News
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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Elon Musk
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
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