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SpaceX launches two Falcon 9 rockets in seven hours
Two SpaceX Falcon 9 rockets have successfully launched a Crew Dragon carrying four astronauts and a new batch of Starlink internet satellites a little over 7 hours apart, nearly halving the company’s previous record.
A Falcon 9 rocket on the East Coast kicked things off with a launch out of NASA’s Kennedy Space Center (KSC) LC-39A pad – leased by SpaceX since 2014 – at noon EDT (16:00 UTC). A rare new Falcon 9 booster lifted an expendable upper stage and flight-proven Crew Dragon capsule – carrying four professional astronauts – most of the way free from Earth’s atmosphere before heading back to Earth and landing without issue on a SpaceX drone ship. The upper stage continued to low Earth orbit and deployed Dragon, kicking off a 29-hour journey to the International Space Station (ISS).
Seven hours and ten minutes later, a second Falcon 9 rocket lifted off from SpaceX’s Vandenberg Space Force Base (VSFB) SLC-4E pad, bursting through a thick layer of coastal fog. Following a successful launch and landing of booster B1071 and two good burns of the rocket’s upper stage, Falcon 9 deployed another 52 Starlink V1.5 satellites, adding to the more than 3000 working satellites already in orbit.
And SpaceX isn’t done. As early as 7:07 pm EDT (23:07 UTC) on October 6th, less than 24 hours after Starlink 4-29, a third Falcon 9 rocket is scheduled to launch from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad. Rounding out the trio, the mission will carry Intelsat’s Galaxy 33 and Galaxy 34 communications satellites into a geostationary transfer orbit (GTO).
The mission will be Falcon 9 booster B1060’s 14th launch, significantly raising the bar for the commercial acceptance of reused SpaceX rockets. Prior to Galaxy 33/34, SpaceX’s commercial reuse record was held by Transporter-3, which was Falcon 9 B1058’s tenth launch.
The completion of two Falcon 9 launches in a little over 7 hours nearly halves SpaceX’s previous record of 14 hours and 8 minutes, set by a pair of launches in June 2022. It also demonstrates that the company can repeatedly prepare for and complete multiple Falcon 9 launches in very close proximity – more or less a necessity if it wants to hit CEO Elon Musk’s unprecedented target of “up to 100 launches” in 2023.
It isn’t a record for all of spaceflight, however. That likely falls to the Soviet R-7 family of rockets, 2 of which launched just 25 minutes apart in 1969. However, 3 Falcon 9 launches in 31 hours (Crew-5, Starlink 4-29, and Galaxy 33/34) is likely a record for all rockets. Parsing astrophysicist Jonathan McDowell’s extensive records, the R-7 family likely held the record for decades after completing 3 launches in 40 hours in 1978.
But, as it turns out, SpaceX already beat that record when it launched 3 Falcon 9 rockets in 36 hours in June 2022. 3 Falcon 9 launches in 31 hours thus breaks SpaceX’s record and the world record. That’s become an increasingly common occurrence for a company that has beaten its competitors so thoroughly that, by many measures, it has become peerless. Now, only the records of the former Soviet Union and a retired NASA rocket can outmatch SpaceX, a single 20-year-old company.
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In less than three years, SpaceX has launched 30 astronauts: more than twice as many as China but a tiny fraction of the 852 people NASA’s Space Shuttle launched over its 30-year career. SpaceX’s Falcon family of rockets is the most reliable in history after 154 consecutive successes in less than six years, and Falcon boosters have completed more successful landings (145) than Space Shuttle orbiters. But its Dragon spacecraft will likely never best the Soviet and Russian Soyuz capsule and its variants, and Falcon will almost certainly be retired before it can come close to the R-7 rocket family’s extraordinary record of 1844 launches over 65 years.
But in the modern era, SpaceX is simply unmatched.
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.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
