News
SpaceX nears Falcon 9 lunar rideshare launch as main satellite arrives in FL
SpaceX and customers Pasifik Satelit Nusantara (PSN), SpaceIL, and Spaceflight Industries are reportedly one month away from the NET February 18th launch of Indonesian communications satellite PSN VI (since renamed Nusantara Satu), commercial moon lander Beresheet, and additional unspecified smallsats.
In an encouraging sign that the mission’s launch date might hold, the PSN VI communications satellite – manufactured and delivered by Space Systems Loral (SSL) – arrived at SpaceX’s Cape Canaveral, Florida payload processing facilities in late December 2018 and is likely to be joined by SpaceIL’s Beresheet spacecraft in the next few weeks.
https://twitter.com/sslmda/status/1082427646921846784
Easily the most exotic rideshare mission yet in terms of the sheer variability and newness of almost every aspect, communications satellite PSN VI will not only be joined by the world’s first commercial lunar lander but also play host to rideshare organizer Spaceflight’s first dedicated rideshare mission to a high-energy geostationary transfer orbit (GTO), stretching approximately 200 to 36,000 km (120 to 22,000 miles) above Earth.
Led in large part by satellite contractor SSL’s recently-introduced PODS method of attaching rideshare satellite dispensers to larger geostationary satellites, the company’s main manufacturing focus, GTO or even full-GEO rideshare opportunities could open all kinds of doors for exotic but affordable smallsat missions beyond Earth orbit. If successfully implemented, one could foresee commercial, government, or academic entities with budgets that would have originally had them laughed out of doors actually be able to support their own dedicated missions to the Moon and perhaps even to other planets, asteroids, or comets.
Big Science, Small Packages
A pair of tiny, experimental spacecraft called #MarCO flew to Mars and fulfilled a their mission yesterday, relaying near-real-time data during @NASAInSight’s #MarsLanding. Find out more about the record-setting CubeSats: https://t.co/JOAaM2lHjx pic.twitter.com/IlNesoEonq— NASA JPL (@NASAJPL) November 27, 2018
Less than coincidentally, JPL (Jet Propulsion Laboratory) successfully launched, tested, and demonstrated a pair of small signal relay cubesats as viable communications infrastructure during Mars lander InSight’s November 2018 landing attempt, becoming the first smallsats ever to operate in deep space. While the utility of each MarCO cubesat was very limited, the program was an extremely successful technology demonstration and has likely opened a number of doors for smallsat passengers to join future interplanetary missions. Already, the European Space Agency (ESA) hopes to include multiple cubesats on an asteroid defense-focused mission to the Didymous asteroid system in the 2020s.
A couple of #CubeSats will join #ESA’s Hera mission towards a binary asteroid system to perform additional bonus science alongside the main mothership. #newspace #cubesat #space https://t.co/gu3BS4sgL0 pic.twitter.com/13iw7gh1u6
— D-Orbit (@D_Orbit) January 8, 2019
While SSL apparently tested PODS with success on the communications satellite Hispasat 30W-6, launched by SpaceX in March 2018, it appears that PSN VI may be the first purely commercial use of SSL’s offerings. Whatever the complex relationship is, it appears that PSN VI’s PODS were co-opted (ordered?) by Spaceflight, who then sold those spaces and managed the integration of customers with spacecraft that needed an orbit truly unique for cubesats.
Given the fact that there has been almost complete silence on Spaceflight’s GTO-1 rideshare mission and that the most recent use of PODS on Hispasat was reportedly funded and used by military research agency DARPA, it may actually be reasonable to conclude that Spaceflight is acting as the middleman for a number of satellites built or owned by military agencies, potentially explaining the radio-silence from Spaceflight’s normally talkative communications team.
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- PSN-6, an SSL-built communications satellite weighing several thousand kilograms, arrived in Florida roughly 10 days ago. (SSL)
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- PSN-6, an SSL-built communications satellite weighing several thousand kilograms, arrived in Florida roughly 10 days ago. (SSL)
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- SpaceIL’s Beresheet moon lander. (SpaceIL)
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- Beresheet is seen here prior to the spacecraft’s flight from Israel to Florida. (SpaceIL/IAI)
Regardless, this launch is bound to be a fascinating one from a trajectory design perspective. Whether or not Falcon 9’s upper stage is actually going to be involved in the task of helping lunar lander Beresheet on its way to the Moon, info from manufacturer and operator SpaceIL suggests that the small ~600 kg spacecraft will rely on an eccentric method of shifting orbits from around the Earth to intercept the Moon. Over the course of several months of small nudges in the right direction, Beresheet will eventually – and very gradually – oscillate on the tip of the gravitational peak between the two planetary bodies until it eventually slips down the lunar side to eventually intercept the Moon. While very slow, this optimized trajectory will be extremely efficient, allowing as much propellant as possible to be saved for the actual task of landing on the Moon.
Which rocket slipper fits?
Come launch day, the combined mass of PSN VI (Nusantara Satu), Beresheet, and unknown rideshare passenger spacecraft will most likely fall somewhere between 5500 and 6000 kg (~12,000-13,500 lbs), indicating that SpaceX’s Falcon 9 should be more than capable of placing the stack of satellites into a healthy geostationary transfer orbit before attempting to land aboard drone ship Of Course I Still Love You (OCISLY).
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- Pad 39A seen after most extraneous Shuttle-era hardware had been removed, November 2018. (Tom Cross)
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- Falcon 9 B1047.2 is seen here conducting its second successful drone ship landing. (SpaceX)
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- Falcon 9 B1048 appears out of the fog prior to its second orbital-class launch. (Pauline Acalin)
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- Falcon 9 B1048.2 landed at LZ-4 after its second successful launch. (SpaceX)
The question that remains, then, is which Falcon 9 rocket will be tasked with launching the unique mission. Given that SpaceX appears to be rushing full-speed-ahead to complete the next Falcon Heavy in time for a late-February or March launch debut, it seems very unlikely that SpaceX could preserve that aggressive FH launch schedule while also preparing a separate, new Falcon 9 booster for PSN VI. If that’s the case, then the two options at hand are Falcon 9s B1047.3 and B1048.3, both of which have previously launched twice and are currently at SpaceX’s Florida facilities.
In other words, it appears that SpaceX’s first commercial launch to the Moon might lift off on a flight-proven Falcon 9 booster, an unintended but thoroughly fitting precursor to what is hopefully a future full of highly reusable rockets and interplanetary (as in between two or more planetary bodies) spaceflight.
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
