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SpaceX’s next Starlink launch will have to wait a bit longer
According to NASASpaceflight.com sources, SpaceX’s next Starlink satellite launch will have to wait a bit longer after slipping about a week from its former April 16th target.
Recently discussed on Teslarati, SpaceX has planned what is effectively a “return to flight” launch just weeks after Falcon 9 suffered its first in-flight engine failure in almost eight years. While the rocket was able to adjust on the fly to ensure that the overall Starlink mission was a success, the unprecedentedly reused Falcon 9 booster was lost during its landing attempt. More importantly, the Merlin 1D engine failure immediately raised the concern of NASA and the US military, SpaceX’s most important launch customers.
Expected to launch on thrice-flown Falcon 9 booster B1051, a successful return-to-flight so soon after SpaceX’s Starlink-5 anomaly would strongly imply that the company has already identified and characterized the cause of that March 18th hiccup with a significant degree of confidence. While Starlink-6 (the seventh Starlink launch overall) wont exactly replicate the conditions preceding Starlink-5’s in-flight engine failure, a successful launch would hopefully help alleviate any major concerns from SpaceX’s customers. That mission, however, will now have to wait another week or so to launch.
While not quite as flight-proven as B1048, the Falcon 9 booster that suffered an engine failure and was lost at sea last month, SpaceX (according to Next Spaceflight) has assigned Falcon 9 booster B1051 to its seventh Starlink launch. Since its first flight in March 2019, supporting Crew Dragon’s historic orbital launch debut, B1051 has completed two additional orbital-class launches and landings, lofting Canada’s three-satellite Radarsat Constellation Mission (RCM) in June 2019 and SpaceX’s fourth batch of 60 Starlink satellites in January 2020.
The Starlink-6 (Flight 7) mission will be B1051’s fourth, making it the sixth SpaceX Falcon 9 booster to launch four times since booster B1048 pushed the envelope in November 2019 – just five months ago. Aside from Falcon 9 B1048’s Starlink-5 engine failure and subsequently unsuccessful landing attempt, SpaceX also lost booster B1056 after its fourth flight in February 2020. Excluding two or three new Falcon 9 boosters assigned to critical missions for NASA and the US military, those two booster losses shrunk SpaceX’s rocket fleet by 30-40%, leaving just three flight-proven Falcon 9 boosters for other Starlink or customer missions.
SpaceX does have two twice-flown Falcon Heavy side boosters, said by CEO Elon Musk to be relatively easy to convert into Falcon 9 boosters, but their status is currently unknown, leaving them as the wildcards of SpaceX’s rocket fleet.
For SpaceX to be able to continue an ambitious Starlink launch cadence throughout the rest of 2020, the successful recovery of flight-proven boosters like B1051, B1049, and B1059 will likely be uniquely paramount over the next few months. Assuming SpaceX is able to successfully launch its first astronauts on Crew Dragon (NET late May) and complete a second US military GPS satellite launch (NET June 30th), two once-flown boosters will thankfully enter the company’s fleet, raising it to five (or seven) strong in by July or August.
SpaceX’s next Starlink launch is now scheduled for no earlier than (NET) April 22nd, give or take a day or two.
News
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities.
Xpeng CEO He Xiaopeng has offered fresh praise for Tesla’s Full Self-Driving (FSD) system after revisiting Silicon Valley more than a year after his first hands-on experience.
Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.
Tesla FSD closing in on Level 4 driving
During his visit, He test-drove a Tesla equipped with FSD V14.2. He also rode in a Tesla Robotaxi. Over roughly five hours of driving across Silicon Valley and San Francisco, He said both vehicles delivered consistent and reassuring performance, a notable improvement from his experience a year earlier.
According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that imperfections remain, the Xpeng CEO said FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, allowing users to bypass intermediate autonomy stages and move closer to Level 4 functionality.
He previously tested Tesla’s FSD V12.3.6 and Waymo vehicles in California in mid-2024, noting at the time that Waymo performed better in dense urban environments like San Francisco, while Tesla excelled in Silicon Valley and on highways.
Xpeng’s ambitious autonomy roadmap and internal challenge
The Silicon Valley visit also served as a benchmark for Xpeng’s own autonomy ambitions. He stated that Xpeng is looking to improve its VLA autonomous driving system to match the performance of Tesla’s FSD V14.2 within China by August 30, 2026. Xpeng is poised to release its VLA 2.0 smart driving software next quarter, though He cautioned that the initial version will not be able to match FSD V14.2’s capabilities, as noted in a CNEV Post report.
He also added a personal twist to the goal, publicly challenging Xpeng’s autonomous driving team. If the performance target is met by the 2026 deadline, the CEO stated that he will approve the creation of a Chinese-style cafeteria for Xpeng’s Silicon Valley team. If not, Liu Xianming, head of Xpeng’s autonomous driving unit, has pledged to run naked across the Golden Gate Bridge, He noted.
News
Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
Xpeng CEO: Tesla FSD 14.2 has developed “near-Level 4” performance
Another Tesla Model 3 variant sold out for January 2026 in China
