In a statement issued to Bloomberg, the US Space Force says that SpaceX’s Falcon Heavy rocket could still conduct its first operational launch for the military before the end of the year.
That’s a large downgrade from late 2021 and early 2022, when – lacking any new information from the US military – it appeared that SpaceX could launch up to three Falcon Heavy rockets for military customers over the course of the year. Around eight months later, the world’s most powerful and capable operational rocket – backed by a strong manifest of 11 firm launch contracts – hasn’t flown once since June 2019. At that time, the rocket’s next launch was already expected no earlier than late 2020 – a roughly 18-month gap.
Instead, thanks to largely unspecified problems that have relentlessly delayed the completion of the satellites Falcon Heavy is supposed to launch, the rocket’s fourth flight is now unlikely to occur less than ~40 months after its third. Thankfully, a new Space Force decision should at least dull the pain caused by the endless shuffling of Falcon Heavy’s near-term launch manifest.
Alongside a slight schedule update stating that SpaceX’s first operational Falcon Heavy launch for the US military could still happen sometime from “October to December” 2022, the Space Force statement issued to Bloomberg mainly revealed the military branch’s June decision to permit SpaceX’s use of reused Falcon Heavy boosters on upcoming launches. While Bloomberg did not publish the statement in full or explain what the decision truly entails, the implication is that the Space Force will now let SpaceX assign flight-proven Falcon boosters – with US military oversight – to its military missions.
The US military will likely retain the ability to veto or modify SpaceX’s booster assignments and reuse sequencing, but the Space Force told Bloomberg that it’s confident that the “recovery, refurbishment, and launch of SpaceX boosters utilizes well-established processes.” In fact, the US military has already approved the use of flight-proven Falcon 9 boosters, several launches of which have since occurred, and even allowed SpaceX to fly two reused Falcon Heavy side booster’s on the rocket’s first (test) launch for the military.
It’s no surprise that that acceptance would eventually grow to include Falcon Heavy, which is similar to Falcon 9 in many ways. That it took the USSF until June 2022, three full years after STP-2 demonstrated the successful reuse of two Falcon Heavy boosters at once, to fully approve it is arguably far more surprising.
SpaceX will likely be able to plan for future Falcon Heavy launches more easily knowing that the US military should – in theory – be okay with the company reusing boosters on upcoming launches. That would be especially true if the military is comfortable with SpaceX reusing Falcon Heavy boosters that have supported non-military launches. After numerous delays, only one non-military mission – ViaSat’s first ViaSat-3 geostationary communications satellite – still claims to have a shot at a 2022 launch, but that target has slipped from spring, late-summer, and September 2022 to Q4 2022 since late 2021.
At one point, the US military’s USSF-44, USSF-52, and USSF-67 missions were all scheduled to launch on Falcon Heavy in 2022. Now, one reliable source states that USSF-44 and USSF-52 are indefinitely delayed, while another indicates that USSF-44 has slipped to December 2022 and USSF-52 to April 2023. Meanwhile, EchoStar’s Jupiter-3 commsat recently slipped to Q1 2023 and NASA’s Psyche asteroid explorer ran into software issues that delayed its Falcon Heavy launch from August/September 2022 to July or September 2023.
That leaves ViaSat-3 and USSF-67, both of which could launch in Q4 2022. But given just how delay-ridden ViaSat-3 has been and how temperamental all military Falcon Heavy payloads have been, the most likely outcome may already be zero Falcon Heavy launches in 2022.
Elon Musk
Tesla begins expanding Robotaxi access: here’s how you can ride
You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.
Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.
The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.
The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.
Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch
However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.
Many of the people Tesla initially invited, including us, are not local to the Austin area.
There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.
The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:
I just got a @robotaxi invite! Super excited to go try the service out! pic.twitter.com/n9mN35KKFU
— Ethan McKanna (@ethanmckanna) July 1, 2025
Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.
Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.
That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.
Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.
With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.
A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.
Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
Tesla begins expanding Robotaxi access: here’s how you can ride
Tesla analyst issues stern warning to investors: forget Trump-Musk feud
Tesla surges following better-than-expected delivery report
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