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SpaceX Starlink launch suffers third weather scrub, next attempt Tuesday
Update: Multiple weather constraint violations forced SpaceX to scrub today’s Starlink-12 launch attempt less than half an hour before liftoff, marking the mission’s third weather-related scrub and fourth abort overall since mid-September. As of October 4th, the US Air Force 45th Space Wing predicted a 40% chance of weather violation.
SpaceX’s fifth Starlink-12 launch attempt is scheduled no earlier than 7:29 am EDT (11:29 UTC) on Tuesday, October 6th. The mission-specific T-1 weather forecast predicts a 70% chance of favorable conditions.
On the heels of a rare last-second Falcon 9 launch abort, SpaceX is closing in on its third attempt to launch the 12th batch of operational Starlink satellites.
Scheduled to lift off from Kennedy Space Center (KSC) Launch Complex 39A (Pad 39A) no earlier than (NET) 7:51 am EDT (11:51 UTC) on Monday, October 5th, Starlink-12 was originally scheduled to launch in mid-September. Bad weather at the Atlantic Ocean landing zone caused a ten-day delay from September 17th to the 27th, followed by a pad weather delay on the 28th.
After a ULA Delta IV Heavy mission with range priority was scrubbed for the seventh time on September 30th, SpaceX tried to launch Starlink-12 again but suffered an abort – later blamed on a pad sensor – seven seconds before liftoff. Finally, a new Falcon 9 launch with an upgraded GPS III satellite aboard was aborted just two seconds before liftoff on October 2nd. Moved from NET October 3rd to the 5th just prior to GPS III SV04’s separate launch delay, Starlink-12 is now up next.
Interrupting what has otherwise been a much-improved level of launch readiness and schedule reliability for Falcon 9 and Falcon Heavy’s Block 5 upgrade, this recent string of delays – while mostly the result of weather and ULA’s own NROL-44 launch delays – has even become a concern for CEO Elon Musk. Currently focused on building out SpaceX’s new Starship factory and pushing towards the rocket’s first high-altitude and orbital test flights in Boca Chica, Texas, Musk stated that he would be flying to Cape Canaveral “to review hardware in person” on the week of October 5th.
Musk also says that SpaceX is “doing a broad review of launch site, propulsion, structures, avionics, range, & regulatory constraints” to determine if an apparent goal of “48 launches” in 2021 is feasible.
To be fair to SpaceX, most of the plague of delays suffered by the company in the last month has been caused by a mixture of weather and the range’s preferential treatment of ULA’s “national security” NROL-44 launch. Additionally, of an impressive seven ULA NROL-44 launch attempts between August 26th and September 30th, just a single one was caused by weather – the remaining six a result of a wide variety of technical software and hardware bugs. SpaceX’s Starlink-12 and GPS III SV04 missions have only suffered one technical launch abort each on September 30th and October 2nd.
In other words, short of upgrading Falcon rockets to launch and land in worse weather conditions, most of SpaceX’s delays have been largely out of the company’s control, while ULA’s NROL-44 struggles demonstrate just how much worse things could be. According to an unofficial analysis of 44 Falcon Block 5 launches since May 2018, only four technical launch aborts have been triggered by a booster fault. Pad-caused aborts have been roughly as common, meaning that 1 in roughly 6 to 8 SpaceX launches suffers some kind of abort shortly before liftoff, on average.
Altogether, Falcon Block 5 rockets have been relatively dependable for on-time, on-schedule launches even if SpaceX has struggled with more repeated delays than usual in the last few months. To achieve anywhere close to 48 launches annually, however, major improvements will need to be made, likely including upgrades to whatever is responsible for Falcon 9’s weather constraints. As of October 2020, SpaceX has never launched four times in one month (or four times in the same ~30-day period). To launch 48 times in one year, SpaceX will need to average four launches per month. That, of course, in no way accounts for the possibility that 2020-esque summer weather could functionally cut 4-8+ weeks off of Falcon 9’s annual availability.
Regardless, SpaceX will begin live coverage of the third Starlink-12 launch attempt around 7:35 am EDT (11:35 UTC). Tune in to (hopefully) catch the company’s 17th launch this year.
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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.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
