News
SpaceX Falcon Heavy testing delayed after government shutdown
As the U.S. Senate’s majority party searches for ten additional votes in order to end a federal government shutdown that began late Saturday, all “non-essential” activities at the country’s numerous government-operated space launch facilities have ground to an immediate halt and will remain in limbo until a funding bill compromise is hammered out.
While SpaceX is a wholly private space launch company, it relies almost unilaterally upon launch support and range expertise provided by NASA and the US Air Force, both in Cape Canaveral, FL and Vandenberg, CA. Sadly, the Air Force personnel SpaceX depend upon to conduct launches, static fires, and other ignition tests at its launch pads are not considered “essential” under regulations that prevent the federal government from coming to a complete halt in the event of a funding-related shutdown.
Unfortunately, a budget agreement wasn't reached, resulting in a gov't shutdown. This will unfortunately disrupt the lives and operations here at Patrick AFB. Go to https://t.co/yvmNBH1LMy for info on the current shutdown, impact on base resources, & financial resource options.
— Space Launch Delta 45 (@SLDelta45) January 20, 2018
SpaceX did appear to complete the most thorough round of Falcon Heavy testing yet late Saturday evening, the US Senate’s failure to either pass a continuing resolution or a new funding bill for the fiscal year led to a complete federal government shutdown soon after. As a result, nearly all of the US Air Force’s 45th Space Wing – a crucial backbone of East coast range and launch operations – was furloughed indefinitely, pending new funding from Congress. SpaceX had previously requested a new static fire date for Falcon Heavy on Monday, January 22 (today), a date that is now clearly going to move right for at least as long as the government lacks funding for basic launch operations.
Thankfully, activities like the extensive propellant loading tests that occurred on Saturday night do not technically require range support, so long as no engine ignition or static fire components are included. In the event of a catastrophic failure, the government-run range would be tasked with ensuring the safety of those in the vicinity and coordinating the emergency response that would immediately follow. This policy is brought somewhat into question by the failure of Amos-6 – although that Falcon 9 was being prepared for a static fire test, its highly-destructive failure is understood to have occurred at least five or more minutes before the planned point of ignition. Nevertheless, SpaceX will be able to continue some level of testing with Falcon Heavy, if needed.
Elsewhere, instability
While SpaceX’s Falcon Heavy has undoubtedly garnered magnitudes more eyeballs than the company’s Falcon 9 activities, the government shutdown could be far more consequential for SpaceX’s customers if it cannot be halted within a handful of days. A federal shutdown lasting several days is a hugely disruptive and damaging event on its own, lack of range support on the East coast could quickly begin to eat into SpaceX’s GovSat-1 preparations, the launch of which is targeting NET late January/January 30. For GovSat-1’s flight-proven booster, a static fire at the launch site is unlikely to be bypassed (SpaceX has never skipped a prelaunch static fire), and would typically occur no fewer than four or five days before launch. As a result, in the somewhat unlikely event that the shutdown stretches beyond the next several days, SpaceX customers SES and GovSat could see their launch delayed, an event that would likely bring financial consequences to the public-private satellite venture.
Looking slightly farther into the future, SpaceX’s flight-proven launch of PAZ and two of its own prototype communications satellites is just about two weeks away from its own static fire test, this time at the West Coast’s Vandenberg Air Force Base. Such an extended shutdown would be utterly unprecedented, but if 2017 and 2018 have done anything at all, they’ve tempered tendencies towards knee-jerk claims of “that’ll never happen!”
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- A panorama of LC-39A in November 2017. (Tom Cross/Teslarati)
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- SpaceX’s Vandenberg launch complex, SLC-4E, depends upon an Air Force range to operate. (SpaceX)
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- LC-40, located in Cape Canaveral Air Force Station, is SpaceX’s second pad. (Tom Cross)
Here’s to hoping that Congress can get their act together and return to those they represent the bare minimum of federal stability, for both federal employees and those that depend upon them.
Update: After a solid two days of shutdown, the Senate has apparently reached an agreement to pass a continuing resolution that will maintain funding for another three weeks, after which a new FY2018 budget must be passed to avoid another shutdown. While this thankfully means that the impact to the Space Coast and the Air Force’s 45th Space Wing should be relatively small, I have left my above thoughts on the potential impacts of a longer shutdown untouched for posterity.
Senate has voted on an amended bill to fund U.S. government for 3 weeks. Bill now heads back to the House for debate & vote. If it passes the House without changes, the President then needs to sign it into law. Once all those things happen, the government reopens. Then… 1/2
— Chris G (@ChrisG_SpX) January 22, 2018
Follow along live as launch photographer Tom Cross and I cover these exciting proceedings as close to live as possible.
Teslarati – Instagram – Twitter
Tom Cross – Instagram
Eric Ralph – Twitter
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
