News
SpaceX’s Falcon 9 and Heavy manifest grows lopsided as launches align for Q4
For a variety of reasons both clear or otherwise, a significant number of SpaceX’s Falcon 9 and Falcon Heavy launches initially scheduled near the beginning or middle of the second half of 2018 are all slipping right into October, November, and December.
While communications satellite Telstar 18V’s two-week slip to NET September 8 and SAOCOM-1A’s own several-week tumble to October 7th appear to have their own respective and discernible reasons, namely some sort of range or payload issue (Telstar) and difficulties with the Falcon 9 rocket (SAOCOM), it’s much harder to know why multiple other payloads have slipped into late 2018.
Although the multiple slips and slides of several payloads and much of SpaceX’s H2 2018 launch manifest may be hard to parse alongside the year’s milestone first half, at least two reliable launch manifest sources (SpaceflightNow and one other) more or less independently corroborate the apparent realignment. Explanations, however, are far harder to find – to be expected in the business of space launch. Still, multiple launch delays can be traced to either payload or rocket issues.
- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. (SpaceX)
- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. (SpaceX)
Payload-side delays aplenty but rocket-slips, too
Iridium CEO Matt Desch, for example, noted that his company’s Iridium NEXT-8 launch of the constellation’s final 10 satellites is slipping from its original launch date target because of delays preparing the satellites for launch, rather than any issue with SpaceX rocket availability. While not official, the Falcon 9 launch of communications satellite Es’hail-2 has also rapidly jumped from the end of August or early September into Q4 2018 (likely NET October or November), hinting heavily at payload processing delays or technical issues with the complex satellite, as multi-month rocket-side delays would likely preclude interim September and October launches.
Still trying to nail the date down (satellite completion is gating, not rocket availability), but definitely won't be in September.
— Matt Desch (@IridiumBoss) August 13, 2018
Meanwhile, at least two of those prospective Q4 2018 SpaceX launches happen to be rideshare-dedicated, meaning that the payload consists of dozens of smaller satellites manifested and organized by a middleman company or agency. These two launches are Spaceflight’s SSO-A launch (~70 satellites) – currently NET November 2018 – and the US Air Force-led STP-2 mission, designed primarily to help SpaceX certify Falcon Heavy for Air Force launches while also placing roughly two dozen smaller satellites into orbit. STP-2 was delayed for multiple years as SpaceX gradually paced towards Falcon Heavy’s first real launch debut (February 2018), but launch delays (currently NET November 30 2018, probably 2019) will likely be caused by some combination of rocket, payload, and pad delays as SpaceX readies for what is essentially the second debut of much different Falcon Heavy.
While likely less a payload-side delay than a mountain-of-tedious-paperwork-and-bureaucracy delay, SpaceX’s NET November 2018 inaugural (uncrewed) demonstration launch of Crew Dragon, NASA scheduling documents published alongside an August 27 Advisory Council presentation suggest that the spacecraft will be ready for launch as early as September, whereas independent sources and visual observations have confirmed that the new Falcon 9 Block 5 booster (B1051) is either near the end or fully done with its McGregor, Texas acceptance testing. One certainly cannot blame SpaceX or NASA for caution at this stage, but the consequently uncertain launch debut of Crew Dragon almost certainly precludes any Falcon Heavy launches from Pad 39A in the interim, including STP-2’s theoretical NET November 30 launch date, which is literally inside Crew Dragon’s “November 2018” launch target.
- Falcon Heavy explodes off of Pad 39A, February 2018. (SpaceX)
- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
- It’s currently unclear whether B1046 or B1048 will become the first SpaceX rocket to fly three times. (Tom Cross)
- Falcon 9 B1048 stands proud after its West Coast launch debut, August 2nd. (Pauline Acalin)
On the other hand, several recent delays of SpaceX’s imminent (-ish) launch of Argentinian Earth observation satellite SAOCOM-1A have been suggested by several employees of the country’s CONAE space agency to be rocket-related, as they understand that the satellite itself is effectively ready to head to orbit at any time. It has yet to be officially confirmed, but it’s understood that Falcon 9 B1048 – previously flown on the launch of Iridium-7 – is being refurbished for SAOCOM-1A, potentially contributing to launch delays as SpaceX cautiously works through the inaugural reuses of some of its very first serial Falcon 9 Block 5 boosters.
Time will soon tell, as launching the roughly 8 to 10 launches tentatively remaining on SpaceX’s 2018 manifest will require extensive reuse of Block 5 boosters if multiple slips into 2019 are to be prevented. Regardless, best of luck to SpaceX’s technicians and engineers as they beat back rocket demons, grapple with uncooperative satellite payloads, and navigate the winding paths of Department of Defense and NASA rocket launch certifications.
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News
Tesla owners propose interesting theory about Apple CarPlay and EV tax credit
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla is reportedly bracing for the integration of Apple’s well-known iOS automotive platform, CarPlay, into its vehicles after the company had avoided it for years.
However, now that it’s here, owners are more than clear that they do not want it, and they have their theories about why it’s on its way. Some believe it might have to do with the EV tax credit, or rather, the loss of it.
Owners are more interested in why Tesla is doing this now, especially considering that so many have been outspoken about the fact that they would not use it in favor of the company’s user interface (UI), which is extremely well done.
After Bloomberg reported that Tesla was working on Apple CarPlay integration, the reactions immediately started pouring in. From my perspective, having used both Apple CarPlay in two previous vehicles and going to Tesla’s in-house UI in my Model Y, both platforms definitely have their advantages.
