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SpaceX’s Elon Musk set for Starlink launch, Tesla earnings double-header
SpaceX has delayed its latest Starlink launch once more after high winds forced the company to recycle an attempt originally planned for January 27th, setting up SpaceX’s Elon Musk for a Starlink launch and Tesla earnings report on the same day.
Flight-proven Falcon 9 booster B1051 is currently vertical at Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40) and has been for more than a week. Perched atop an expendable upper stage attached to the top of the booster, SpaceX’s third batch of 60 upgraded Starlink v1.0 satellites are loaded inside the rocket’s airtight payload fairing, patiently awaiting a launch that’s now been delayed a full 9 days by winter weather both in Cape Canaveral and off the Florida coast.
Most recently, bad sea conditions in the Atlantic Ocean forced SpaceX to delay Starlink V1 L3 an extra 24 hours from a January 28th backup window and the batch of communications satellites are now scheduled to launch no earlier than (NET) 9:09 am EST (14:09 UTC), January 29th. Set to unequivocally reaffirm SpaceX’s position as the owner of the world’s largest private satellite constellation, the mission – should it be a success – will mean that the company has launched its 240th flat-packed Starlink satellite. Additionally, Starlink L3 should feature a number of exciting Falcon 9 recovery events, potentially setting up more than 75% of the rocket’s value for reuse.
Earlier this morning, Teslarati’s own Simon Alvarez offered a glimpse of what to expect from Tesla’s Q4 2019 earnings report, scheduled for 3:30 PM PST (23:30 UTC), January 29th. In short, it looks like Tesla’s highly-anticipated Model Y crossover could find its way to customers much sooner than expected, while additional signs point to another strong quarterly performance that could send the company’s already meteoric stock even higher. As always, CEO Elon Musk is expected to be front and center on the teleconference, which is set to occur just nine hours after SpaceX’s latest 60-satellite Starlink launch.
For SpaceX, the new year has gotten off to a busy start, although Florida’s winter weather has done its best to hamper launch attempts. Beginning with the second launch of Starlink v1.0 satellites (Starlink V1 L2) on January 7th, that Falcon 9 mission was delayed from January 3rd by high seas in the Atlantic Ocean that would have made the booster’s planned drone ship landing extremely risky. In high seas, drone ship decks pitch and buck, creating major uncertainty as Falcon 9 is unable to account for the deck movement.
If the floating landing pad is at the peak or trough of large swells when Falcon 9 is scheduled to land, there is a good chance that the rocket could either hit the deck too hard or cut off its engines before landing, falling a distance equivalent to the height of the swell onto the drone ship. Either scenario would pose a serious risk of damaging or even outright destroying a landing Falcon booster, cutting short any future prospects of reuse.
Most recently, SpaceX performed Crew Dragon’s second-ever launch on a Falcon 9 rocket, intentionally triggering an in-flight abort (IFA) some 90 seconds after launch to test the spacecraft’s ability to keep astronauts safe in even a near-worst-case scenario. That particular launch was also delayed a number of days by high seas in the region the spacecraft was expected to splash down in, conditions that would have severely hampered critical recovery work.
Now a little over a week after Crew Dragon’s successful January 20th Falcon 9 launch, SpaceX’s third launch of the year has been delayed repeatedly by both weather in the recovery area and weather at the launch pad. Originally expected to launch as early as January 20th, a slight Crew Dragon launch delay pushed it to the 21st, where it was then delayed again by high seas to January 24th, and a third time to January 27th. On January 27th, SpaceX got just 40 minutes away from liftoff before it scrubbed the attempt due to high upper-level winds above the launch pad.
Finally, on January 28th, SpaceX announced that bad weather in the recovery area had forced it to skip a backup window scheduled later that day, slipping another 24 hours to 9:09 am EST on January 29th. With any luck, this will be the last in an unusually long series of weather-related delays for the Starlink mission. Aside from Falcon 9 B1051’s third launch and (hopefully) landing, Starlink V1 L3 will also mark the second time ever that twin Falcon fairing recovery ships Ms. Tree and Ms. Chief will attempt to simultaneously catch both halves of a payload fairing — more than worth the wait.
Tune in to SpaceX’s official webcast around 8:55 am EST (13:55 UTC) tomorrow (Wednesday, Jan 29) to watch the company’s third launch of 2020 live.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Elon Musk sends first warning to SpaceX short sellers
