SpaceX
SpaceX plans Falcon 9 satellite launch from Pad 39A prior to Crew Dragon, Falcon Heavy
SpaceX plans to launch one final commercial Falcon 9 mission from Pad 39A before much of the historic facility’s availability is taken over Crew Dragon and Falcon Heavy launch needs, perhaps as soon as December 2018.
The reason for the decision to launch a routine Falcon 9 mission from 39A – while Launch Complex-40 (LC-40) is (presumably) perfectly available – is unknown, but it can likely be pinned down to launch schedule assurance and pad shakedowns ahead of the flight debut of Crew Dragon, NET January 2019.
SpaceX Falcon 9 launch with Es’hail-2 has turned up on the Eastern Range as NET November 14. This launch will take place from 39A. Cool photo from Nathan Barker (@NASA_Nerd) from this week below:
Range shows this is an ASDS landing for the booster.
As always, subject to change. pic.twitter.com/yydKuOVXrP
— NSF – NASASpaceflight.com (@NASASpaceflight) October 17, 2018
Dragons’ rule
Ultimately, the decision to move the launch of commercial communications satellite Es’Hail-2 to Pad 39A likely boils down to a desire to preserve the delay-sensitive CRS-16 Cargo Dragon launch (NET November 27) while also acting as a sort of ad-hoc shakedown for the pad. 39A has undergone a large number of Crew Dragon-related modifications – some visible but most not – and will have been dormant (at least launch-wise) since Falcon 9 Block 5’s debut six months prior.
Whether or not it’s truly needed, another Falcon 9 launch from the pad will presumably allow SpaceX to work out any new kinks in 39A’s updated ground support infrastructure and perhaps refamiliarize the company’s East Coast launch crew after half a year focused on LC-40 operations. Es’Hail-2 is a ~3000 kg (~6600 lb) geostationary communications satellite to be operated by Qatari company Es’hailSat once it arrives at its final operational orbit.
Despite a recent presentation from SpaceX VP of Reliability Hans Koenigsmann stating that Falcon 9 is capable of returning to launch site (RTLS; i.e. a Landing Zone recovery) while still placing 3500 kg into a geostationary transfer orbit (GTO), SpaceX has filed this launch as an ASDS (autonomous spaceport drone ship) recovery, meaning that it will land aboard Of Course I Still Love You (OCISLY) shortly after launch. Delayed from August 2018, SpaceX may be trying to partially make up for that slip by placing Es’Hail-2 sat in as high of a transfer orbit as possible, potentially cutting weeks or even months off of the time required for the satellite to climb uphill to its operational orbit.
- A welcome update to SpaceX’s Falcon 9 and Heavy performance with and without booster recovery. (SpaceX)
- SpaceX’s most recent Florida launch was in early September. (Tom Cross)
An East Coast lull
Unusual for SpaceX in an otherwise meteoric year filled with numerous major ‘firsts’ and the company’s most productive launch cadence yet, there will be a two-month lull in launches from the East Coast between Telstar 18V (September 10) and Es’Hail-2 (NET November 14), interrupted only by the spectacular October 7 launch of SAOCOM 1A in California. Barring any additional issues, SpaceX will likely crest its 2017 launch record (18 missions) by 3 or 4 missions, not quite the 25-30 launches much of the company’s leadership was probably hoping for, but still an extremely impressive number.
Despite the fact that launch delays are never pleasant (much like if Christmas were pushed back weeks or months to wait for sleigh and present availability), the willingness to significantly delay launches or fall short of targets (assuming payload availability has not been the long pole) is actually a very good thing. Within reason, inconvenient delays tend to serve as evidence that SpaceX is not succumbing to quite the same level of “Go fever” and manager/engineer/technician disconnection that has arguably been responsible for a huge number of launch failures, particularly for NASA’s Space Shuttle.
- SpaceX has already launched 17 successful missions in 2018, one shy of 2017’s record.
