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SpaceX set for third Falcon 9 reuse in October, swaps a 2018 launch with Arianespace
Satellite operator and manufacturer SES has decided to juggle launches between SpaceX and Arianespace, a French launch provider.
Made for a number of reasons related to the economics of satellite operation and launch date uncertainty, SES has chosen to have SpaceX launch the heavier SES-12 satellite in Q1 of 2018, and Arianespace will now launch SES-14 “early Q1” of 2018. SES has experienced difficulties with some of its operational satellites that have led to decreased revenue, and the goal with the launch swap is to guarantee that SES will have an operational, revenue-generating satellite in place a few weeks sooner than they might have had if relying on SpaceX’s uncertain launch date.
The relationship between launch providers and launch customers has long been a complex legal process, but the upside with this flip is that thorough contracts anticipated this possibility and allowed SES flexibility in the eventuality that they need to expedite launches or change launch vehicles. It is intriguing that SES would adopt the necessary risks associated with switching launch vehicles months before launch to maybe gain an extra few weeks of additional revenue, but SES has admittedly had a difficult year for satellite reliability.
SES-12, the satellite SpaceX is now contracted to launch, weighs about 1000 kg more than SES-14 and will be pushing the limits of Falcon 9 recovery at ~5300 kg. Both satellites are completely electric, meaning they utilize efficient ion propulsion, which lowers the amount of fuel needed and allows satellite manufacturers to include far more revenue-generating payload on a satellite. The downside of ion propulsion is that it produces far less thrust than the average chemical rocket, meaning that all-electric satellites take months to reach their operational orbits, compared to a handful of weeks with chemical propulsion.
The SES-12 satellite SpaceX is expected to launch early next year. (SES)
While admittedly heavy, SpaceX will almost certainly attempt booster recovery following the launch of SES-12, unless SES requests that the launch be expendable. An expendable launch could potentially benefit SES by expediting the satellite’s trip to geostationary orbit, thus providing the company more revenue. However, this would have likely been acknowledged in SES’ press release. As such, we can look forward to a toasty booster recovery, likely sporting titanium grid fins to cope with the intense heating the core will experience.
Nearer term, SES-11 is pressing ahead for an early-October launch this year, and will mark SpaceX’s third commercial re-flight of a recovered Falcon 9 first stage. SES has long been one of the most avid and committed supporters of SpaceX, and the two companies built a relationship and signed contracts by 2011, before SpaceX’s Falcon 9 had even conducted its inaugural flight. SES has been and likely will continue to be a crucial example of the success of reuse.
Meanwhile, SpaceX is looking to conduct its next launch on September 7th, and static fire attempt is expected Thursday, August 31 at their LC-39A launch pad in Florida. This mission will launch the USAF’s secretive X-37B spaceplane into a low Earth orbit, and while there will likely be no views of the payload on the livestream, that likely means that SpaceX will focus heavily on the booster recovery. NROL-76 was the last launch that featured this focus, and it produced some incredible views of the first stage as it returned to Earth.
Elon Musk has acknowledged that early discussions with Taiwan Semiconductor Manufacturing Company (TSMC) could bring the company into his ambitious Terafab semiconductor project, signaling a possible partnership with the world’s leading contract chipmaker.
Musk confirmed that early talks are underway, but as of right now, they are “just discussions.” There is no confirmation of a deal nor dismissal of the possibility of one, leaving open the prospect of one of the largest advanced-chip collaborations under discussion in the U.S.
@wholemars Just discussions, but something may come of it
— Elon Musk (@elonmusk) October 3, 2026
The report that speculated on potential discussions between Terafab and TSMC comes from Tim Culpan, who outlined a few ways the collaboration could operate. One is TSMC using the project as an “anchor customer” for future facilities in Texas, potentially contributing process expertise, operational know-how, or capacity while Terafab provides capital, long-term purchase commitments, or both.
Tesla and SpaceX jointly developed the Terafab project, with Intel already participating on the tech side. Elon Musk announced the project in March, and it intends to produce more than one terawatt of AI compute capacity annually once fully built.
Company statements place the first phase at approximately $16.8 billion in cost, with later filings pointing to a total that could reach well into the tens of billions across multiple stages.
Intel joined the effort in April 2026 and is expected to supply its 14A manufacturing process for the full-scale plant.
Musk has said existing suppliers, including Samsung and TSMC, remain important for near-term needs; Tesla already has production arrangements with Samsung for AI5 and AI6 chips, but that future demand from Optimus robots, Cybercab vehicles, and planned space-based data centers will eventually exceed what the global industry can currently deliver.
Terafab is positioned as the long-term answer to that projected shortfall, and Tesla did something similar during COVID to avoid a chip shortage. This is just a much larger-scale solution.
