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SpaceX preparing for back-to-back Starlink launches from California and Florida
Update: Next Spaceflight reports that SpaceX has delayed Starlink 4-15 to 4:38 pm EDT, May 14th, ending the immediate possibility of a new SpaceX record for time between launches.
After a few days of delays pushed the missions closer together, SpaceX is now preparing to launch two batches of 53 Starlink satellites just eight hours apart – one from Florida and the other from California.
Originally scheduled to launch as early May 10th, which would have tied SpaceX’s Vandenberg Space Force Base (VSFB) SLC-4E launch pad turnaround record, Starlink 4-13 slipped to May 12th within the last few days. 2400 miles (~3900 km) to the east, SpaceX’s Starlink 4-15 mission – preparing to launch from the company’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad – recently found itself in the opposite boat.
On April 22nd, Spaceflight Now reported that Starlink 4-15 was scheduled to launch no earlier than (NET) May 8th. At the time, Starlink 4-13 was also scheduled to launch on the 8th, placing the two Starlink missions just a few hours apart. On April 28th, Spaceflight Now updated its well-sourced launch calendar, revealing that Starlink 4-13 had slipped to May 10th and Starlink 4-15 to May 16th, ending their concurrence. Finally, on May 7th and May 8th, photographer Ben Cooper reported that Starlink 4-15 had moved up to 2:08 am EDT (06:08 UTC), May 13th and FAA documents revealed that Starlink 4-13 had slipped again to 3:29 pm PDT (22:29 UTC), May 12th.
In other words, the missions have again found themselves just a handful of hours apart after weeks of unrelated juggling and delays. Barring additional issues, Starlink 4-13 and Starlink 4-15 are scheduled to launch just 7 hours and 41 minutes apart. Set in late 2021, the shortest time between two Falcon launches is currently 15 hours and 17 minutes. But above all else, the constant back and forth – only to end up with both launches again just hours apart – demonstrates just how agonizing and unforgiving the planning behind every rocket launch schedule truly is.
Fittingly, Starlink 4-13’s drone ship headed to sea just ~60 hours before the scheduled launch and Starlink 4-15’s drone ship has yet to depart, keeping the launch dates of both missions about as uncertain as they can be without guaranteeing that delays are coming. Both drone ships must be towed about 400 miles downrange at speeds that almost never exceed 8-10 mph, translating to a minimum two-day journey even with zero stops, slowdowns, or detours.
Beyond the record-breaking potential, Starlink 4-13 is an otherwise ordinary mission that will launch another 53 Starlink V1.5 satellites to an ordinary 53.2-degree inclination, which simply means that they’ll end up in the same ‘shell’ as the other satellites in Starlink’s ‘Group 4’ shell. Despite launching from the opposite coast of the US, Starlink 4-15 will be almost identical and is expected to deploy another 53 Starlink V1.5 satellites to the same orbital shell. However, it appears that Starlink 4-15 will have a few highly unusual features.
Instead of performing a hockey stick-like ‘dogleg’ maneuver to avoid overflying any populated islands in the Bahamas, Falcon 9 will directly overfly the country’s largest western island and attempt to land right in the middle of the archipelago, potentially touching down on a drone ship just 5-15 miles away from Nassau and a couple other islands. The fact alone that SpaceX was able to convince both the Bahamas and the US’ FAA to allow it to fly the trajectory shown above is extremely impressive and belies a deep trust in SpaceX’s expertise and Falcon 9’s safety and reliability. At the same time, SpaceX may be taking some degree of risk, as the trajectory’s minuscule margins for error probably mean that Falcon 9’s automatic flight termination system will be programmed to destroy the rocket at the slightest hint of deviation from the planned trajectory.
Adding to the oddity, Starlink 4-15 will be the first in a long line of 45 dedicated Starlink launches to debut a new Falcon 9 booster. According to Next Spaceflight, Falcon 9 B1073 will claim that unusual first, almost entirely flipping the table on the precedent of conservative government customers – still timid about SpaceX reusability – scrambling to secure increasingly rare launch opportunities on new Falcon 9 boosters. Alternatively, it’s possible – but unlikely – that SpaceX implemented significant changes to Falcon 9 B1073 that it wants to verify independently before risking customer payloads.
With any luck, the new rocket will perform flawlessly and give some nearby Bahamians a truly one-of-a-kind experience: the ability to watch a SpaceX Falcon 9 booster land at sea… from the comfort of their own homes.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
