News
SpaceX’s Falcon 9 Block 5 fleet preps for dual drone ship booster landings
SpaceX engineers and technicians have just completed the second on-pad static fire of a Falcon 9 Block 5 booster, and another test is scheduled on the opposite coast for a different upgraded booster in roughly two days.
Penciled in on July 22 and July 25, these imminent back to back launches will mark the effective beginning of the highly-reusable Block 5 era now that all older versions have flown for the last time. Crucially, the practice of intentionally expending reused boosters will almost certainly come to an end for the indefinite future, beginning with these next missions. Both new cores will land aboard drone ship pair Just Read The Instructions (JRTI; West Coast) and Of Course I Still Love You (OCISLY; East Coast), and both autonomous vessels will be simultaneously stationed at sea for the second time ever.
Static fire test of Falcon 9 complete—targeting early morning launch on Sunday, July 22 of Telstar 19 VANTAGE from Pad 40 in Florida.
— SpaceX (@SpaceX) July 18, 2018
This rare dual drone ship deployment will likely become a regular occurrence for SpaceX Falcon 9 and Falcon Heavy recoveries over the course of the rest of 2018 and 2019, as higher rates of launch from both East and West coast launch facilities and the unlikelihood of a Block 5 booster being expended will translate to a much greater need for the giant rocket recovery vessels.
In fact, the 7-10 days it takes drone ships to travel from their ports of call to booster landing points and back to port again will likely be the most insurmountable constraint on launch cadence, at least for the Falcon family – high energy missions could only be completed every ten or so days on the East Coast, at least until a third drone ship is brought online. To be named A Shortfall of Gravitas (ASoG), a third autonomous spaceport drone ship (ASDS) is in fact planned as an expansion of SpaceX’s fleet, although it’s unknown if the vessel is under construction now, nor when exactly it’s expected to enter service.
Falcon 9 B1045’s picture-perfect, gentle landing aboard drone ship OCISLY, April 2018. (SpaceX)
SpaceX’s next three missions from its Florida-based LC-40 pad all happen to feature Block 5 Falcon 9 boosters tasked with placing heavy communications satellites in high-energy orbits, and all three launches are currently paced roughly two weeks apart – July 22, August 2, and August 18. That consistent two-week cadence on SpaceX’s launch schedule is for the most part driven equally by launchpad readiness and drone ship availability, both of which require some amount of refurbishment or maintenance after launches/landings.
On the West Coast will be the launch of Iridium NEXT-7 on July 25, carrying ten Iridium NEXT satellites atop a Block 5 booster. That booster – as well as at least two of the three East coast boosters – will be fresh from the factory, conducting (hopefully) the first of many future missions apiece. Excitingly, the planned recovery attempt after Iridium-7 will bring to an end a nearly 10-month drought of rocket landings aboard drone ship JRTI. Further, it looks like chances are good that Iridium-7 will also see recovery vessel Mr Steven break in his massive new net and arms in with an attempted catch of a Falcon 9 fairing half.
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- A SpaceX technician works aboard the rain-soaked drone ship Just Read The Instructions, March 2018. (Pauline Acalin)
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- The drone ship Of Course I Still Love You spotted in Port Canaveral, FL last December. (Instagram /u/ johnabc123)
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- Mr Steven testing his new net in a series of sea trials, July 11
Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West Coast photographers.
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
