News
SpaceX rocket nosecone catch years in the making caught on camera
In a milestone more than three years in the making, SpaceX has successfully caught both halves of a Falcon 9 rocket’s payload fairing (i.e. nosecone) and shared videos of the historic feat.
Meanwhile, twin ships GO Ms. Tree and GO Ms. Chief returned to Port Canaveral before dawn on July 22nd with their trophies safely in hand. After years of development, at least a dozen failed catch attempts, numerous soft ocean landings, and the introduction of a second identical recovery ship, SpaceX has finally proven that a full rocket fairing can be recovered for (relatively) easy reuse.
Ironically, just eight months ago, SpaceX reused an orbital-class payload fairing for the first time, proving that fairings can be recovered and reused even if they fail to land in a recovery ship’s net. As such, the milestone is slightly less monumental than it otherwise could have been – but that’s not a bad thing, in this case. Most importantly, the successful catch of both halves of a Falcon fairing serves as a reminder of SpaceX’s extraordinary tenacity in the face of repeated failures and the reality that – given enough time and resources – the company almost invariably achieves its goals.
In the scope of orbital-class rocket recovery and reusability, payload fairings – nosecones that protect payloads from the atmosphere and environment and deploy several minutes after launch – rarely register. Relative to launch vehicle stages, the fairing typically represents a small fraction of the overall rocket’s cost. However, when built almost entirely out of carbon fiber composites to save as much weight as possible, they can require an outsized amount of labor and production time. At the same time, for a company like SpaceX that has already effectively solved the problem of routine booster recovery and reuse, a part that may have once represented a small fraction of launch costs can quickly become a major portion.
For Falcon 9, with the booster representing something like 65% of the rocket’s material cost, the payload fairing’s share of overall launch cost with a reused booster can quickly balloon from 10% to ~30%. Of course, those savings really only register from an internal perspective, which is precisely way SpaceX has continued to invest in fairing reuse after years with minimal success. Cutting ~30% off the material cost of the dozens to hundreds of Starlink launches planned over the next several years could easily save SpaceX hundreds of millions of dollars.
As such, SpaceX continues to reap the benefits of a healthy, industry-leading commercial launch business, more or less allowing it to pay for the production of rockets and facilities by launching a few commercial missions before moving on to many, many more Starlink launches. Up to now, only Falcon boosters have been able to take advantage of that unique opportunity, but SpaceX has very recently begun to reuse payload fairings – also frequently debuting on commercial missions. As of July 23rd, SpaceX has reused Falcon 9 and Falcon Heavy fairings three times, all on Starlink satellite launches.
On July 20th, Falcon 9 booster B1058 lifted off for the second time after a record-breaking turnaround, carrying South Korea’s ANASIS II military communications satellite and a fresh payload fairing atop a new upper stage. Simultaneously breaking a drought of fairing catches, GO Ms. Tree and GO Ms. Chief successfully caught both halves of said payload fairing in their respective nets for the first time ever. Protected from saltwater immersion that can easily corrode the aluminum both inside and outside the fairings, the successful catch all but guarantees that SpaceX will be able to quickly and easily reuse this fairing on a future Starlink mission.
Two simultaneously successful catches after 12 attempts – three successful – in ~30 months is either an extraordinary fluke or a sign that SpaceX may have solved fairing recovery after years of hard work and iterative improvement. SpaceX’s next firm launch is scheduled no earlier than July 30th and another Starlink mission could potentially happen between now and then, so the company should have several attempts to test its fairing recovery luck in the near future.
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Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
![Tesla Optimus Gen 3 [Credit: Tesla]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-optimus-gen3-diner.jpg)
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.
Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.
![Tesla Optimus Gen 3 [Credit: Tesla]](https://www.teslarati.com/wp-content/uploads/2026/03/tesla-optimus-gen3-diner-80x80.jpg)
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Tesla Semi lands the biggest electric truck deal in U.S. history
