News
Rocket Lab to resume launches following in-flight anomaly investigation
Less than a month after the complete loss of customer payload due to an in-flight anomaly, Rocket Lab has announced that it is ready to return its small-class Electron rocket to flight. Company CEO, Peter Beck, during a media briefing Friday (July 31) said that the Electron second-stage “re-entered the atmosphere and burned up” resulting in a failed July 4 launch of the Electron and complete loss the customer payload of seven small satellites. Beck went on to state that through a collaborative investigation with the Federal Aviation Administration Rocket Lab was “able to quickly reconstruct what happened and the AIB board (Accident Investigation Board) was able to confidently narrow down the issue to a single electrical connection.”
The thirteenth flight of the Electron carried seven small satellites, all Earth-imaging inspiring the “Pics Or It Didn’t Happen” mission name. The rocket initially experienced a flawless launch from the company’s Launch Complex-1A on New Zealand’s Mahia Penninsula and everything seemed like it was going to plan until the video feed cut out unexpectedly shortly after the nominal ignition of the second-stage which was intended to carry the payloads to orbit.
The launch was completely event free during the first-stage ascent, stage separation, second stage ignition, and payload fairing jettison, then trouble occurred. Beck stated that the electrical connection that went bad during the second-stage of the flight was “incredibly unusual because it was able to evade all of the pre-flight acceptance testing.” Beck went on to explain that “while all of the testing showed no issues, after a period of time one of the joints had high resistance and that high resistance led to heating. That heating then led to thermal expansion of one of the components. That thermal expansion and heating enabled some of the potting components – that are around that joint to keep it secure from vibration – to flow.”
Once the potting compound used to secure electrical connections was able to heat up and essentially melt – or began to flow – the electrical connection become unsecured and led to the interruption in electrical current throughout the second-stage. Beck stated that “when the video stops (in the webcast) is exactly the point (of failure).” Although the video cut out, Rocket Lab ground stations continued to receive telemetry data of the flight’s progress due to the amount of redundancy with the systems aboard Electron “telemetry is the only way you can reconstruct this stuff so we have a very high priority of those (data) channels” Beck said.
With the immense amount of data that was received during the flight and throughout the second-stage shutdown Rocket Lab was able to quickly determine the cause of the error and perform tests to determine exactly what occurred during the failed flight. “The vehicle as it flies every flight has just a huge amount of instrumentation. That coupled with a graceful shutdown coupled with full telemetry stream throughout the whole anomaly, we were really able to quickly reconstruct what happened” Beck said.
The vast amount of data and the ability to sufficiently replicate the incident now means that Rocket Lab has a plan of action in place to mitigate any failures – of this nature – on future missions. “We can actually mitigate (the anomaly) very easily through a slight change in production processes, but more importantly we can screen for it in our current vehicles and stock through more in-depth testing procedures.”
To that end, the Rocket Lab Electron is set to return to flight in August, an impeccable turn around time following an anomaly investigation.”I’m very proud of the way the team has been able to identify this issue and rectify it so quickly” Beck said. He gave high praise to the entire Rocket Lab team for relentlessly working toward determining, not only the cause of the anomaly but working toward a solution for a quick return to flight. “Literally ten minutes after we saw some anomalous behavior during the flight, the team already started to work it and they haven’t stopped. They’ve been relentless” Beck said.
The customer payload that will fly aboard the return to flight and fourteenth mission of Electron launch is expected to be announced very soon. Rocket Lab did state that following a successful launch from the LC-1A complex in New Zealand, the following mission would be the first to take place from the brand new Launch Complex 2 located at the Mid-Atlantic Regional Spaceport at NASA Wallops in Virginia. Although an American private company, Rocket Lab predominately launches from New Zealand. The upcoming mission will be the first Electron flight to occur from American soil.
Beck closed the media briefing by stating that Rocket Lab looks forward to returning to operational status and launching Electrons every month, if not bi-weekly. He expressed that Rocket Lab is looking to the future and hopes to achieve a full recovery effort of the first stage booster via a helicopter and a specially designed grappling hook with the seventeenth flight of Electron. He also hinted that “there’ll be a couple of other little surprises as well, as we execute some other programs that have been cooking up in the background.”
Tesla has started to perform earthworks engineering on the roughly 3,000-acre site in Fort Bend County, Texas, advancing the massive $10 billion Project Crystal Sun plan to build a vertically integrated solar manufacturing complex.
Flyover drone footage from S.E. Robinson, Jr. released this morning shows the location under development. Tesla has crews on site performing large clearings, but you can also see equipment staging areas, the use of an existing homestead, and active leveling across a substantial portion of the property.
Tesla has started construction on Project Crystal Sun, its $10B vertically integrated solar factory near Houston, Texas.
The plant will make everything from silicon ingots and wafers to finished cells and panels, with operations targeted for Q1 2029.
