Major SpaceX customer Iridium has set an official target date for its eighth and final Iridium NEXT launch, expected to fly on a flight-proven Falcon 9 Block 5 booster as early as December 30th.
With Iridium-8 now tentatively on SpaceX’s launch manifest, the company’s West Coast schedule appears to have stabilized with two more orbital missions before the end of 2018 – Spaceflight Industry’s SSO-A rideshare mission will aim for the second half of November while Iridium-8 will likely be the last global launch of 2018 if it sticks to its December 30 target.
It’s taken awhile, but finally have a schedule for the final launch #8 of Iridium NEXT! 8:38am pst on December 30th – we’ll have the satellites, SpaceX assures us the flight proven rocket will be ready, and VAFB is ready to ring in the New Year with us! #ThePartyWillBeEpic pic.twitter.com/vQPPeSKm0P
— Matt Desch (@IridiumBoss) October 18, 2018
Iridium CEO Matt Desch was happy to offer a few additional details after tweeting Iridium-8’s targeted launch date and confirmed that – despite original estimates to the contrary – the mission would launch on flight-proven Falcon 9 booster B1049.2. He also stated that the booster would attempt to land on SpaceX drone ship Just Read The Instructions after launch, passing up a Return-to-Launch-Site (RTLS) recovery at the freshly-coronated Landing Zone 4 (LZ-4) due to the significant weight and suboptimal trajectory of Iridium’s payload.
Barring unexpectedly heavy payloads, high-energy orbits, or new launch contracts, it’s probable that Iridium-8 will be the company’s last drone ship rocket recovery on the West Coast for at least a year, if not longer. The only unknown is whether SpaceX needs to or is able to launch during harbor seal pupping season, lasting from March to June – if that environmental concern can be sidestepped or altogether avoided, there may be no reason for Just Read The Instructions to remain in California when the drone ship could instead move to Florida and immediately facilitate faster launch cadence or support Falcon Heavy missions that could benefit from multiple booster landings at sea.
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- B1048 returns to port on drone ship JRTI after its successful July 2019 launch debut. (Pauline Acalin)
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- It’s second landing marked the debut of SpaceX’s LZ-4 landing zone. B1048 may be a prime candidate for SpaceX’s first triple booster reuse. (SpaceX)
According to CEO Elon Musk and other executives, SpaceX is already building a third autonomous spaceport drone ship (ASDS) for the same reasons, to be named A Shortfall of Gravitas (ASOG) upon completion. Earlier this summer, Musk stated that the new vessel could be completed as early as summer of 2019, although he has since also stated that the first full BFR launches may take place on a floating platform somewhere off the coast of the US, increasing the probability of SpaceX delaying ASOG’s construction to allow for future use as both a launch and landing platform.
Probably ships next summer
— Elon Musk (@elonmusk) July 28, 2018
Triple booster reuse on the horizon
Returning to SpaceX’s Q4 2018 Vandenberg launch manifest, its launch of Spaceflight Industry’s SSO-A rideshare mission is expected to occur sometime next month and will likely be SpaceX’s second-to-last launch before the year is out. Notably, SpaceX executive Hans Koenigsmann recently suggested that SSO-A may end up playing host to the company’s first attempt to launch the same Falcon 9 booster three times. All previous Falcon 9 reuses have been the rockets’ second launches and typically saw SpaceX expend the booster in the ocean rather than recover it and attempt refurbishment for a third launch.
Falcon 9 Block 5, however, included a huge number of upgrades to the rocket’s overall stamina and reusability, theoretically raising the number of potential flights per booster from 10-100. Examined generally, moving from two to three flights per booster may seem inconsequential. The reality, however, is that the first true confirmation of the success or failure of SpaceX’s Falcon 9 Block 5 upgrade will be whether a Block 5 booster is able to safely complete three missions and do so with relative ease.
As SpaceX technicians and engineers gradually gain confidence with the new rocket iteration, debuted less than six months ago, the focus will eventually move from cautiously methodical design validation to rapid booster turnaround, eventually culminating in something approximating the 24-hour first stage reuse Musk challenged his company to achieve before 2019 is out. Ultimately, the third launch of a single Falcon 9 Block 5 booster will be the biggest step yet towards SpaceX’s ultimate goal of rapidly and affordably reusable orbital-class rockets.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
Elon Musk
SpaceX is exploring a “Starlink Phone” for direct-to-device internet services: report
The update was reportedly shared to Reuters by people familiar with the matter.
SpaceX is reportedly exploring new products tied to Starlink, including a potential Starlink-branded phone.
The update was reportedly shared to Reuters by people familiar with the matter.
A possible Starlink Phone
As per Reuters’ sources, SpaceX has reportedly discussed building a mobile device designed to connect directly to the Starlink satellite constellation. Details about the potential device and its possible release are still unclear, however.
SpaceX has dabbled with mobile solutions in the past. The company has partnered with T-Mobile to provide Starlink connectivity to existing smartphones. And last year, SpaceX initiated a $19.6 billion purchase of satellite spectrum from EchoStar.
Elon Musk did acknowledge the idea of a potential mobile device recently on X, writing that a Starlink phone is “not out of the question at some point.” Unlike conventional smartphones, however, Musk described a device that is “optimized purely for running max performance/watt neural nets.”
Starlink and SpaceX’s revenue
Starlink has become SpaceX’s dominant commercial business. Reuters’ sources claimed that the private space company generated roughly $15–$16 billion in revenue last year, with about $8 billion in profit. Starlink is estimated to have accounted for 50% to 80% of SpaceX’s total revenue last year.
SpaceX now operates more than 9,500 Starlink satellites and serves over 9 million users worldwide. About 650 satellites are already dedicated to SpaceX’s direct-to-device initiative, which aims to eventually provide full cellular coverage globally.
Future expansion of Starlink’s mobile capabilities depends heavily on Starship, which is designed to launch larger batches of upgraded Starlink satellites. Musk has stated that each Starship launch carrying Starlink satellites could increase network capacity by “more than 20 times.”
Elon Musk confirms SpaceX is not developing a phone
Tesla adds notable improvement to Dashcam feature
