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SpaceX eyes West Coast for first Starlink launch of 2023

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SpaceX is reportedly planning to launch its first Starlink mission of 2023 from California’s Vandenberg Space Force Base.

Next Spaceflight reports that SpaceX is preparing to launch Starlink 2-4 no earlier than (NET) 6:54 pm PST on January 8th January 9th, almost eight weeks after unspecified issues with a Falcon 9 rocket indefinitely delayed the mission. While it’s impossible to confirm if the entire two-stage rocket and fairing were transferred, the Falcon 9 booster originally assigned to launch Starlink 2-4 on November 18th, 2022 instead launched an Israeli Earth observation satellite six weeks later.

Thankfully, after a strange and abrupt surge of technical (and indefinite) launch delays in November and December, SpaceX managed to complete its last three Falcon 9 launches without issue. The successful launch of the Falcon 9 booster assigned to Starlink 2-4 further suggests that whatever caused that surge is mostly behind SpaceX. So will the belated launch of Starlink 2-4 itself.

Signs of a return to sure footing are good for SpaceX’s plans to double down on its extraordinary growth in 2022. SpaceX rounded out the year with 61 successful orbital launches – just one shy of doubling its still impressive 31-launch record in 2021. 61 launches were also enough for Falcon 9 and Falcon Heavy to tie an almost half-century-old Soviet record for the most annual launches completed by one family of rockets.

Merely repeating that feat in 2023 would be unprecedented in the history of spaceflight. But SpaceX and CEO Elon Musk have again set their sights high and are targeting up to 100 launches this year – a 64% increase over 2022. Though it sounds improbable and will be even more difficult to achieve, SpaceX’s plans for the first month of 2023 are almost exactly what one would expect to see from a single company attempting to launch (up to) 100 times in one year.

Off to the races

SpaceX kicked off 2023 with the launch of its sixth Transporter rideshare mission on January 3rd. Unofficial public manifests like Next Spaceflight and Ben Cooper report that SpaceX wants to launch Starlink 2-4 on January 8th 9th, as well as a batch of OneWeb satellites the day prior. SpaceX’s fifth Falcon Heavy launch is scheduled to follow as early as January 12th, and a Falcon 9 rocket could launch the US military’s sixth GPS III satellite on January 18th. One or two more Starlink missions and the Amazonus Nexus geostationary communications satellite could round out the second half of the month.

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Transporter-6 was the first orbital launch of 2023. (SpaceX)

Ultimately, whatever caused SpaceX’s late-year uptick in delays proved to be mostly inconsequential. Despite missing opportunities for an even busier year and not launching once between November 26th and December 8th, December 2022 was SpaceX’s first seven-launch calendar month on record. If just one of SpaceX’s most chronically delayed missions (Hakuto-R) had avoided delays, it’s likely the company would have launched eight times in one month – equivalent to 96 launches if sustained for a year.

Meanwhile, if Starlink 2-4 does launch on January 8th 9th, it will beat SpaceX’s 11.75-day West Coast turnaround record by 21 hours. If its two East Coast Falcon pads can also push the envelope throughout the year and the company can keep its extraordinary failure-free streak going, SpaceX has a surprisingly legitimate opportunity to launch 80, 90, or even 100 Falcon rockets in 2023.

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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Tesla CEO Elon Musk reminds everyone about Roadster’s true meaning

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Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)
Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)

Tesla CEO Elon Musk took to his social media platform X on Sunday to remind everyone that the Roadster’s true meaning is not about company growth or adding dollars to shareholders’ pockets. Sometimes, you just do things because you can.

Following the Roadster’s epic unveiling event last Thursday, skeptics and critics of the company or the project itself came out to say that the vehicle is a pointless project because it is not geared toward growing the company, delivering supreme margins for profitability, nor does it contribute to the big picture of Artificial/Super Intelligence.

But that’s just the thing: Roadster is not meant to be some shareholder dream; it’s meant to be a vehicle that people buy just because it is something awesome, unique, and the first of its kind.

Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds

Musk had to remind those who are skeptical about the Roadster’s importance to the company mission that while it is not a major contributor to Tesla’s long-term goals, it is something that is being built just because it can be:

“Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power, and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.”

Musk has said on many occasions that Optimus would be the project that would make up the vast majority of Tesla’s value in the coming years.

Robotics will be a major focus of Tesla over the coming years, especially as Musk believes Optimus will enable work to be optional for humans and will enable what he calls “High Universal Income.”

Cybercab will be a passive income opportunity for owners, Musk and Tesla have said for a very long time, as a fleet of self-driving vehicles will operate within a ride-hailing Robotaxi service that won’t require a human driver to be present.

