News
SpaceX releases video of world’s most powerful rocket ready for liftoff
Just a few days after its first-ever rollout to Launch Complex 39A, SpaceX has published its official photos of the historic moment, capturing Falcon Heavy poised and ready at the launch pad that could host its inaugural flight as soon as January 15th.
These photos offer the first glimpses of the complete, integrated Falcon Heavy, now with Elon Musk’s Tesla Roadster payload and second stage attached to the massive rocket. While SpaceX has not yet revealed specific details regarding the Roadster’s actual destination, it can be assumed that Falcon Heavy and its second stage will attempt to place it into an extremely stabled orbit around the sun, with one side close to the orbit of Mars. In this configuration, it’s unlikely that there will be any possibility of in-space photo opportunities with the Tesla and Mars. Musk has confirmed that its orbit will be extremely stable, and Roadster will likely remain in its final space journey for hundreds of millions or even billions of years.
With more than 5 million pounds of thrust at liftoff—equal to approximately eighteen 747 aircraft at full power—Falcon Heavy will be the most powerful operational rocket in the world by a factor of two. https://t.co/NneqPRPr46 pic.twitter.com/oswCUreG6i
— SpaceX (@SpaceX) January 3, 2018
While Falcon Heavy’s inaugural launch will apparently see the vehicle operating at only 92% thrust, this performance would still easily catapult the rocket above all other operational launches vehicles by nearly a factor of two.
At a total of 5 million pounds of thrust (22.8 kN), the rocket would be able to lift a fully-fueled 747 passenger jet into low Earth orbit (LEO) in an expendable configuration. Its performance with full recovery of its three first stages is not public, on the other hand, but SpaceX will nevertheless be attempting to recover all first stages alongside the inaugural launch. Approximately 30 seconds before Falcon 9’s usual main engine cut-off (MECO) point, Falcon Heavy’s twin side boosters will separate from the center core (essentially a complete Falcon 9) with the help of some form of mechanical actuators designed to gently push those boosters away from the center.
Quite frankly, the intense aerodynamic forces present at the point of side booster separation mean that it is entirely possible that they may not survive, and could even be drawn back in to impact the center core, an eventuality that would likely bring the mission to a premature end. Typically, rockets with a similar triple booster first stage (Titan IV, Delta IV Heavy) have used relatively powerful separation rockets to more sternly force the side boosters away from the main stage, generally with great success. However, the sort of single-use separation motors would run counter to SpaceX’s primary pursuit of completely reusable rockets.
Risks aside, if all goes well, the side cores will separate and return to the land-based Landing Zone-1 (LZ-1) at Cape Canaveral Air Force Station, and will likely land simultaneously and offer nearby Floridans a double dose of sonic booms as they slow down from speeds well above Mach 3. Meanwhile, the center stage will throttle up and continue on as if it were a Falcon 9. The core stage will finally separate from the second stage and Roadster payload and power back down to Earth to attempt a recovery aboard the drone ship Of Course I Still Love You. Given SpaceX’s previous history of rather exceptional live coverage of both their Falcon 9 launches and landings, fans can expect a truly stunning tour-de-force of a show if the launch goes as planned.
Even then, a failure would still be quite a spectacle and is undeniably a real possibility for any new form or iteration of a rocket. However, it is rather implausible that SpaceX would choose to take unreasonable risks with one of its invaluable launch pads, particularly LC-39A – tasked with supporting SpaceX’s upcoming Commercial Crew demonstration missions no earlier than August 2018. Musk’s hyperbole aside, he can be taken at his word when he in the past commented that the launch would be a spectacle one way or another. The massive vehicle’s first static fire attempt, the final step ahead of launch, is to occur no earlier than January 6th, 2018.
Follow along on Instagram as Teslarati’s launch photographer and correspondent Tom Cross provides behind-the-scenes live coverage of both the launch of Zuma (NET January 5) and the final operations ahead of Falcon Heavy’s first launch.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
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.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
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.
