News
European spacecraft converge on the US for rides on SpaceX rockets
Thanks in large part to delays suffered by Arianespace’s next-generation Ariane 6 rocket, a small fleet of European satellites are simultaneously converging on the United States to hitch rides into orbit with SpaceX.
SpaceX launching European payloads is nothing new. The company has occasionally launched spacecraft built in Europe for European space agencies or companies, but the combination is exceedingly rare. For several reasons, however, what was once alien is beginning to become commonplace, and that fact is about to be made even clearer over the remainder of 2022.
SpaceX kicked off a string of six or seven launches of spacecraft built by or for Europe on October 15th. Over the weekend, the company’s workhorse Falcon 9 rocket – 70 meters (230 ft) tall, 3.7 meters (12 ft) wide, and capable of producing up to 770 tons (1.7M lbf) of thrust at liftoff – successfully launched the Hotbird 13F communications satellite into a geostationary transfer orbit (GTO) for the French satcom company Eutelsat.
Hotbird 13F is the first of three Eutelsat satellites the company secretly agreed to launch on SpaceX rockets. Hours after its twin’s launch, Hotbird 13G arrived in Florida in a custom Airbus Beluga XL transport jet (its first visit to the US since 2009) and will soon begin preparing for its own ride on a SpaceX rocket as early as November 2022. Eutelsat 10B, also on track to launch on a Falcon 9 rocket sometime in November, likely left France for Florida on an oceangoing Arianespace ship on October 12th.
Normally, selecting the launch provider for communication satellites that cost eight or nine figures is accompanied by a press release and plenty of celebration. That the European Space Agency, Eutelsat, Airbus, and Thales Alenia said next to nothing until the last moment says a lot about how all parties involved really feel about transferring three of their satellites onto SpaceX rockets. Originally, all three were intended to launch on Arianespace’s rockets: Eutelsat 10B on one of the last Ariane 5s and Hotbird 13F and 13G on one of the first Ariane 6s.
It’s not entirely clear why Ariane 5 wasn’t able to launch Eutelsat 10B, but it’s unsurprising that partners ESA, Thales Alenia, Airbus, and Eutelsat decided to move Hotbird 13F and 13G to Falcon 9. The Ariane 6 rocket meant to launch both satellites simultaneously is years behind schedule, and its launch debut recently slipped even further from late 2022 to sometime in 2023. Originally scheduled to debut in mid-2020, it’s now possible – if not likely – that Ariane 6 won’t be ready to launch until the second half of next year (or even later).
Thanks to those delays, the new rocket will enter the scene with a very busy 2023 and 2024 manifest packed with high-value institutional and commercial payloads from all across Europe. In other words, a pair of semi-commercial communications satellites like Hotbird 13F/13G could have easily been forced to wait for a year or more to launch on Ariane 6. Adding insult to injury, Hotbird 13F and 13G are the first two satellites built under the joint European Space Agency and Airbus Eurostar Neo program, and will now be flying on an American rocket built by a company that is almost singlehandedly responsible for ending a golden era of competitive European launch services.
With confidence in Ariane 6’s debut timing lower than ever, a NASA official recently revealed that ESA is even studying the possibility of launching Euclid – a next-generation two-ton space telescope – on SpaceX’s Falcon 9. Euclid was originally scheduled to launch on one of Arianespace’s Russian-built Soyuz 2.1 rockets (or Ariane 6) in mid-2022. That contract was signed in 2020, six years after Russian President Vladimir Putin reminded the world of his instability, recklessness, and brutality by illegally and unofficially invading Ukraine. In February 2022, after months of obvious buildup, Russia doubled down on its Ukraine offensive with an openly genocidal full-scale invasion. In the aftermath, it kidnapped a batch of European OneWeb satellites, requisitioned a Soyuz rocket the company had already paid for, kneecapped a joint European-Russian Mars mission, and (while mostly mutual) revoked its support of European Soyuz launches.
That has effectively removed Russia as a serious option for European launches or collarboration, leaving several European missions and companies in limbo. Britain’s OneWeb, for example, had an exclusive contract with Russia to launch its entire low Earth orbit (LEO) internet satellite constellation on up to 21 Soyuz rockets. After losing $230 million in the process, the company was forced to abruptly shift gears, and is now on track to launch its first batch of satellites since early 2022 on an Indian SLV-3 rocket. One of at least two SpaceX Falcon 9 missions could follow as early as December 2022. Unless Ariane 6 aces its launch debut in the near future, many more European payloads could find themselves in similar positions in 2023 and 2024.
Meanwhile, several other European-made payloads are preparing for Falcon 9 launches. While these payloads have been assigned to SpaceX rockets from the start, they still demonstrate just how big of a bite the US startup has taken out of the European launch industry. Most recently, the joint NASA-ESA-CSA Surface Water and Ocean Topography (SWOT) spacecraft was flown from France to California on October 17th. Falcon 9 will launch SWOT from the California coast as early as December 2022.
Soon, Japanese startup ispace’s first HAKUTO-R Moon lander – largely assembled, tested, and propellant by France’s ArianeGroup – will be transported from Germany to Florida for a November 2022 SpaceX launch. Germany’s second and third SARah radar satellites could head to the US shortly for a Falcon 9 launch tentatively scheduled as early as the final days of 2022 or early 2023. Finally, SpaceX could complete its first OneWeb launch around the same time.
Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.
Tesla Robotaxi gets a massive upgrade in Nevada
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
