News
SpaceX’s reusable Falcon 9 fleet takes shape as rocket booster production ramps
Per a source involved in SpaceX’s cross-country rocket transport infrastructure, the company continues to beat the expectations of its closest followers, pointing towards an inflection point in the production and testing of new Falcon 9 Block 5 rocket boosters and upper stages.
Building off of a number of Falcon 9 booster, upper stage, and fairing spottings over the past six weeks, it can reasonably be concluded that SpaceX has completed, shipped, tested (i.e. static fires in Texas), and delivered (to launch sites) as many Falcon 9 rockets in six weeks as were shipped, tested, and launched in the preceding five months – perhaps even 30% more.
This extreme production ramp can be attributed almost entirely to the maturation of Falcon 9 Block 5’s design and manufacturing apparatus, owing to the fact that the rocket’s most recent (and theoretically final) upgrade necessitated significant changes to almost every major aspect of the Falcon family. Meanwhile, a considerable amount of time and effort had to be directed towards the optimization and production of the first Falcon Heavy, to some extent an entirely bespoke rocket built off of much older Falcon 9 cores and a center core design unlikely to be repeated.
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- Falcon 9 B1047 spotted in Florida just a short trip away from Cape Canaveral, where it will likely launch Telsat 19V in mid-July. (Reddit /u/fatherofzeuss)
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- What was likely B1049 spotted heading to McGregor, Texas for static fire testing, June 11. (TeslaMotorsClub /u/nwdiver)
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- What has to be B1050 on its way to McGregor for static fire testing, July 6. (anonymous)
With Falcon Heavy completed and launched in February and the last non-Block 5 booster built, launched, and relaunched in the last three months, Falcon 9 Block 5 has for the first time been allowed to become SpaceX’s near-singular focus for manufacturing and testing, both in the Hawthorne factory, the McGregor, TX testing facility, and SpaceX’s three launch pads.
This change in focus likely means that SpaceX was finally able to rid itself of what were effectively multiple SKUs (serial versions) of its workhorse rocket, presumably allowing their supplier and manufacturing apparatus to be significantly streamlined. With low-volume production and limited manufacturing space, multiple SKUs were likely a massive challenge for the Hawthorne factory and the McGregor testing facility, where the stand used to test Falcon 9 boosters likely required significant modifications to support Block 5 static fires. Meanwhile, SpaceX’s three launch pads in Florida and California all needed their own series of upgrades to transfer from Block 4 to Block 5.
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- B1047 captured testing in McGregor, Texas, April 2018. (Teslarati/Aero Photo)
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- Falcon 9 B1049 spotted on stand in McGregor, TX on June 15.
Regardless, SpaceX has clearly gotten its manufacturing feet back under it and has ever-growing confidence in the nascent Block 5 iteration of Falcon 9. COO and President Gwynne Shotwell noted in a May 2018 CNBC interview that she believed the Hawthorne factory was nominally capable of producing one Merlin engine a day and two Block 5 boosters per month, and this recent burst of activity appears to heartily confirm her estimates. What remains to be seen is if what appears to be a six-week sprint (at least relative to the last year or so of rocket building) will instead prove to be the norm for the second half of 2018 and 2019.
If SpaceX can continue to sustain this extraordinarily rapid-fire pace of rocket production for just the next six months, the company could round out 2018 with a strong start to what Shotwell described would be a “sizable fleet” of Falcon boosters. Block 5 boosters B1047, B1048, and B1049 are now finished with static fire testing in McGregor after shipping from Hawthorne and either at launch sites or on their way, while B1050 most likely just arrived at McGregor for its own static fire. The first successfully launched and recovered Block 5 booster (B1046) was said by CEO Elon Musk to be undergoing a thorough teardown analysis – a process that almost certainly has been completed given the burst of Block 5 shipments and testing – and should be free to support additional launches later this year.
If SpaceX continues to produce nearly two boosters per month, the company could round out 2018 with a fleet of nearly 16 Falcon 9 boosters, each of which has been designed to support anywhere from a handful to a hundred reuses.
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Elon Musk
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla.
The Delaware Supreme Court has overturned a lower court ruling, reinstating Elon Musk’s 2018 compensation package originally valued at $56 billion but now worth approximately $139 billion due to Tesla’s soaring stock price.
The unanimous decision criticized the prior total rescission as “improper and inequitable,” arguing that it left Musk uncompensated for six years of transformative leadership at Tesla. Musk quickly celebrated the outcome on X, stating that he felt “vindicated.” He also shared his gratitude to TSLA shareholders.
Delaware Supreme Court makes a decision
In a 49-page ruling Friday, the Delaware Supreme Court reversed Chancellor Kathaleen McCormick’s 2024 decision that voided the 2018 package over alleged board conflicts and inadequate shareholder disclosures. The high court acknowledged varying views on liability but agreed rescission was excessive, stating it “leaves Musk uncompensated for his time and efforts over a period of six years.”
