News
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.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
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.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
