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SpaceX Falcon 9 rocket launches heaviest payload yet
SpaceX has launched its heaviest payload yet for the third time in ten months, demonstrating that it’s still finding ways to improve the performance of its mature Falcon rockets.
At 9:30 am EST, January 25th, SpaceX completed a static fire of the two-stage Falcon 9 rocket assigned to launch its next Starlink mission. Half an hour later, SpaceX confirmed that the rocket performed well and is scheduled to launch no earlier than 4:32 am EST (09:32 UTC) on Thursday, January 26th. SpaceX didn’t state the mission’s purpose, but shorthand (“sl5-2”) used in an official website URL implied that it would be the second launch for its Starlink Gen2 satellite constellation.
Flying for the ninth time, Falcon 9 booster B1067 lifted off on schedule and sent an expendable Falcon upper stage and Starlink 5-2’s 56-satellite payload on their way to space. B1067 safely touched down on a SpaceX drone ship soon after, setting it up to reach double digits later this year. The bus-sized stack of satellites was deployed in orbit soon after, completing SpaceX’s 176th consecutively successful launch since January 2017.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Eleven Teslas to orbit
56 is not an unprecedented number of satellites for a SpaceX launch or a Starlink launch. SpaceX has launched a record 143 rideshare payloads at once, and the company routinely launched 60 Starlink satellites at a time throughout 2019, 2020, and half of 2021. But those Starlink satellites were the first versions (V0.9-V1.0) of the spacecraft and weighed either 227 or 260 kilograms (500/570 lbs) apiece.
In the second half of 2021, SpaceX began launching new Starlink V1.5 satellites. Outfitted with laser links (optical terminals) and other miscellaneous upgrades, the new satellites weigh either 303, 307, or 309 kilograms (668, 676, or 681 lb) each. The heavier design forced SpaceX to slightly reduce the number of satellites each launch could carry. After some optimization, SpaceX regularly launches up to 54 Starlink V1.5 satellites per rocket, down from 60 V1.0 satellites.
The number of satellites may be smaller, but the mass of the payload launched has never been higher. SpaceX last broke Falcon 9’s payload mass record in August 2022, when it launched 54 Starlink V1.5 satellites for the first time. The payload reportedly weighed 16.7 tons (~36,800 lb), breaking the previous record of 16.25 tons by about 3%. The heaviest 60-satellite Starlink V1.0 payload weighed ~15.6 tons (~34,400 lb).
Now, Falcon 9 has launched 56 Starlink V1.5 satellites at once. SpaceX says the payload weighed 17.4 tons (~38,400 lb), crushing the company’s previous record of 16.7 tons. 17.4 tons is just shy of the weight of 11 Tesla Model 3s.
Starlink 5-2 targeted the same orbit as Starlink 5-1, which carried 54 satellites, indicating that SpaceX has likely made another iterative improvement to Falcon 9 performance. As SpaceX has gained confidence in and experience with Falcon 9, it’s been able to tweak the timing of certain launch events, raise performance limits, and reduce margins throughout the rocket. Starlink 5-2’s record payload means that SpaceX’s tweaks have collectively boosted Falcon 9’s performance by 11.5% (15.6 to 17.4 tons) in just a few years.
Gen1, V1.0, V1.5, Gen2, V2.0
Starlink 5-2 continues a trend of confusion begun by the company’s first Starlink Gen2 launch, which it deemed Starlink 5-1. The naming scheme implied that the satellites were a continuation of the company’s first constellation, Starlink Gen1, but SpaceX confirmed that they were the first Starlink Gen2 satellites. That SpaceX is launching 54 (and now 56) satellites also confirms that they are likely the same V1.5 satellites the company has been launching for 18 months.
SpaceX CEO Elon Musk has outright stated that the company could go bankrupt if it couldn’t begin launching much larger Starlink V2.0 satellites on its Starship rocket in the near future. Instead, SpaceX is doing the exact opposite and is populating its Starlink Gen2 constellation with Gen1-sized satellites. It’s unclear when SpaceX will begin launching the larger Starlink V2.0 satellites that were meant to be the mainstay of the Gen2 constellation.
Rewatch SpaceX’s second Starlink Gen2 launch below.
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762Â Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Tesla annihilates Wall Street expectations with strong Q2 delivery showing
Tesla Optimus project fires up as Musk sees production line progress
