SpaceX is less than a month into 2023, but CEO Elon Musk’s wildly ambitious goal of 100 launches in one year is already looking doable.
Announced last August, Musk’s 100-launch 2023 target followed goals of 52 – and then 60 – Falcon rocket launches in 2022. Both 2022 goals were incredibly ambitious, with 60 requiring SpaceX to almost double its previous annual launch record. But for the first time in its history, SpaceX not only met – but exceeded – its executives’ forecasts. The company launched 61 times in 2022, tying a four-decade-old Soviet record for the most launches of a single family of rockets in one year. Anywhere close to 100 Falcon launches in 2023 would crush that record.
Prior to 2022, however, SpaceX infamously struggled to hit the high bars set by its ever-optimistic executives.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
High achievements; higher bars
In September 2017, Musk predicted [PDF] that SpaceX would launch 20 times in 2017 and 30 times in 2018. SpaceX eventually launched 18 times in 2017 and 21 times in 2018. In September 2019, COO Gwynne Shotwell predicted that SpaceX would launch up to 18 times by the end of the year. The company would only launch 13 Falcon rockets in 2019 – the only time in the last 12 years that SpaceX’s launch cadence has dropped year-over-year.
At the same conference, Shotwell – typically viewed as the adult in the room relative to Musk’s more chaotic management style – also estimated that SpaceX would launch up to 24 Starlink missions in 2020. SpaceX went on to launch 26 times total in 2020, 15 of which were for Starlink. Finally, in October 2020, CEO Elon Musk revealed a target of 48 SpaceX launches in 2021. Instead, SpaceX launched 31 Falcon rockets – an impressive accomplishment by any measure but still far from its internal target.
Only in 2022 did all of the puzzle pieces finally click together. Representing the payoff from years of buildup, SpaceX doubled the production of Falcon rocket stages and Starlink satellites, dramatically increased the availability of its drone ships and launch pads, and launched once every six days without a single failure.
(6)0 to 100
Ever the glutton for self-punishment, Musk responded to SpaceX’s success by raising 2023’s bar two-thirds higher than 2022’s in August. Instead of jinxing the company, SpaceX somehow sustained its high cadence through the end of the year and slightly surpassed Musk’s 60-launch goal.
In fact, the pace of SpaceX launches accelerated throughout 2022. SpaceX launched 13 times in the first quarter of 2022. In the fourth quarter of 2022, SpaceX launched 18 times – an increase of almost 40%. The same trend is visible on a smaller scale. In December 2021, SpaceX launched five times in one month for the first time in its history. SpaceX launched seven times (also a first) in December 2022.
One exceptional month does not necessarily translate into an exceptional year. However, SpaceX is on track to launch seven times in January 2023, implying that it could be the company’s new normal. When SpaceX first launched five times in one month in December 2021, it seemed unlikely that that would become its new normal. But SpaceX ultimately averaged more than five launches per month throughout 2022.
Time will tell if SpaceX can do the seemingly impossible twice in a row. For now, the company is off to a great start.
Elon Musk
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
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