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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 bolsters App with new safety, insurance, and storage features
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.
Tesla Insurance – Safety Score 3.0
This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.
Tesla intertwines FSD with in-house Insurance for attractive incentive
Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).
Update Tracking
Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.
Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.
Storage Management
Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.
Now, manually deleting the Dashcam videos is easier than ever.
Trailer Light Test
This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.
Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.
Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.
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Tesla Robotaxi-only Superchargers are starting to appear
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.
Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.
In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.
A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.
The sites were spotted by Supercharger observer MarcoRP.
On the same day, Tesla also submitted a draft for another proposed location in the city of Mesa, also listed as private use.
This site is located in an industrial area on the east side of the city. pic.twitter.com/jCC1IsKKKw
— MarcoRP (@MarcoRPi1) April 17, 2026
Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.
By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.
The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.
V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.
The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.
Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.
Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.
Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.