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SpaceX’s West Coast drone ship begins Panama Canal transit on journey to Florida (or Texas)
After traveling more than 3500 miles (5600 km), SpaceX autonomous spaceport drone ship (ASDS) Just Read The Instructions (JRTI) began its eastbound transit of the Panama Canal on August 18th, placing the vessel roughly two-thirds of the way to its unknown destination.
As previously discussed on Teslarati, JRTI’s move came as a bit of a surprise and it’s still anyone’s bet if the SpaceX recovery vessel heads for Texas or Florida immediately after exiting the Panama Canal. Nevertheless, JRTI’s presence at either (or, more likely, both) possible destinations arguably centers around the imminent demands of a planned ramp of SpaceX’s Starlink satellite constellation launch cadence, as well as an equally imminent need for recovery assets to support the first suborbital Starship test flights.
On July 31st, JRTI departed Port of Los Angeles – its home for the last four years – under tow behind tugboat Alice C. The duo arrived at the Canal on August 15th and, after a several-day wait in a large passage queue, the drone ship and its paired tugboat are finally on their way through the canal, although traffic still remains high and another day (or several) of waiting is likely in order.
After successfully making it through the first half of the transit, JRTI and Alice C are currently waiting in line while westbound traffic is routed through. That wait will likely last hours, not days, (hopefully) allowing JRTI to exit the canal on Tuesday or Wednesday, leaving drone ship free to head towards its final destination.
JRTI has two possible destinations: Port of Brownsville, Texas or Port Canaveral, Florida. Both options are roughly 1800 mi (3000 km) from the Panama Canal’s western mouth and, extrapolating from the first major leg of the journey, should take Alice C around 8 days to tow JRTI across the finish line. Barring mishaps, the drone ship should thus be able to arrive at its new home sometime in the final week of August – roughly August 27th to the 31st.
To the East, to the Gulf
As previously discussed on Teslarati, there are good cases to make for both potential drone ship destinations. On the East Coast, SpaceX’s plans to ramp up its internal Starlink launch cadence could require multiple drone ship to prevent those ambitions from seriously impacting the company’s commercial launch manifest. The readiness of one or two of the payloads is uncertain, but SpaceX has anywhere from seven to nine Falcon 9 launches scheduled in Q4 2019, requiring a cadence significantly higher than SpaceX’s activity in the first half of 2019.
At the same time, extrapolating from SpaceX’s H1 2019 cadence (1.33 launches per month), more than doubling that average cadence to 3 launches per month in the final quarter seems ambitious, at a minimum. SpaceX has achieved six-launch quarters several times in the last few years, likely a reasonable expectation for Q4 2019. In short, this is all to say that SpaceX has made do with one drone ship in the past while hitting similar launch cadences, meaning that the need for JRTI at Port Canaveral is probably not urgent.
On the Gulf Coast, SpaceX has established a Starship development facility in Boca Chica, Texas, just a handful of miles north of the southernmost tip of Texas. A full-scale, low-fidelity prototype known as Starhopper completed its first test flight on July 25th and is likely just days away from a second test flight. Meanwhile, SpaceX Boca Chica is simultaneously assembling what CEO Elon Musk has described as the “Mk1” orbital Starship prototype and is making spectacularly rapid progress.
Musk recently tweeted that SpaceX’s Mk1 Starship and a second parallel build – Starship Mk2 – could be ready for their first (suborbital) flights as early as late-September or October, followed by one of the spacecraft’s first orbital launch attempt an incredibly ambitious “2-3 months after” the first test flight. Per additional statements from Musk in 2018 and 2019, SpaceX plans to subject either or both of its Mk1 and Mk1 Starships to a high-altitude, high-velocity test program before proceeding to orbital launch attempts.
Said extreme testing could easily involve Starship traveling on high suborbital trajectories dozens or even hundreds of miles above Earth’s surface, potentially demanding an ocean-going landing platform far downrange. Given that Starship is in its very early stages of integrated development, any downrange assets (i.e. JRTI) needed for test flights will need to be very flexible, as Starship launch attempts could easily slip days or weeks with little to no notice.
Best of both worlds
Although pitting options against each other is entertaining and has its uses, the fact remains that once drone ship JRTI has passed through the Panama Canal, traveling from, say, Florida to Texas or vice versa is far less arduous a journey than the trip from Port of LA. In other words, moving JRTI between Port of Brownsville and Port Canaveral every few months should be very little trouble, easily allowing the drone ship to service both Gulf and East Coast recovery needs.
Given that SpaceX’s next Falcon 9 launch is believed to be no earlier than late-October, it’s not even out of the question that JRTI will stop in Brownsville for one month or several before heading to Port Canaveral as SpaceX attempts to complete a very busy Q4 2019 launch manifest. Stay tuned…
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Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
