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SpaceX urges Congress to expedite commercial spaceflight regulation reforms
Speaking in a Congressional hearing on the morning of June 26th, SpaceX Director of Government Affairs Caryn Schenewerk reaffirmed the company’s commitment to conducting “more than 25 [launches]” in 2018, a feat that will require a ~50% increase in launch frequency over the second half of the year.
Related to the focus of this particular hearing, namely regulatory reform, Representative Rick Larsen (WA-2) appeared to speak for everyone when he mirrored the four panelists’ sense of urgency for beginning the process of reforming federal space launch regulations by asking for an informal meeting outside the doors of the chamber once the session concluded, stating that “it’s that urgent.” In order for companies like SpaceX (and eventually Blue Origin) to be able to sustainably and reliably reach cadences of one launch per week in the near future, the currently cumbersome and dated launch licensing apparatus will almost invariably require significant reforms.
Pressure to remove artificial bottlenecks growing
Two primary problems were identified by the Air Line Pilots Association (ALPA), ULA, Blue Origin, and SpaceX officials present before the Congressional committee: the extreme sluggishness of licensing and the similarly obtuse brute-force integration of launch vehicle operations with the federal systems of air traffic control tasked with safely orchestrating tens of thousands of aircraft flights daily.
Whereas nominal orbital rocket launches result in vehicles like SpaceX’s Falcon 9 spending less than 90 seconds of real time within the bounds of that controlled airspace, the massive and disruptive “keep-out zones” currently required by the FAA for rocket launches frequently disrupt air traffic for more than 100 times as long. According to Ms. Schenewerk, SpaceX believes it already possesses the capabilities to integrate live Falcon 9 and Heavy telemetry with air traffic control, allowing those keep out zones to be dramatically compressed and highly responsive to actual launch operations, similar to how aircraft traffic is dealt with today.
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- Falcon 9 1046’s Block 5 upper stage shown on its May 11 debut launch with Bangabandhu-1. SpaceX’s rockets already provide rich telemetry live to the company’s launch controllers. (SpaceX)
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- After CRS-15, all orbital launches will be use Block 5 boosters and upper stages. The upgraded rocket’s next launch is NET July 20. (Tom Cross)
On the specific launch licensing side of this regulatory coin, SpaceX, Blue Origin, and ULA all expressed distaste for current standards, in which a worst-case scenario could see a launch provider forced to wait more than 200 days (up to eight full months) from the moment of filing to a launch license grant. Worse, even slight adjustments to a granted launch license require launch providers to resubmit themselves to that 200+ day process, effectively making timely modifications undependable exceptions to the rule.
Old rules, new rockets
The real barrier to these common-sense regulatory reforms is quite simply the extraordinary sluggishness of the FAA and those tasked with updating its guidelines and regulatory structures. Rep. Larsen was not exaggerating when he stated that he foresaw Congress choosing to delay those reforms by another 5+ years if given the opportunity, and it was thus likely a relief for the panel of witnesses (PDF) to hear him agree that these reforms must be pursued with the utmost urgency. In its current state, the FAA’s launch licensing is liable to be utterly swamped by the imminent introduction of multiple new smallsat launch providers on top of the already lofty launch cadence ambitions of SpaceX, ULA, and Blue Origin, as well as Orbital ATK to a lesser extent.
With SpaceX leading the charge, the American launch industry is already a year or more into a true renaissance of American spaceflight, and the FAA is simply not equipped to handle it. If reforms can be completed with haste rarely seen in Congress, the federal government can at a minimum ensure that it does not become a wholly artificial and preventable bottleneck for that explosion of domestic spaceflight activity.
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- SpaceX’s Demo Mission-1 Crew Dragon seen preparing for vacuum tests at a NASA-run facility, June 2018. (SpaceX)
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- A Falcon 9 fairing during encapsulation, when a launch payload is sealed inside the fairing’s two halves. This small satellite is NASA’s TESS, launched in April 2018. (NASA)
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- A combination of scientific satellites and five Iridium NEXT communications satellites preparing for launch in May 2018. (NASA)
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- Telesat’s SSL-built Telstar 19V conducts testing in an anechoic chamber before launch, currently NET July 19. (SSL)
Speaking of that activity, SpaceX is scheduled to begin its H2 2018 manifest push with as many as six Falcon 9 launches (five with Block 5 boosters) over the next ~60 days. Barring an abrupt increase in rocket booster production speeds, sources have confirmed that those 2-3 summer months will likely also feature one of the first rapid Falcon 9 Block 5 reuses, potentially seeing one of SpaceX’s highly-reusable rockets complete two orbital launches in approximately one month (30-50 days). That will, of course, depend upon both customer agreeability and the availability of rockets and launch facilities, but the goal of a rapid Block 5 reuse before summer’s end still stands, at least for now.
Up next is CRS-15, which will see the last orbital Block 4 Falcon 9 launch a flight-proven Cargo Dragon to the ISS with several thousand pounds of supplies in tow, with liftoff scheduled for NET 5:42 am EDT, June 29.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
