News
SpaceX sends Falcon 9’s West Coast drone ship to the Panama Canal in surprise move
In a surprise turn of events, SpaceX has decided to send Just Read The Instructions (JRTI) – one of the company’s two autonomous spaceport drone ships (ASDS) – from Port of Los Angeles to either the Gulf or East Coast.
The likely destination: either Port Canaveral, Florida or Port of Brownsville, Texas. This move comes as the company enters a major lull in launch activities from its West Coast SLC-4 pad, situated in California’s Vandenberg Air Force Base (VAFB). Lacking manifested launches, SpaceX has gone as far as redistributing almost all of its VAFB-based launch team and laying off those that could not move to Texas or Florida. As early as the first half of 2020, this major move east could easily culminate in the end of all West Coast SpaceX fleet activity, aside from a rare fairing retrieval or two.
On June 12th, SpaceX successfully launched what is expected to be its last West Coast mission for at least 6-9 months, while drone ship JRTI was most recently used to recover a VAFB-launched Falcon 9 booster during the January 11th launch of Iridium NEXT-8. Unexpectedly, it appears that Falcon 9 B1049.2’s landing aboard JRTI will be the drone ship’s last West Coast recovery for quite some time.
On August 1st, the approximately 300 foot by 170 foot converted barge departed its well-worn Port of Los Angeles berth behind tugboat “Alice C”. In fact, the drone ship’s departure went unknown for a solid 12-24 hours before a member of the unofficial SpaceX subreddit (/r/SpaceX) discovered paperwork filed with the Panama Canal Authority for an August 15th passage.
Back in January 2019, SpaceX fairing recovery vessel Mr. Steven (now GO Ms. Tree) – in a bit of what now is obvious foreshadowing – began a very similar ~5000 mi (8000 km) journey, traveling from Port of LA to Port Canaveral via the Panama Canal. Mr. Steven, however, is a far faster ship and sustained a solid 15-20 knots (17-22 mph) over the entire voyage, while drone ship JRTI – towed the entire way – will have to suffice with an average speed less than half that.
Where to?
Assuming a day-long canal passage, JRTI’s journey to Port Canaveral or Brownsville would take no less than three weeks (~22 days) from start to finish, indicating a likely arrival at the unknown final destination in the third week of August. The two probable destinations, Texas and Florida, would both arguably make sense.
In Florida, SpaceX drone ship Of Course I Still Love You (OCISLY) is now tasked with handling the vast majority of SpaceX’s non-LZ booster recoveries, including Falcon Heavy center cores. In February 2018, CEO Elon Musk noted that a third drone ship (aside from JRTI & OCISLY) was “under construction” with the intention of allowing SpaceX to conduct Falcon Heavy launches where the center core is expended and both side boosters land at sea.
Perhaps SpaceX analyzed its fairly short West Coast manifest and decided that it would be even faster (and cheaper) to simply send JRTI East. Falcon Heavy’s next (public) launch is scheduled no earlier than late 2020, ruling out that as a primary motivation, but SpaceX is also about to begin operational Starlink launches that will demand an unprecedented cadence. Starlink’s cadence requirements could be so high that a second dedicated drone ship is necessary to prevent SpaceX’s internal manifest from delaying and generally disrupting its customers’ launches, thus explaining JRTI’s move.
At the same time, the spectacular pace of SpaceX’s orbital Starship prototype construction could very well demand the use of a large ocean-based landing platform in the near-term, at least according to Elon Musk’s recent comments on the subject of the first Starship test flights. Per Musk, either or both of SpaceX’s two Starship Mk1 (technically Mk1 & Mk2) prototypes could be ready for their first significant flights as early as September 2019, initially targeting altitudes of at least 20 km (12 mi).
Somewhat coincidentally, Starship’s tripod fin-legs – circa. a September 2018 design update – would actually almost fit inside the span of a Falcon 9 booster’s deployed landing legs (~18m diameter). This is to say that SpaceX’s two drone ships may already be large enough (give or take) to support Starship and Super Heavy booster landings. Given that the SpaceX plans to eventually put one or both of the in-work orbital Starship prototypes through an increasingly intensive series of high-speed, high-altitude (but still suborbital) tests before the first orbital flights, a drone ship may be necessary for the same reasons that not all Falcon 9 boosters can conveniently return to land during recovery.
Regardless of the ultimate purpose of drone ship JRTI’s move, it is undoubtedly a sign that things are about to get even more interesting and exciting in the world of SpaceX.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
News
Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla gets price target boost, but it’s not all sunshine and rainbows
