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SpaceX’s first Falcon Heavy launch in three years eyes late-October liftoff
For the second time in 2022, SpaceX’s Falcon Heavy rocket has a firm launch date for the first time in more than three years.
Cursed by a seemingly relentless flood of delays impacting almost every one of the rocket’s payloads, Falcon Heavy made it within three or four months of ending its launch drought as recently as June 2022. At the time, the rocket was more or less ready to begin assembly, but NASA announced late that month that the Jet Propulsion Laboratory (JPL) and supplier Maxar had failed to finish qualifying software needed to power its Psyche spacecraft. Designed to journey to and enter orbit around the asteroid 16 Psyche, the complex trajectory required to reach it constrained the mission to a launch window sometime between August and October.
When JPL and Maxar were unable to properly test the spacecraft’s software in time for that window, they were forced to stand down and wait until the next earliest window, which begins in July 2023. That left Falcon Heavy with three more possible payloads to launch in 2022, but all three were chronically delayed and there was little reason to believe that even one of them would be ready to launch before 2023. However, Falcon Heavy’s single most delayed payload appears to have made a breakthrough, giving the most powerful rocket currently in operation at least one more shot at a 2022 launch.
Continuing an excellent series of reports tracking Falcon Heavy’s never-ending US military payload delays, Spaceflight Now broke the news with an official statement from the US Space Force, which confirmed that an unspecified industry partner had finally resolved payload problems that have delayed the military’s USSF-44 mission by two years. More importantly, the USSF spokesperson revealed a specific target of October 28th.
The US military has repeatedly offered implausible launch targets for USSF-44 with little to no official explanation for the mission’s delays, making it reasonable to appraise any specific launch date much like a boy crying wolf. But this particular target, announced within the same month as its date, is a bit more believable on its own.
Thankfully, it’s not on its own. On October 7th, SpaceX sent out an email confirming that Falcon Heavy is scheduled to launch USSF-44 sometime in October and asking members of the media to register for press site access and remote camera setup opportunities. It’s possible that the rocket or USSF-44 satellites will run into issues and trigger additional delays, but a press accreditation email is about as close as one can get to a believable guarantee that a secretive US military payload is on track for a SpaceX launch scheduled more than a week or so in the future.
The mission’s next major step forward will be the assembly of Falcon Heavy inside SpaceX’s main hangar at its NASA Kennedy Space Center LC-39A pad. Photos SpaceX shared last month and earlier this month of preparations for Crew-5, Falcon 9’s eighth successful astronaut launch, show that at least two of the four main stages that make up Falcon Heavy are already inside that hangar. One of two new Falcon Heavy side boosters was clearly spotted on September 30th.
The rocket’s expendable upper stage was also clearly visible in a September 23rd photo. Ordinarily, Falcon upper stages are nearly indistinguishable from each other, but the upper stage stored behind the Crew-5 upper stage in the foreground features a unique grey band around the bottom of its airframe. In July 2019, SpaceX tested another Falcon 9 upper stage with the same grey band, which a spokesperson explained was meant to improve the rocket’s longevity in orbit.
Long orbital coasts of six or more hours are necessary for some of the most challenging launch trajectories. Direct-to-geostationary launches are the most common type of mission to require long coast capabilities and are often demanded by the US military. The grey band’s purpose is to increase the amount of heating absorbed from sunlight to warm the liquid kerosene (RP-1) fuel contained within that part of the rocket. When it gets too cold, kerosene – which freezes at a much higher temperature than Falcon’s liquid oxygen oxidizer – becomes viscous and slush-like before it freezes solid. If ingested, slushy fuel would likely prevent ignition or destroy the upper stage’s Merlin engine.
USSF-44 will be SpaceX’s first direct geostationary launch attempt, explaining why the grey band has reappeared more than three years after its first test. Coincidentally, Falcon Heavy’s third and latest launch occurred in June 2019, just one month before that upper stage test. 40 months later, the rocket might finally launch again, and it will do so by attempting what is likely SpaceX’s most difficult customer mission to date. To enable the high performance required for the mission, USSF-44 will also intentionally expend a Falcon Heavy booster for the first time. The rocket’s two new side boosters will boost back to Florida and land side by side at LZ-1 and LZ-2, but its new center core will be expended after a single flight.
