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SpaceX President breaks silence on rumored Zuma mission failure

On a very cold & dark morning at LC-39A photographing Falcon 9. [Photo: Thaddeus Cesari]

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After some 24 hours of total silence from all parties involved, dubious rumors began to trickle out on the afternoon of January 8 suggesting that SpaceX’s launch of Northrop Grumman’s highly secretive Zuma payload had somehow failed. Without hesitation, otherwise reputable outlets like CNBC and the Wall Street Journal immediately published separate articles claiming that lawmakers had been updated about the mission and told that the satellite had been destroyed while reentering Earth’s atmosphere. Having completely failed to both make it to orbit and “perfectly” separate from SpaceX’s Falcon 9 second stage, these articles implicitly placed the blame on SpaceX.

Claims of Zuma’s failure to properly separate from the second stage of the rocket led immediately to suggestions that SpaceX was at fault. The satellite’s manufacturer, Northrop Grumman, also refused to comment due to the classified nature of the mission, and the company may well have had their hands tied by requirements of secrecy from their customer(s). Immediately following these quick revelations, SpaceX was understandably bombarded with requests for comment by the media and furnished a response that further acknowledged the off-limits secrecy of the mission. However, SpaceX also stated that the company’s available data showed that Falcon 9 completed the mission without fault.

Falcon 9 1043 and its Zuma payload are ready for launch once again, this time from the brand-new LC-40 pad. (Tom Cross/Teslarati)

Without any background knowledge of spaceflight, this flurry of reporting and corporate comments would seem to be perfectly reasonable and unsurprising. However, the barest application of simple logic and orbital mechanics (what is actually involved in launching satellites to orbit) would have almost completely invalidated the information purportedly given to them.

Around the same time as claims of complete failure and satellite reentry were published, amateur spy satellite trackers had already begun the routine task of tracking and cataloging Zuma’s launch and orbit. Following Ars Technica’s breaking (and thankfully even-keeled) article on whispers of failure, reputable journalist Peter B. de Selding corroborated the rumors with reports that Zuma could be dead in orbit after separation from SpaceX’s upper stage. These facts alone ought to have stopped dead any speculation that Zuma had reentered while still attached to the Falcon 9 upper stage, and this was strengthened further by Dr. Marco Langbroek, who later published images provided to him that with very little doubt showed the second stage in a relatively stable orbit similar to the orbit that might be expected after a nominal launch.

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Further complicating claims that the satellite failed to separate, Northrop Grumman had explicitly required that they be allowed to furnish the payload adapter for the Zuma mission, meaning that SpaceX was not responsible for connecting the satellite to the second stage, nor separating it after launch. In other words, if the satellite failed to separate, it would appear that SpaceX could not be easily blamed. However, regardless of these facts, SpaceX’s COO Gwynne Shotwell issued a thoroughly blunt and explicit statement earlier this morning, January 9. In no simple terms, she pegged rumors implicating SpaceX as the source of failure as “categorically false.” More importantly, she reiterated the simple facts that Falcon Heavy’s static fire and launch campaign were proceeding apace, and further stated that an upcoming launch of a communications satellite for SES and the Luxembourg government was also proceeding nominally for a launch around the end of January.

[Source: Chris G via Twitter]

Quite simply, if SpaceX’s hardware had suffered any form of anomaly, let alone issues serious enough to destroy a customer’s payload, all future launches would be immediately and indefinitely postponed, and all customers would be simultaneously notified of Falcon 9’s grounding. The last thing that a launch company would do in such an event is to allow a respected executive blatantly and publicly lie to the media about a long-time customer’s imminent launch date. For satellite communications companies like SES, delayed launches can cause major problems for shareholders and throw a multitude of wrenches into the fiscal gears, as delayed launches cost money on their own. They also delay the point at which any given satellite can begin to generate revenue.

A composite long exposure showing the launch, landing, and second stage burns during the Zuma mission. (Tom Cross/Teslarati)

But wait…

While current information almost unequivocally suggests that SpaceX is in the clear, there has yet to be any official confirmation that the Zuma satellite is in any way dead or has actually failed. This is par for the course of classified government launches, and Zuma’s launch campaign was even more secretive and eccentric than usual – we still have no idea what government agency or agencies are responsible for the mission. And the satellite’s manufacturer was explicitly provided only a few minutes before its launch. Any publication with experience dealing with military topics and news would explicitly understand that any ‘leaked’ information on highly classified topics is inherently untrustworthy and ought to be handled with the utmost rigor and skepticism.

