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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.
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- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
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- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
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- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
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- 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.
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- Falcon 9 B1047.2 is seen here conducting its second successful drone ship landing. (SpaceX)
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- In a more perfect world, Falcon 9 would have been responsible for the rainbow. (SpaceX)
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- Lockheed Martin’s GPS III (SV 01-10) satellite.
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- 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!
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
