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SpaceX launches first Starlink mission of 2023 after eight delays
A Falcon 9 rocket has successfully launched SpaceX’s Starlink 2-4 mission after seven delays pushed it from November 2022 to January 2023.
Starlink 2-4 was originally scheduled to launch as early as November 18th, 2022, but was delayed shortly after its Falcon 9 rocket conducted a static fire test. The delay was indefinite, and that specific rocket ultimately launched a different commercial payload in late December. The internet satellite launch was finally rescheduled for January 9th, 2023, kicking off a string of additional delays. Weather delayed the January 9th attempt. Issues with Falcon 9’s second stage delayed the January 10th attempt. Additional “pre-launch checkouts” delayed the launch from January 11th to the 14th, which was then pushed to January 15th for “constellation optimization.“
Poor weather delayed Starlink 2-4 from January 15th to January 18th, and SpaceX eventually delayed the mission to January 19th without explanation. On January 19th, SpaceX even delayed Starlink 2-4 an eighth time, from 7:23 am PST to 7:43 am PST. But at long last, Starlink 2-4 did, in fact, lift off at 7:43 am PST, ending the longest streak of delays experienced by SpaceX in several years.
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
In a rare twist, the first delay caused SpaceX to shuffle booster assignments, and Starlink 2-4 wound up with B1075. B1075 had never flown before, making Starlink 2-4 the second Starlink mission that has debuted a new Falcon booster. Ordinarily, SpaceX has always reserved new boosters – of which only a handful are built annually – for its more conservative customers. The US military in particular was slow to warm up to the idea of flying operational “national security” payloads on reused Falcon boosters, and often required (and paid for) new boosters whenever possible.
But even that wall mostly crumbled in 2022. SpaceX debuting another new Falcon 9 booster on its own low-priority Starlink mission is perhaps the best evidence of that. NASA and the US military have simply come to trust SpaceX’s flight-proven Falcon boosters, and no longer feel the need to reserve every new Falcon 9.
Falcon 9 booster B1075 ultimately aced its orbital-class launch debut and touched down on drone ship Of Course I Still Love You (OCISLY) about nine minutes after liftoff. Assuming the seas are calm enough for B1075 to survive the return to Port of Long Beach, it likely has a long life of 15+ launches ahead of it. The Falcon upper stage launched by B1075 eventually reached low Earth orbit (LEO) and deployed another 51 Starlink V1.5 satellites about 30 minutes after liftoff. Starlink 2-4 should leave SpaceX with almost 3400 working Starlink satellites in orbit.
OCISLY gets an upgrade
B1075’s landing also revealed upgrades SpaceX has made to drone ship OCISLY since it was last used in October 2022. Harry Stranger first discovered the changes with satellite imagery, which revealed that SpaceX was upgrading OCISLY’s rectangular with angular ‘wings’. The wings appear to be identical to those installed on SpaceX’s newest drone ship, A Shortfall of Gravitas. ASOG debuted in mid-2021 with a number of upgrades not present on SpaceX’s two other drone ships. Most were intended to improve the ship’s resiliency, availability, and autonomy.
According to photographer Jerry Pike, the angular wings on ASOG (and now OCISLY) could make the drone ship much easier to tow. Reducing drag could also increase the effectiveness of their existing propulsion systems, potentially allowing them to maintain their position in harsher sea conditions and stronger currents than before. SpaceX CEO Elon Musk has previously stated that the ultimate goal is a fully-autonomous drone ship capable of heading to sea, recovering Falcon boosters, and returning to port without human intervention.
There is no evidence that SpaceX is any closer to that goal since ASOG’s debut 16 months ago. Nonetheless, OCISLY’s upgrades should improve the drone ship’s usability as SpaceX attempts to launch (and land) up to 100 rockets in 2023.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
