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SpaceX’s first Falcon 9 Block 5 reuse will also be its quickest drone ship turnaround
According to observations of SpaceX booster movements at Cape Canaveral Air Force Station on July 24, it appears that the company will reuse a Falcon 9 Block 5 booster for the first time ever on August 4, just over a week from today.
Independent of the booster flying, SpaceX will also break their internal record for drone ship recovery turnaround if they manage to launch and land another rocket on the 4th, just 14 days after Of Course I Still Love You’s July 21 (EDT) booster recovery.
The Telkom 4 (Merah Putih) communications satellite will be sent by SpaceX to a geostationary transfer orbit and will become the second heaviest satellite ever launched by the company while still recovering the Falcon 9 booster, weighing in at around 5800 kg. While SpaceX’s launch and landing for the record-breaking 7080 kg Telstar 19V mission may appear more impressive at face value, it’s likely that Telkom 4 will be even more taxing for the rocket, thanks to the much higher geostationary transfer orbit the satellite will most likely be placed in.
Block 5 booster to be reused for a third launch in two weeks
This will be SpaceX’s third Falcon 9 Block 5 launch in less than two weeks if the schedule holds. More important than the schedule, perhaps, is the fact that it would appear that SpaceX intends to reuse the first Block 5 booster (B1046) for this particular launch. To lay out the foundation of this claim, it’s known that SpaceX’s CCAFS Pad 40 integration facilities are only capable of fitting one booster and the strongback (transporter/erector/launcher, TEL) at a time, evidenced both by sourced comments and views inside the hangar.
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- Soon after, B1046 was spotted on its way to a refurbishment facility around a week after its May 11 launch debut. (Instagram /u/tersco)
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- The second Block 5 booster, B1047, debuted at LC-40 on July 21. (Tom Cross)
Meanwhile, an unmistakeable Block 5 booster – with black interstage and octaweb coverings – was spotted being transported through Cape Canaveral Air Force Station (CCAFS) earlier this week, just after Falcon 9 B1047 launched (July 21 EDT) and freed up space for another booster inside the horizontal integration facility (HIF) at Pad 40. Given that only one Block 5 booster has been recovered on the East Coast and that B1047 was still out at sea earlier this week, the sooty booster traveling through CCAFS thus has to have been B1046, and it was making a beeline for LC-40.
Just one week before Telkom 4’s scheduled prelaunch static fire (July 31), there is no conceivable reason that SpaceX would bring a booster not immediately needed for launch into Pad 40’s HIF. As such, it can be all but guaranteed that Falcon 9 B1046 will be reflying for the first time, marking the first critical reuse of a Block 5 booster and hopefully the first of many dozens or even hundreds of reflights for the Block 5 fleet over the next several years.
Autonomous drone ship Of Course I Still Love You arrived at Port Canaveral with Falcon booster B1047 in tow around dawn, July 25. Since then, the booster has been offloaded onto SpaceX’s Port Canaveral berth space and is perched atop its stand while crews of technicians and engineers have focused on its legs. It appears that they may be removing them outright, but the fact that nothing has been visibly removed at this point suggests that there is still a chance of leg retraction, an important Block 5 upgrade required for truly rapid reusability. It also appears to be the debut of a brand new connection apparatus at the top of the interstage, purpose likely related in some way to leg retraction.
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Duo of cherry pickers loaded w/techs attaching guidewires atop #Falcon9 booster w completely newfangled hoisting cap/rectangular brace installed in place.1st use above sleek black Ti grid fins-on 2nd ever @SpaceX #Block5 for #Telstar19V launch. @ken_kremer https://t.co/G4fyocB13Q pic.twitter.com/qhnYcugWxb
— Ken Kremer🇺🇦🇩🇪🇺🇸🚀🧪 (@ken_kremer) July 27, 2018
Stay tuned for more updates and official visual confirmation as SpaceX tracks towards a July 31/Aug 1 static fire for the booster and a Telkom 4 launch date of no earlier than August 4, 1:19 am EDT/05:19 UTC.
For prompt info, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet (including fairing catcher Mr Steven) check out our brand new LaunchPad and LandingZone newsletters!
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
