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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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 analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
