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SpaceX reveals Starship “marine recovery” plans in new job postings
In a series of new job postings, SpaceX has hinted at an unexpected desire to develop “marine recovery systems for the Starship program.”
Since SpaceX first began bending metal for its steel Starship development program in late 2018, CEO Elon Musk, executives, and the company itself have long maintained that both Super Heavy boosters and Starship upper stages would perform what are known as return-to-launch-site (RTLS) landings. It’s no longer clear if those long-stated plans are set in stone.
Oddly, despite repeatedly revealing plans to develop “marine recovery” assets for Starship, SpaceX’s recent “marine engineer” and “naval architect” job postings never specifically mentioned the company’s well-established plans to convert retired oil rigs into vast floating Starship launch sites. Weighing several thousand tons and absolutely dwarfing the football-field-sized drone ships SpaceX recovers Falcon boosters with, it goes without saying that towing an entire oil rig hundreds of miles to and from port is not an efficient or economical solution for rocket recovery. It would also make very little sense for SpaceX to hire a dedicated naval architect without once mentioning that they’d be working on something as all-encompassing as the world’s largest floating launch pad.
That leaves three obvious explanations for the mentions. First, it might be possible that SpaceX is merely preparing for the potential recovery of debris or intact, floating ships or boosters after intentionally expending them on early orbital Starship test flights. Second, SpaceX might have plans to strip an oil rig or two – without fully converting them into launch pads – and then use those rigs as landing platforms designed to remain at sea indefinitely. Those platforms might then transfer landed ships or boosters to smaller support ships tasked with returning them to dry land. Third and arguably most likely, SpaceX might be exploring the possible benefits of landing Super Heavy boosters at sea.
Through its Falcon rockets, SpaceX has slowly but surely refined and perfected the recovery and reuse of orbital-class rocket boosters – 24 (out of 103) of which occurred back on land. Rather than coasting 500-1000 kilometers (300-600+ mi) downrange after stage separation and landing on a drone ship at sea, those 24 boosters flipped around, canceled out their substantial velocities, and boosted themselves a few hundred kilometers back to the Florida or California coast, where they finally touched down on basic concrete pads.
Unsurprisingly, canceling out around 1.5 kilometers per second of downrange velocity (equivalent to Mach ~4.5) and fully reversing that velocity back towards the launch site is an expensive maneuver, costing quite a lot of propellant. For example, the nominal 25-second reentry burn performed by almost all Falcon boosters likely costs about 20 tons (~40,000 lb) of propellant. The average ~35-second single-engine landing burn used by all Falcon boosters likely costs about 10 tons (~22,000 lb) of propellant. Normally, that’s all that’s needed for a drone ship booster landing.
For RTLS landings, Falcon boosters must also perform a large ~40-second boostback burn with three Merlin 1D engines, likely costing an extra 25-35 tons (55,000-80,000 lb) of propellant. In other words, an RTLS landing generally ends up costing at least twice as much propellant as a drone ship landing. Using the general rocketry rule of thumb that every 7 kilograms of booster mass reduces payload to orbit by 1 kilogram and assuming that each reusable Falcon booster requires about 3 tons of recovery-specific hardware (mostly legs and grid fins) a drone ship landing might reduce Falcon 9’s payload to low Earth orbit (LEO) by ~5 tons (from 22 tons to 17 tons). The extra propellant needed for an RTLS landing might reduce it by another 4-5 tons to 13 tons.
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Likely less than coincidentally, a Falcon 9 with drone ship booster recovery has never launched more than ~16 tons to LEO. While SpaceX hasn’t provided NASA’s ELVPerf calculator with data for orbits lower than 400 kilometers (~250 mi), it generally agrees, indicating that Falcon 9 is capable of launching about 12t with an RTLS landing and 16t with a drone ship landing.
This is all to say that landing reusable boosters at sea will likely always be substantially more efficient. The reason that SpaceX has always held that Starship’s Super Heavy boosters will avoid maritime recovery is that landing and recovering giant rocket boosters at sea is inherently difficult, risky, time-consuming, and expensive. That makes rapid reuse (on the order of multiple times per day or week) almost impossible and inevitably adds the cost of recovery, which could actually be quite significant for a rocket that SpaceX wants to eventually cost just a few million dollars per launch. However, so long as at-sea recovery costs less than a few million dollars, there’s always a chance that certain launch profiles could be drastically simplified – and end up cheaper – by the occasional at-sea booster landing.
If the alternative is a second dedicated launch to partially refuel one Starship, it’s possible that a sea landing could give Starship the performance needed to accomplish the same mission in a single launch, lowering the total cost of launch services. If – like with Falcon 9 – a sea landing could boost Starship’s payload to LEO by a third or more, the regular sea recovery of Super Heavy boosters would also necessarily cut the number of launches SpaceX needs to fill up a Starship Moon lander by a third. Given that SpaceX and NASA have been planning for Starship tanker launches to occur ~12 days apart, recovering boosters at sea becomes even more feasible.
