News
SpaceX ship headed 1000 kilometers out to sea for expendable Falcon 9 launch
Update: SpaceX has called off Monday’s launch attempt for what appears to be technical reasons and will try again on Tuesday, November 22nd.
A SpaceX recovery ship is headed more than a thousand kilometers downrange to support the second expendable Falcon 9 rocket launch in nine days.
No earlier than (NET) 9:57 pm EST (02:57 UTC) on Monday, November 21st, a Falcon 9 rocket is scheduled to lift off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad carrying the Eutelsat 10B geostationary communications satellite. For unknown reasons, the French communications provider paid extra to get as much performance as possible out of Falcon 9, requiring SpaceX to expend the rocket’s booster instead of attempting to land and reuse it.
The mission will be Eutelsat’s third Falcon 9 launch in less than three weeks and will wrap up a trio of launch contracts the company secretly signed with SpaceX to move satellites off of competitor Ariane Group’s unavailable Ariane 5 and delayed Ariane 6 rockets. In a rare coincidence, Eutelsat 10B will also be SpaceX’s second expendable Falcon 9 launch in a row and the third Falcon launch to expend a booster this month. But like those two other missions, not all of the Falcon rocket tasked with launching Eutelsat 10B will be lost.
While SpaceX’s spectacular Falcon booster recovery and reuse usually takes center stage, the company has also managed to become the first entity in the world to successfully recover and reuse the deployable nosecone (fairing) that protects satellite payloads during launch. More importantly, Falcon fairing recovery and reuse have quietly become routine, reliable, and even accepted by an increasing number of paying customers. Out of 52 Falcon rockets launched in 2022, a minimum of 40 used at least one reused fairing half, and four of those 52 launches carried Dragon spacecraft (no fairing).
By all appearances, the performance penalty added by the extra mass of the hardware needed to recover Falcon fairings is also so minor that SpaceX can still recover fairings even when a given mission requires the company to expend a Falcon booster. That’s become especially clear within the last few weeks.
On November 1st, a SpaceX Falcon Heavy rocket lifted off for the fourth time ever, and intentionally expended one of its three first-stage boosters for the first time. Despite the booster’s disposal and record-smashing speed at main engine cut-off (MECO; 4 km/s or 8900 mph), SpaceX still managed to recover both of Falcon Heavy’s hypersonic fairing halves after they reentered Earth’s atmosphere and splashed down in the Atlantic Ocean almost 1500 kilometers (~930 mi) downrange. Eleven days later, SpaceX expended a Falcon 9 rocket to launch two Intelsat communications satellites. Once again, both fairing halves were recovered – this time around 960 kilometers (598 mi) downrange.
Aiming for a region 1015 kilometers (630 mi) downrange, Eutelsat 10B’s fairing halves have the potential to travel further than any other piece of Falcon hardware before a successful recovery.
Compared to booster recovery, fairing recovery is more of a convenience than a necessity, and was pursued partially because it allowed SpaceX to avoid dramatically expanding its fairing production facilities in Hawthorne, California. Each Falcon Block 5 booster reuse likely saves SpaceX tens of millions of dollars, while CEO Elon Musk once implied that a standard Falcon fairing half costs about $3 million to build.* But given that SpaceX is now routinely reusing fairing halves five, six, or even seven times in two to three years, it’s likely that each fairing recovery still saves SpaceX a few million dollars.
*Musk specifically said that the fairing represents about 10% of the cost of a new Falcon 9 rocket. That cost could be higher than SpaceX’s Falcon 9 launch price, which was $62 million in 2017 and has grown to $67 million in 2022.
As was the case with SpaceX’s most recent launch, which made Falcon 9 booster B1051’s 14th mission its last, the company has assigned another old Falcon 9 booster to launch Eutelsat 10B. The mission will be Falcon 9 B1049’s 10th and final launch, ending the career of the oldest booster in SpaceX’s fleet. B1049 debuted more than four years ago in September 2018. Older Falcon Block 5 boosters are generally more finicky and high-maintenance, which partially explains why B1049 will retire after completing four fewer launches than B1051, a booster that’s six months younger.
Tune in below to watch SpaceX expend a Falcon booster for the third time in one month – an unfamiliar ‘first’ for a company famous for landing rockets.
Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
