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SpaceX delays Starlink doubleheader
Update: To “allow additional time for pre-launch checkouts,” SpaceX has delayed Starlink 2-6 from January 30th to 8:15 am PST (16:15 UTC), January 31st and Starlink 5-3 from February 1st to February 2nd.
A pair of SpaceX Falcon 9 rockets are on track to round out the first month of 2023 and kick off the second with a Starlink double-header.
“To complete pre-launch checkouts,” SpaceX delayed its last launch of the month by 24 hours. The first Falcon 9 rocket will launch Starlink 2-6 and a D-Orbit rideshare payload no earlier than 8:29 am PST (16:29 UTC) on Monday, January 30th. The mission will lift off from SpaceX’s Vandenberg Space Force Base (VSFB) SLC-4E pad and head southeast, skirting the California and Mexico coast. In case of bad weather or a minor technical issue, a backup window is available at 12:31 pm PST.
As few as 35.5 or 39.5 hours later, a second Falcon 9 rocket will lift off from SpaceX’s Florida-based NASA Kennedy Space Center LC-39A pad around 3:02 am EST (08:02 UTC) on Tuesday, February 1st.
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
Starlink 2-6
Kicking off the pair, Starlink 2-6 will be SpaceX’s ninth Starlink rideshare mission since the company began manifesting third-party payloads on its internet satellite launches in June 2020. Falcon 9 will launch the mission’s main payload – a batch of 49 Starlink V1.5 satellites – to a semi-polar orbit that will see them cross Earth’s equator at an angle of 70 degrees. Ordinarily, the mission would carry 51 Starlinks, but SpaceX has removed a pair of satellites to make room for Italian space logistics company D-Orbit’s ION SCV009 spacecraft.
ION weighs around 160 kilograms (350 lb) on its own and is roughly the size of a large oven. D-Orbit designed the spacecraft to host fixed payloads and deploy rideshare satellites in orbit. It also has a propulsion system that allows it to provide “last-mile delivery services,” offering rideshare customers the ability to tweak the orbit their satellite ends up in. Space tugs like ION aim to give satellite owners some of the benefits of a dedicated rocket launch (custom orbit selection in particular) while retaining most of the cost savings rideshare launches enable.
After reaching orbit, Falcon 9 will deploy ION first, use thrusters to spin itself end over end, and then release all 49 Starlink satellites simultaneously. The spinning stage’s centrifugal force causes the satellite stack to naturally spread out within several hours. The satellites then use reaction wheels to stabilize their orientation, deploy solar panels to begin charging their batteries, and eventually use ion thrusters to climb to operational orbits.
ION SCV009 will attempt to test a new satellite separation system built by EBAD and demonstrate its ability to operate in very low Earth orbit (VLEO). The spacecraft will potentially lower itself to an altitude of 270 kilometers (170 mi).
Starlink 5-3
Starlink 5-3 will carry no rideshare payloads and will likely be nearly identical to Starlink 5-2, which SpaceX successfully launched on January 26th. The latest mission’s stack of 56 Starlink V1.5 satellites weighed 17.4 tons and was the heaviest payload SpaceX has ever launched. Starlink 5-3 is targeting the same orbit and will likely also carry 56 satellites.
Pad 39A last supported SpaceX’s fifth Falcon Heavy launch on January 15th and has been quickly converted back to its single-core Falcon 9 configuration for Starlink 5-3. After the Starlink mission, Pad 39A has at least two Dragon spacecraft launches scheduled before SpaceX will need to convert it back to a triple-booster configuration for Falcon Heavy’s sixth launch.
SpaceX is scheduled to launch Crew Dragon’s Crew-6 astronaut transport mission no earlier than February 26th, and Cargo Dragon’s Spx-27 cargo delivery mission on March 11th. Falcon Heavy is scheduled to launch the giant ViaSat-3 communications satellite no earlier than March 24th.
Tune in below around 8:25 am PST (16:25 UTC) to watch SpaceX Starlink 2-6 launch live.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
