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SpaceX’s Crew Dragon settles on Feb 9 launch debut as Falcon 9 nears static fire
Update: NASASpaceflight.com is reporting that ISS planning documents suggest that Crew Dragon’s first launch has slipped into the second half of February, perhaps February 16th.
In the midst of several confusing delays, schedule updates, and official statements, the orbital debut of SpaceX’s Crew Dragon spacecraft has made its way onto the Eastern range’s planning schedule for the first time, placing Falcon 9 B1051’s static fire and Crew Dragons launch no earlier than (NET) January 23rd and February 9th, respectively.
As the brand new spacecraft’s first attempted trip to orbit, the demonstration mission (Demo-1/DM-1) will be performed without crew aboard, allowing SpaceX and NASA an opportunity to fully verify performance and explore Crew Dragon’s capabilities without risking the lives of the astronauts that will step inside a nearly identical vehicle as early as June or July.
Obviously preliminary, but the Eastern Range is now showing the Static Fire for the DM-1 mission's Falcon 9 (B1051.1) as NET January 23, (and still showing NET February 9 as the launch date). As always, but especially this one, all very much subject to change. pic.twitter.com/EWOEpbpI9o
— NSF – NASASpaceflight.com (@NASASpaceflight) January 17, 2019
The US government has been shut down for more than four weeks as a consequence of the inability of elected representatives to pass and sign a funding bill, now the longest shutdown in the country’s history. As a result, more than 95% of NASA’s workforce has been furloughed, leaving around 800 people left working (without pay) across the agency in positions or groups deemed absolutely essential to avoid loss of life or property damage.
How NASA defines “essential” is unknown but it seemed improbable that the Commercial Crew Program – around six months away from actually launching astronauts and presently marked by NASA’s attempts to complete reams of approval and certification paperwork – would fall under that extremely narrow umbrella. Delays to Crew launches are unlikely to harm hardware or directly risk harm to astronauts, although a very tenuous case could be made that delays to the program now would snowball and cause the debut of operational crewed launches to slip so far into 2019 (or even 2020) that NASA could lose assured access to the International Space Station (ISS) for several months. Again, there is no obvious way that a slip like that would actually increase the risk to life or limb for astronauts and hardware/infrastructure.
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Apparently, Demo-1 and 2 don't need FAA launch licenses (under auspices of NASA, like TESS launch. Post-certification missions will require FAA license, like CRS flights today
— Irene Klotz (@Free_Space) January 16, 2019
Despite the logical improbability that NASA’s Commercial Crew Program (CCP) would – at this point in time – remain operating at full capacity during an extended government shutdown, NASA provided a statement to The Atlantic earlier this week more or less implying that CCP was deemed essential and has continued to operate for the last several weeks. There is certainly some wiggle room in NASA spokesman Bob Jacobs’ comments, enough to make it ambiguous if they are primarily PR spin, frank honesty, or something in between.
A SpaceX spokesperson added [paraphrased by The Atlantic] that “if NASA made the call, the company would carry out the uncrewed [DM-1] launch”, a tactical nonanswer that redirects the impetus to NASA. It’s not clear if the people at NASA that would ‘make the call’ to launch are furloughed or not – they certainly would not be essential in the sense described by NASA’s own overview of the current shutdown’s impact. Originally targeting a launch sometime in mid to late January, an official NASA update posted on January 10th showed that Crew Dragon’s first launch had slipped into February (on the launch range for February 9th).
- DM-1 and Falcon 9 were greeted by an extraordinary – albeit mildly bittersweet – dawn during their first-ever trip out to Pad 39A. (SpaceX)
- The integrated DM-1 Crew Dragon ‘stack’ rolled out to Pad 39A for the first time in the first few days of 2019. (SpaceX)
- Falcon 9 B1051 and Crew Dragon vertical at Pad 39A. (SpaceX)
- Crew Dragon shows off its conformal (i.e. curved) solar array while connected to SpaceX’s sleek Crew Access Arm (CAA). (SpaceX)
- DM-2 astronauts Bob Behnken and Doug Hurley train for their first flight in Crew Dragon. (NASA)
“NASA and SpaceX are now targeting no earlier than February for the launch of Demo-1 to complete hardware testing and joint reviews.” – NASA, 01/10/2019
“Hardware testing” likely refers to the need for Falcon 9 to complete a static fire at Pad 39A, a test now scheduled for January 23rd. It’s ambiguous whether SpaceX can actually perform a static fire test – a complete launch rehearsal involving full propellant loads and the ignition of all nine Merlin 1D engines – at Kennedy Space Center, a NASA operated with federal funding that does not currently exist. Although the Air Force-helmed range is operating at a normal capacity, KSC must still perform a number of basic tasks ranging from infrastructure maintenance to roadblock setup to allow a static fire test – let alone a launch – to occur. I
f SpaceX completes its NET January 23rd static fire with no problems, then it would appear to be the case that some sort of SpaceX-side delay – perhaps augmented or slowed down by NASA operating at 5% capacity – caused the slip from mid-January to mid-February. Stay tuned to find out!
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
