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Merlin 1D's kerolox exhaust is a blindingly bright, opaque yellow-orange. (Tom Cross) Merlin 1D's kerolox exhaust is a blindingly bright, opaque yellow-orange. (Tom Cross)

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SpaceX tracks towards first launch of 2019 with flight-proven Falcon 9 static fire

Pictured here during its debut launch, Falcon 9 B1049 will support SpaceX's final Iridium launch in January 2019. (Tom Cross)

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SpaceX has completed a Falcon 9 static fire test ahead of the company’s first launch of 2019, kicking off what is looking to be a truly jam-packed year for Falcon 9 and BFR. Most important, of course, is SpaceX’s primary business and main sources of revenue – safely and reliably launching customer satellites, payloads, and – soon – astronauts into orbit.

Previously tasked with launching heavy communications satellite Telstar 18V in September 2018, Falcon 9 B1049 is now set to launch an arguably historic mission for both SpaceX and customer Iridium, the eighth and final contracted launch of the upgraded Iridium NEXT satellite communications constellation.

Struck all the way back in June 2010, Iridium’s decision to award the full NEXT constellation launch contract to SpaceX less than two weeks after Falcon 9’s first and only launch may well be the greatest calculated leap of faith in the history of commercial spaceflight. SpaceX did admittedly offer an unbeatable price ($492M for eight launches, $61.5M per launch) that may have allowed Iridium to afford a new constellation in the first place, but the risk Iridium took was truly immense at the time.

Originally launched between 1997 and 1998, the first Iridium constellation became and still remains the only satellite communications constellation in history to offer global and persistent coverage anywhere on Earth, allowing those with Iridium devices to guarantee connectivity no matter where they are. To some extent, the original constellation has become a subtle but omnipresent backbone of a huge variety of ventures, companies, and services, ranging from marine vessel tracking and emergency response to the go-to solution for those heading far off the beaten path. As just one small example, SpaceX’s large fleet of sea-going vessels and its cross-country transport infrastructure both rely on Iridium for streamlined company-wide movement tracking, making life considerably easier for logistics and planning teams.

Iridium’s decision to use SpaceX for its NEXT constellation likely also gave SpaceX a massive stature boost, taking it from the company with just a handful of commercial contracts that had failed three of its last five launches to the company that secured what was at the time the largest single commercial launch contract in history. Alongside NASA’s Commercial Orbital Transport Services (COTS) and Resupply Services (CRS) commitments (~14 launches as of 2010), Iridium NEXT raised SpaceX’s commercial manifest from perhaps 2 missions to ~10 while also taking the value of those contracts from an almost negligible sum to well over half a billion dollars.

Although SpaceX and Iridium originally planned for launches to take place over a roughly 24-month period stretch from 2015 to 2017, unplanned technical delays and a duo of catastrophic Falcon 9 failures (CRS-7 and Amos-6) in 2015 and 2016 ultimately pushed Iridium NEXT’s launch debut back several years. Despite those immense hurdles and a range of smaller issues, SpaceX and Iridium were finally able to begin launching satellites in January 2017 and have continued to consistently do so every 3-4 months since then. Aside from one partial NASA rideshare mission that featured five NEXT satellites in May 2018, all seven launches have placed ten NEXT satellites (weighing approx. 10,000 kg or 22,000 lb total) in a variety of low polar orbits without a single known hitch.

Falcon 9 enters the era of reusability

Closely following SES, NASA, and SSL (BulgariaSat), Iridium also became the fourth commercial entity to launch on a flight-proven Falcon 9 rocket for the launch vehicle’s fourth flight-proven mission ever. Iridium-8 will become the fourth constellation launch to fly aboard a sooty Falcon 9 rocket, meaning that a full 50% of the next-gen satellites will have launched on reused rockets, easily one of the coolest bragging rights ever. Currently standing at 65 NEXT satellites in orbit and rapidly nearing operational status, Falcon 9 B1049 and a fresh upper stage will (fingers crossed) place the last ten satellites in orbit to complete the constellation’s last plane and seal the last gap in its perfect global coverage.