In reality, the most we will ever likely know about these mysterious events will be provided in a handful of weeks by amateur satellite trackers: if they find a new object motionless in the expected orbit, leaks of Zuma’s abject failure will be largely corroborated. If nothing appears in that orbit once the satellite is expected to be visible, it can be reasonably assumed that Zuma reentered the atmosphere at some point, also hinting at a total failure. It can be said with some certainty that if Zuma failed to detach from Falcon 9’s second stage, SpaceX would delay its planned reentry indefinitely until all conceivable attempts to salvage the mission had been analyzed. Observations from pilots and people on the ground suggest without a doubt that the second stage reached a stable orbit, and once in that orbit, reentry could be delayed for weeks or months if the stage was not intentionally deorbited. Dr. Langbroek discusses these possibilities in greater detail in an article posted to his blog.

Ultimately, there are still numerous odd aspects surrounding the launch of Zuma that do not wholly mesh with publicly available information. For example, initial reports about the launch made it clear that the customer had explicitly contracted Zuma’s launch for no later or earlier than November 2017. This was delayed until January after SpaceX reportedly discovered issues with at least one Falcon 9 payload fairing, although the launch of Iridium-4 just over a month later was not delayed, and a replacement fairing was never spotted at Cape Canaveral (not that unusual). Why November 2017, and why delay the launch for nearly two months after that window was missed?

 

Of note, anonymous comments on Reddit were also corroborated by Eric Berger of Ars Technica, suggesting that Elon Musk did actually tell SpaceX employees that the launch of Zuma was possibly the most expensive and/or important contract SpaceX had yet to win. This raises a huge number of questions, as the payload was clearly small enough for Falcon 9 to return to Landing Zone-1 for recovery. This caps the mass of Zuma at about that of SpaceX’s Cargo Dragon spacecraft, indeed a fairly hefty capsule at around 10,000 kg, but still far from a satisfying explanation of its apparent value. While it seems unlikely that Zuma alone cost $1 billion or more, as many outlets have been suggesting (assuming?), it might be more reasonable to assume that the potential value of Zuma comes from future missions it might act as a proof of concept for – a highly secretive defense-related satellite constellation, in other words. This, too, slips uncomfortably far into the realm of “crazy government conspiracy theories,” but other explanations are far not forthcoming.

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Sadly, the secrecy surrounding Zuma means that the general public will almost certainly remain in the dark for the indefinite future, at least until some future administration chooses to declassify it. The question of whether Zuma failed and whether that failure can be attributed to Northrop Grumman, SpaceX, or some combination of the two will nevertheless be answered imminently by delays or the lack-thereof for SpaceX’s upcoming launch manifest of Falcon Heavy, GovSat-1/SES-16, and PAZ, all scheduled within the next four weeks, give or take.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla analyst says this common earnings narrative is losing importance

“Numbers are going down next year, but that’s ok because it’s all about autonomy.”

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(Credit: Tesla)

A Tesla (NASDAQ: TSLA) analyst is doubling down on the idea that one common earnings narrative is losing importance as the company continues to work toward new technologies and projects.

This week, Tesla will report earnings for the third quarter, and one thing people always pay attention to is deliveries. Although Tesla reveals its deliveries for the quarter well before it reports earnings, many investors will look for commentary regarding the company’s strategy for responding to the loss of the $7,500 tax credit.

Tesla has made a few moves already, including a lease deal that takes a substantial amount of money off, launching new Standard models, and cutting up to 23 percent off of lease pricing.

Tesla makes crazy move to spur short-term demand in the U.S.

However, analysts are looking at the company in a different light.

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Aligning with the narrative that Tesla is not just a car company and has many different projects, Gene Munster of Deepwater Asset Management believes many investors need to look at another part of the business.

Munster said the delivery figures for Q3, which landed at 497,099, the highest in company history, were padded by customers rushing to showrooms to take advantage of the expiring tax credit.

He believes that deliveries will be more realistic in subsequent quarters, but investors should not worry because the focus on Tesla is not going to be on how many cars it hands over to customers:

“Numbers are going down next year, but that’s ok because it’s all about autonomy.”