If the partnership were to materialize, it would add TSMC’s industry-leading strategies to a project that already combines Tesla’s and SpaceX’s capital and offtake with Intel’s process technology. For now, the only public confirmation is Musk’s brief acknowledgement that conversations are occurring.
Tesla’s early strategy for charging units operating within its Robotaxi fleet reveals that the company surely has not lost any of that scrappy DNA that took it from an unlikely success story to the most valuable carmaker in the world.
An observer at a Tesla Supercharger in Austin spotted ten total Robotaxi vehicles arrive: one Cybercab and nine Model Y units. A Tesla employee was waiting at the lot and allowed each unit to park itself; every car that arrived had nobody in it.
Tesla wins FCC approval for wireless Cybercab charging system
The Tesla employee would walk around and plug each car in, adjusting the parking if needed:
So look at what I found. This is how Tesla charges unsupervised robotaxis at a public supercharger. Here is a driverless Cybercab showing up with no one in it. There are 9 other Model Ys that showed up too. A Tesla employee is walking around and plugging each of them in. She also moves the cars if they are not positioned well enough to charge. I love this process. One person charges multiple robotaxis at once
— Abhimanyu Yadav (@WorldlyReviewer) October 3, 2026
It’s a very interesting strategy, but extremely understandable at this early point in the Robotaxi program. It’s only been out for about 15 months, and Cybercab just entered the fleet in early September.
On top of that, Tesla is still working tirelessly on its wireless charging apparatus, and a new patent was just published regarding that product last week.
However, this is just another example of how Tesla still has plenty of that scrappy DNA leftover from the “production hell” days, when CEO Elon Musk slept on the floor of the factory, employees were working crazy hours, Tesla was building Sprung Structures to build cars in, and the company was tiptoeing on the brink of bankruptcy.
@Teslarati Sheer magnitude of the entire production system is hard to appreciate. Almost every element of production is >75% automated. Only wire harnesses & general assembly, which are <10% of production costs, are primarily manual.
— Elon Musk (@elonmusk) October 12, 2020
For now, Tesla is utilizing a simple system for recharging its ride-hailing vehicles, and that is a Tesla employee doing it manually until another solution presents itself. Sure, it’s not the most high-tech thing, and it certainly is not what people might have expected at this point in time, but it works, and it’s keeping the entire suite running.
Tesla is expanding its Robotaxi service hours by pushing the time back by one hour, keeping the ride-hailing service operational until 11 p.m., one hour later than previously.
CEO Elon Musk confirmed the change and offered a specific reason the expansion has been gradual: the system still needs to reliably avoid small pets that are difficult to see after dark, as they commonly blend into the color of the road, especially when they’re grey.
The latest adjustment restores only a fraction of the operating window the service once held. When paid Robotaxi rides began in Austin on June 22, 2025, vehicles ran from 6 a.m. to midnight.
In September 2025, Tesla lengthened the day to a 2 a.m. close, producing a 20-hour window that stayed in place for most of the following year. By early August of this year, the cutoff had already been pulled back; an August 26 update formalized hours of 6 a.m. to 10 p.m. across Austin and several other markets.
The October move to 11 p.m. therefore leaves the Austin day one hour shorter than the original launch schedule and three hours shorter than the 2025 peak.
Musk addressed the constraint directly after the announcement. “The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night,” he wrote. “Literally trying to avoid grey kittens on grey tarmac in the dark.”
Robotaxi operating hours moved from 10pm to 11pm.
The main thing we’re trying to solve is making sure that we don’t run over pets when they’re hard to see at night. Literally trying to avoid grey kittens on grey tarmac in the dark.
— Elon Musk (@elonmusk) October 3, 2026
The example points to a low-contrast perception problem in which a small animal can blend into the road surface under limited lighting.
Tesla’s vehicles rely on cameras and neural-network processing rather than lidar; Musk has previously argued that advanced vision software can extract useful information even in low light by analyzing photon counts, but the pet-detection case remains the stated limiter in later hours.
The modest schedule change arrives alongside faster growth in the purpose-built Cybercab fleet. Texas registration data tracked by observers showed the Austin Cybercab count rising sharply in recent weeks, reaching 169 vehicles after more than 100 were added in a short span.
Tesla has indicated that a broader shift toward 24-hour operation is tied to the upcoming FSD v15 software release expected this month on Robotaxi vehicles. Until that capability is validated for the edge cases Musk described, the company continues to add service time incrementally rather than jumping straight to overnight coverage.
The one-hour extension gives Austin riders a later option for evening trips while the underlying detection work continues.
Elon Musk teases TSMC as potential Terafab partner
Tesla reveals early Robotaxi charging strategy, showing scrappy DNA
