News
SpaceX aces 12th launch of 2022, delivering dozens of satellites to orbit
SpaceX has aced its 12th launch of 2022 just a day over three months into the year, demonstrating a major leap in sustained launch cadence as the company strives to achieve ambitious goals set by CEO Elon Musk.
That 12th launch was Transporter-4, a dedicated rideshare mission managed by SpaceX itself. Falcon 9 lifted off on time on April 1st with fewer satellites than it had ever launched before on a Transporter mission – ‘just’ 40 payloads for about a dozen customers. The rocket performed as expected, reaching a parking orbit about nine minutes after liftoff. Booster B1061 – flying for the eighth time – safely landed on drone ship Just Read The Instructions (JRTI) about a minute prior, ensuring that it will be able to fly again. Over the course of more than 90 minutes, Falcon 9’s upper stage performed four separate burns to deploy all 40 payloads into several different orbits before finally deorbiting itself.
All told, Transporter-4 was SpaceX’s 121st consecutively successful launch, 37th consecutively successful landing, 112th landing overall, 89th reuse of a Falcon booster, and the 34th launch with a reused Falcon fairing. Falcon 9 is and continues to be the most reliable operational launch vehicle in the world. Just as importantly, it’s also the most prolific launch vehicle operational today.
In 2021, SpaceX successfully launched Falcon 9 31 times, falling a bit short of internal goals. Just before the year was over, though, SpaceX abruptly demonstrated the ability to complete five orbital launches in less than three weeks and six launches in less than four weeks – blowing its previous records out of the water and establishing the potential for huge increases in annual cadence. In 2022, SpaceX has thus far managed to sustain a similar cadence for a full quarter of the year.

Following Transporter-4, SpaceX has launched 12 Falcon 9 rockets in 90 days. If sustained for three more quarters, the company could launch 48 times this year – a 55% increase in annual launch cadence compared to a record 31 launches completed in 2021. A few weeks ago, SpaceX CEO Elon Musk established 52 launches – one per week – as the company’s overarching goal for 2022. More recently, Musk – in classic fashion – raised his already significant ambitions and boosted that goal to 60 launches, including at least a thousand more Starlink satellites.
52 launches may still be achievable with a few five or six-launch months. 60 launches, however, would require an average of 5.3 launches per month for the rest of 2022 – maybe not impossible but a huge challenge even before considering the fact that one of SpaceX’s three Falcon pads could be bogged down with as many as five Falcon Heavy and seven Dragon launches in the next nine months. Falcon Heavy, Falcon 9 Dragon, and Falcon 9 Fairing launches all require significant modifications to pad hardware, modifications that likely take at least a week or two to complete. Continuously swapping between setups to squeeze in the odd Starlink or satellite launch isn’t out of the question, but the added schedule risk would increase the odds of delays for several of SpaceX’s most delay-averse missions, including Crew Dragon, Cargo Dragon, and interplanetary spacecraft launches for NASA and two or three ‘national security’ missions for the US military.
Even if SpaceX falls short of Musk’s ambitious 60-launch target, it will take a minor disaster for 2022 to not be the company’s most spectacular year yet. This month alone, SpaceX is scheduled to launch the first all-private astronaut mission to the International Space Station no earlier than (NET) April 6th, followed by launches of Starlink 4-14 NET April 14th, NROL-85 NET April 15th, and a group of four NASA and ESA astronauts NET April 20th.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
Investor's Corner
Tesla uber bull Ron Baron says ‘the time to buy the stock is now’
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.