News
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
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
Pauline Acalin – Twitter
Eric Ralph – Twitter
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
