SpaceX
SpaceX prepares for last launch until August: Caution over cadence
After a second automatic T-10s launch abort Monday night, Elon Musk expressed a welcome prioritization of caution over an attempt to break cadence records. As such, the launch team at LC-39A are standing down an attempt today and instead conducting a full review of the Falcon 9 vehicle and ground systems, pushing the launch to either July 5th or 6th. As Musk transparently phrased it, there is only one chance to get a rocket launch right.
We're going to spend the 4th doing a full review of rocket & pad systems. Launch no earlier than 5th/6th. Only one chance to get it right …
— Elon Musk (@elonmusk) July 4, 2017
Following a truly unprecedented series of launches for the company, there was understandably a bit of annoyance from fans watching the coverage for a second time, as well as from journalists seeking to cover the launch. I think a tweet from former NASA Space Shuttle Program Manager Wayne Hale summed up the proper response most coherently, however, stating that “it’s tough to remain vigilant and do the right thing, extremely tough after a couple of launch scrubs and [with] range closure looming”. Remaining vigilant is precisely what SpaceX is doing by calling off another attempt on July 4th and choosing to instead carefully examine the systems involved to ensure that there is no real issue with pad or vehicle hardware.
For launch companies, there are an untold number of external and internal pressures urging executives to attempt launches, be those financial, political, or something as simple as employees wanting to get home for a holiday. However, past failures of launch vehicles, particularly the Space Shuttle, have demonstrated that constant vigilance is a necessity when dealing with rocketry. Wayne Hale was flight director for forty Shuttle launches. In fact, he became Program Manager the day of the Columbia disaster, which occurred at the beginning of February in 2003.
In this context, his statement is almost certainly intended as positive – albeit solemn – encouragement for the choice to take a more cautious route before attempting another launch. SpaceX itself has experienced two widely publicized failures of the Falcon 9, with the most recent of those having occurred less than ten months ago. After China suffered a complex failure during the second launch of their Long March 5 heavy lift vehicle last Sunday, Musk offered sympathy for those involved. Any failure in the launch industry often acts as a wake-up call for other companies and agencies involved, and undoubtedly becomes a reminder that one cannot become too comfortable or allow launch processes or vehicle manufacturing to become too routine when the stakes are as high as they can be.
Sorry to hear about China launch failure today. I know how painful that is to the people who designed & built it. https://t.co/iOkj6egF3O
— Elon Musk (@elonmusk) July 2, 2017
It goes without saying that SpaceX is sharply aware of the need to ensure reliability and safety as they march ever closer to the debut flight of Crew Dragon and its first crewed launches, likely to occur in early 2018. If the stakes for launching the payloads of commercial customers are already high, the price of failures that could lead to loss of life are unspeakable and ought to humble those fans and bystanders who may be losing patience while waiting for a third (admittedly enthralling) launch. Those eager to watch SpaceX’s live coverage must seek to remember that the launches we love to watch occur because paying customers have placed trust in SpaceX to deliver their payloads to orbit, be those payloads massive geostationary communications satellites or astronauts and cargo headed to the ISS. Rightfully so, the customer will always come first, and routine live coverage of rocket launches must always be treated as the luxury it is for the indefinite future.
SpaceX has successfully recovery and reused both Falcon 9 and Cargo Dragon in the last several weeks, and has also recovered three first stages from the three related launches that occurred in that same time period. (SpaceX)
Admittedly, a cornerstone of SpaceX’s mission as a company is making access to orbit reliable, affordable, and routine, but there will always be risk in rocket launches, just as there will always be risk when one boards a plane, drives a car, or simply walks down the sidewalk along a busy street. Minimizing and reducing the risk present in spaceflight will take a considerable amount of time and effort, and doing what is necessary to prevent failures from negatively impacting the customers that make SpaceX viable as a company is both a rational and ethical strategy.
Returning to current events, the Falcon 9 intended to launch Intelsat 35e went horizontal on July 4, and is likely now in the integration facility present at LC-39A, providing easier access to engineers as they comb over the vehicle to ensure its health. After an absolutely picturesque launch attempt Monday evening, weather is looking even better for a potential launch attempt on either Wednesday or Thursday evening.
If the vehicle and pad cooperate, Intelsat 35e will be a facing send off for the Eastern Range before it shuts down for the remainder of July to undergo routine maintenance. SpaceX currently does not have Vandenberg (West coast) missions scheduled until August, so July will likely see no launches from the company. There is still plenty to be done in lieu of launching customer payloads, however. LC-40, the pad damaged in the Amos-6 static fire incident last September, is currently preparing to be reactivated, with a recent interview of Gwynne Shotwell pointing to its initial availability sometime in August. Once it is reactivated, all single core Falcon launches will be transferred to LC-40, and LC-39A will begin undergoing structural modifications to accommodate both crewed missions in 2018 and Falcon Heavy, which could debut as early as Q4 of 2017.