The 2018 plan granted Musk options on about 304 million shares upon hitting aggressive milestones, all of which were achieved ahead of time. Shareholders overwhelmingly approved it initially in 2018 and ratified it once again in 2024 after the Delaware lower court struck it down. The case against Musk’s 2018 pay package was filed by plaintiff Richard Tornetta, who held just nine shares when the compensation plan was approved.
A hard-fought victory
As noted in a Reuters report, Tesla’s win avoids a potential $26 billion earnings hit from replacing the award at current prices. Tesla, now Texas-incorporated, had hedged with interim plans, including a November 2025 shareholder-approved package potentially worth $878 billion tied to Robotaxi and Optimus goals and other extremely aggressive operational milestones.
The saga surrounding Elon Musk’s 2018 pay package ultimately damaged Delaware’s corporate appeal, prompting a number of high-profile firms, such as Dropbox, Roblox, Trade Desk, and Coinbase, to follow Tesla’s exodus out of the state. What added more fuel to the issue was the fact that Tornetta’s legal team, following the lower court’s 2024 decision, demanded a fee request of more than $5.1 billion worth of TSLA stock, which was equal to an hourly rate of over $200,000.
Delaware Supreme Court Elon Musk 2018 Pay Package by Simon Alvarez
News
Tesla Cybercab tests are going on overdrive with production-ready units
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the vehicle being reported across social media this week.
Tesla is ramping its real-world tests of the Cybercab, with multiple sightings of the autonomous two-seater being reported across social media this week. Based on videos of the vehicle that have been shared online, it appears that Cybercab tests are underway across multiple states.
Recent Cybercab sightings
Reports of Cybercab tests have ramped this week, with a vehicle that looked like a production-ready prototype being spotted at Apple’s Visitor Center in California. The vehicle in this sighting was interesting as it was equipped with a steering wheel. The vehicle also featured some changes to the design of its brake lights.
The Cybercab was also filmed testing at the Fremont factory’s test track, which also seemed to involve a vehicle that looked production-ready. This also seemed to be the case for a Cybercab that was spotted in Austin, Texas, which happened to be undergoing real-world tests. Overall, these sightings suggest that Cybercab testing is fully underway, and the vehicle is really moving towards production.
Production design all but finalized?
Recently, a near-production-ready Cybercab was showcased at Tesla’s Santana Row showroom in San Jose. The vehicle was equipped with frameless windows, dual windshield wipers, powered butterfly door struts, an extended front splitter, an updated lightbar, new wheel covers, and a license plate bracket. Interior updates include redesigned dash/door panels, refined seats with center cupholders, updated carpet, and what appeared to be improved legroom.
There seems to be a pretty good chance that the Cybercab’s design has been all but finalized, at least considering Elon Musk’s comments at the 2025 Annual Shareholder Meeting. During the event, Musk confirmed that the vehicle will enter production around April 2026, and its production targets will be quite ambitious.
News
Tesla gets a win in Sweden as union withdraws potentially “illegal” blockade
As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Swedish union Vision has withdrawn its sympathy blockade against Tesla’s planned service center and showroom in Kalmar. As per recent reports, the Vision union’s planned anti-Tesla action might have been illegal.
Vision’s decision to pull the blockade
Vision announced the blockade in early December, stating that it was targeting the administrative handling of Tesla’s facility permits in Kalmar municipality. The sympathy measure was expected to start Monday, but was formally withdrawn via documents sent to the Mediation Institute and Kalmar Municipality last week.
As noted in a Daggers Arbete report, plans for the strike were ultimately pulled after employer group SKR highlighted potential illegality under the Public Employment Act. Vision stressed its continued backing for the Swedish labor model, though Deputy negotiation manager Oskar Pettersson explained that the Vision union and IF Metall made the decision to cancel the planned strike together.
“We will not continue to challenge the regulations,” Petterson said. “The objection was of a technical nature. We made the assessment together with IF Metall that we were not in a position to challenge the legal assessment of whether we could take this particular action against Tesla. Therefore, we chose to revoke the notice itself.”
The SKR’s warning
Petterson also stated that SKR’s technical objection to the Vision union’s planned anti-Tesla strike framed the protest as an unauthorized act. “It was a legal assessment of the situation. Both for us and for IF Metall, it is important to be clear that we stand for the Swedish model. But we should not continue to challenge the regulations and risk getting judgments that lead nowhere in the application of the regulations,” he said.
Vision ultimately canceled its planned blockade against Tesla on December 9. With Vision’s withdrawal, few obstacles remain for Tesla’s long-planned Kalmar site. A foreign electrical firm completed work this fall, and Tesla’s Careers page currently lists a full-time service manager position based there, signaling an imminent opening.
Delaware Supreme Court reinstates Elon Musk’s 2018 Tesla CEO pay package
Tesla Cybercab tests are going on overdrive with production-ready units
