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SpaceX drone ship Of Course I Still Love You arrives at Panama Canal
Ten days and one unexpected detour after SpaceX drone ship Of Course I Still Love You (OCISLY) departed Port Canaveral, Florida for what could be the last time ever, the ship has arrived at the Panama Canal.
The five thousand mile (~8000 km) journey began almost exactly on June 10th and saw drone ship OCISLY towed to the Bahamas – an unanticipated development. Unlike drone ship sibling Just Read The Instructions (JRTI), which made the same journey in reverse about a year and a half ago, OCISLY was loaded onto the deck of large semi-submersible transport ship known as Mighty Servant 1 (MS1). Normally used to transporting entire ships and oil and gas equipment weighing tens of thousands of tons, a SpaceX drone ship – while still huge – is a featherweight load in comparison.
As a result, despite a several days spent waiting in the Bahamas, MS1 – carrying drone ship OCISLY – sped to the Panama Canal’s Atlantic harbor in just five days, nearly averaging its top speed with a load.
Following a midday June 20th arrival just outside of the canal’s protected harbor, MS1 and OCISLY have simply been waiting their turn – one in a queue of around 70 other large ships. It remains to be seen how long the SpaceX drone ship will have to wait before transiting the canal and beginning the last major leg of its journey to Port of Long Beach, California. Due to the massive dimensions of MS1’s drone ship ‘cargo,’ special permission was needed from the Panama Canal Authority to (slightly) surpass its normal size limits.
The exceptionally small margin of error for this particular transit – leaving just a few feet (~1m) between OCISLY and the canal walls – may require special attention and a longer journey than usual. In other words, SpaceX could have to wait days for a unique window or – as part of its one-time wide-load transit permit – its transit window may already have been scheduled within a day or two of arrival.
The latter scenario is more likely and could see Mighty Servant 1 reach the Pacific Ocean as early as Wednesday or Thursday. Last-second transit slots are still available on Friday, June 25th as of Monday, indicating that the Panama Canal isn’t particularly congested at the moment.
Once MS1 and OCISLY complete their transit and reach the Pacific, the pair will have approximately 3300 miles (~5300 km) to go to reach Port of Long Beach, the drone ship’s new home. Assuming Mighty Servant 1 can manage a similarly impressive average speed on the last leg of its journey, the trip from Panama City to Los Angeles could take less than ten days, culminating in an arrival within the first several days of July. That would leave SpaceX several weeks to check out the drone ship after its long journey and prepare it for its first West Coast booster recovery.
For several months, SpaceX has been angling to return its quiet West Coast launch facilities to flight with a string of dedicated polar Starlink launches – the first of which could happen as early as July. While very little else is known about the status of that launch, OCISLY arriving in the first week of the month would all but guarantee that drone ship availability won’t be the cause of any hypothetical upcoming delays.
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
