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SpaceX readies Falcon 9 Block 5s for bi-coastal launches and landings
After several months of preparation behind the scenes, SpaceX’s second and third serial Falcon 9 Block 5 rockets are ready for the first launches of the upgraded vehicle from Vandenberg Air Force Base, CA (VAFB) and Cape Canaveral Air Force Station, FL (CCAFS).
On the calendar for 1:50 am EDT/5:50 UTC July 22 and 4:39 am PDT/11:39 UTC July 25, SpaceX launches of Telstar 19V and Iridium NEXT-7 are set to mark the beginning of a new era for the company, where all future missions will fly with Block 5 hardware upgraded for reusability and reliability and attempt recovery almost without fail.
Three Falcon 9 boosters captured in various states of transport and testing over the last six weeks, two of which are B1047 and B1048. (Teslarati/Tesla Motors Club/Reddit/Facebook)
Bursting out of the expendable rocket cocoon
While it may be the case that an odd launch or two require a booster be expended to prevent schedule delays or carry an exceptionally heavy satellite to an exceptionally high orbit, it’s safe to say that such a mission with Block 5 boosters will be an anomaly. Somewhat iffy comments posted on Reddit recently claimed that Falcon Block 5 boosters would be able to easily (and rapidly) hop between roles as side and center boosters for both Falcon 9 and Falcon Heavy. While wild, those claims, in retrospect, make a lot of sense, even if the reality of Block 5 booster interchangeability was a tad exaggerated.
If SpaceX truly wants to end the practice of expending rocket boosters, – and eventually fairings and upper stages, with any luck – the company will truly need to embrace a strategy that’s long been floated by executives like CEO Elon Musk and COO/President Gwynne Shotwell. That strategy dictates that SpaceX routinely use both Falcon 9 and Falcon Heavy as an almost interchangeable and rocket team capable of launching nearly every orbital payload conceivable today, all while remaining in fully or mostly reusable modes of operation.
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- B1046 returned to Port Canaveral shortly after its May 4 debut, and is now being carefully analyzed as pathfinder hardware. (Tom Cross)
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- OCISLY as seen by Tom Cross on March 5, readying for a busy future of rocket recoveries. (Tom Cross)
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- At the request of a friend, artist David Romax put together a truly jaw-dropping collection of concept art featuring SpaceX’s BFR rocket and its Cargo and Crew spaceships. (Gravitation Innovation/David Romax)
At the moment, educated estimates of Falcon Heavy’s true performance margins with dual booster landings at SpaceX’s Florida landing zones and center core recovery aboard Of Course I Still Love You (OCISLY) suggest that the Block 5 version of Falcon Heavy should be capable of launching every commercial satellite planned or penciled in for launch over the next five years, at a minimum. Finally, while the Falcon family’s fuel choice of high-grade kerosene (RP-1) and liquid oxygen make the rocket far more compact and energy-dense than alternatives, one downside of that choice is a loss of efficiency, although brute-force strength makes FH a competitive beast for all missions beyond Earth orbit (Mars, Venus, Saturn, asteroids, comets, etc).
However, a fully-expendable Block 5 Falcon Heavy seems to be at least 3X as unlikely as an expendable Block 5 Falcon 9. Nevertheless, CEO Elon Musk made it clear that a nominal Falcon Heavy launch where both side boosters were recovered at sea and the center booster expended could accomplish a full ~85-90% of an entirely expendable mission, and for roughly $95m. As such, a combination of reusable Falcon 9s, reusable Falcon Heavys, and ~30%-expendable Falcon Heavys could successfully complete every plausible commercial and non-commercial launch in the world and do so at the lowest cost for the better part of the next five years, at which point the company’s next-gen Big F____ Rocket (BFR) ought to be operational.
Side boosters landing on droneships & center expended is only ~10% performance penalty vs fully expended. Cost is only slightly higher than an expended F9, so around $95M.
— Elon Musk (@elonmusk) February 12, 2018
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Telstar 19V and Iridium-7
With any luck, SpaceX’s next two launches will be the first huge step in the direction of that one-stop-shop for competitive transportation to orbit. Teslarati photographer Tom Cross will be setting up remote cameras for the Telstar 19V’s Florida liftoff later this evening, while our West Coast fellow and famed Mr Steven-stalker Pauline Acalin will be setting up her own set of remote cameras for VAFB’s Falcon 9 Block 5 debut on Tuesday.
Static fire test of Falcon 9 complete— targeting July 25 launch of Iridium-7 from Vandenberg Air Force Base in California.
— SpaceX (@SpaceX) July 21, 2018
On the East Coast, drone ship OCISLY has already departed Port Canaveral with a duo of support vessels and a dedicated tugboat, while the West Coast’s Just Read The Instructions (JRTI) will likely take leave of the Port of Los Angeles within 24 hours. Those dual, successful (?) rocket landings will hopefully mark the first of many dozens of missions for F9 boosters B1047 and B1048.
The first Block 5 Falcon 9 lifts off on May 4, 2018. Several more are soon to come. (Tom Cross)
Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West Coast photographers.
Teslarati – Instagram – Twitter
Tom Cross – Twitter
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Pauline Acalin – Twitter
Eric Ralph – Twitter
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