SpaceX has already finished converting Pad 39A’s mobile transporter/erector, which was previously set up for single-core Falcon 9 rockets. The T/E will eventually roll inside the pad’s integration hangar, confirming that Falcon Heavy has been fully assembled and is about to be installed on the structure. The rocket will then be rolled out to the pad and brought vertical for static fire testing, a process that will likely begin at least a week before the current October 28th launch target.
If testing is successful, Falcon Heavy will return to the hangar, have its fairing and USSF-44 payload installed, and roll out to the pad one last time. Stay tuned for updates on that ongoing process.
A new report claims that Apple is in the process of developing what would be the missing link for Tesla to get CarPlay.
Apple and Tesla have been reportedly working together for some time to give Tesla owners the opportunity to utilize CarPlay within their vehicles. While many owners are more than happy with Tesla’s in-house UI, which is seamless, effective, and smooth, some still want CarPlay, which does have its advantages.
A report from 9to5Mac now states that a new CarPlay technology that was highlighted during the Worldwide Developers Conference (WWDC) would potentially be the bridge between Tesla and Apple. With the addition of a feature known as “Route Sharing,” which gives a navigation app the ability to share routing data with the vehicle, Tesla would be able to launch CarPlay in its vehicles, the report states.
CarPlay has not been a priority for Tesla because it has done extremely well with its in-house UI, but some drivers are just used to it. Additionally, it could improve Tesla’s subpar Navigation or offer improved app capabilities, especially with iMessage.
Route Sharing is an intended addition to CarPlay’s iteration in iOS 26.4, which was released in March:
The addition of CarPlay would undoubtedly be welcome, but at the same time, it seems like Tesla realizes it is not of the utmost priority. There are so many things that Tesla is working on currently within its own vehicles, especially attempting to solve self-driving.
Back in February, Bloomberg had reported that Tesla was still working on bringing CarPlay to its vehicles, but it had not due to app compatibility issues and incredibly low adoption rates of iOS 26.
This bottleneck could buy Tesla the proper amount of time to develop CarPlay for its vehicles. It would be a welcome addition, and could be brought on with either the Summer or Fall 2026 Software Updates.
Tesla deliveries got a big boost in expectations from Wall Street firm Goldman Sachs, who believes the company will report some stronger-than-expected numbers when the second quarter comes to an end in the coming weeks.
Goldman Sachs has raised its vehicle delivery forecast for Tesla (NASDAQ: TSLA) in the second quarter of 2026, signaling growing confidence in the electric vehicle leader’s near-term momentum despite mixed market signals. Analyst Mark Delaney lifted the bank’s Q2 estimate to 420,000 units from a previous 405,000, surpassing the Visible Alpha consensus estimate of 400,000.
The upward revision stems from stronger-than-expected sales data across key regions. Europe stands out with projected year-over-year growth of 85-90 percent, driven by robust demand for Tesla’s Model Y and refreshed offerings. China posted high single-digit gains, while markets like South Korea and Australia also contributed positive momentum. These gains help offset mid-teens declines in U.S. deliveries through May, where broader EV market headwinds and competition persist.
Goldman extended its optimism to the full year, increasing its 2026 delivery projection to 1.73 million vehicles from 1.72 million. Longer-term forecasts remain unchanged, with 1.88 million units expected in 2027 and 1.96 million in 2028. The bank also nudged its 2026 earnings-per-share estimate higher to $1.35 from $1.30, reflecting anticipated margin benefits from higher volumes and operational efficiencies.
Despite these positive adjustments, Goldman maintained its Neutral rating and $375 price target on Tesla shares. At current trading levels near $411, the stock sits about 8-9 percent above the target, highlighting ongoing valuation concerns even as delivery momentum builds. Tesla’s Q1 2026 deliveries totaled 358,023 units, setting a baseline for recovery expectations in the current period.
This update arrives as Tesla prepares to report official Q2 figures shortly after June 30. Investors and analysts will closely watch not only headline delivery numbers but also regional breakdowns, average selling prices, and progress on energy storage deployments and autonomous technology initiatives.
