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SpaceX Falcon 9’s next major US Air Force launch slips into early 2020 ahead of busy Q4
According to an August 20th update from the US Air Force’s Space and Missile Systems Center (SMC), SpaceX’s next dedicated USAF launch – the third completed GPS III spacecraft – has slipped one month and is now scheduled no earlier than (NET) January 2020.
Known as GPS III Space Vehicle 03 (SV03), SpaceX’s next US military launch will follow just a few months after United Launch Alliance (ULA) is set to launch GPS III SV02, scheduled to lift off at 9am EDT, August 22nd. SpaceX kicked off the lengthy GPS III launch campaign in December 2018, successfully placing the ~3900 kg (8600 lb) communications and geolocation spacecraft into a transfer orbit. The mission also marked SpaceX’s first intentionally expendable Falcon 9 Block 5 launch, a trend that may or may not continue with the company’s next GPS launch.
Known as GPS Block IIIA, SV01-03 are the first three of a batch of 10 spacecraft total, produced by Lockheed Martin for an anticipated cost of roughly $600M apiece. The US Government Accountability Office (GAO) expects [PDF] little to no cost savings per unit for Block IIIA’s follow-up, Block IIIF, in which 22 additional GPS III spacecraft will be built to fully upgrade the military’s GPS constellation. GAO estimates that those 22 satellites – likely to also be built by Lockheed Martin – will cost an incredible $12B, or ~$550M apiece.
On the scale of the US military’s woefully inefficient space procurement apparatus, ~$600M per satellite is sadly a pretty good deal. Two equally modern USAF satellite acquisition programs – the Advanced Extremely High Frequency (AEHF) and Space-Based Infrared System constellations – have both surpassed their initial cost estimates by more than a factor of two. Over the entire program, GAO estimates that six AEHF satellites no less than $3 billion each, while SBIRS is in even worse shape with six new satellites expected to cost $3.2 billion apiece.
Meanwhile, the Raytheon-built ‘OCX’ ground systems needed to take advantage of the ~$19B GPS III satellite upgrades has been just as much of an acquisition boondoggle, nearly doubling in cost over the last few years, bringing its final cost to no less than $6.2B after years of delays. All told, completing the upgraded GPS III constellation can be expected to cost a bare minimum of $25B. This cost doesn’t even include launches, but the cost of launching all the spacecraft is – in a rare instance – going to be a small fraction of the overall acquisition, perhaps $3-4B for all 32 satellites.
Regardless of the nightmarish costs and general inefficiency, Lockheed Martin and the USAF continue to slowly march towards initial GPS III operability. August 22nd’s ULA launch and January 2020’s SpaceX launch will take significant steps towards that capability, and will – with any luck – be followed by an additional two Falcon 9 GPS III launches in 2020. Six of ten IIIA satellites have already had launch contracts awarded, five of six of which were awarded to SpaceX.
End-of-year fireworks
GPS III SV03’s slip from December 2019 to January 2020 comes as plans for an ambitious final quarter have begun to take shape for SpaceX. Oddly, SpaceX is currently going through more than two months of downtime between its most recent launch (AMOS-17, August 6th) and its next mission (Starlink 1, NET late October). This will be the longest SpaceX has gone without launching since a catastrophic Falcon 9 failure grounded the company’s launch operations from September 2016 to January 2017.
By all appearances, customers’ payloads just aren’t ready, while SpaceX’s own Starlink constellation team is hard at work updating the satellite design and preparing for two back-to-back launches as early as October and November, potentially placing 120 high-performance satellites in orbit.
Aside from two Starlink launches scheduled in late-October and November, SpaceX has at least six other missions that could potentially launch in Q4 2019.
| Launch | Date (No Earlier Than) |
| Starlink 1 | October 17th |
| Starlink 2 | November 4th |
| Crew Dragon – In-Flight Abort | November 11th |
| ANASIS-II – South Korea | November – TBD |
| JCSat-18/Kacific-1 | November – TBD |
| Cargo Dragon CRS-19 | December 4th |
| Sirius XM-7 (SXM-7) | Q4 2019 – TBD |
| Crew Dragon – Demo-2 | December – TBD |
A lack of updates from Sirius XM and the fact that Crew Dragon’s Demo-2 launch will rely entirely upon the successful completion of its prior In-Flight Abort (IFA) mean that both will very likely slip into 2020. The remaining six launches, however, have a very decent chance of launching in 2019, assuming everything goes perfectly during satellite, Falcon 9, and launch pad pre-flight preparations.