In theory, the Starship launch vehicle CEO Elon Musk has recently described could be capable of launching anywhere from 150 to 200+ tons to low Earth orbit with full reuse and RTLS booster recovery. With so much performance available, it may matter less than it does with Falcon 9 and Falcon Heavy if an RTLS booster landing cuts payload to orbit by a third, a half, or even more. At the end of the day, “just” 100 tons to LEO may be more than enough to satisfy any realistic near-term performance requirements.
But until Starships and Super Heavy boosters are reusable enough to routinely launch multiple times per week (let alone per day) and marginal launch costs have been slashed to single-digit millions of dollars, it’s hard to imagine SpaceX willingly leaving so much performance on the table by forgoing at-sea recovery out of principle alone.
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SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
Tesla’s AI lead Ashok Elluswamy doubled down on the company’s strategy regarding Full Self-Driving’s speed settings, and owners are definitely confused.
Earlier versions of Full Self-Driving allowed owners to set a max speed that the vehicle could travel while operating under the semi-autonomous driver assistance platform. This allowed more customization for the driver, giving them the ability to experience FSD’s robust performance with their own personal preferences.
Speed is massively important for obvious reasons — it’s not only a question of keeping the vehicle occupants comfortable by traveling at a safe speed, but it’s also something that could contribute to a ticket or infraction from law enforcement.
With the release of FSD v14 last year, Tesla removed the ability to set a max speed and instead opted for five Speed Profiles, ranging from “Sloth,” the most conservative, to “Mad Max,” the most aggressive and spirited. These profiles not only control speed, but also how frequently the vehicle will execute passes, perform lane changes, and other contributing factors.
The removal of the Max Speed setting was a major complaint amongst the Tesla community because it left owners scrambling for a way to experience suitable behaviors while traveling at an appropriate speed. Most felt the driving profiles would be a good indicator of the behaviors, while speed would still be left up to the discretion of the driver.
Instead, Tesla’s Speed Profiles determine both, and the constant tinkering of how they behave has been a major bottleneck and point of confusion for both owners and the company. From update to update, the Speed Profiles will change, sometimes more drastically than others. Some owners have complained that the “Standard” profile is too fast, while others have experienced “Mad Max” traveling below the speed limit:
What has happened to Mad Max?
At one point it was going 32 in a 35. Traffic ahead had pulled away considerably https://t.co/bjKvaMVTNX pic.twitter.com/aaZSWmLu5v
— TESLARATI (@Teslarati) January 24, 2026
These things change with each update, but the big complaint is that owners are on the hook for any tickets that come from FSD’s infractions; that’s the caveat of the suite being named FSD (Supervised). It ultimately means the driver is responsible, and the automaker has no liability when it comes to speeding tickets or general traffic infractions.
It is the driver’s responsibility to take over or adjust based on this.
Elluswamy essentially confirmed that there are no plans to bring back Max Speed control, because it is what he referred to as “an anti pattern.” He then echoed something that CEO Elon Musk has started to really push with FSD, and that’s the idea that Tesla is really honing in on the preferences of the driver.
Max speed control is an anti pattern.
We are working on better learning of user’s implied preferences.
— Ashok Elluswamy (@aelluswamy) August 3, 2026
Owners were confused by Tesla’s decision, stating that there must be a better way, especially considering disengagements for incorrect speeds are common:
This…. is not the way
— Kyle Conner (@itskyleconner) August 4, 2026
😭 I appreciate this mentality ! But currently the no.1 reason I disengage in Australia is incorrect speed zones.
— Ryan’s Model Y (@ryanjaycowan) August 3, 2026
This is fine but you need to start accepting liability for speeding tickets then. https://t.co/lyCgdA83gQ
— Jeremy Judkins (@jeremyjudkins_) August 4, 2026
Okay https://t.co/nOvoXQkNg1 pic.twitter.com/jGRtF2xtox
— Chad Moran (@ChadMoran) August 3, 2026
From personal experience and using FSD for over 72 percent of my driving miles since v14 was released late last year, I make Speed Profile adjustments constantly. If FSD is traveling a tad too quickly, I will scale it back, and if it’s too conservative, I’ll make it more aggressive.
I don’t complain about making the Speed Profile changes too frequently, but it would certainly be nice to have it happen less frequently. There are far too many times I am concerned about getting a ticket, even in Standard mode.
The biggest issue for me, personally, which seems to be echoed throughout the community, is the fact that Tesla’s goal is to minimize disengagements. Many drivers are stating that speed is a major reason for disengagements.
However, Tesla is not willing to bring back this one level of input because it would technically be a regression.
Whether it’s right or wrong in your opinion, it is what Tesla is going with, and it seems like it has pivoted quite a bit from its other strategies for minimizing interventions by pushing its AI to behave in a way that would fit the occupant’s personal preferences.
SpaceX reports beat in first earnings while minimizing losses
Elon Musk sends second warning to SpaceX shorts ahead of first earnings
