News
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 has snagged a deal with IMC Logistics to supply the company with 50 Semi units for its logistics operations.
IMC handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. In its over forty years of service, it has established more than 50 locations across the United States and spans operations from coast to coast.
Jim Gillis of IMC said that the addition of the Tesla Semi will help IMC move toward a “zero-emission service for long-haul lanes.”
The move is one that has become more common over the past few years, as more and more companies doing large-scale logistics have moved to sustainable powertrains, using either Tesla or others.
🚨 IMC Logistics announced that it will add 50 Tesla Semis to its fleet https://t.co/ymh1Ca2IuX
— TESLARATI (@Teslarati) October 5, 2026
Tesla’s Semi program just entered its first truly public phase, as the company handed over its first production units to companies in September, although a pilot program with companies like PepsiCo. and Frito-Lay has been ongoing for years.
IMC announced its intention to purchase 50 Semi units from Tesla in September, and according to VP of Marketing and Public Relations on September 29 to Trucking Drive, the company will take delivery either this week or took delivery late last week.
With surging prices of diesel and high logistics costs, Tesla and the Semi could truly revolutionize how companies manage their fleets. With the advent of Full Self-Driving, the Semi will potentially cut down on driver fatigue and increase productivity, while decreasing the cost of operation per mile by being cheaper to refuel.
Tesla had a dedicated Semi handover event at the Semi factory in Sparks, Nevada, a few weeks back, as it officially introduced its truck to many company fleets that have been waiting to add these sustainable powertrains.
Lifestyle
Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley
Selling Sunset’s Jason Oppenheim swapped his Bentley for a Tesla and promised ten for employees.
Jason Oppenheim, the luxury real estate broker best known as the star of Netflix’s Selling Sunset, has parked his Bentley for good and moved into a Tesla Model Y, and he says Full Self-Driving (Supervised) is the reason.
Oppenheim, who founded The Oppenheim Group, the Los Angeles brokerage at the center of the show, posted a video to X on Saturday evening that he called “the most important video I’ve ever posted.” In it, he rides from Newport Beach to his firm’s Los Angeles office, a trip he put at roughly an hour and 15 minutes, while FSD handles the drive and parks the car without him touching the wheel or the accelerator. He said he handed the Bentley to his father because he no longer has any use for it.
Tesla shared the clip from its main account on X about two hours later, pulling out the quote that has since spread well beyond the Tesla community:
“[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver. There’s nothing more important than the safety of you and your loved ones.”
Oppenheim was candid about why the safety pitch landed with him. He admitted in the video that he is a distracted driver who answers emails and texts behind the wheel, and framed the employee purchases as a way to keep his team off their phones while driving. Elon Musk posted “Tesla FSD feels like magic” less than half an hour after the video went live.
The endorsement lands at a convenient moment for Tesla. The company delivered 486,532 vehicles in Q3, beating Wall Street’s estimates and marking its best quarter ever without the $7,500 federal EV tax credit.
A public service announcement. https://t.co/NYa1IpKwBX
— Jason Oppenheim (@OppenheimJason) October 4, 2026
Tesla FSD has been subscription only in the U.S. since February at $99 per month, and Tesla said in its Q2 update that active subscriptions hit 1.48 million, up 56 percent year over year, with more than 55 percent of new North American deliveries leaving with FSD attached. That attach rate is the figure Ron Baron cited last month when he told CNBC “the time to buy the stock is now.” At current pricing, Oppenheim’s 10 employee cars alone would add $990 a month, or about $11,880 a year, in FSD revenue.
Tesla AI head Ashok Elluswamy said in July that FSD had logged more than 12 billion miles while going roughly twice as far between collisions as manual driving. FSD also remains a supervised system, so Oppenheim and his employees are still required to watch the road, even as Tesla rolls out v14.3.10 with Automatic Collision Evasion, which can steer or brake on its own to avoid a frontal crash.
Elon Musk
Elon Musk follows Trump’s lead, says a SpaceX name change is coming
Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.
Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.
In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”
The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”
Elon Musk and Trump are closer than ever, and Tesla could be the big winner
SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.
Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.
The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.
It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”
The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.
Tesla snags Semi supply deal with major logistics firm
Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley
