News
SpaceX delivers largest commercial satellite in kick off of Falcon 9 marathon
SpaceX has successfully completed its 13th launch of 2018, kicking off a marathon of three new Falcon 9 Block 5 booster debuts with the launch of the Telstar 19V communications satellite, potentially breaking the record for the largest commercial satellite ever launched at 7000 kg (15,500 lb).
Despite the heft of its payload and partially thanks to a slightly lower parking orbit for the satellite, Falcon 9 booster B1047 – the second Block 5 booster to roll off the assembly line – managed to successfully land aboard the autonomous spaceport drone ship (ASDS) Of Course I Still Love You (OCISLY), stationed approximately 650 km (400 mi) off the Florida coast at launch time.
While the booster was unable to maintain a live video feed through its high-speed reentry and Atlantic landing, SpaceX’s cameras on OCISLY managed to reconnect a few seconds after touchdown to show the 50-meter (160-foot) tall rocket safely resting on the drone ship. As the webcast host noted, Falcon 9 Block 5 features a number of prominent upgrades designed to enable levels of reusability and reliability essentially unprecedented in the world of orbital rocketry.
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- B1047 created an extraordinary ring vortex rainbow as it smashed through Max Q, the point of highest aerodynamic stress on the rocket. (Tom Cross)
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- B1047 before the launch of Telstar 19V. (Tom Cross)
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- B1047 before the launch of Telstar 19V. (Tom Cross)
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- B1047 before the launch of Telstar 19V. (Tom Cross)
Rocket trials
Now more than two months after the first Block 5 booster’s – B1046 – debut in May 2018, the software engineer hosting SpaceX’s Telstar 19V webcast was likely speaking more from a place of experience than of hope. Per CEO Elon Musk’s press call just prior to Block 5’s debut, he noted that SpaceX intended to conduct an extensive analysis of that pathfinder booster, including significant disassembly and perhaps some limited destructive testing of certain critical or high-risk components. Musk didn’t expect B1046 to fly for at least another “couple of months”.
This is critical because SpaceX’s manifest over the next several weeks is fairly aggressive – Iridium-7 is scheduled to lift off from Vandenberg, CA three days from today (July 25th), the next Florida launch is aiming for a static fire next weekend and a launch NET 1:19 am EDT August 2, and the second imminent Florida mission is penciled in for launch NET 11:35 pm EDT August 17. Those rapid-fire Florida launches will push both SpaceX’s pad and drone ship turnaround capabilities to their limits, requiring almost non-stop work to ensure both are available for the next mission in two weeks or less.
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- SpaceX’s West Coast landing zone is preparing for its debut, currently NET October 6th 2018. (Pauline Acalin/Teslarati)
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- Falcon 9 B1047 prepped for launch at Pad 40, July 21. (SpaceX)
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- Prior to liftoff, Falcon 9 and Falcon Heavy are held down by massive “hold-down clamps” at the rocket’s base. Even after engine ignition, those clamps only release once the flight computer decides that the rocket is healthy. (Pauline Acalin)
Not to be (at least relatively) one-upped, SpaceX’s Vandenberg launch pad – known as SLC-4E – is scheduled to push its own turnaround limits by flying two missions in roughly 40 days, just shy of the current SpaceX record of 36 days between launches. Perhaps more excitingly, that September 4 SAOCOM 1A mission looks like a prime candidate for the debut of SpaceX’s yet-unused Californian landing zone, barely spitting distance from the SLC-4E launch pad.
Still, the question remains: what boosters are going to launch these four missions?
- B1051 is not believed to have left the Hawthorne, CA factory yet, and has been stated by NASA to be reserved for the first uncrewed Crew Dragon mission (DM-1), unlikely to occur before Q4 2018.
- B1050 is currently on-stand in McGregor, TX and is likely to be shipped to a launch pad within a week or two.
- B1049 was almost certainly shipped to Florida to support either of the two upcoming August launches.
- B1048 will launch Iridium-7 on July 25, land on Just Read The Instructions, and likely remain in California for future VAFB missions.
- B1047 just successfully launched Telstar 19V (July 22) and will be brought back to Port Canaveral over the next several days before heading to one of SpaceX’s Florida refurbishment facilities, presumably to prepare for an imminent future launch.
- B1046 is likely disassembled in Hawthorne, CA, unable to support a launch for another few weeks – perhaps it’s nearly ready, however
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)
Put simply, it seems almost impossible for SpaceX to accomplish its ambitious manifest over the next 4-6 weeks without reusing a freshly-recovered Falcon 9 Block 5 booster. B1046 is a possibility, as is B1047 or B1048, although the latter two options would smash SpaceX’s previous record for Falcon booster turnaround (~70 days) by more than half, requiring in a return to shore, refurbishment or nondestructive analysis, and preparation for a static fire in as few as ~14-21 days.
Regardless, B1047’s successful Telstar 19V launch and landing have kicked off what is bound to be an extremely exciting period for SpaceX and its aspirations of highly-reusable rocketry.
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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