SpaceX has successfully completed six launches in three months several times before, so six launches in Q4 2019 is entirely achievable, even if a pragmatist would do well to expect additional delays into 2020.
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Tesla’s dreams of operating a fully autonomous ride-hailing platform just took a massive step toward reality, as two separate events have indicated the company is perhaps closer than ever to achieving self-driving as a product.
On Thursday, Tesla was granted authorization by the State of Texas to operate driverless vehicles in a commercial manner. On May 28, Senate Bill 2807, passed by the 89th Texas Legislature, took effect after being passed back on September 1, 2025.
The bill establishes a statewide regulatory framework requiring authorization from the Texas Department of Motor Vehicles for companies to operate automated vehicles commercially on Texas roads.
This covers driverless, or SAE Level 4+, operations for passenger transport, meaning Robotaxi, or freight.
Tesla and other companies can self-certify their vehicles and tech as long as they:
- Operate in compliance with Texas traffic laws
- Maintain proper registration, title, and insurance
- Use compliant automated driving systems
- Record onboard activity and handle system failures and glitches safely.
The new authorization, which was first reported by James Stephenson on X, allows companies to utilize their own processes to determine if their vehicles are ready to operate without drivers.
🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA pic.twitter.com/KSJdsvlaW5— James Stephenson (@ICannot_Enough) May 28, 2026
It is a rule that expedites the entire approval process, keeping agencies out of a usually long, lengthy, and frustrating task that is essential to technological advancements. It essentially means Tesla can launch commercial Robotaxi operations at this point.
On the very same day, Tesla continued the momentum as CEO Elon Musk shared a video of Cybercab units autonomously driving off the property at Gigafactory Texas. This is a major step in the story of the Cybercab.
Mass production of the Cybercab started at Giga Texas in April, and it is already heading out of the factory on its own.
Cybercab driving itself out of the GigaTexas factory pic.twitter.com/EwAMVVDjYy
— Elon Musk (@elonmusk) May 28, 2026
These two major events mark a drastic step forward in Tesla’s progress toward Cybercab and the permissions it needs to operate a self-driving ride-hailing service. Tesla is now able to operate autonomously under Texas law by self-certifying, and with the potentially imminent rollout of Cybercab, Tesla’s autonomous dreams are starting to take serious shape.
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk
SpaceX to become America’s Military data backbone for missiles, drones, and warfighters
The Space Force just handed SpaceX $2.29 billion to build the military’s space internet backbone.
The U.S. Space Force awarded SpaceX a $2.29 billion contract on May 26, 2026 to build the backbone of its Space Data Network, a satellite-based communications system designed to keep American military forces connected anywhere on Earth in real time. The contract is firm-fixed-price and requires SpaceX to deliver a fully operational prototype by the end of 2027.
In plain terms, the SDN Backbone is the plumbing behind the military’s space-based internet. It functions as a low Earth orbit satellite constellation providing robust, high-capacity, and low-latency data transport for the Joint Force, connecting sensors and weapons systems continuously, globally, and securely. Think of it as a private, hardened version of Starlink built specifically for battlefield communications, one that soldiers, ships, and aircraft can rely on even in contested environments where ground-based networks have been disrupted.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The Space Force was direct about why SpaceX was selected. “The SDN Backbone leverages the best of commercial innovation and delivers a strong foundation for the SDN mission set — a huge benefit and enabler for our warfighters,” said USSF Col. Ryan Frazier.
“We aren’t trading speed for scale; we are demanding both. By using rapid prototyping and Other Transaction Authorities, we are ensuring our advanced solutions are integrated and delivered to the warfighter as fast as possible,” added USSF Lt. Col. Fry, SDN Backbone system program manager.
The SDN Backbone will work alongside the Space Development Agency’s Transport Layer, with the two systems forming a unified open architecture to provide critical data transport for current and future Department of War missions.
As Teslarati has reported, this is not SpaceX’s first Space Force contract of 2026. In April, the Space Force awarded SpaceX $178.5 million to launch missile tracking satellites, and SpaceX is already embedded in the Golden Dome missile defense software group. The $2.29 billion SDN Backbone award puts SpaceX at the center of how the American military communicates in space, a position with direct implications for its reported $1.75 trillion IPO valuation as the company heads toward a public offering as early as June 2026.
Tesla’s Robotaxi dreams just took a massive step toward reality
The Tesla and SpaceX merger everyone is talking about is quietly building
