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SpaceX President breaks silence on rumored Zuma mission failure

On a very cold & dark morning at LC-39A photographing Falcon 9. [Photo: Thaddeus Cesari]

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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.

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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?

 

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.

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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.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla (TSLA) receives “Buy” rating and $551 PT from Canaccord Genuity

He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics.

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Credit: Tesla China

Canaccord Genuity analyst George Gianarikas raised his Tesla (NASDAQ:TSLA) price target from $482 to $551. He also maintained a “Buy” rating for TSLA stock over the company’s improving long-term outlook, which is driven by autonomy and robotics. 

The analyst’s updated note

Gianarikas lowered his 4Q25 delivery estimates but pointed to several positive factors in the Tesla story. He noted that EV adoption in emerging markets is gaining pace, and progress in FSD and the Robotaxi rollout in 2026 represent major upside drivers. Further progress in the Optimus program next year could also add more momentum for the electric vehicle maker. 

“Overall, yes, 4Q25 delivery expectations are being revised lower. However, the reset in the US EV market is laying the groundwork for a more durable and attractive long-term demand environment. 

“At the same time, EV penetration in emerging markets is accelerating, reinforcing Tesla’s potential multi‑year growth runway beyond the US. Global progress in FSD and the anticipated rollout of a larger robotaxi fleet in 2026 are increasingly important components of the Tesla equity story and could provide sentiment tailwinds,” the analyst wrote. 

Tesla’s busy 2026

The upcoming year would be a busy one for Tesla, considering the company’s plans and targets. The autonomous two-seat Cybercab has been confirmed to start production sometime in Q2 2026, as per Elon Musk during the 2025 Annual Shareholder Meeting.

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Apart from this, Tesla is also expected to unveil the next-generation Roadster on April 1, 2026. Tesla is also expected to start high-volume production of the Tesla Semi in Nevada next year. 

Apart from vehicle launches, Tesla has expressed its intentions to significantly ramp the rollout of FSD to several regions worldwide, such as Europe. Plans are also underway to launch more Robotaxi networks in several more key areas across the United States.

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Waymo sues Santa Monica over order to halt overnight charging sessions

In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.

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Credit: Waymo

Waymo has filed a lawsuit against the City of Santa Monica in Los Angeles County Superior Court, seeking to block an order that requires the company to cease overnight charging at two facilities. 

In its complaint, Waymo argued that its self-driving cars’ operations do not constitute a public nuisance, and compliance with the city’s order would cause the company irreparable harm.

Nuisance claims

As noted in a report from the Los Angeles Times, Waymo’s two charging sites at Euclid Street and Broadway have operated for about a year, supporting the company’s growing fleet with round-the-clock activity. Unfortunately, this has also resulted in residents in the area reportedly being unable to sleep due to incessant beeping from self-driving taxis that are moving in and out of the charging stations around the clock. 

Frustrated residents have protested against the Waymos by blocking the vehicles’ paths, placing cones, and “stacking” cars to create backups. This has also resulted in multiple calls to the police.

Last month, the city issued an order to Waymo and its charging partner, Voltera, to cease overnight operations at the charging locations, stating that the self-driving vehicles’ activities at night were a public nuisance. A December 15 meeting yielded no agreement on mitigations like software rerouting. Waymo proposed changes, but the city reportedly insisted that nothing would satisfy the irate residents.

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“We are disappointed that the City has chosen an adversarial path over a collaborative one. The City’s position has been to insist that no actions taken or proposed by Waymo would satisfy the complaining neighbors and therefore must be deemed insufficient,” a Waymo spokesperson stated.

Waymo pushes back

In its legal complaint, Waymo stated that its “activities at the Broadway Facilities do not constitute a public nuisance.” The company also noted that it “faces imminent and irreparable harm to its operations, employees, and customers” from the city’s order. The suit also stated that the city was fully aware that the Voltera charging sites would be operating around the clock to support Waymo’s self-driving taxis.

The company highlighted over one million trips in Santa Monica since launch, with more than 50,000 rides starting or ending there in November alone. Waymo also criticized the city for adopting a contentious strategy against businesses. 

“The City of Santa Monica’s recent actions are inconsistent with its stated goal of attracting investment. At a time when the City faces a serious fiscal crisis, officials are choosing to obstruct properly permitted investment rather than fostering a ‘ready for business’ environment,” Waymo stated. 

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Tesla FSD v14.2.2 is getting rave reviews from drivers

So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.

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Credit: @BLKMDL3/X

Tesla Full Self-Driving (Supervised) v14.2.2 is receiving positive reviews from owners, with several drivers praising the build’s lack of hesitation during lane changes and its smoother decision-making, among others. 

The update, which started rolling out on Monday, also adds features like dynamic arrival pin adjustment. So far, early testers have reported buttery-smooth drives with confident performance, even at night or on twisty roads.

Owners highlight major improvements

Longtime Tesla owner and FSD user @BLKMDL3 shared a detailed 10-hour impression of FSD v14.2.2, noting that the system exhibited “zero lane change hesitation” and “extremely refined” lane choices. He praised Mad Max mode’s performance, stellar parking in locations including ticket dispensers, and impressive canyon runs even in dark conditions.

Fellow FSD user Dan Burkland reported an hour of FSD v14.2.2’s nighttime driving with “zero hesitations” and “buttery smooth” confidence reminiscent of Robotaxi rides in areas such as Austin, Texas. Veteran FSD user Whole Mars Catalog also demonstrated voice navigation via Grok, while Tesla owner Devin Olsen completed a nearly two-hour drive with FSD v14.2.2 in heavy traffic and rain with strong performance.

Closer to unsupervised

FSD has been receiving rave reviews, even from Tesla’s competitors. Xpeng CEO He Xiaopeng, for one, offered fresh praise for FSD v14.2 after visiting Silicon Valley. Following extended test drives of Tesla vehicles running the latest FSD software, He stated that the system has made major strides, reinforcing his view that Tesla’s approach to autonomy is indeed the proper path towards autonomy.

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According to He, Tesla’s FSD has evolved from a smooth Level 2 advanced driver assistance system into what he described as a “near-Level 4” experience in terms of capabilities. While acknowledging that areas of improvement are still present, the Xpeng CEO stated that FSD’s current iteration significantly surpasses last year’s capabilities. He also reiterated his belief that Tesla’s strategy of using the same autonomous software and hardware architecture across private vehicles and robotaxis is the right long-term approach, as it would allow users to bypass intermediate autonomy stages and move closer to Level 4 functionality.

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