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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.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Elon Musk sends first warning to SpaceX short sellers
