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SpaceX’s Falcon Heavy rocket back in action after a three-year hiatus
Update: The US Space Systems Command says that SpaceX’s first direct launch to geosynchronous orbit was a “simply outstanding” success, safely deploying several satellites more than 36,000 kilometers (~22,400 mi) above the Earth’s surface.
The success of the US Space Force’s USSF-44 mission means that SpaceX’s Falcon Heavy rocket is now one of just a handful of operational rockets in the world that has demonstrated the ability to launch satellites directly to geosynchronous orbit. More importantly, it’s one of just three US rockets with that established capability. The other two rockets – ULA’s Atlas V and Delta IV – will cease to be available for US military missions by the end of 2023, meaning that Falcon Heavy may briefly become the only rocket in the world able to launch certain US military missions until ULA’s next-generation Vulcan rocket is ready to prove itself.
SpaceX’s Falcon Heavy has continued a streak of successful dual-booster landings during its first attempted launch directly to geosynchronous orbit, a mission that was also the rocket’s first launch in more than three years.
Known as USSF-44 and initially scheduled to launch more than two years ago, the US Space Force mission finally lifted off on November 1st, 2022 after relentless payload delays. By mid-2021, the hardware required for SpaceX’s first Falcon Heavy launch since June 2019 – mainly three new first-stage boosters – had finished qualification testing and been shipped to Florida in anticipation of a late-2021 or early-2022 launch. That launch never came.
Only in November 2022 did most or all of USSF-44’s payloads finally come together, resulting in a gap of more than 40 months between Falcon Heavy launches as practically every other payload assigned to the rocket in the interim experience their own significant delays. Regardless, on November 1st, Falcon Heavy lifted off for the fourth time and performed flawlessly for the nine minutes the US Space Force allowed SpaceX’s webcast to continue.
Over the course of those nine minutes, Falcon Heavy’s twin side boosters – both flying for the first time – helped send the rest of the rocket on its way to space before separating from the center core, upper stage, and payload to boost back towards the Florida coast. Less than eight minutes after liftoff, they safely touched down seconds apart at SpaceX’s LZ-1 and LZ-2 landing zones. Lacking grid fins or landing legs, Falcon Heavy’s intentionally-expendable center core (middle booster) continued burning for another 90 seconds and only separated from the upper stage after reaching a speed of almost four kilometers per second (8,900 mph) – a new record for a SpaceX rocket booster.
The center core, B1066, was likely obliterated when it reentered Earth’s atmosphere traveling at approximately 50% of orbital velocity. Side boosters B1064 and B1065, however, will be rapidly refurbished for a “future US Space Force mission” that SpaceX – perhaps incorrectly – says could follow USSF-44 as early as “later this year.” Unless SpaceX has received an additional USSF launch contract in secret, the company’s next USSF mission appears to be USSF-67, which the US Space Systems Command reported could launch as early as January 2023 in their latest press release [PDF]. USSF-44 and USSF-67 are technically set to launch in the same US fiscal year but not the same calendar year.
USSF-44 is SpaceX’s first direct geosynchronous launch, meaning that Falcon Heavy is attempting to deliver the US military’s payloads to a circular geosynchronous orbit (GEO) approximately 36,000 kilometers (~22,400 mi) above Earth’s surface. “Geosynchronous” refers to the fact that a spacecraft’s orbital velocity matches Earth’s rotational velocity at that altitude, making it a popular destination for communications and Earth observation satellites that want to observe the same region of Earth all the time. Ordinarily, to simplify the rocket’s job, most GEO-bound satellites are launched into an elliptical geosynchronous or geostationary transfer orbit (GTO) and use their own propulsion to circularize that ellipse.
On a direct-to-GEO launch, the rocket does almost all of the work. After reaching a parking orbit in Low Earth Orbit (LEO), Falcon Heavy’s upper stage likely completed a second burn to geosynchronous transfer orbit. Then, while conducting a complex ballet of thermal management and tank pressure maintenance to prevent all of its cryogenic liquid oxygen (LOx) from boiling into gas and its refined kerosene (RP-1) from freezing into an unusable slush, the upper stage must coast ‘uphill’ for around five or six hours.
Over that journey from an altitude of about 300 kilometers to 36,000 kilometers, in addition to the above tasks, the upper stage must also survive passes through both of Earth’s radiation belts. At apogee, Falcon S2 must reignite its Merlin Vacuum engine for around one or two minutes to reach a circular geosynchronous orbit. Payload deployment will follow and could last anywhere from a few minutes to an hour. Finally, to be a dutiful space tenant, Falcon’s upper stage must complete at least one or two more burns to reach its final destination: a graveyard orbit a few hundred kilometers above GEO.
SpaceX’s third Falcon Heavy launch, a US Air Force mission called STP-2, was a partial dry-run of direct-to-GEO launch – albeit in low Earth orbit (LEO) instead of LEO, GTO, and GEO. During STP-2, Falcon Heavy’s upper stage completed four successful burns in three and a half hours. USSF-44 is significantly more challenging by most measures but not entirely outside of SpaceX’s range of experience. In addition to STP-2, Falcon 9 upper stages have conducted a few long-duration coast tests after completing unrelated primary missions.
In statements made to Spaceflight Now, the US Space Systems Command said that USSF-44’s two main payloads are a pair of propulsive kick stages and payload platforms, one – LDPE-2 – supplied by Northrop Grumman and the other – the “Shepherd Demonstration” – a mystery. LDPE-2 will reportedly carry three hosted payloads and deploy three rideshare satellites: likely two Lockheed Martin LINUSS-A cubesats and Millenium Space Systems’ TETRA-1. All three rideshare satellites are designed to demonstrate various new technologies, ranging from propulsion systems to avionics.
