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SpaceX’s Falcon Heavy likely to launch NASA telescope after ULA skips competition
On the heels of what will likely be NASA’s most significant telescope launch for at least a decade, the space agency appears to be about to select the launch provider for its next most expensive space telescope – a contract that SpaceX seems all but guaranteed to win.
Tory Bruno, CEO of the United Launch Alliance (ULA), revealed on February 15th that SpaceX’s chief competitor won’t even attempt to compete for the contract to launch NASA’s Nancy Grace Roman Space Telescope (NGRST; formerly the Wide-Field Infrared Survey Telescope or WFIRST). Named after Nancy Roman, who played a foundational role in the creation and launch of NASA’s famous Hubble Space Telescope, the Roman Space Telescope could potentially be the second most expensive NASA spacecraft launched this decade.
WFIRST was made possible when the US National Reconnaissance Office (NRO) chose to donate one of two Hubble-class spy telescopes it had merely sitting around and gathering dust to NASA in the mid-2010s. From a mechanical perspective, the telescope will be very similar to Hubble. However, in the decades since HST’s launch, electronics and sensor technology have dramatically improved, allowing NASA to pack instruments capable of simultaneously imaging 100 times the field of view HST is capable of into a similar package.
Additionally, instead of the Hubble’s primary focus on ultraviolet and visible wavelengths, the Roman Space Telescope will observe in infrared wavelengths, making it a perfect complement to the brand-new James Webb Space Telescope (JWST), which is also exclusively focused on the infrared spectrum. Combined, they could operate hand in hand, with NGRST acting like a surveyor or scout and JWST enabling a much closer look at noteworthy discoveries. Additionally, thanks to the inclusion of an unprecedentedly capable in-space coronagraph instrument, NGRST will be able to block out the light of stars, making it a game-changing tool for exoplanet discovery – exoplanets that JWST may then be able to image in even more detail with its much larger mirror.
The telescope must first be built and then make it to orbit, however. Expected to weigh at least 4.2 tons (~9250 lb) and designed to operate at the L2 Sun-Earth Lagrange point hundreds of thousands of miles from our planet, only large American rockets are an option for the $4.3 billion Roman Space Telescope’s launch. After a recent delay, that launch has slipped to no later than May 2027. However, NASA appeared to be in the final stages of selecting a launch provider as of late last month [PDF], meaning that the space agency may not be able to take advantage of potential launch options planned to debut over the next few years.
That includes Blue Origin’s New Glenn and Relativity Space’s Terran R. However, even ULA’s Vulcan Centaur rocket appears to have been precluded due to rules that generally mean that only rockets certified for NASA launches today can be awarded a contract to launch a high-value spacecraft. As such, while there is a good chance that one or all of the above rockets will have launched repeatedly and potentially achieved NASA LSP certification by 2027, they have little hope of winning a 2022 competition for a 2027 launch when facing a competitor with a rocket that’s already certified.
In this case, that competitor is SpaceX, whose Falcon Heavy rocket is certified for even the most risk-averse NASA LSP (Launch Service Program) missions. In just the last two years, SpaceX has won contracts to launch NASA’s Psyche asteroid explorer (Aug 2022), VIPER Moon rover (Q4 2023), GOES-U weather satellite (Q2 2024), Europa Clipper (Q4 2024), and the PPE and HALO modules of the Gateway lunar space station (Q4 2024). In fact, because ULA has already promised all of its remaining Delta IV Heavy and Atlas V rockets and because ULA’s Vulcan and Blue Origin’s New Glenn have yet to launch at all, SpaceX is actually the only US launch provider with rockets that are both available for future NASA launches and certified to launch and compete for them.
For some upcoming missions, it’s possible that NASA will wait much closer to the launch date in order to ensure a more competitive environment, but that’s not always possible if the design of an exceptionally sensitive payload (like a large space telescope) must be optimized for a specific vehicle. In the case of the Roman Space Telescope, that means that without a major departure from established rules and norms, SpaceX’s Falcon Heavy rocket is all but guaranteed to win the contract to launch it.
In a sudden and closely watched milestone, Tesla Robotaxi has edged past Waymo on the Texas Department of Motor Vehicles automated vehicle registry. As of November 10, Tesla lists 1,302 registered vehicles under Tesla Robotaxi, LLC, compared with Waymo’s 1,297.