The move by Goldman Sachs underscores a broader narrative for Tesla: while legacy auto markets face softening demand and tariff uncertainties, Tesla’s global footprint and product pipeline provide resilience. Europe’s surge reflects pent-up demand and policy support for EVs, while China’s steady growth highlights Tesla’s competitive positioning against local rivals.
Tesla still has its work cut out for it, including U.S. price sensitivity and intensifying competition. Yet Goldman’s revision adds to a series of analyst notes suggesting Q2 could mark a turning point. As Tesla pushes toward higher production rates at facilities in Fremont, Shanghai, and Berlin, sustained execution will be key to validating these higher forecasts.
We have said numerous times that deliveries are becoming a less important metric in the grand scheme of things, as AI truly takes precedence in the company’s thesis.
For Tesla bulls, the Goldman note reinforces faith in underlying demand trends. For skeptics, the unchanged rating serves as a reminder that delivery beats alone may not immediately resolve valuation debates in a high-interest-rate environment. Tesla’s stock reaction will likely hinge on the official numbers and management commentary in the coming weeks.
SpaceX has exercised its option to acquire Cursor, the innovative AI coding company, in an all-stock transaction valued at $60 billion. The deal, announced on June 16, marks a significant step in SpaceX’s expansion into advanced artificial intelligence, building on months of close collaboration between the companies.
Cursor, officially operated by Anysphere, Inc., is an AI-native code editor and coding agent designed to transform software development. Founded in 2022 by a group of MIT graduates in San Francisco, Cursor builds on the familiar foundation of Visual Studio Code but integrates powerful AI capabilities directly into the core experience.
Unlike traditional code editors or simple extensions, Cursor functions as a full “coding agent” that turns natural-language instructions into actionable code.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.
For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.… https://t.co/X5mepgXgjJ
— SpaceX (@SpaceX) June 16, 2026
Developers interact with Cursor through features like its Composer agent, which can search entire codebases, edit multiple files, run terminal commands, debug issues, and complete complex multi-step programming tasks autonomously.
Users describe high-level goals, such as “build a scalable API endpoint with authentication,” and the AI plans, implements, tests, and refines the solution while the human oversees decisions. Additional tools include advanced autocomplete (Tab), context-aware chat, and infrastructure for handling billions of daily requests.
The platform has gained considerable traction, surpassing $3 billion in annual recurring revenue by early 2026 and earning adoption by over half of the Fortune 500 companies. Its agentic approach accelerates development dramatically, allowing engineers to focus on architecture and creativity rather than repetitive coding.
The acquisition integrates Cursor’s leading product, expert team of roughly 300 engineers, and distribution network among top software developers with SpaceX’s unparalleled computational resources. SpaceX’s Colossus supercomputer, equivalent to a million H100 GPUs, has already powered joint training of next-generation models. These models are expected to launch soon within Cursor and SpaceX’s Grok Build environment.
This combination positions SpaceX to develop the world’s most capable AI systems for coding and knowledge work. Access to Cursor’s real-world usage data from millions of professional developers provides unparalleled feedback loops for model improvement. Training on Colossus enables rapid iteration on massive datasets, potentially creating AI that outperforms current leaders in reliability, context handling, and complex reasoning.
For SpaceX, the benefits extend far beyond software tools. Rocket engineering, satellite constellation management, autonomous flight systems, and Starship development involve millions of lines of highly specialized, safety-critical code.
Cursor’s AI agents, supercharged by proprietary models trained on SpaceX’s domain expertise, could slash development timelines, reduce errors, and enable faster innovation cycles. This vertical integration of AI tooling strengthens SpaceX’s competitive edge in both aerospace and the broader AI race, complementing its xAI initiatives.
The deal reflects the exploding value of AI-native developer platforms. By owning Cursor outright, SpaceX secures a strategic talent pool and product pipeline that will accelerate internal projects while potentially offering enhanced tools to the wider engineering community. As AI continues reshaping software creation, this acquisition underscores SpaceX’s commitment to leveraging cutting-edge technology for ambitious goals, from Mars colonization to global connectivity.
Apple is developing the missing link for Tesla to get CarPlay: report
Tesla deliveries get a big boost in expectations from Wall Street