However, Tesla’s UI just works with its vehicles, as it is intuitive and well-engineered for its cars specifically. Apple CarPlay was always good, but it was buggy at times, which could be attributed to the vehicle and not the software, and not as user-friendly, but that is subjective.
Nevertheless, upon the release of Bloomberg’s report, people immediately challenged the need for it:
Everyone thinks they need it. I would think that too if I didn’t know how good Tesla’s interface was. CarPlay is a crappy layer on top of crappy info-navs, and people think it’s an imperative because it provides a level of consistency from car to car. They have no clue how much…
— Rich Stafford (@r26174_rich) November 14, 2025
How can it not be when the best engineers choose Tesla over Apple and Tesla’s core focus is auto vs Apple being mobile. It’s what Tesla does every day. It’s a side project for Apple. Still Apple is much better than any other auto OEM who attract lesser talent and make digital…
— Emu (@confessedemu) November 14, 2025
Some fans proposed an interesting point: What if Tesla is using CarPlay as a counter to losing the $7,500 EV tax credit? Perhaps it is an interesting way to attract customers who have not owned a Tesla before but are more interested in having a vehicle equipped with CarPlay?
“100%. It’s needed for sales because for many prospective buyers, CarPlay is a nonnegotiable must-have. If they knew how good the Tesla UI is, they wouldn’t think they need CarPlay,” one owner said.
Tesla has made a handful of moves to attract people to its cars after losing the tax credit. This could be a small but potentially mighty strategy that will pull some carbuyers to Tesla, especially now that the Apple CarPlay box is checked.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
Investor's Corner
Ron Baron states Tesla and SpaceX are lifetime investments
Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Billionaire investor Ron Baron says he isn’t touching a single share of his personal Tesla holdings despite the recent selloff in the tech sector. Baron, one of Tesla’s longest-standing bulls, reiterated that his personal stake in the company remains fully intact even as volatility pressures the broader market.
Baron doubles down on Tesla
Speaking on CNBC’s Squawk Box, Baron stated that he is largely unfazed by the market downturn, describing his approach during the selloff as simply “looking” for opportunities. He emphasized that Tesla remains the centerpiece of his long-term strategy, recalling that although Baron Funds once sold 30% of its Tesla position due to client pressure, he personally refused to trim any of his personal holdings.
“We sold 30% for clients. I did not sell personally a single share,” he said. Baron’s exposure highlighted this stance, stating that roughly 40% of his personal net worth is invested in Tesla alone. The legendary investor stated that he has already made about $8 billion from Tesla from an investment of $400 million when he started, and believes that figure could rise fivefold over the next decade as the company scales its technology, manufacturing, and autonomy roadmap.
A lifelong investment
Baron’s commitment extends beyond Tesla. He stated that he also holds about 25% of his personal wealth in SpaceX and another 35% in Baron mutual funds, creating a highly concentrated portfolio built around Elon Musk–led companies. During the interview, Baron revisited a decades-old promise he made to his fund’s board when he sought approval to invest in publicly traded companies.
“I told the board, ‘If you let me invest a certain amount of money, then I will promise that I won’t sell any of my stock. I will be the last person out of the stock,’” he said. “I will not sell a single share of my shares until my clients sold 100% of their shares. … And I don’t expect to sell in my lifetime Tesla or SpaceX.”
Watch Ron Baron’s CNBC interview below.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
News
Tesla CEO Elon Musk responds to Waymo’s 2,500-fleet milestone
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service.
Elon Musk reacted sharply to Waymo’s latest milestone after the autonomous driving company revealed its fleet had grown to 2,500 robotaxis across five major U.S. regions.
As per Musk, the milestone is notable, but the numbers could still be improved.
“Rookie numbers”
Waymo disclosed that its current robotaxi fleet includes 1,000 vehicles in the San Francisco Bay Area, 700 in Los Angeles, 500 in Phoenix, 200 in Austin, and 100 in Atlanta, bringing the total to 2,500 units.
When industry watcher Sawyer Merritt shared the numbers on X, Musk replied with a two-word jab: “Rookie numbers,” he wrote in a post on X, highlighting Tesla’s intention to challenge and overtake Waymo’s scale with its own Robotaxi fleet.
While Tesla’s Robotaxi network is not yet on Waymo’s scale, Elon Musk has announced a number of aggressive targets for the service. During the third quarter earnings call, he confirmed that the company expects to remove safety drivers from large parts of Austin by year-end, marking the biggest operational step forward for Tesla’s autonomous program to date.
Tesla targets major Robotaxi expansions
Tesla’s Robotaxi pilot remains in its early phases, but Musk recently revealed that major deployments are coming soon. During his appearance on the All-In podcast, Musk said Tesla is pushing to scale its autonomous fleet to 1,000 cars in the Bay Area and 500 cars in Austin by the end of the year.
“We’re scaling up the number of cars to, what happens if you have a thousand cars? Probably we’ll have a thousand cars or more in the Bay Area by the end of this year, probably 500 or more in the greater Austin area,” Musk said.
With just two months left in Q4 2025, Tesla’s autonomous driving teams will face a compressed timeline to hit those targets. Musk, however, has maintained that Robotaxi growth is central to Tesla’s valuation and long-term competitiveness.
@teslarati :rotating_light: This is why you need to use off-peak rates at Tesla Superchargers! #tesla #evcharging #fyp ♬ Blue Moon – Muspace Lofi
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