-
- Intelsat 35e, July 2nd. (SpaceX)
-
- A render of Falcon 9 and Crew Dragon at LC-39A. (SpaceX)
The two most visible changes that will occur at LC-39A will be the installation of additional hold-down clamps and modifications to the Transporter Erector, as well as a Crew Access Arm, which will be attached to the large, vertical structure seen directly right of Falcon 9. Of note, it is very likely that at least two, if not all three of the first Falcon Heavy’s cores are already present at the Cape. After years of being deemed a paper rocket, Falcon Heavy is indeed very real and very close to being able to conduct its first launches.
A month of no launches from SpaceX will undoubtedly be less than thrilling, but the Air Force and Kennedy Space Center employees will get a much-deserved break from a busy launch manifest ahead of what will likely be an even busier final four months of the year. There is a lot to look forward to.
Elon Musk
Elon Musk reveals how SpaceX is always on board Air Force One
Musk confirmed Tuesday that Starlink internet is live and kicking on Air Force One. Responding with a simple “Yup!” to a post showing him and Nvidia CEO Jensen Huang aboard the presidential jet en route to Beijing with President Trump, Musk proved the point: America’s most important aircraft now has seamless, high-speed satellite connectivity—even over the middle of the Pacific.
Air Force One, the official call sign for a U.S. Air Force aircraft carrying the President, now runs on SpaceX Starlink, CEO Elon Musk revealed.
Musk confirmed Tuesday that Starlink internet is live and kicking on Air Force One. Responding with a simple “Yup!” to a post showing him and Nvidia CEO Jensen Huang aboard the presidential jet en route to Beijing with President Trump, Musk proved the point: America’s most important aircraft now has seamless, high-speed satellite connectivity—even over the middle of the Pacific.
Yup!
— Elon Musk (@elonmusk) May 13, 2026
The timing couldn’t be more symbolic. With trillion-dollar CEOs and the President sharing the cabin, Starlink wasn’t just a nice-to-have—it was mission-critical. No more spotty signals or dropped calls. Instead, real-time video conferences, secure data transfers, and global coordination at Mach speed.
Starlink’s aviation push has already transformed commercial and private flying. Dozens of major airlines have signed on or begun rollouts.
Hawaiian Airlines, United Airlines, Qatar Airways, Air France, SAS, WestJet, airBaltic, and Emirates (now equipping its Boeing 777 and A380 fleets) offer Starlink Wi-Fi to passengers. Lufthansa plans to follow in late 2026.
On private jets, the upgrade is even hotter: owners and charter companies report skyrocketing demand because Starlink turns cabins into flying boardrooms.
Starlink gets its latest airline adoptee for stable and reliable internet access
The advantages are massive. Traditional in-flight Wi-Fi relied on slow, high-latency geostationary satellites or ground-based systems that cut out over oceans and remote areas. Starlink’s low-Earth-orbit constellation delivers blazing speeds—often exceeding 200 Mbps download with latency as low as 25-60 milliseconds—gate-to-gate, from takeoff to landing.
Passengers stream 4K video, join Zoom calls, or work in the cloud without buffering. Pilots get real-time weather, NOTAM updates, and live ATC data. Even private-jet travelers get the benefits, as it means productivity that rivals the office.
On Air Force One, those benefits become strategic superpowers. The presidential aircraft demands unbreakable communications for national security, diplomacy, and crisis response. Starlink provides global coverage with no dead zones, offering redundancy against traditional systems that could fail in contested airspace or during long-haul flights.
It enables the President and staff to maintain secure links with the Pentagon, allies, or business leaders anywhere on Earth. During the Beijing trip, it likely facilitated direct coordination on trade, tech, and AI—proving the system’s reliability for the highest-stakes missions.
Critics once dismissed Starlink as a rich-person toy or military experiment. Now, it’s the backbone of commercial fleets, private aviation, and the world’s most visible symbol of American power, and it is providing stable internet to travelers.
With over 2,000 commercial aircraft committed and private-jet installations booming, Starlink is rewriting the rules of connected flight, and it seems like each week, a new airline is choosing to use it for on-flight connectivity.
For Air Force One, it’s more than faster Wi-Fi. It’s uninterrupted command-and-control in an increasingly connected world—ensuring the President never has to go dark at altitude. Elon Musk just made sure of it.
Elon Musk
SpaceX unveils sweeping Starship V3 upgrades ahead of May 19 launch
SpaceX has released a detailed list of changes for Starship Version 3, the next iteration of its fully reusable super-heavy-lift vehicle. Scheduled for its maiden flight as early as May 19 from Starbase in Texas, Starship V3 incorporates dozens of redesigns across the Super Heavy booster, Starship upper stage, Raptor 3 engines, and Launch Pad 2.
