News
SpaceX to ring in Crew Dragon’s success with a Starlink launch and landing
SpaceX wants to ring in the historic success of its Crew Dragon spacecraft the only way it knows how – sending 60-satellite Starlink satellites into orbit and landing another Falcon booster as few as three days after the company’s inaugural astronaut launch.
The mission – deemed Starlink-8 – will be SpaceX’s eighth Starlink launch overall and the seventh launch of upgraded v1.0 satellites, pushing the company a mission past the halfway point towards its first internet beta test. If successful, it will raise SpaceX’s ever-growing constellation to some ~475 satellites strong, approximately 400 spacecraft shy of the ~840 COO and President Gwynne Shotwell believes are necessary to begin rolling out Starlink internet service.
Delayed from May 7th to the 17th, 18th, and 19th before SpaceX called the mission off to give Crew Dragon’s inaugural astronaut launch space to breathe, Starlink-8 is now scheduled to launch no earlier than 9:25 pm EDT on June 3rd (02:25 UTC, 4 June). Aside from taking SpaceX another step towards an operational Starlink constellation and source of income independent of launches, the launch is also on track to mark several more critical milestones both in orbit and back on (or near) the ground.
By far the most notable (and unexpected) first of Starlink-8 is related to booster recovery plans. On May 30th, the very same day SpaceX performed its first astronaut launch, drone ship Just Read The Instructions (JRTI) was spotted heading out into the Atlantic Ocean, deck cleared for the first time in the better part of a year. While initially assumed to be another one of a few sea trials the radically upgraded drone ship has performed in the last few weeks, news broke hours later that JRTI was actually heading out to sea for its first rocket recovery attempt in more than 16 months.
Replacing SpaceX’s original East Coast-based drone ship of the same name, the current iteration of Just Read The Instructions debuted in the Pacific Ocean in January 2016 with an explosively-unsuccessful booster landing after launching the Jason-3 weather satellite. The ship’s next landing attempt would come one year later and kick of seven consecutive booster landings completed over the following 24 months, followed shortly by a temporary pause of SpaceX’s West Coast launch presence.
SpaceX intends to perform its limited manifest of future Californian launches while relying entirely on return-to-launch-site (RTLS) rocket booster recoveries back onshore, freeing up drone ship JRTI to head to Florida to support the company’s far busier East Coast manifest. After transiting the Panama Canal in August 2019 and undergoing several months of refits in Louisiana, JRTI arrived in Florida in December 2019 and has been gradually upgraded at Port Canaveral over the last few months. Now, outfitted with a new Octagrabber robot and thrusters and power supplies that dwarf those on SpaceX’s other drone ship, SpaceX has apparently given JRTI the go-ahead to attempt its first booster recovery in almost a year and a half.
Visors, reuse, rideshares and more
Additionally, Starlink-8 is scheduled to debut SpaceX’s first “VisorSat”, a Starlink satellite modified with a visor specifically designed to prevent sunlight from reflecting off of the shiny satellites and disrupting ground-based astronomy. If successful, all future Starlink satellites SpaceX manufactures will include the modification, hopefully mitigating or wholly eliminating Starlink’s impact on astronomy.
Starlink-8 is also expected to debut SpaceX’s potentially game-changing addition of rideshare slots for small satellites aboard a large portion of the company’s planned Starlink launches. Earth imaging company Planet is the first announced customer, with three ~125 kg (~300 lb) SkySat imaging satellites manifested on Starlink-8. Potentially costing Planet just $1 million apiece, the launch option could easily become industry-leading if SpaceX can regularly include several hundred kilograms of 3rd-party satellites on each of the 20+ Starlink missions it’s likely to launch annually.
Finally, Next Spaceflight says that Falcon 9 booster B1049 has been assigned to support Starlink-8, meaning that the mission will be the second time ever that a Falcon 9 booster has attempted its fifth orbital-class launch. Starlink-8 will come two and a half months after improper refurbishment caused Falcon 9 booster B1048 to suffer an in-flight engine failure during its fifth launch. While the booster changed its flight program on the fly to ensure the Starlink-6 mission was successfully completed, B1048 did so at the cost of its landing propellant, ending the booster’s productive life with a violent crash somewhere on the surface of the Atlantic Ocean.
If B1049 can successfully launch and land for the fifth time on June 3rd, it will become the pack leader of SpaceX’s fleet of reusable rockets. With a safe landing, B1049 can prepare to become the first booster to launch six times, hopefully proving that Falcon 9 can safely fly six, seven, eight, or more times – perhaps one day cresting 10 launches to achieve Falcon 9 Block 5’s design goal.
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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.
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.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
