News
SpaceX readies its California landing pad for September rocket recovery debut
Just as SpaceX successfully debuted Falcon 9 Block 5 at their California launch pad and returned drone ship Just Read The Instructions (JRTI) to rocket recovery duty after a nine-month leave, the company’s next West Coast mission is already aligning for an early-September launch. The mission, SAOCOM-1A, will feature yet another inaugural event – the first use of a West Coast landing pad less than a mile from SpaceX’s Vandenberg launch pad.
For the last two and a half years, SpaceX’s Florida launch sites (Pad 40 and Pad 39A) have also been privy to a unique secondary facility known as Landing Zone-1, located a few miles away from both pads inside the boundaries of Cape Canaveral Air Force Station (CCAFS). In fact, although a number of attempts were made to recover a Falcon 9 booster aboard drone ship Of Course I Still Love You (OCISLY) in 2015, the first successful Falcon 9 booster landing happened to occur at LZ-1, followed four months later by the first successful recovery by sea.
SLC-4E after a foggy launch of Iridium-7 at Vandenberg. #spacex #iridium7 pic.twitter.com/YQkXbpBooj
— Pauline Acalin (@w00ki33) July 25, 2018
Why land on land, why land at sea?
The primary draw of an equivalent land-based pad is both simple and massive: while SpaceX’s autonomous drone ship vessels are complex, comparatively easy to damage, and extremely expensive to both operate and maintain, a concrete circle on land has relatively tiny fixed and variable costs, does not have to concern itself with volatile ocean conditions, and does not require a fleet of tugboats and service vessels to operate. Rough estimates place the cost of taking a drone ship, tugboat, and crew transport vessel hundreds of miles off the coast on missions that can last 7-14 days anywhere from $500,000 to $2 million or more, depending on how you tabulate costs. Either way, the drone ship fleet will always be more complex and more expensive than simple concrete pads on land.
One problem with land-based landing zones is that returning rockets to their launch sites is very fuel-intensive, requiring propellant margins at booster stage separation that dramatically reduce the payload that can be placed into low Earth orbit (LEO), let alone higher-energy missions to geostationary orbit. As such, without massive performance improvements, drone ships like JRTI and OCISLY will be irreplaceable for as long as Falcon 9 and Heavy are flying – SpaceX simply cannot recover rockets during the geostationary launches that comprise a huge portion of their manifest unless they have those vessels.
- Elon Musk walks among his recovered Falcon Heavy boosters at LZ-1 and 2. (Elon Musk)
- The drone ship Of Course I Still Love You spotted in Port Canaveral, FL last December. (Instagram /u/ johnabc123)
- West Coast drone ship Just Read The Instructions headed out to sea to catch a Block 5 booster on July 22. It succeeded. (Pauline Acalin)
This brings us to another conundrum. SpaceX’s Florida launch facilities support heavy commercial geostationary satellite launches as much as or more than any other type of payload in a given year of launches, meaning that the company’s now-doubled landing pad at LZ-1 is only used every once and awhile for Cargo Dragon launches and other miscellaneous and rare launches that leave enough margin in Falcon 9. SpaceX’s Vandenberg pad, on the other hand, is effectively bound to launching satellites into polar orbits (orbiting over Earth’s poles versus around the equator) – safety regulations prevent large rockets from launching over populated areas like the entire continental U.S., as an example for California launches.
Equatorial launches from East to West are much less efficient than their opposite, as Earth’s own rotation (West to East) provides rockets an appreciable performance boost. The point is that SpaceX’s Vandenberg launches are for fairly particular payloads, usually LEO communications satellites and imaging satellites that thrive in polar orbits, where one or a handful of satellites can observe almost anywhere on Earth over the course of a normal 24-hour. Those satellites also happen to be lightweight more often than not, meaning that many of the booster recoveries on drone ship JRTI could instead return to launch site (RTLS) for a dramatically simpler and cheaper recovery.
Enter Block 5
A West Coast LZ is even more intriguing and important with respect to the recent debut of Falcon 9 Block 5 at Vandenberg and the fact that all future launches. Even compared to SpaceX’s Florida LZ-1, the company’s Western pad is incredibly close to the launch pad. By landing less than a mile from SpaceX’s VAFB integration and refurbishment facilities (and launch pad), recovery and refurbishment operations should be more effortless than any before it.
- SpaceX’s yet-unused Californian Landing Zone, seen ahead of Falcon 9 Block 5’s Iridium-7 debut. (Pauline Acalin)
- SpaceX’s Vandenberg launch pad (right) and landing zone (left) ahead of the pad’s first Falcon 9 Block 5 launch, Iridium-7. (Pauline Acalin)
While the company’s VAFB launch pad is a bit older than its Eastern cousins and requires at least 3-5 weeks between launches for repairs and refurbishment, that relaxed schedule may be unbeatable for proving out the Block 5 upgrade’s true rapid reusability, as well as its ability to far more than two orbital missions per booster lifespan. SAOCOM-1A, one of two Argentinian Earth observations scheduled for launch with SpaceX, will begin that new era for SpaceX’s Vandenberg operations, including a landing pad debut permit officially granted by the FCC in the last few weeks. The Falcon 9 booster that launches that mission is bound to have a storied future ahead of itself.
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Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
News
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Elon Musk
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.






