News
SpaceX’s Falcon 9 Block 5 set for first expendable launch with USAF satellite
SpaceX’s most significant US Air Force launch contract yet is set to kick off with a (NET) December 18 launch of the first of 10 next-gen GPS satellites, known as GPS III Space Vehicle 1 (SV01). Thus far, SpaceX has won all five competitive GPS III launch contracts offered thus far by the USAF and – depending on Falcon 9’s performance this launch – could win several more.
Aside from contract victories, SpaceX’s first GPS III launch will be marked by yet another first for the company’s May 2018-debuted Falcon 9 Block 5 rocket. This first is not quite as desirable, though: sans landing legs and titanium grid fins, the new Block 5 booster will be expended after launch and will make no attempt to land.
Via @USAirForce: First GPS III satellite, AKA “Vespucci,” encapsulated in fairing on 12/7 ahead of #SpaceX Falcon 9 launch NET 12/18. This is the company’s first GPS mission and is expendable, so there will be no booster recovery.
(📸: @LockheedMartin) pic.twitter.com/5aOWy1tI5k
— Emre Kelly (@EmreKelly) December 11, 2018
At this point in time, the first official confirmation that Falcon 9 will be flying in an expendable configuration was given in a handful of comments made by Vice President of Launch and Build Reliability Hans Koenigsmann at a Dec. 5 press conference. While focused primarily on the topic at hand (SpaceX’s successful launch of the CRS-16 Cargo Dragon), members of the press managed to squeeze in a few minimally related questions which Hans graciously answered. Speaking about SpaceX’s imminent GPS III launch, Hans noted that,
“GPS is not landing a booster. It doesn’t have the landing hardware, or the majority of the landing hardware. … I looked at the booster yesterday, it’s in great shape and getting integrated in the hangar.
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
- Spotted by local photographer Tom McCool on November 27th, this 39A-located Falcon 9 booster is the likeliest candidate for the first GPS III launch. (Tom McCool)
Hans also told members of the audience that he believed the expendable profile had stemmed from a customer (i.e. USAF) requirement based on a need for extra performance:
“Regarding GPS not landing, I think this is a customer requirement to have all the performance for the mission. It’s a challenging mission.“
While there was previously some doubt as to whether Falcon 9 was actually incapable of attempting a booster landing after launch, Mr. Koenigsmann’s offhand suggestion that GPS III launches would be “challenging mission[s]” makes it far more likely that the USAF’s given mission profile genuinely demands all of Falcon 9’s performance – not enough propellant will remain for Falcon 9 to attempt recovery. There is, however, still some ambiguity in Hans’ answer.
If Falcon 9 will be expended solely as a consequence of mission performance requirements despite the oddly low payload mass (~3800 kg) and comparatively low-energy orbit (~20,000 km), the only possible explanation for no attempted recovery would be the need for Falcon 9’s upper stage to perform a lengthy second burn after a long coast in orbit. However, the mission parameters the USAF shopped around for would have placed the GPS III satellite into an elliptical orbit of 1000 km by 20,181 km, an orbit that would unequivocally allow Falcon 9 to attempt a drone ship recovery.
- Falcon 9 B1047.2 is seen here conducting its second successful drone ship landing. (SpaceX)
- In a more perfect world, Falcon 9 would have been responsible for the rainbow. (SpaceX)
- Lockheed Martin’s GPS III (SV 01-10) satellite.
- A GPS III spacecraft spreads one of its solar array wings. (USAF)
The reasoning behind this is simple: SpaceX routinely recovers Falcon 9 boosters after far more energetic launches. For example, Falcon 9’s November 15th launch placed the 5300 kg Es’hail-2 satellite into an orbit of 200 km by 37,700 km, after which Falcon 9 B1047.2 performed its second successful landing on drone ship Of Course I Still Love You. A prevailing second theory for the expendable mission lies in the Air Force’s notoriously stodgy and sometimes irrational revulsion at the slightest hint of risk or change – to minimize perceived risk, the USAF could have thus demanded that SpaceX expend Falcon 9 regardless of whether it was capable of doing so.
For GPS III SV01, it appears that only time will tell whether the satellite ends up in an orbit that can properly explain the booster’s premature demise. Given that SpaceX has a full four additional GPS III launches currently on the books, it will be a shame to see a veritable fleet of Falcon 9 Block 5 boosters tossed into the sea after just a single launch each.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla bolsters App with new safety, insurance, and storage features
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
Tesla is bolstering its smartphone App with a series of new features to streamline operations for owners. The new additions include fixes to safety, its in-house insurance offering, and storage management for Dashcam clips.
The Tesla Smartphone App is one of the biggest and best features and advantages owners have. Everything from moving the vehicle with Summon, to getting Navigation sent to the car, to preconditioning the cabin can be done with the Tesla App.
But in classic Tesla fashion, the company is aiming to improve the offerings of the app, and it is doing so with a handful of new features. They were first discovered by Tesla App Updates.
Tesla Insurance – Safety Score 3.0
This is truly part of the Spring 2026 Update, but Tesla has now given more transparency on how FSD has saved people money on their premiums.
Tesla intertwines FSD with in-house Insurance for attractive incentive
Additionally, Tesla is now automatically awarding a Safety Score of 100 for every mile traveled on Full Self-Driving (Supervised).
Update Tracking
Updates traditionally appear on the App or on the Center Touchscreen in the car. There is nothing better than seeing that Green Arrow at the top of the screen, or opening your app and seeing that there is a Software Update available.
Now, there will be no need to manually check the app and initiate the download. Tesla is enabling a new feature that will automatically download updates for you.