- Plenty of landings, too…
- The second Block 5 booster, B1047, debuted at LC-40 on July 21. (Tom Cross)
Best described as the point at which non-technical pressures to launch (cost-saving, internal and external politics, general face-saving) far outweigh the voices of the engineers and technicians responsible for reliably designing, building, and launching rockets, “Go fever” is demonstrably one of the worst things that can occur in spaceflight-oriented organizations, where the consequences of even the tiniest failures can often be amplified into total mission and vehicle failures and even the death of employees or astronauts. It may be unpleasant as an unaffiliated follower or fan and is likely far less pleasant still as an employee or manager, but it is undeniably preferable to succeed after weeks or months of delays than to fail catastrophically while staying on schedule.
Speaking of schedules, Es’Hail-2 (39A) is NET Nov. 14, followed by SSO-A (SLC-4E, Vandenberg) NET Nov. 19 and SpaceX’s 16th operational ISS resupply mission – CRS-16 – on Nov. 27th from Pad 40. Heading into the last month of 2018, SpaceX will launch the first of a fleet of new GPS III satellites for the USAF (NET Dec. 15) and finish off the year with a Vandenberg buzzer-beater, the eighth and final Iridium NEXT launch, NET Dec. 30.
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!
Elon Musk
SpaceX’s $24B Starbase supercomputer plan slipped past a key roadblock
SpaceX wants a Starbase tax break for a $24 billion gas plant and supercomputer campus.
SpaceX is asking its own company town for a tax break on a $24 billion natural gas power plant and supercomputing facility at Starbase, Texas, and the land it picked sits just outside the reach of a data center moratorium that took effect in neighboring Brownsville last week.
A City of Starbase public hearing notice says SpaceX “proposes to construct, own, and operate a gas-fired power plant and super-compute facility” on roughly 444 acres between Boca Chica Boulevard and the Port of Brownsville. The $24 billion figure covers only the initial phases, and the notice leaves room for future expansions. The Starbase City Commission will consider a property tax abatement and a related economic development agreement at a 7 p.m. hearing on December 9. The notice does not disclose the size or length of the abatement, or how much computing capacity the site would hold.
The location has a history. Over the summer, SpaceX asked Brownsville to remove the tract from its city limits and offered $220 million for water and wastewater projects in return. Brownsville approved the move in August, and Starbase later annexed the land. Brownsville’s own 90-day pause on data center applications took effect last week, and had the tract stayed inside the city, the project likely would have needed a different home.
The power side is already in front of state regulators. SpaceX has applied to the Texas Commission on Environmental Quality for air permits covering 35 mobile gas turbines producing roughly 750 megawatts, according to Politico, which also noted that two of the three Starbase commissioners voting on the incentives are SpaceX executives.
Building its own plant lets SpaceX skip the Texas grid. Gov. Greg Abbott paused new data center grid connections in August pending an audit, but a facility that generates its own electricity does not need one. The air permit still has to clear the TCEQ, where Abbott also ordered a halt on data center permits.
The bigger test arrives in January. Governor-elect Gina Hinojosa, who unseated Abbott last week, has said she will block data center approvals until the legislature passes new protections, and she has already asked state officials to hold off on any sale of Boca Chica State Park to SpaceX until she is sworn in. Tesla and SpaceX shares both fell the day after the election, and Musk’s first reaction on X was “Data centers in space looking pretty appealing right now.”
That line points to Starmind, SpaceX’s orbital compute constellation. Musk has said terrestrial compute will be “peanuts compared to orbital compute” and expects monthly orbital deployments to pass ground deployments around the end of 2028, as Teslarati reported. Until then, SpaceX still needs gigawatts on the ground. It ended the third quarter with 1.7 GW of nameplate compute, is targeting 2.5 to 3 GW by the end of this year and wants at least 10 GW more in 2027. Its existing Colossus sites around Memphis already run on gas turbines and face a lawsuit from residents over emissions.
Local reaction is split. The South Texas Environmental Justice Network has announced a protest, citing air quality, water use and energy bills, while some Brownsville residents told the Tribune they welcome the jobs. SpaceX did not respond to the Tribune’s questions about the project.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.




