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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.
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. (SpaceX)
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- 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.
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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.
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- Falcon Heavy explodes off of Pad 39A, February 2018. (SpaceX)
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- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
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- SpaceX technicians wrench on Merlin 1D and Merlin Vacuum engines. Raptor was apparently dramatically larger in person. (SpaceX)
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- It’s currently unclear whether B1046 or B1048 will become the first SpaceX rocket to fly three times. (Tom Cross)
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- 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.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Tesla CEO Elon Musk said that flying cars will be coming to the market, something that his own company has hinted at previously.
Musk said on X, in response to a post that read, “We were promised flying cars and all we got is infinite superintelligence for everyone,” “You will get flying cars.”
You will get flying cars
— Elon Musk (@elonmusk) August 12, 2026
The post rang back to when Musk teased flying and hovering capabilities for the Tesla Roadster, the company’s supercar that has been delayed more times than anyone cares to count. It was set for an unveiling earlier this year, but it was then pushed back to August. There is still no sign of it coming.
However, that does not mean it won’t. But one of the biggest features of the Roadster that was teased was a SpaceX package that featured cold gas thrusters on the rear end that would help with white-knuckle acceleration. Another set would face the ground and would help the Roadster gain small bits of altitude, potentially helpful to jump over obstacles.
Elon Musk hints at Tesla Roadster’s “hovering” abilities in SpaceX package
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But it is not a straightforward thing for Musk. As a serial entrepreneur, he tends to spend his time on major disruptors; currently, his largest projects are artificial intelligence and compute power, as well as SpaceX’s launches that will eventually make life multiplanetary.
In the past, he has been critical of flying cars and has been in favor of tunnels, one of the big reasons he started the Boring Company. In 2017 at a TED talk, he said:
“There is a challenge with flying cars in that they’ll be quite noisy. The wind force generated will be very high. Let’s just say that if something’s flying over your head, if there are a whole bunch of flying cars all over the place, that is not an anxiety-reducing situation…You’re thinking, ‘Did they service their hubcap? Or is it going to come off and guillotine me as they’re flying past?’”
However, he’s never been against them. He has also said he’s in favor of both tunnels and flying cars.
Contrary to press reports, I’m not against flying cars. Just said it was important to consider both pros and cons.
— Elon Musk (@elonmusk) March 24, 2015
Most recently, Musk said that anyone who wants a flying car should be able to get one. This was stated last October on the Joe Rogan Experience:
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“My friend Peter Thiel once reflected that the future was supposed to have flying cars, but we don’t have flying cars… I think if Peter wants a flying car, we should be able to buy one.”
Whether the Roadster will be Tesla’s flying car or potentially another one remains in the mind of Musk. Of course, the Roadster will have to make its way to production lines before we find out.
Elon Musk
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
Elon Musk told SpaceX staff AI revenue will soon dwarf rockets and Starlink combined entirely.
Elon Musk told SpaceX employees this week that artificial intelligence, not rockets, will soon carry the company’s revenue. In a roughly 29 minute internal address posted on SpaceX’s X account on Tuesday, Musk said AI revenue will pass every other line of business at SpaceX “probably in September” and pull further ahead by the fourth quarter.
The numbers he gave are specific. SpaceX currently runs 1.4 gigawatts of AI compute capacity. Musk wants that at 10 gigawatts by the end of 2027, a jump he tied directly to revenue: “if we bring 10GW of AI online by the end of next year, it will be $300 billion to $500 billion a year in revenue.” He called those “big numbers,” which undersells a projection larger than what most countries produce in a year.
We made rockets reusable and are rebuilding the internet in space. The next challenge: making life multiplanetary and understanding the true nature of the universe
Watch @ElonMusk deliver a company update to @SpaceX employees pic.twitter.com/5c8rxoCQfu
— SpaceX (@SpaceX) August 11, 2026
Musk went further on where AI fits into SpaceX’s future. “Probably in four or five years, AI will be 99% of the value of SpaceX,” he told staff, adding that digital intelligence would eventually run “a trillion times” ahead of biological intelligence as computing scales. He tied that growth to the company’s founding mission, telling employees “we must win on AI, because the future is overwhelmingly AI and robots,” with the payoff meant to help fund Starship and a Mars program that increasingly runs through Terafab, the joint Tesla, SpaceX and xAI chip plant.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
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None of this is entirely new territory. SpaceX told investors much the same story during its first earnings call as a public company on August 4, where Musk moved the company’s $1 trillion revenue target up a year to 2030 and said Starlink could someday carry a majority of the world’s internet. What the all hands video adds is a hard deadline and a specific power figure Musk had not given publicly before, along with a franker pitch to his own workforce that AI, not launch cadence, is now the thing SpaceX is betting its future on.
The AI revenue itself is not coming from SpaceX training its own models. It is largely Starlink acting as the network layer for xAI’s workloads, plus SpaceX renting out compute capacity directly, the same approach behind the roughly $16 billion the company spent on AI infrastructure in a single quarter.
Musk closed the video with a pitch aimed at recruiting and retention rather than investors, telling employees that anyone who helps SpaceX win the AI race will eventually get the chance to go to the moon or Mars themselves. Whether SpaceX can turn 1.4 gigawatts into 10 in seventeen months is the more immediate question, and one that will show up in quarterly numbers well before anyone leaves Earth.
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Tesla CEO Elon Musk says flying cars are coming
SpaceX’s next trillion dollar bet has nothing to do with rockets, Musk tells staff