Although NEXT would have been valuable for the sole reason that its predecessor satellites are now 5-10 years past their designed lifespans, NEXT will also serve to dramatically increase Iridium’s overall bandwidth, slash concurrent user bottlenecks, and provide a platform for new services like Aireon, which hopes to become the first operator of a truly commercial aircraft tracking service with global satellite-based coverage.

 

All things considered, it will be hugely bittersweet to watch Iridium and SpaceX’s direct relationship come to a close with the launch of Iridium-8. Aside from nine additional on-orbit spares once all 75 are launched, Iridium will also have a complement of six more spares that will be kept in storage on the ground until they are required in orbit. If or when those times come, SpaceX will be able to compete with other launch providers for the opportunity to carry maybe one or two Iridium satellites – likely as rideshare payloads – into orbit sometime in the future.

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In the meantime, stay tuned for Iridium-8’s official launch time and date, likely to be announced by SpaceX sometime within the next 24-48 hours.


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!

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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The real reason Elon Musk wants every car connected to space

Elon Musk says all cars will eventually need Starlink to handle massive AI bandwidth demand.

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Elon Musk is making the case that satellite internet, not fiber or cellular towers, will end up wired into every car on the road. In a string of posts on X, the SpaceX CEO wrote that all cars will have Starlink in the future and called satellite connectivity the only way to get super high bandwidth to billions of vehicles.

The posts started with Musk endorsing a Cloudflare forecast that traffic generated by autonomous AI agents will soon dwarf traffic generated by humans browsing the internet, a shift he described as not a close call at all. From there he narrowed the argument to infrastructure, writing that the only system that can support the insanely fast bandwidth growth needed by AI is Starlink, before extending the logic to cars specifically.


The timing lines up with Tesla’s own hardware decisions. On July 20, Tesla confirmed the Cybercab would ship with a Starlink V5 terminal built into its roof, the first time the company had put satellite hardware in a production vehicle. A day later, Tesla’s head of AI, Ashok Elluswamy, explained the connection wasn’t there for safety and that Cybercab’s driving stack runs entirely on onboard cameras and compute, while the satellite link exists for navigation, customer service, and fleet management instead. Musk followed with his own post about the feature, saying riders would be able to watch 4K streaming video during rides.

By July 22, Musk had already said Starlink would extend beyond Cybercab to Tesla’s full lineup. Sunday’s posts push that same logic outward again, this time framed as a requirement across the industry rather than a feature specific to Tesla, and tied directly to the bandwidth AI systems are expected to consume.

SpaceX’s newest Starmind will make earth data centers obsolete

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The AI argument has been building on SpaceX’s side for months. The company has an FCC filing pending for a third generation Starlink constellation, and it has separately proposed Starmind, a constellation of up to a million satellites designed to run AI computation directly in orbit rather than just relay data. Musk has said he expects space to become the cheapest place to deploy AI compute within two to three years. Starlink and Starmind serve different jobs inside that vision, one moving data and the other processing it, but Sunday’s posts treat vehicles as one more category of hardware that will eventually need both.

None of this changes anything for Tesla owners today. Cars already on the road keep running on LTE and Wi-Fi, and Tesla hasn’t outlined a retrofit path for existing vehicles. The July 22 commitment applies to future production, not the fleet already delivered. What Musk added on Sunday is the reasoning: satellite connectivity isn’t a Cybercab novelty, it’s a bet that ground based networks won’t keep up with how much data cars, robots, and AI systems are about to generate.

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The Boring Company’s newest tunnel vehicle runs on Tesla parts and no one is driving it

The Boring Company’s new tunnel vehicle runs on Tesla Model 3 batteries and drive units.

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The Boring Company just introduced a new piece of hardware, and it runs on parts pulled straight from a Tesla showroom. Liner Truck 3, unveiled in a post from the tunneling company’s official X account, is an all electric vehicle built around Tesla Model 3 battery packs and drive units, purpose built to move concrete tunnel segments to the boring machine face without a single person underground.

