

News
SpaceX President breaks silence on rumored Zuma mission failure
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.
This is the image taken by Dutch pilot Peter Horstink, from his aircraft over Khartoum near 3:15 UT, 2h 15m after launch.
This is probably the Falcon 9 venting fuel.#Zuma pic.twitter.com/EEsl7e1sQP— Dr Marco Langbroek (@Marco_Langbroek) January 8, 2018
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?
- Falcon 9 B1043 lifts off for the first time with Zuma on January 7. (Tom Cross/Teslarati)
- Falcon 9 lifts off with Zuma on January 7. (Tom Cross/Teslarati)
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.
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.
News
Tesla to make app change for easier communication following Service
“Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.”

Tesla will enhance the ability to communicate through the mobile app with Service after work has been done on your car.
One of the biggest weaknesses of Tesla’s automotive division has been Service, as Service Centers are not necessarily plentiful, and wait times, in some regions of the country, are over a month in duration.
Getting in touch with Service after a car has work done to it is also difficult. Calling showrooms in some regions has proven to be difficult to enable direct communication between the customer and the company.
If something is not resolved properly, Tesla keeps the in-app messaging option active for two hours after the service visit is complete.
However, that doesn’t resolve everything, as some issues may arise again more than two hours later. Then the issue of communication presents itself once again.
Tesla is going to extend that time frame to a day or more, according to Raj Jegannathan, Tesla’s AI/IT-Infra, Cybersecurity, IT Apps & Vehicle Service VP.
Looking into it. After a service visit is complete, we close the in-app messaging option after 2 hours. We will change this to 24hours or more.
— Raj Jegannathan (@r_jegaa) August 18, 2025
Tesla has made several changes over the past few years to attempt to improve its Service. Recently, for Collision repair, it started offering a $45-per-day loaner program with free FSD, free tolls, and free Supercharging.
It also recently started sharing local and regional leader contact information so customers have the ability to reach out when they have complaints or disagree with warranty claims, changes in estimates, or initial diagnostics.
Tesla creates clever solution to simplify and improve its Service
However, this is only available at a few showrooms and is currently a pilot program.
These improvements are aimed at resolving communication breakdown, which appears to be a problem that many owners experience.
Tesla is one of the few companies that also operates a fleet of Mobile Repair vehicles, which will perform service at your house or place of business. However, the size of it has gone down by 11 percent year over year.
News
Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.

Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
News
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm

Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
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