Tesla investors are more than enthusiastic about the company’s future projects, at least from a general consensus perspective. However, it is important to note that the Roadster is a fun and cool project that pushes the boundaries of what people thought was possible for an automobile.

What we saw last week was the first true example of a flying car, and despite the backlash about how it might not contribute to Tesla’s grand ambitions, it’s okay to have fun sometimes, too.

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Investor's Corner

SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching

SpaceX reports earnings Tuesday as Wall Street watches AI spending, Starlink growth and Tesla merger

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SpaceX reports third quarter results after the market closes Tuesday, with a webcast at 4:30 p.m. ET streamed on X, and Tesla follows a day later. Bloomberg consensus, cited by Pepperstone, calls for revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15. That would be about 65% growth from the second quarter and SpaceX’s first profitable quarter since its IPO. Analysts expect roughly $6.4 billion from AI and $4.9 billion from Starlink, which is projected to reach 14.3 million consumer subscribers. Capital spending is forecast at $19.6 billion, leaving free cash flow near negative $11.6 billion.

The numbers matter because SpaceX has spent months trying to win over a skeptical market. It priced its record IPO at $135, spiked to $225.64, then sank near $105 in early August. Friday’s close of $146.03 sits about 28% below the June high. The Q2 report beat on revenue at $7.8 billion and put Starlink at 12 million subscribers, but $18.4 billion of capex hurt the stock. Since then SpaceX reached orbit on Starship Flight 14 with 26 Starlink V3 satellites, agreed to buy 800 MHz spectrum for about $8 billion as part of its Starlink Mobile push, and signed a fourth compute hosting deal in four months worth roughly $13 billion a year from December. Management is targeting more than 2 gigawatts of compute by year end and a $100 billion annualized revenue run rate. Evercore ISI, which raised its target to $275, said the quarter may be judged more on those targets than the reported figures

All of this sits under the Tesla merger question. Barclays analyst Dan Levy expects an all stock deal in which SpaceX buys Tesla at a premium, using reference values of $2.1 trillion and $1.5 trillion, and said an announcement would need to come by late October or early November to be voted on at Tesla’s December 6 annual meeting. Barclays estimates Musk would hold about 37% of the combined company and 56% of the votes. Musk said in July that combining companies cannot be discussed on an earnings call, but an investor question asking when SpaceX will merge with Tesla is sitting on SpaceX’s Q&A platform, and Teslarati has tracked how the Roadster demo revived the talk.

If a deal happens, Tuesday’s result would effectively set the price Tesla holders would receive. Their shares would convert into SpaceX stock, along with exposure to a company with a heavy investment on AI, while Tesla itself expects 2026 capex above $25 billion. A strong quarter and calmer spending would make that exchange easier to sell. Another round of heavy capex and a falling stock would make it harder.

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SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla

SpaceX president Gwynne Shotwell quietly followed Tesla on X, and merger watchers noticed right away.

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SpaceX President and COO Gwynne Shotwell has started following Tesla’s official account on X, a small change that landed in the middle of a very loud merger conversation. Whole Mars Catalog joked about it on Sunday.

A follow is not an announcement, and neither company has said anything about a deal. What gives the moment weight is the timing. Barclays analyst Dan Levy has told clients that an agreement could come before Tesla’s annual meeting, which must be held by December 6, with SpaceX as the buyer in an all stock deal, as we reported after the Roadster unveiling. Wedbush’s Dan Ives has stuck with a 2027 timeline.

Shotwell is the executive most worth watching if the two companies do move closer. When Musk was asked at the All In Summit why Tesla and SpaceX remain separate, Shotwell sat next to him and said SpaceX personnel had already moved into xAI to fill leadership and engineering gaps. The businesses were integrating “faster than I thought,” she said, though “not fully integrated yet.” Her responsibilities have also grown since SpaceX absorbed xAI, and she now oversees operations that include Grok and the company’s AI compute buildout.

The financial links are already there. Tesla’s $2 billion xAI investment turned into a stake of less than one percent in SpaceX, the two share the Terafab chip project in Austin, and Musk exercised his 2018 Tesla options a week after SpaceX began trading, a sequence analysts flagged as giving SpaceX public shares to use in a deal. Musk holds about 20 percent of Tesla and controls 85.1 percent of SpaceX’s voting power, according to our earlier breakdown.

The next test is close at hand. SpaceX reports its second earnings as a public company on Tuesday after the close, and Tesla follows on Wednesday. Musk told analysts in July that “we can’t talk about combining companies and that kind of thing on an earnings call,” so a direct answer is unlikely from either stage. Tesla shareholders can still submit and vote on questions through the Say portal until 4 p.m. EDT on Monday, and the merger is a recurring theme in the queue.

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