The flip is narrow, but real, according to the State’s books. Tesla’s Texas fleet, following an expansion on November 10, now consists of 729 Model Ys and 573 purpose-built Cybercab vehicles. Waymo’s roster is dominated by the Jaguar I-PACE and a growing number of Zeekr-based Ojai minivans.
NEW: Tesla Robotaxi just added 20 Tesla Model Ys to its fleet. The Texas fleet now stands at 1302 vehicles.
Live tracker: https://t.co/ri0WMLRhCQ
Tracker powered by @EVject
— Texas Autonomous Vehicle Tracker (@texasavtracker) November 10, 2026
Those figures come from the same public TxDMV automated vehicle listings that independent trackers have monitored since a Texas law required operators to disclose fleet sizes.
The scale of Tesla’s climb is pretty interesting and shows how much the company has grown its autonomous ride-hailing fleet over the past months. When the registry first became public in late May 2026, Tesla listed just 42 vehicles on it. Meanwhile, Waymo had several hundred vehicles registered to it.
Tesla CEO Elon Musk shades Waymo: ‘Never really had a chance’
Since then, Tesla has multiplied its authorized Texas fleet more than thirty times, driven by repeated Model Y additions and a steady build of Cybercabs. Waymo has also expanded, but at a slower pace than Tesla.
It is also important to note that registrations are not necessarily equal to operational fleet. The TxDMV list shows the number of vehicles each company is permitted to run, but it does not report how many are actively carrying riders, which cities they serve, or trip volume. Both companies stage vehicles and run mixed fleets that can include units in testing or temporarily offline.
A lead on the registry therefore signals capacity and regulatory positioning more than immediate ride volume.
Tesla has use the growing authorized fleet to expand its unsupervised service beyond the original Austin geofence area, as now it is flowing into cities like San Antonio and Dallas. The company has highlighted plans for a broader Cybercab deployment, eventually into new states and territories.
Waymo is operating across multiple Texas markets and in other areas of the United States.
Right now, the five-vehicle margin is thin and could reverse with the next large registration from either side. For the moment, however, the public Texas record shows Tesla holding the larger authorized Robotaxi fleet in the state.
Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
A Tesla upfitter has offered to take over Cybertruck lines from the company in a last-ditch effort to save the all-electric pickup from being completely canceled in the middle of 2027.
Unplugged Performance, the Hawthorne, California-based Tesla aftermarket specialist, has publicly offered to take over Cybertruck production from Tesla, funding the effort “through a consortium of investors.”
An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands.
We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn.
Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built.
We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond.
Worth a conversation?— UP (@UnpluggedTesla) November 10, 2026
The proposal comes as Tesla prioritizes its Cybercab Robotaxi program and prepares to wind down Cybertruck assembly at Gigafactory Texas around mid-2027.
Founded in 2013 by Ben Schaffer and located adjacent to Tesla’s Design Studio and SpaceX, Unplugged Performance has become a leading provider of premium upgrades for Tesla vehicles, including extensive Cybertruck packages under its UP INVINCIBLE line.
Through its UP.FIT division, the company has also developed purpose-built police and fleet versions of the Cybertruck, including deliveries to agencies such as the Las Vegas Metropolitan Police Department.
In an X post on Tuesday, Unplugged said:
“An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands. We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn. Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built. We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond. Worth a conversation?”
The arrangement would free Tesla resources and manufacturing capacity for Cybercab while allowing continued production of the stainless-steel pickup and expanded variants. Unplugged Performance indicated it would wait for battery cells after Cybercab needs are met and would generate ongoing revenue for Tesla through licensing and software/network services on the vehicles it produces.
Following strong initial interest, Unplugged Performance posted a follow-up inviting potential investors and strategic partners to email cyber@unpluggedperformance.com. The company clarified that the outreach is solely to gauge interest and does not constitute an offer to sell securities or acceptance of funds at this stage.
The proposal arrives shortly after Elon Musk indicated that Cybertruck production in Texas would be phased out by roughly the middle of 2027 to expand Cybercab output.
Whether Tesla engages with the offer remains to be seen, but the public overture highlights both the aftermarket specialist’s deep experience with the Cybertruck platform and the growing focus on autonomy within Tesla’s manufacturing plans.
Tesla overtakes Waymo in Texas as Robotaxi fleet performs shock flip
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