SpaceX has unveiled sweeping upgrades to its Starship v3 rocket ahead of the upcoming May 19 launch.
SpaceX has released a detailed list of changes for Starship Version 3, the next iteration of its fully reusable super-heavy-lift vehicle. Scheduled for its maiden flight as early as May 19 from Starbase in Texas, Starship V3 incorporates dozens of redesigns across the Super Heavy booster, Starship upper stage, Raptor 3 engines, and Launch Pad 2.
Elon Musk reveals date of SpaceX Starship v3’s maiden voyage
The updates focus on simplification, mass reduction, reliability, and enabling core capabilities like rapid reusability, in-orbit refueling, Starlink deployment, and crewed missions to the Moon and Mars.
Collectively, these modifications mark a major step-change. By reducing dry mass, improving thermal protection, and integrating systems for orbital operations, Starship V3 aims to transition from test vehicle to operational infrastructure.
Here is an explicit, broken-down list of the key changes, first starting with the changes to Super Heavy V3:
- Grid Fin Redesign: Reduced from four fins to three. Each fin is now 50% larger and stronger, repositioned for better catching and lifting performance. Fins are lowered on the booster to reduce heat exposure during hot staging, with hardware moved inside the fuel tank for protection.
- Integrated Hot Staging: Eliminates the old disposable interstage shield. The booster dome is now directly exposed to upper-stage engine ignition, protected by tank pressure and steel shielding. Interstage actuators retract after separation.
- New Fuel Transfer System: Massive redesign of the fuel transfer tube—roughly the size of a Falcon 9 first stage—enables simultaneous startup of all 33 Raptors for faster, more reliable flip maneuvers.
- Engine Bay / Thermal Protection: Engine shrouds removed entirely; new shielding added between engines. Propulsion and avionics are more tightly integrated. CO₂ fire suppression system deleted for a simpler, lighter aft section.
- Propellant Loading Improvements: Switched from one quick disconnect to two separate systems for added redundancy and reduced pad complexity.
Next, we have the changes to Starship V3:
- Completely Redesigned Propulsion System: Clean-sheet redesign supports new Raptor startup, larger propellant volume, and an improved reaction control system while reducing trapped or leaked propellant risk.
- Aft Section Simplification: Fluid and electrical systems rerouted; engine shrouds and large aft cavity deleted.
- Flap Actuation Upgrade: Changed from two actuators per flap to one actuator with three motors for better redundancy, mass efficiency, and lower cost.
- Faster Starlink Deployment: Upgraded PEZ dispenser enables quicker satellite release.
- Long-Duration Spaceflight Capability: New systems for long orbital coasts, orbital refueling, cryogenic fluid management, vacuum-insulated header tanks, and high-voltage cryogenic recirculation.
- Ship-to-Ship Docking + Refueling: Four docking drogues and dedicated propellant transfer connections added to support in-space refueling architecture.
- Avionics Upgrades: 60 custom avionics units with integrated batteries, inverters, and high-voltage systems (9 MW peak power). New multi-sensor navigation for precision autonomous flight. RF sensors measure propellant in microgravity. ~50 onboard camera views and 480 Mbps Starlink connectivity for low-latency communications.
Next are the changes to the Raptor 3 Engine:
- Higher Thrust: Sea-level Raptors increased from 230 tf (507k lbf) to 250 tf (551k lbf); vacuum Raptors from 258 tf (568k lbf) to 275 tf (606k lbf).
- Lower Mass: Sea-level engine mass reduced from 1630 kg to 1525 kg.
- Simpler Design: Sensors and controllers integrated into the engine body; shrouds eliminated; new ignition system for all variants. Results in ~1 ton of vehicle-level weight savings per engine.
Finally, the upgrades to Launch Pad 2 are as follows:
- Faster propellant loading via larger farm and more pumps.
- Chopstick improvements: shorter arms, electromechanical actuators (replacing hydraulic) for reliability.
- Stronger quick-disconnect arm that swings farther away.
- Redesigned launch mount for better load handling and protection.
- New bidirectional flame diverter eliminates post-launch ablation and refurbishment.
- Hardened propellant systems with separated methane/oxygen lines and protected valves/filters.
SpaceX states these elements “are designed to enable a step-change in Starship capabilities and aim to unlock the vehicle’s core functions, including full and rapid reuse, in-space propellant transfer, deployment of Starlink satellites and orbital data centers, and the ability to send people and cargo to the Moon and Mars.”
With these upgrades, Starship V3 is poised for an epic test flight that could accelerate humanity’s multiplanetary future. The rapid pace of iteration underscores SpaceX’s relentless drive toward making life multiplanetary. Launch watchers are in for a spectacular show.
