News
SpaceX’s fleet of rocket recovery ships is about to get even bigger
Four months after SpaceX gave up on catching Falcon fairings and stripped and returned a pair of leased ships it had modified for that purpose, the company’s permanent fairing recovery solution has just come into focus.
The April 2021 departure of GO Ms Tree (formerly Mr. Steven) and GO Ms Chief from SpaceX’s East Coast fleet made it unambiguously clear that the company was abandoning fairing catching in favor of simply scooping the several million dollar nose cone halves off of the surface of the ocean. By the time that decision was made, SpaceX had reused fairing halves more than two dozen times on more than 15 Falcon 9 launches – practically none of which had actually been caught by Ms Tree or Ms Chief.
In fact, SpaceX had already begun to reuse ‘scooped’ fairing halves on commercial Falcon 9 launches, including two Transporter rideshare missions with dozens of different customers and SiriusXM’s SXM-7 multimillion-dollar geostationary communications satellite. Perhaps even more importantly, SpaceX was routinely flying splashdown fairing halves three or even four times and flew one particular half twice in just 49 days.
Put simply, thanks to the heroic and somewhat unexpected success of a small subset of SpaceX’s fairing recovery, waterproofing, design improvements, and refurbishment upgrades got so good even fairings that splashed down in the Atlantic Ocean could be rapidly reused and flown multiple (now 5+) times apiece. Onto its third consecutive year of only marginal success and a distinct lack of reliability, that meant that SpaceX’s long-struggling effort to catch Falcon fairings had effectively been made redundant.
While it’s likely that scooped fairing halves would never be certified to fly high-value US military or NASA payloads, SpaceX appears to have matured the technology to the point that it’s good enough for Starlink and many (if not most) of its private-sector launch customers. Along those lines, with Ms Tree and Ms Chief out of the picture by early April, SpaceX had to briefly shoehorn Dragon recovery ships GO Navigator and GO Searcher into scooping roles to continue recovering fairings and eventually decided to lease or rent two far larger ships with built-in deck cranes.
For whatever reason, those leases or rentals only lasted a handful of weeks apiece and the latest ship – Hos Briarwood – departed SpaceX’s fleet in early July. In an extremely rare impromptu hiatus, SpaceX hasn’t launched once since late June, likely explaining why Briarwood – with a 100% fairing recovery success rate over two missions – departed when it did.
Now, first reported by SpaceExplored.com, the first signs of SpaceX’s long-expected permanent fairing recovery solution have appeared at an obscure Louisiana drydock. By all appearances, for the first time in its history, SpaceX has outright purchased two decade-old offshore supply ships formerly known as Ingrid and Ella G. Thankfully, SpaceX wiped clean any hint of ambiguity with the installation of a classic SpaceX “X” and by renaming the ships “Bob” and “Doug” after the pair that became the first NASA astronauts to ride a Falcon 9 rocket and Crew Dragon spacecraft to orbit in May 2020.
Relative to any of SpaceX’s more permanent fleet, including ex-members Tree and Chief, Bob and Doug are massive ships, measuring more than 80m (260 feet) long. They’re also five or six times heavier than the likes of GO Searcher or Ms Tree. Aside from an obvious potential role as fairing ‘scoopers’ thanks to the installation of large deck cranes, Bob and Doug also appear to have had heavy-duty winches installed, implying that they could also double as drone ship towboats.
Potentially, that means that SpaceX could shrink the fleet of ships needed to support each drone ship booster landing from two to one, using Bog and Doug to both tow and service the landing platforms at sea.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
