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SpaceX had a big year: 2016 year in review

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On December 21, 2016, SpaceX celebrated the one-year anniversary of Falcon 9’s first ever successful stage one landing, leaving their mark on history with the first rocket to ever do so after delivering a payload into orbit. The mission delivered 11 ORBCOMM satellites into low-Earth orbit to complete a 17-satellite constellation network.

Several videos were published with footage of the event last year, but National Geographic gave us a behind-the-scenes look at Elon Musk’s emotional ride while it was happening as an anniversary treat.

The first landing anniversary wasn’t the only thing to come out of 2016, however, and what a year it was!

MORE HISTORIC SPACEX LANDINGS

On April 8, 2016, SpaceX made history again, that time by landing Falcon 9’s first stage booster onto the “Of Course I Still Love You” autonomous droneship in the Atlantic Ocean off the Florida coast. The mission’s payload was a Dragon capsule cargo shipment to the International Space Station (“ISS”) named CRS-8, itself containing an important space technology demonstration for expandable habitats. The Bigelow Expandable Activity Module (“BEAM”) carried in the Dragon capsule was later successfully docked to the ISS and inflated as planned.

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On May 5, 2016, SpaceX landed yet another first stage booster on drone ship “Of Course I Still Love You”, but the destination of its payload was geostationary transfer orbit (“GTO”), about 36,000 kilometers above the Earth vs. the 160 to 2000 kilometer height of low-Earth orbit previously achieved before a landing. The higher GTO orbit brought the first stage of Falcon 9 to a much faster speed and higher reentry heating than the previous missions, making the successful landing yet another one for the history books. Its payload was the JCSAT-14 commercial communications satellite.

Falcon 9 on the droneship after launching JCSAT-14 | Credit: SpaceX

Falcon 9 on the droneship after launching JCSAT-14 | Credit: SpaceX

Another successful GTO mission with a droneship landing was completed on May 27, 2016, and its THAICOM-8 payload was then delivered to a supersynchronous transfer orbit of 91,000 kilometers high. The third time broke the charm, however, and on June 15, 2016, after a successful insertion of Eutelsat 117 West B and ABS-2A satellites into GTO, the Falcon 9 first stage was lost due to early engine shutdown from lack of fuel.

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Undeterred, SpaceX successfully landed one more booster on August 16, 2016 during its JCSAT-16 mission to GTO. “Of Course I Still Love You” was the droneship used once again.

A FEW SETBACKS FOR SPACEX

September 1, 2016 is a day that will potentially live in both conspiratorial and procedural dispute infamy due to SpaceX’s launch pad anomaly during its fueling process. Whether the description of choice of the event is “fast fire”, “explosion”, or “fireball”, the result was the same: a complete loss of the Falcon 9 rocket, its payload, and the ability to use Space Launch Complex 40 in the near future.

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The AMOS-6 satellite aboard the rocket was owned by Israel-based Spacecom Ltd. and had been part of a $95 million dollar leasing deal between Facebook and Eutelsat to provide internet access to the non-connected parts of the world.

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Per SpaceX’s last update, the investigation and FAA report on the anomaly are still pending and have focused on a breach in the loading of the cryogenic helium system of the 2nd stage liquid oxygen (“LOX”) tank.

Falcon 9 isn’t expected to return to flight until January 2017 now that the launch with the Iridium-1 satellite payload was delayed from the tentative December 16th date. The FAA report must be completed prior to further launch approvals. The chain reaction of delayed launches has only cost the loss of one SpaceX customer to another launch provider thus far.

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Due to extensive damage to Space Launch Complex 40 from the anomaly, future launches from the east coast will take place from historic Apollo-era Launch Complex 39A. SpaceX has been renovating the pad for Falcon Heavy launches. Also resulting from the anomaly was a delay in the first Falcon Heavy launch to early 2017.

SPACEX PUSHES ONWARD

Throughout 2016, SpaceX continued to work on its Crew Dragon capsule as part of its competition with Boeing to provide human flight capabilities from American soil via NASA’s Commercial Crew Program. The tentative test launch date for the capsule was set for late 2017, but unfortunately, it was pushed back into May of 2018. Earlier in the year, Boeing also delayed its launch date to August 2018.

Crew Dragon during launch abort test | Credit: SpaceX

Crew Dragon during launch abort test | Credit: SpaceX

ELON MUSK REVEALS SPACEX’S MARS PLAN

Finally, at the end of September, Elon announced SpaceX’s plan to put a million people on Mars by the 2060s via its Interplanetary Transport System, also affectionately named BFR (“Big F*ing Rocket”).

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A video was released prior to the September 27th, 2016 International Astronautical Conference announcement in Guadalajara, Mexico illustrating the full system concept. The animation was based on the actual CAD renderings in development, per Elon’s talk.

SpaceX ITS Stage 1 landing graphic | Credit: SpaceX

SpaceX ITS Stage 1 landing graphic | Credit: SpaceX

Plenty of goodies were revealed about SpaceX’s plans including the passenger habitat, entertainment intentions for travelers, and technical specifications surrounding the system’s size, engines, and fuel systems. While the presentation itself was exciting, many questions were still left unanswered such as more specifics on radiation dangers and the long-term effects of microgravity.

SUMMARY

Overall, 2016 brought a rollercoaster of successes and setbacks for SpaceX, but the business of rocket launching wasn’t expected to be an easy one. The phrase, “Rockets are hard” isn’t a simple excuse to explain away failures, but rather an accepted cost of being in the field.

Throughout the year, SpaceX has managed to maintain public and government faith in its mission to advance human space exploration despite any setbacks. In July, NASA ordered a second commercial crew mission from the company, and then they followed up in November with a contract to launch an Earth surface-water-analyzing satellite in 2021.

SpaceX also received a number of recognitions for its work environment and achievements, including making Glassdoor’s Top 50 Places to Work and being awarded the 2016 World Technology Award for space.

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Oh, and if it seems all that isn’t enough for SpaceX to have on its plate, in November the company filed a request with the FCC to launch over 4,000 communication satellites as part of their goal of building a hi-speed satellite internet constellation.

There’s a lot to look forward to in 2017 and beyond. Onwards!

Accidental computer geek, fascinated by most history and the multiplanetary future on its way. Quite keen on the democratization of space. | It's pronounced day-sha, but I answer to almost any variation thereof.

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Tesla Q2 delivery consensus confirms this long-standing theory

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Credit: Joe Tegtmeyer/X

Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.

For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.

Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.

With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.

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For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.

Credit: Tesla

Tesla is also expected to report deployments of 13.8 GWh this quarter.

The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.

Tesla analyst realizes one big thing about the stock: deliveries are losing importance

This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.

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Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.

It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.

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Tesla looks keen to bring larger Model Y L to the U.S.

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Credit: Tesla

Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.

Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.

Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.

Fiorani said:

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“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”

Production would take place at Gigafactory Texas.

Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:

It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.

The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.

Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.

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The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.

In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.

This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.

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One of Tesla’s biggest threats just got banned in the U.S.

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In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.

The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.

Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.

Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.

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The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.

While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.

Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.

Of course, it did face a similar threat in China a few years back:

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Elon Musk responds to reports of Tesla ban among China’s military over security concerns

The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.

By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.

For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.

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