Storage Management
Your USB drive can now be remotely formatted, and old Dashcam clips can be deleted straight from the phone. When you record a lot of things using the Dashcam feature, that storage fills up pretty quickly.
Now, manually deleting the Dashcam videos is easier than ever.
Trailer Light Test
This is perhaps the coolest and most crucial addition to the Tesla App, as those who tow and haul will now be able to trigger a diagnostic light sequence from the app while standing behind your trailer to ensure the brake lights work.
Verifying your trailer lights are connected properly and operating normally and as intended is normally a massive hassle.
Now, a new trigger will be available to initiate a diagnostic light sequence directly from your phone.
News
Tesla Robotaxi-only Superchargers are starting to appear
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
Tesla is starting to build out Robotaxi-only Superchargers as the company is truly leaning on its Full Self-Driving and autonomy efforts to solve passenger travel.
Last week, the company filed pre-permits in Arizona’s East Valley for two dedicated, non-public charging sites stocked with next-generation V4 Superchargers. The filings mark the first visible evidence of purpose-built infrastructure exclusively for autonomous Tesla vehicles, as they state they are not for public use.
In Chandler, Tesla plans to install 56 V4 stalls on an industrial parcel along South Roosevelt Avenue. Site documents describe a high-capacity setup supported by new SRP transformers, switching cabinets, and upgrades to existing underground lines.
A second site in Mesa, located at 5349 E Main Street in another industrial zone, carries the same private-use designation. Both locations sit well away from public roads and customer traffic, ensuring the chargers serve only Tesla’s internal fleet.
The sites were spotted by Supercharger observer MarcoRP.
On the same day, Tesla also submitted a draft for another proposed location in the city of Mesa, also listed as private use.
This site is located in an industrial area on the east side of the city. pic.twitter.com/jCC1IsKKKw
— MarcoRP (@MarcoRPi1) April 17, 2026
Phoenix’s East Valley offers an ideal launchpad for Robotaxi Supercharging: the location has a clean, grid-like street layout and year-round mild weather that minimizes camera degradation. Additionally, Arizona has welcomed self-driving pilots since Waymo’s early days.
By securing private depots now, Tesla can optimize charging cycles, reduce downtime, and maintain full control over vehicle hygiene and security, critical factors for high-utilization Robotaxi operations.
The type of Supercharger is telling as well, as they are V4, Tesla’s fastest and most efficient buildout.
V4 stalls deliver faster power and support bidirectional charging, features that will let idle Robotaxis feed energy back to the grid during off-peak hours. Because the sites are closed to the public, Tesla avoids congestion, vandalism risks, and the scheduling conflicts that plague shared stations.
The timing is telling. With unsupervised Full Self-Driving hardware already rolling out across the lineup and Cybercab production targets looming, Tesla is shifting from vehicle development to ecosystem readiness.
Charging infrastructure has historically been the gating factor for ride-hailing scale; building it ahead of the vehicles signals confidence that regulatory and technical hurdles are nearing resolution.
Tesla has been spotted testing Cybercab units in Arizona over the past few months, as well.
Interestingly, the permits show V4 Superchargers in the plans, although Cybercab will likely utilize wireless charging:
Tesla Cybercab spotted with interesting charging solution, stimulating discussion
For Tesla, these Robotaxi-only Superchargers represent more than convenient parking spots. They are the first bricks in a vertically integrated autonomy platform—vehicles, energy, and software working in seamless concert.
It appears Tesla is preparing to begin building out Robotaxi-only Superchargers to avoid the congestion and keep its autonomous fleet charged up to get ride-hailers to their destinations.
Elon Musk
ARK’s SpaceX IPO Guide makes a compelling case on why $1.75T may not be the ceiling
ARK Invest breaks down six reasons SpaceX’s $1.75 trillion IPO valuation may be justified.
ARK Invest, which holds SpaceX as its largest Venture Fund position at 17% of net assets, has published a detailed investor guide to why a SpaceX IPO may be grounded in a $1.75 trillion target valuation.
The financial case starts with Starlink, SpaceX’s satellite internet constellation, which has surpassed 10 million active subscribers globally as of early 2026, with 2026 revenue projected to exceed $20 billion. ARK’s research puts the total satellite connectivity market opportunity at roughly $160 billion annually at scale, and Starlink is adding customers faster than any telecom network in history. That growth alone would justify a substantial valuation.
Additionally, ARK notes that SpaceX has reduced the cost per kilogram to orbit from roughly $15,600 in 2008 to under $1,000 today through reusable Falcon 9 hardware. A fully operational Starship targeting sub-$100 per kilogram would represent a significant cost decline and open markets that do not currently exist. SpaceX executed a staggering 165 missions in 2025 and now accounts for approximately 85% of all global orbital launches. That infrastructure position took decades to build and would be nearly impossible to replicate at comparable cost.
SpaceX officially acquires xAI, merging rockets with AI expertise
The February 2026 merger with xAI added a layer to the valuation that straightforward financial models struggle to capture. ARK argues that at sub-$100 launch costs, orbital data centers could deliver compute roughly 25% cheaper than ground-based alternatives, without power grid delays, permitting friction, or land constraints. Musk has stated a goal of deploying 100 gigawatts of AI computing capacity per year from orbit.
The $1.75 trillion figure itself is not a conventional earnings multiple. At roughly 95x trailing revenue, it prices in Starlink’s adoption curve, Starship’s cost trajectory, and the orbital compute thesis together. The public S-1 prospectus, due at least 15 days before the June roadshow, will give investors their first complete look at the financials to test those assumptions. ARK’s position is that the track record earns the benefit of the doubt. Fully reusable rockets were considered unrealistic for years. Starlink was considered financially unviable. Both happened on timelines that surprised skeptics.







