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SpaceX on track for US Air Force Falcon 9 mission later this year
Reading between the lines, the US Air Force has effectively confirmed that GPS III Space Vehicle 03 (SV03) – the third GPS III satellite built by Lockheed Martin – is ready for launch aboard a SpaceX Falcon 9 rocket, scheduled no earlier than December 2019.
In December 2018, SpaceX successfully launched the first GPS III spacecraft aboard an expendable Falcon 9 Block 5 rocket, kicking off a launch campaign – shared between SpaceX and ULA – that will likely last until 2023 or 2024. Thus far, ULA has won a single GPS III launch contract, scheduled for July 2019, while SpaceX has won three (with options for two more). Thanks to competition forcefully reintroduced by a 2014 SpaceX lawsuit, the USAF – and thus US taxpayers – are likely saving a minimum of $50M per GPS III launch.
In late 2018, SpaceX’s closer followers were surprised to discover that brand new Falcon 9 Block 5 booster B1054 – the first to be officially certified for a critical operational military launch – was to be expended, making no attempt to land. This was confusing for several reasons.
“If Falcon 9 [was to be] expended solely because of mission performance requirements, despite the oddly low payload mass (~3800 kg) and comparatively low-energy orbit (~20,000 km), the only possible explanation for no attempted recovery would be the need for Falcon 9’s upper stage to circularize the orbit after a long coast. However, the mission parameters the USAF shopped around for would have placed the GPS III satellite into an elliptical orbit of 1000 km by 20,181 km, an orbit that would almost without a doubt leave Falcon 9 with enough propellant for a drone ship recovery.”
— Teslarati.com, December 2018
As it turns out, there was, in fact, nothing unique about the elliptical, medium-energy orbit GPS III SV01 was placed in. According to external analysis of the Falcon 9 upper stage’s final deorbit activities, SpaceX had “plenty of extra performance available”, objectively indicating that that excess performance was intentionally removed from booster B1054 at the cost of its ability to land. The (unconfirmed) reason for this is quite simple: the US Air Force chose extreme – perhaps even excessive – caution to account for the minute chance that myriad failures might happen mid-launch.
To sacrifice, or not to sacrifice
According to a USAF statement made in mid-May, GPS III Space Vehicle 03 (SV03) has been officially classed as “available for launch”, jargon that means the satellite is fully assembled and has successfully completed extensive pre-launch testing. For SpaceX’s inaugural GPS III launch (SV01), a pathfinder that carried unique wait and likely took additional processing time, SpaceX and the USAF took roughly five months to go from shipping the satellite to Florida to going vertical atop Falcon 9. More likely than not, GPS III SV03 has already begun to be prepared for transport from California to Florida, meaning that SV03 is roughly 1-2 months ahead of the schedule SV01 followed ahead of its Falcon 9 launch debut.
So: the GPS III satellite is ready for launch. The next critical milestones will be the satellite’s transport to Florida and SpaceX’s completion of the mission’s USAF-grade Falcon 9. B1054’s technically unnecessary sacrifice thus raises a question for SpaceX’s next GPS III launch, currently scheduled no earlier than December 2018: will another fresh Falcon 9 Block 5 booster be sacrificed to the gods of Obsessively Cautious Margins?
The optimist in me wants to say, “Of course!” With GPS III SV01, SpaceX perfectly demonstrated Falcon 9’s performance and permitted the USAF the luxury of expending a brand new Falcon 9 booster to satisfy the customer’s desire for extremely cautious margins. The Falcon 9 upper stage’s luxuriously expensive (in terms of delta V) deorbit burns – performed after a several-hour cost in orbit – served as another definitive demonstration of the rocket’s intentionally underutilized performance. Having demonstrated a flawless launch with margins on margins, it seems reasonable that the US Air Force would permit SpaceX the freedom to recover Falcon 9 B105x after launching GPS III SV03.
On the other hand, the USAF and Department of Defense are not exactly known for their rational, evidence-based strategies of decision-making and procurement. As such, it’s safe to say that – without official info from SpaceX or the USAF – the answer to the question of whether SpaceX will need to continue expending valuable boosters for GPS launches is entirely up in the air – call it a 50-50 split.
In the meantime, GPS III SV03’s Falcon 9 booster is likely several months away from shipping off to SpaceX’s McGregor, Texas facilities for static fire testing. Up next for SpaceX is a critical Falcon Heavy launch that could secure the rocket’s certification for US military launches, become the first USAF mission to utilize flight-proven SpaceX boosters, and pave the way for the USAF to develop a dedicated certification process for launching on commercially-developed reusable rockets.
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Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
The Tesla App is now giving owners a better indication of what to expect when visiting a Supercharger site, as it is now sharing Site Maps in the app itself, making the feature no longer exclusively available in the car.
Tesla owners can now preview a Supercharger’s layout and live stall status from their phone thanks to the App’s new software version, v4.61.0. Zooming into a supported Supercharger on the charging map now switches the familiar street view into a site-specific map that shows stall positions, occupied bays, out-of-service posts, and a live count of open Superchargers.
It will even show you which specific Tesla model is charging at each occupied stall.
You can now see Live Site Maps in the latest Tesla app (4.61.0.) pic.twitter.com/JIL8QzR8hu
— Zack (@BLKMDL3) September 18, 2026
This is the same view drivers first saw inside the car with the 2025 Holiday Update, which started as a pilot for Tesla in California and Texas. Those early maps showed layout, nearby amenities, and the status of each operational stall. The feature has spread to most Superchargers in the U.S., but now Tesla wants the feature available through the Smartphone App, which is now rolling out to owners.
The in-vehicle screen maps remain a richer 3D canvas and originally required AMD Ryzen infotainment hardware, which left many Intel-based Model 3 and Model Y owners without the view. The app version removes that hardware barrier, so any owner can now get a preview of their upcoming Supercharger stop on their phone.
Anyone with the updated version of the app can open a Site Map on their phone. The feature has provided some additional peace of mind to anxious travelers and those who might be looking for a place that is less congested for faster charging speeds. It is a meaningful addition to many owners, especially for trips to unfamiliar locations.
You can now pick a Supercharger location that might be more aligned with what you are looking for or need: you can pick a site based on what stalls are open, where ADA stalls sit, how you will pull in, and more, instead of circling a crowded lot after arriving. Owners of older cars now have access to the feature without having to purchase a new vehicle altogether.
Site Mpas will not reserve a stall, nor will it change how Fast Charging works. Tesla does something simpler and more useful by giving owners a dedicated preview of the Supercharger they’re about to charge, turning an unknown parking lot into a place that may seem more familiar thanks to the preview.
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Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
Tesla leaks Semi customers ahead of handover event
