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SpaceX Falcon 9 rocket tests engines for first launch and landing of the new decade
SpaceX has successfully fired up a Falcon 9 rocket for the first time in 2020, setting the company up for the first of potentially dozens of Starlink launches over the next 12 months.
On the afternoon of January 4th, SpaceX loaded Falcon 9 with hundreds of tons of liquid oxygen, refined kerosene (RP-1), nitrogen, and helium and ultimately ignited all nine of the booster’s Merlin 1D engines, briefly producing some 7600 kN (1.7 million lbf) of thrust in a routine test known as a wet dress rehearsal (WDR) and static fire. As is tradition, SpaceX confirmed that the test looked successful just a handful of minutes after it was completed and verified that the rocket is now scheduled to launch 60 new Starlink satellites as early as 9:19 pm ET, January 6th (02:19 UTC, Jan 7).
Set to lift off from its LC-40 Cape Canaveral Air Force Station (CCAFS) launch pad, SpaceX’s first launch of the new year and decade hints at what is expected to follow over the course of 2020. In simple terms, the company’s ambitions have never been higher and anywhere from 36 to 38 orbital launches are scheduled between now and 2021 – some 65% of which will likely be internal Starlink missions.
If SpaceX manages to launch even half as many Starlink missions as it says it wants to this year, the company will be heading into 2021 with an operational internet satellite constellation nearly a thousand spacecraft strong – almost enough to ensure uninterrupted global coverage. Already, if SpaceX’s January 6th launch – known as Starlink V1 L2 (the second launch of v1.0 satellites) – goes as planned, the company will almost certainly become the owner of the world’s largest commercial satellite constellation less than eight months after it began launching its unique flat-packed spacecraft.
In a classic SpaceX move, the company’s Starlink satellite bus is a radical departure from all other commercial spacecraft, opting for a table-like rectangular shape that is extremely flat. While the rectangular shape – likely chosen for the extreme ease of manufacturing it should allow – significantly decreases packing efficiency, Starlink’s flat design and unique deployment mechanism means that SpaceX can fit an unprecedented 60 satellites (each weighing more than 250 kg or 550 lb) into a single lightly-modified Falcon 9 payload fairing.
Ultimately, SpaceX also design its Starlink satellites to be dramatically more robust than any comparable commercial spacecraft, meaning that they are meant to tolerate the violent acoustic launch environment without foam sound suppression panels that otherwise take up space inside Falcon 9’s fairing. Additionally, they are meant to survive the odd collision during their bizarre deployment, in which Falcon 9’s upper stage spins itself like a fan and releases the entire 60-satellite stack at once. Further, this means that Starlink satellites can be transported from their Washington state factory to Cape Canaveral, Florida far more easily and cheaply than almost any other spacecraft of a similar size and weight.
Falcon 9’s second fourth flight
It’s a mouthful, but SpaceX’s Starlink-2 mission will technically mark Falcon 9’s second fourth flight, meaning that it will be the second time a single Falcon 9 booster launches (and optimally lands) for the fourth time. Thrice-flown Falcon 9 booster B1049 has been assigned to support the launch.
The fourth completed Falcon 9 Block 5 booster, B1049 debuted on September 10th, 2018 on the Telstar 18V satellite launch, followed by a second flight (Iridium-8) in January 2019 and its third and most recent launch in May 2019. B1049’s most recent mission happened to be the very first dedicated Starlink launch, placing 60 Starlink v0.9 spacecraft in orbit in a sort of massive beta test of SpaceX’s cutting-edge satellite technology and design.
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In support of Starlink V1 L1, the first launch of finalized Starlink v1.0 satellites, Falcon 9 booster B1048 became the first SpaceX rocket to successfully launch and land four times in November 2019, safely returning to shore aboard drone ship Of Course I Still Love You (OCISLY) a few days later. With (hopefully) two (and soon three) recovered boosters with four flights each under their belts, SpaceX will have a relative wealth of data it can then use to plot the way forward to fifth flights of boosters and beyond – halfway to the minimum Block 5 design goal of 10 launches apiece.
Teslarati photographer Richard Angle (@RDanglePhoto) will be on-site to capture SpaceX’s first Falcon 9 launch and booster recovery of the 2020s. Stay tuned for more details and photos as the launch nears!
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