@SERobinsonJr with a great flyover of the facility:
— TESLARATI (@Teslarati) November 9, 2026
Public filings first submitted in July under Texas’s Jobs, Energy, Technology and Innovation Act describe a plant that would manufacture the full solar chain: everything from silicon ingots, wafers, coated cells, and finished modules.
Tesla projects 9,712 permanent jobs by 2033, ramping from roughly 1,900 positions in the first year of operations, plus a peak of about 1,147 construction jobs. Construction is targeted for 2026–2028, with commercial production beginning in the first quarter of 2029. An accompanying economic analysis estimates the project could add roughly $107 billion to Texas GDP over several decades.
Local incentives have cleared major hurdles. Lamar Consolidated Independent School District unanimously approved school-tax limitations in September, and Fort Bend County commissioners approved a package of abatements and related agreements in late October that could extend equipment tax breaks for as long as 35 years.
Tesla had previously indicated it was evaluating a competing out-of-state location.
The effort fits broader statements by Musk that Tesla and SpaceX are each working toward 100 gigawatts of annual U.S. solar manufacturing capacity. If built as described, Project Crystal Sun would stand as one of the largest domestic attempts to create a fully integrated solar supply chain on American soil.
While Tesla has not issued a formal groundbreaking announcement, the visible site preparation and high-profile social media activity represent a concrete step forward for a project that has moved from confidential filings to active earthworks in a matter of months.
Elon Musk continues to shed more reasons that justify the cancelation of the Tesla Cybertruck, but some of the reasons for the sunset, as well as the process the company is choosing, do not make a lot of sense.
Musk announced last week on X that Tesla would wind down Cybertruck production in mid-2027, a decision that aims to prioritize Cybercab and its importance to the company’s future and passenger transportation as a whole.
But some of what Tesla and Musk are saying does not seem to make much sense. From the process the company is taking with orders to some of the reasoning for the cancelation, the whole situation seems strange.
With that being said: I totally see the merit in prioritizing Cybercab, but I also believe there is room for Cybertruck, a vehicle that has traditionally had low volumes, especially now at its current price point. If it were not for the cancelation, Cybertruck would sell very few units with the recent price adjustments.
Musk Talks Order Rate vs. Production Rate
The first thing that does not make a lot of sense here is the fact that this morning, Musk said that “The Cybertruck order rate far exceeds our production rate. We will try to make as any as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
— Elon Musk (@elonmusk) November 9, 2026
Then why is Tesla STILL accepting orders for the Cybertruck if it already cannot fulfill its order log by mid-2027?
There are so many people ordering Cybertruck that will not receive it. If Tesla already is having trouble seeing how it will build its current orders, why would it allow additional ones?
There are going to be a lot of people who are very upset next June or July, all because they placed an order for a truck that Tesla knew it would not have the time to build. At this point, it seems like a better idea from a customer service standpoint to simply stop accepting orders on a certain date, build those trucks, fulfill those orders, and then close production.
Continuing to accept orders at this point seems wildly strange. If anything, it feels like the $59k Cybertruck orderers will be the ones who get the short end of the stick here, but that’s speculation and just a hunch on my end.
If not Cybertruck, then what?
With only the Model 3 and Model Y available for consumers, meaning the general public, to buy, there is now no utility vehicle in the Tesla lineup, and that is definitely a disappointment.
Ford already washed its hands of the Lightning, which means the Rivian R1T will likely be the best-selling EV pickup on the market, dueling with the GMC Hummer Pickup, Chevy Silverado EV, and the GMC Sierra EV. There are several pickups that are set to hit the market soon, like the Slate EV Truck, and Ford’s new EV pickup, the Fathom.
Tesla could provide some some transparency on what it is planning to do with a future pickup or utility design. Musk said in the past that something much cooler than a minivan will be built. Cries for a full-size SUV have been heard by Tesla, but the company seems to adamant on prioritizing ridesharing vehicles instead of vehicles people want for work, climate, or hobbies.
Some clarity here, past the point of “Tesla is still going to build cars” would be nice. Even a simple, “Yes” response from all the people asking if Tesla will build something larger would be more than enough. We don’t need all the details now, but something would be nice.
Closing Thoughts
More than anything, it is important to note that I do believe Tesla is making a tough decision and one that, from a business standpoint, does make sense. However, I also believe that there is room for the Cybertruck in Tesla’s lineup.
One thing I think it’s worth mentioning is Tesla is not that much different from many companies. They do things that are better for the business that will surely upset consumers. The difference is very few companies have a following like Tesla, so when these things happen, they feel very personal.
Add in the fact that Cybertruck has truly become a symbol of Tesla, and people are even more upset about it.
It will all get figured out, but it’s still very confusing when we step back and take a look at the bigger picture.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.
Tesla begins groundworks on $10B ‘Project Crystal Sun’ in Texas
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