Tesla has been working nonstop to roll out a dedicated Robotaxi platform in various cities across the United States, and has already launched in two states: Texas and California.

It has also received regulatory approvals to test driverless Robotaxis in Arizona and Nevada, while seeking permissions in Florida and other states, according to the company’s online job postings.

Munster continued:

“Most people are hyper-focused on the Robotaxi opportunity and not focused as much on FSD.”

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While Robotaxi is incredibly important, Tesla’s Full Self-Driving (Supervised) suite is also extremely crucial moving forward, as it sets the stage for the company to roll out a formidable self-driving service.

Tesla rolled out its newest FSD software to more owners last night, and as it expands, the company is gaining valuable data to refine its performance.

Earnings will be reported tomorrow at market close.

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Tesla rolled out a new feature with FSD v14 to fix a major complaint

One of the most crucial cameras for FSD operation is located at the top of the windshield, and some owners have complained about condensation or other debris accumulating here, which impacts FSD’s availability during drives.

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Credit: The Kilowatts | X

Tesla rolled out a new feature with Full Self-Driving (Supervised) v14.1.3 in an effort to fix a major complaint from owners.

Tesla’s approach to self-driving is significantly different than other companies as it only relies on cameras for operation. Tesla Vision was launched several years ago and completely axed any reliance the suite had on sensors, as CEO Elon Musk’s strategy was unorthodox and went against the grain.

However, it has proven to be effective, as Tesla still operates the most refined semi-autonomous driving suite in the United States.

There are some drawbacks, though, and one of them has to do with the obvious: cameras get dirty and need to be cleaned somewhat regularly.

One of the most crucial cameras for FSD operation is located at the top of the windshield, and some owners have complained about condensation or other debris accumulating here, which impacts FSD’s availability during drives:

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Tesla has been working to confront this issue, and in classic fashion, it used a software update to work on resolving it.

With the rollout of Full Self-Driving v14.1.3 and Software Version 2025.32.8.15, Tesla added a new feature that aims to clean the front camera efficiently without relying on the owner to do it manually.

Tesla Full Self-Driving’s new version officially gets a wider rollout

In its release notes for the suite, it said:

“Added automatic narrow field washing to provide rapid and efficient front camera self-cleaning, and optimize aerodynamics wash at higher vehicle speed.”

If the camera starts to have some issues with visibility, the car will automatically clean the front windshield camera to avoid any issues:

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This new addition is a small but mighty change considering all things. It is a necessary process to keep things operational and avoid any disruptions in FSD performance. It is also a testament to how much better Tesla vehicles can get with a simple software update.

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Tesla Full Self-Driving’s new version officially gets a wider rollout

So far, v14 has introduced a handful of new features and improvements, but the first versions needed refinement before Tesla made an effort to expand the population. It had issues with a brake stutter, but this has been mostly resolved.

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Credit: Tesla Europe and Middle East | X

Tesla’s newest Full Self-Driving version is officially rolling out wider to customers outside of the Early Access Program (EAP), in preparation for a total launch of the new v14 suite.

Over the past several weeks, Tesla has been working to refine its new v14 Full Self-Driving (Supervised) in an effort to have it ready for the entire fleet of vehicles in the United States. We are lucky enough to be in the EAP, so we’ve been able to test new features and rollouts first-hand.

So far, v14 has introduced a handful of new features and improvements, but the first versions needed refinement before Tesla made an effort to expand the population. It had issues with a brake stutter, but this has been mostly resolved.

Additionally, the rollout of the new Mad Max Speed Profile has gathered some attention.

Now that Tesla has started rolling out v14.1.3 yesterday to EAP members, the company ultimately decided that it was time to expand the software to more vehicles, as many owners are reporting that they’re receiving it:

Additionally, the suite has started to expand to Model S and Model X vehicles, so this rollout is not exclusive to Model 3 and Model Y:

The only issue with this rollout is that it still appears to be missing the Cybertruck, which Tesla was transparent about earlier this month. Although the company planned to release v14 to Cybertrucks by the end of the month, there has been no hint that this is going to happen.

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This is already the third iteration of v14 in the past two weeks, indicating that Tesla is truly addressing the shortcomings of past versions and rolling out updates as quickly as possible.

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