Rewatch SpaceX’s USSF-44 Falcon Heavy launch here.
Tesla has started to perform earthworks engineering on the roughly 3,000-acre site in Fort Bend County, Texas, advancing the massive $10 billion Project Crystal Sun plan to build a vertically integrated solar manufacturing complex.
Flyover drone footage from S.E. Robinson, Jr. released this morning shows the location under development. Tesla has crews on site performing large clearings, but you can also see equipment staging areas, the use of an existing homestead, and active leveling across a substantial portion of the property.
Tesla has started construction on Project Crystal Sun, its $10B vertically integrated solar factory near Houston, Texas.
The plant will make everything from silicon ingots and wafers to finished cells and panels, with operations targeted for Q1 2029.
@SERobinsonJr with a great flyover of the facility:
— TESLARATI (@Teslarati) November 9, 2026
Public filings first submitted in July under Texas’s Jobs, Energy, Technology and Innovation Act describe a plant that would manufacture the full solar chain: everything from silicon ingots, wafers, coated cells, and finished modules.
Tesla projects 9,712 permanent jobs by 2033, ramping from roughly 1,900 positions in the first year of operations, plus a peak of about 1,147 construction jobs. Construction is targeted for 2026–2028, with commercial production beginning in the first quarter of 2029. An accompanying economic analysis estimates the project could add roughly $107 billion to Texas GDP over several decades.
Local incentives have cleared major hurdles. Lamar Consolidated Independent School District unanimously approved school-tax limitations in September, and Fort Bend County commissioners approved a package of abatements and related agreements in late October that could extend equipment tax breaks for as long as 35 years.
Tesla had previously indicated it was evaluating a competing out-of-state location.
The effort fits broader statements by Musk that Tesla and SpaceX are each working toward 100 gigawatts of annual U.S. solar manufacturing capacity. If built as described, Project Crystal Sun would stand as one of the largest domestic attempts to create a fully integrated solar supply chain on American soil.
While Tesla has not issued a formal groundbreaking announcement, the visible site preparation and high-profile social media activity represent a concrete step forward for a project that has moved from confidential filings to active earthworks in a matter of months.
Elon Musk continues to shed more reasons that justify the cancelation of the Tesla Cybertruck, but some of the reasons for the sunset, as well as the process the company is choosing, do not make a lot of sense.
Musk announced last week on X that Tesla would wind down Cybertruck production in mid-2027, a decision that aims to prioritize Cybercab and its importance to the company’s future and passenger transportation as a whole.
But some of what Tesla and Musk are saying does not seem to make much sense. From the process the company is taking with orders to some of the reasoning for the cancelation, the whole situation seems strange.
With that being said: I totally see the merit in prioritizing Cybercab, but I also believe there is room for Cybertruck, a vehicle that has traditionally had low volumes, especially now at its current price point. If it were not for the cancelation, Cybertruck would sell very few units with the recent price adjustments.
Musk Talks Order Rate vs. Production Rate
The first thing that does not make a lot of sense here is the fact that this morning, Musk said that “The Cybertruck order rate far exceeds our production rate. We will try to make as any as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.”
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
— Elon Musk (@elonmusk) November 9, 2026
Then why is Tesla STILL accepting orders for the Cybertruck if it already cannot fulfill its order log by mid-2027?
There are so many people ordering Cybertruck that will not receive it. If Tesla already is having trouble seeing how it will build its current orders, why would it allow additional ones?
There are going to be a lot of people who are very upset next June or July, all because they placed an order for a truck that Tesla knew it would not have the time to build. At this point, it seems like a better idea from a customer service standpoint to simply stop accepting orders on a certain date, build those trucks, fulfill those orders, and then close production.
Continuing to accept orders at this point seems wildly strange. If anything, it feels like the $59k Cybertruck orderers will be the ones who get the short end of the stick here, but that’s speculation and just a hunch on my end.
If not Cybertruck, then what?
With only the Model 3 and Model Y available for consumers, meaning the general public, to buy, there is now no utility vehicle in the Tesla lineup, and that is definitely a disappointment.
Ford already washed its hands of the Lightning, which means the Rivian R1T will likely be the best-selling EV pickup on the market, dueling with the GMC Hummer Pickup, Chevy Silverado EV, and the GMC Sierra EV. There are several pickups that are set to hit the market soon, like the Slate EV Truck, and Ford’s new EV pickup, the Fathom.
Tesla could provide some some transparency on what it is planning to do with a future pickup or utility design. Musk said in the past that something much cooler than a minivan will be built. Cries for a full-size SUV have been heard by Tesla, but the company seems to adamant on prioritizing ridesharing vehicles instead of vehicles people want for work, climate, or hobbies.
Some clarity here, past the point of “Tesla is still going to build cars” would be nice. Even a simple, “Yes” response from all the people asking if Tesla will build something larger would be more than enough. We don’t need all the details now, but something would be nice.
Closing Thoughts
More than anything, it is important to note that I do believe Tesla is making a tough decision and one that, from a business standpoint, does make sense. However, I also believe that there is room for the Cybertruck in Tesla’s lineup.
One thing I think it’s worth mentioning is Tesla is not that much different from many companies. They do things that are better for the business that will surely upset consumers. The difference is very few companies have a following like Tesla, so when these things happen, they feel very personal.
Add in the fact that Cybertruck has truly become a symbol of Tesla, and people are even more upset about it.
It will all get figured out, but it’s still very confusing when we step back and take a look at the bigger picture.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.
Tesla begins groundworks on $10B ‘Project Crystal Sun’ in Texas
Elon Musk keeps justifying Tesla Cybertruck’s cancelation, but it’s confusing
