News
SpaceX drone ship dodges high seas en route to first rocket landing of 2020
SpaceX has delayed the first orbital launch of the new year by a handful of days to allow both Falcon 9 and the drone ship it’s scheduled to land on the opportunity to dodge bad weather on the Florida coast and out in the Atlantic Ocean.
Originally scheduled to launch no earlier than December 30th, SpaceX delayed its next mission – Starlink-2 – to January 3rd for unknown reasons. Weather on the new date was unfortunately forecast to be terrible at SpaceX’s LC-40 launch pad and had a 60% chance of scrubbing the mission. SpaceX must have been at least as concerned about conditions for drone ship Of Course I Still Love You (OCISLY) in the Atlantic Ocean, as the company ultimately skipped over a 90%-GO backup window on January 4th for the latest launch target – January 6th.
Historically, only a few Falcon launches have been delayed for booster recovery purposes, but it’s been apparent that – while incredibly sturdy – some of the tacked-on equipment installed on SpaceX’s drone ships (modified barges) can be easily damaged by high seas. Perhaps more importantly, high seas (and thus a pitching drone ship deck) can make booster landings much riskier. Bad luck could easily cause a booster to cut off its landing burn at exactly sea level but still be a dozen or more feet above the drone ship’s deck if it’s coincidentally in the trough of a big swell, potentially destroying or damaging the rocket.
Ultimately, on missions where SpaceX has nothing to lose by delaying the launch, the company now puts a successful booster recovery much higher on its list of priorities. As recently as March 2018, SpaceX intentionally expended a new Falcon 9 booster because ocean conditions would have been extremely risky to OCISLY and crew and the company (or customer) had no interest in delaying the launch further to wait for calmer seas.
By all appearances, that is – for the most part – no longer the case. SpaceX would likely expend a rocket for a few days of schedule for high-priority customers like the USAF and especially NASA, where even a few days of delays could trigger several years of delays to quite literally wait for the planets to realign. It has and will continue to require a significant culture shift in the market for launch but SpaceX is clearly changing those norms and expectations bit by bit, to the point that the company was recently willing to delay Cargo Dragon launches for NASA to ensure that the mission’s Falcon 9 booster the best possible chance of recovery.
For an internal Starlink launch, delaying the mission to prevent drone ship damage and ensure Falcon 9 recovery is thus an absolute no-brainer. Starlink-2 is also partially unique because it will mark the second time a Falcon 9 booster launches for the fourth time, following on the footsteps of B1048 after it became the first booster to launch four times during SpaceX’s November 2019 Starlink-1 mission.
B1048 thus became SpaceX’s lone pathfinder for Falcon 9 booster reusability, hopefully providing excellent insight and some unequivocal physical data to determine the rocket’s health and readiness for a 5th launch. Still, even though the sample sizes available to even the most prolific orbital launch vehicles would make any statistician cringe, it’s safe to say that two data points are better than one, and B1049 – scheduled to launch for the fourth time on Starlink-2 – would thus be quite valuable to SpaceX’s recovery engineers and technicians.
Only one additional Falcon 9 booster – B1056 – has already flown three missions, meaning that SpaceX will – at best – likely have to suffice with three data points (B1048, B1049, B1056) before moving onto the next reusability milestone – launching the same booster five times. Ultimately, every time SpaceX pushes that envelope and demonstrates that Falcon boosters can be definitively reused 3 or 4 or 5 times, the company multiplies the number of launches its fleet of booster can perform by a factor of two.
For, say, the eight flightworthy boosters in SpaceX’s existing fleet, proving that a 4th reuse is possible will ultimately allow the company to squeeze an additional seven launches from existing hardware with almost zero capital investment. For now, the fourth flight of Falcon 9 boosters will remain cutting edge, but with more than three-dozen launches planned in 2020, it’s all but guaranteed that SpaceX will push the envelope of reusability like never before in the coming months.
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Elon Musk
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
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