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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 has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
