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SpaceX kicks off 2023 with second largest rideshare launch
After rounding out 2022 with the world’s last orbital launch, SpaceX has kicked off 2023 with the new year’s first orbital launch – also the second-largest rideshare mission in history.
At 9:56 am EST (14:56 UTC), a SpaceX Falcon 9 rocket lifted off on Transporter-6, the sixth dedicated launch under the company’s Smallsat Rideshare Program. SpaceX says Transporter-6 deployed 114 payloads for dozens of paying customers, making it the second-largest rideshare mission ever launched. In addition, marking the latest apogee of a growing cottage industry largely enabled by SpaceX’s affordable and regular rideshare launch services, Transporter-6 carried an unprecedented number of ‘space tugs’ developed by five separate companies.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
At a minimum, Transporter-6’s expansive payload roster included Launcher’s first Orbiter space tug, Epic Aerospace’s first CHIMERA space tug, Momentus Space’s second Vigoride space tug, and two D-Orbit ION space tugs. While their capabilities vary significantly, all of the space tags or transfer vehicles manifested on the mission have a similar purpose: transporting satellites launched as rideshare payloads from their rocket’s one-size-fits-all parking orbit to an orbit more optimized for each spacecraft’s mission.
In theory, that concept could eventually take the shape of a service that lets operators send their satellites to a wide variety of orbits and still take advantage of the savings enabled by rideshare launches – particularly from SpaceX. But that time has not quite come. At the moment, only a few providers have successfully demonstrated space tugs with propulsion systems, and most of those proven options only allow for small orbit tweaks. One tug built by Spaceflight has partially demonstrated the ability to climb from ~300 kilometers to more than 1000 kilometers. Rocket Lab’s Electron kick stage is arguably the most successful in low Earth orbit, and the company has also shown that Photon – an upgraded version of that kick stage – can send payloads to high Earth orbits or even the Moon.
Future tugs could enable routine changes on the order of hundreds or even thousands of kilometers for multiple payloads per flight. Many prospective providers – including Momentus and Epic – hope to follow up their simpler prototypes (and follow in Rocket Lab’s footsteps) with tugs capable of carrying satellites to high Earth orbits, the Moon, and deep space.
SpaceX’s Transporter missions and the space tugs that frequent them all serve the same purpose: getting satellites where they need to go for a diverse range of customers. And Transporter-6 deployed a number of interesting payloads. In partnership with Nanoavionics, French startup Gama launched its first solar sail prototype in the hopes of one day lowering the cost of deep space propulsion and exploration. Momentus will get a second opportunity to demonstrate its Vigoride tug, which is powered by an exotic water plasma propulsion system. Spire launched the first prototypes of an upgraded satellite bus. Orbital Sidekick launched its first Earth observation satellite. Lynk Global launched an in-space cell tower to test the ability to broadcast 5G from space to the ground. Australian startup Skykraft launched its first batch of Block 2 air traffic management satellites and will deploy them with its own free-flying “Deployer 1” – essentially a space tug without propulsion. Planet launched dozens of new SuperDove Earth-imaging satellites. And Ukrainian startup EOS launched Agrisat-1, the country’s first commercial satellite.
Following Transporter-6, SpaceX’s Smallsat Rideshare Program has launched approximately 566 payloads in less than two years. In addition, SpaceX has launched more than 3600 of its own Starlink satellites since November 2019 for a total of well over 4000 satellites launched in a little over three years.
Prior to the end of 2022, SpaceX had never launched a rocket later than December 23rd or earlier than January 6th. That odd gap finally fell at the end of SpaceX’s record-breaking 2022 performance, which saw the company ace 61 Falcon launches in a single calendar year. Transporter-6 will be SpaceX and the world’s first launch of 2023. Never one to stand still, CEO Elon Musk has set SpaceX a target of “up to 100 launches” in the new year.
Rewatch SpaceX and the world’s first orbital launch (and rocket landing) of 2023 below.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