The job itself is unglamorous but critical. Each precast segment run weighs more than 22,000 pounds, roughly the load of a full cement mixer, and Liner Truck 3 hauls that weight repeatedly between the surface staging area and wherever the Prufrock machine happens to be cutting.

The Boring Company said Liner Truck 3 is piloted remotely out of its Global Operations Control Center in Texas, extending the Zero-People-In-Tunnel approach the company has spent years building toward. An earlier version of a ZPIT liner truck was already tested at the company’s Bastrop, Texas research tunnels, and a factory tour released last month showed an employee flying a fully loaded liner truck with a PlayStation controller. Liner Truck 3 looks like the production version of that same idea, cleaned up and pushed into daily use.

The timing lines up with a company digging in more places than it ever has before. The Boring Company now has multiple Prufrock machines active or arriving in Nashville, where Music City Loop construction has been accelerating since February, and its Vegas Loop network keeps adding tunnel mileage on a near monthly basis. Every one of those projects depends on getting concrete segments to the cutting face fast enough to keep the boring machine from idling, which is exactly the bottleneck Liner Truck 3 is designed to remove.

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It also reinforces something Tesla owners have watched happen gradually across Musk’s companies: passenger car hardware finding a second life in heavy equipment. Model 3 drive units already move people through the Vegas Loop, and now the same components are hauling concrete underground in Nashville and wherever The Boring Company digs next. Whether that kind of component reuse extends further into TBC’s equipment lineup, or into other Musk owned industrial hardware, is the next thing worth watching.

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Elon Musk and SpaceX shrugs off the trading day Wall Street feared most

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Rendering of Elon Musk overlooking a Starship fleet (Credit: Grok)

SpaceX stock did the opposite of what most of Wall Street expected this week, when the day designed to be its most dangerous turned into a rally, and the rally kept going.

Thursday marked the first major lockup expiration since SpaceX’s June IPO, making roughly 911.5 million insider held shares eligible to trade for the first time, more than doubling the company’s public float. Analysts and short sellers had spent weeks bracing for a flood of selling, especially after the stock fell 13 percent following its first earnings report as a public company on Tuesday. Instead, shares rose 6.1 percent Thursday to close at $114.92, and by Friday they were trading near $129, up more than another 12 percent on the day.

SpaceX shorts get warned by Musk ally, echoing Tesla’s early struggles

The setup made the outcome notable. Short interest had climbed to roughly 34 percent of the float heading into earnings, among the highest of any large cap stock, with about 95 percent of available shares to borrow already on loan. CEO Elon Musk warned short sellers twice in the weeks before the lockup, writing on X that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” then following up on the morning of earnings with “I try to warn them, but they just double down.”

When the newly unlocked shares hit the market and the selloff never showed up, some of that short position appears to have started unwinding. TipRanks reported that options activity shifted toward bullish strategies like put selling and risk reversals following the rally, with roughly $600 million in options premium trading Thursday alone. Retail buyers also stepped in during the earnings dip, according to Vanda Research.

The fundamentals behind the stock have not changed much in a week. SpaceX’s revenue nearly doubled year over year to $7.8 billion, with Starlink subscribers doubling to 12 million and the company’s AI segment growing 247 percent. What spooked investors on Tuesday was the spending side. Capital expenditures jumped to more than $18 billion for the quarter, up from $2.8 billion a year earlier, with AI investment alone rising from $749 million to $15.8 billion. Wall Street remains split on whether that spending is building infrastructure SpaceX needs or outrunning what the business can currently support, a debate Teslarati has tracked since shares first came under pressure.

None of that resolves the bigger question hanging over the stock. Thursday’s release was only the first of nine staggered lockup tranches, with roughly $800 billion worth of additional shares scheduled to become eligible through October, and Musk’s own stake stays locked until next June. If this week is any indication, the market is treating that supply as something it can absorb rather than something to fear, at least for now.

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