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SpaceX on track to launch four rockets next month despite Falcon Heavy delays
Despite the intense focus on SpaceX’s first Falcon Heavy launch attempt and the testing preceding it, SpaceX is still a functioning business, and that business lies in launching payloads into Earth orbit. While it appears that January is unlikely to see any additional SpaceX launches, particularly Falcon Heavy, the launch company’s February manifest appears to be rapidly firming up.
Perhaps most significantly, two geostationary communications satellites completed their long journeys to Cape Canaveral, Florida within the last week or so, and a third payload on the West Coast is presumed to be at Vandenberg Air Force Base, all preparing for February launches. Meanwhile, although it is unclear how close Falcon Heavy is to launching, a date in mid to late February appears realistic at this point. As such, SpaceX has at least three and maybe four missions concretely planned for February – concrete in the sense that three of them were given specific launch dates within the last week.
Falcon Heavy is now targeting Friday, January 19 for its first static fire test. (Tom Cross/Teslarati)
A return to stride
Following a halcyon year of 18 launches, SpaceX appears to be ready to tackle its manifest headfirst after a relatively relaxed start to 2018. January saw a single SpaceX launch, Zuma, as well as the ongoing series of tests of the first completed Falcon Heavy launch vehicle, although the big rocket’s launch date has likely already slipped into February at the earliest. Still, SpaceX’s Falcon 9 workhorse rocket is rearing for additional launches, and options abound.
GovSat-1 (SES-16) – NET late January 2018
First on the docket is the launch of GovSat-1/SES-16, a public-private partnership between Luxembourg’s government and the renowned Lux.-based satellite manufacturer and operator, SES. Similar to Hispasat, GovSat-1 is a geostationary communications satellite weighing around 4000 kg that will be placed in a geostationary transfer orbit by Falcon 9. If it flies before Falcon Heavy, something I’d place at around 99% likely, the launch of PAZ will mark SpaceX’s first reused flight of 2018, with many, many more to come. This particular launch will use Core 1032 from the secretive NROL-76 mission back in May 2017. 1032 is an older booster, and thus a recovery attempt is unlikely – Block 3 Falcon 9s were never designed to be reused more than once or twice, especially not after toasty high-energy recoveries necessitated by geostationary launches.
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- After launching NROL-76 in May 2017, B1032 returned to Landing Zone-1 for a successful landing. (SpaceX)
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- SES and GovSats’ first partnered satellite, GovSat-1/SES-16. (SES)
PAZ – Starlink prototype co-passengers – NET February 10 2018, 6:52am PST
Up next, PAZ is a commercial imaging satellite designed to return high-resolution photos of Earth from a relatively low polar orbit of approximately 500 km. It’s believed that this mission will be launched aboard a flight-proven Falcon 9 booster, Core 1038, previously tasked with the launch of the small Formosat-5 imaging satellite in August 2017. The mission will be the second 2018 launch of a flight proven booster for SpaceX, following on the heels of GovSat-1. Perhaps more important than reuse (but secondary to the customer’s payload insertion), however, is the probable presence of two of SpaceX’s first prototype broadband satellites, a constellation now known to be called Starlink.
This will be a major achievement for SpaceX’s satellite constellation efforts, as the several hundred employees SpaceX has stationed in Washington State and outside of Hawthorne, CA will finally be able to operationally test the fruit of many months of hard but silent work. Given the presence of two satellites, it’s assumed that these test satellites, Microsat 2A and 2B, have been designed to test all of the main components SpaceX has been developing, particularly the optical (LASER) on orbit communications system. By allowing each satellite to communicate at incredibly high bandwidths with each other, SpaceX’s ultimate goal is to create a mesh network of connectivity covering the entire Earth.
As such, fingers crossed that SpaceX begins to discuss Starlink in more detail as 2018 progresses and PAZ and its Microsat co-passengers reach orbit in February. Sadly, although the combined payload is small and the planned orbit low, the twice-flight-proven booster may meet its ultimate fate in the Pacific Ocean – a recovery attempt is no longer guaranteed for older, reused Falcon 9s. However, while not officially confirmed, this launch could see the debut of SpaceX’s Western landing pad, currently known as SLC-4 West (SLC-4W). Rather than attempting recovery aboard the drone ship Just Read The Instructions, Falcon 9 1038 would instead flip around and return to a landing area less than a kilometer away from its VAFB launch pad. Expect official confirmation as the launch date approaches.
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- The Spanish company Hisdesat’s PAZ imaging satellite. (Hisdesat)
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- Falcon 9 1038 aboard Just Read The Instructions after the launch of Formosat-5. (SpaceX)
Hispasat 30W-6 (1F) – No Earlier Than (NET) mid-February 2018
Finally, Hispasat is a relatively hefty 6000 kg commercial communications satellite slated for launch aboard what is believed to be a new Falcon 9 rocket. With SpaceX aiming to place the satellite into a geostationary transfer orbit, this will almost certainly preclude any attempts at recovering the first stage – the booster will need to expend most of its fuel to accomplish the job, leaving no reserve to conduct landing burns at sea. Hispasat’s Falcon 9 will thus likely be the first new booster to be expended intentionally by SpaceX in 2018.
Spain's @Hispasat: 30W-6 telecom sat arrives at Cape Canaveral from builder @sslmda to prepare for Feb launch on @SpaceX Falcon 9. Sat carries Ku-, C- & Ka-band payload for Americas/trans-Atlantic. pic.twitter.com/Zfhi1cE5vx
— Peter B. de Selding (@pbdes) January 16, 2018
Another busy year?
If February is to be representative of SpaceX’s 2018 launch cadence, the year is going to be a crazy one for the rocket company. As of IAC 2017, Elon Musk showed an estimated 30 launches as the company’s goal this year, compared to 20 in 2017 (SpaceX was only two launches short of that). While Falcon Heavy may be understandably stealing the buzz and then some from those interested in spaceflight and technology, it is an absolute necessity that SpaceX remains a viable and reliable launch company if they hope to pursue more aspirational technologies like Falcon Heavy, BFR, and more. Here’s to hoping that SpaceX manages to make 2018 equally or even more successful than 2017.
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
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
