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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 launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