Investor's Corner
Tesla and SpaceX get latest synopsis from Wall Street legend Ron Baron
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
Legendary investor Ron Baron says he will continue buying stock of both Tesla and SpaceX, as he continues his support behind CEO Elon Musk, who he says is a special person and “brilliant.”
In a wide-ranging appearance on CNBC’s Squawk Box on May 12, legendary investor Ron Baron, founder, CEO, and portfolio manager of Baron Capital, reaffirmed his deep conviction in Elon Musk’s two flagship companies.
With assets under management approaching $55–56 billion, Baron detailed his firm’s substantial holdings, outlined plans for the anticipated SpaceX IPO, and painted an exceptionally optimistic picture for both Tesla (NASDAQ: TSLA) and SpaceX, framing them as generational opportunities that will reshape industries and deliver extraordinary long-term returns.
Baron Capital’s position in SpaceX has grown dramatically since the firm began investing around 2017. What started as roughly $1.7 billion has ballooned to more than $15 billion, making it the firm’s largest holding.
Tesla ranks second, valued at approximately $5 billion in the portfolio. Together with stakes in xAI and related Musk-led ventures, these investments account for roughly one-third of Baron Capital’s $60 billion in lifetime profits since 1992. Baron emphasized that the growth stems from Musk’s singular ability to execute ambitious visions—from reusable rockets to global satellite internet and beyond.
The centerpiece of the discussion was SpaceX’s expected initial public offering, targeted for mid-2026 following a confidential S-1 filing. Baron announced plans to purchase an additional $1 billion in shares at the IPO.
Ron Baron said today that he plans on buying an additional $1 billion of SpaceX stock during the upcoming IPO:
“At the IPO price, I’ve got an order for $1 billion. I want to buy more stock at the IPO. I don’t know if we’re going to get filled, but we’re going to try. I believe… pic.twitter.com/KOv1HvYcZ0
— Sawyer Merritt (@SawyerMerritt) May 12, 2026
He described the company’s trajectory in sweeping terms: “This is going to become the largest company on the planet.”
He highlighted Starlink’s expansion of high-speed internet to every corner of the globe, the revolutionary economics of reusable rockets, and Starship’s potential to enable massive space-based data centers and interplanetary infrastructure.
Baron sees SpaceX not merely as a rocket company but as a platform poised for exponential scaling once it goes public, with post-IPO appreciation potentially reaching 10- to 20- or even 30-times current levels over the next decade or more.
On Tesla, Baron struck an equally enthusiastic note, declaring that “now is Tesla’s moment.” He projected the stock could reach $2,000 to $2,500 per share within 10 years—implying a market capitalization near $8.3 trillion and roughly 5–6 times upside from recent levels. While Tesla remains a major holding, Baron’s optimism centers on its evolution beyond electric vehicles into an AI, robotics, autonomous-driving, and energy platform.
He pointed to robotaxis, Full Self-Driving (FSD) technology, Optimus humanoid robots, energy storage, and the vast real-world data advantage from Tesla’s global fleet as catalysts that will fundamentally alter the company’s revenue model and valuation multiples. Baron views these developments as transformative, shifting Tesla from a traditional automaker to a high-margin technology and infrastructure powerhouse.
Throughout the interview, Baron’s admiration for Musk was unmistakable. He has likened the entrepreneur to a modern Leonardo da Vinci for his artistic, multidisciplinary approach to solving humanity’s biggest challenges.
Baron’s personal commitment mirrors this confidence: he has repeatedly stated he does not expect to sell a single share of his own Tesla or SpaceX holdings in his lifetime, positioning himself as the “last one out” after his clients. This stance underscores a philosophy of patient, long-term ownership rather than short-term trading.
Baron’s comments arrive at a time of heightened anticipation around SpaceX’s public debut, which could rank among the largest IPOs in history and potentially value the company at $1.5–2 trillion or more at listing.
For investors, his message is clear: the Musk ecosystem—spanning electric vehicles, autonomy, robotics, satellite communications, and space exploration—represents one of the most compelling secular growth stories of the era. While short-term volatility in tech and EV stocks may persist, Baron sees these as buying opportunities for those who share his multi-decade horizon.
In summarizing his outlook, Baron reinforced that the combination of technological breakthroughs, massive addressable markets, and Musk’s leadership creates asymmetric upside that few other investments can match.
For Baron Capital’s clients and long-term Tesla and SpaceX shareholders alike, the investor’s latest CNBC remarks serve as both validation and a call to remain patient through the inevitable ups and downs. As Baron sees it, the best days for both companies—and the returns they can deliver—are still ahead.
Tesla gathers 93,000 FSD miles in a country where FSD isn’t approved – here’s how
Elon Musk reveals how SpaceX is always on board Air Force One
