLY, compared above. Taken from almost identical perspectives as the drone ship passed through the mouth of Port Canaveral, the difference in the booster’s height and stance are hard to miss, with B1051’s engine bells and the black ‘belt’ of its heat-shielded engine section clearly sitting several feet lower after Starlink V1 L3.
While subtle, the most important difference is near the tips of each visible landing leg’s telescoping boom, visible in the form of a final, smaller cylinder on the left (earlier) image. On the right, that cylinder has effectively disappeared. This is actually an intentional feature of Falcon 9’s landing leg design: known as a ‘crush core’, the tip of each leg boom holds a roughly 1m (3ft) long cylinder of aluminum honeycomb, optimized to lose structural integrity (crush) only after a specific amount of force is applied. In essence, those crush cores serve as dead-simple, single-use shock absorbers that can be reused as long as a given booster’s landing is gentle enough.
B1051’s third landing was definitely not gentle enough, but it appears that the booster’s rough fall onto the drone ship’s deck was just within the safety margins those crush cores provide. Why B1051 fell onto the deck is unclear, potentially caused by the drone being at the bottom of a swell or a last-second anomaly with the booster’s landing engine. Thankfully, regardless of the cause of the anomaly, B1051’s crush cores can be quite easily replaced, meaning that the booster can remain operational as long as its hard landing didn’t cause any less-visible damage or stress elsewhere on the rocket.
In short, SpaceX smart design decisions very likely allowed a part worth just a few thousand dollars to save a Falcon 9 booster worth tens of millions of dollars from the scrap heap. With a little luck, B1051 should have at least several more launches in its future before entering retirement.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
