News
SpaceX’s first government Falcon Heavy launch aiming for “early 2019” per USAF
Linked to the rocket and mission through its own LightSail 2 solar sail satellite, The Planetary Society reports that the USAF and SpaceX are now targeting Falcon Heavy’s first launch for a government customer in “early 2019”.
Previously expected to launch around November 30th, just a month from today, it’s clear that SpaceX’s second Falcon Heavy rocket has yet to approach flight readiness, likely marginalized by a more pressing focus on near-term Falcon 9 missions and Crew Dragon’s imminent flight debuts.
LightSail 2 launch pushed to early 2019
An Air Force official says an ‘initial launch capability’ is being reassessed: https://t.co/QYA6NFPP1I pic.twitter.com/RJclLvcbSs
— Planetary Society (@exploreplanets) October 29, 2018
According to Planetary Society, a USAF official provided an update – per the group’s involvement in its STP-2 rideshare launch – stating that its “initial launch capability” was being reassessed, essentially a roundabout way of saying “A new launch date is being determined”. Reasons for the multitude of delays since Falcon Heavy’s successful February 2018 debut are few and far between, with the most likely explanation being some combination of issues with one or several of the ~25 satellites manifested and SpaceX’s ability to build a new Falcon Heavy rocket in time.
However, it’s decidedly ambiguous as to which one of those explanations truly takes precedence, given that SpaceX apparently told the USAF and its customers that it was ready to launch the mission between June and August.
“Officials working on the mission said SpaceX has provided the Air Force and other customers a 60-day window for launch opening on June 13. The Air Force spokesperson confirmed it will be the second Falcon Heavy mission.” – Stephen Clark, SpaceflightNow
Assuming SpaceX’s launch readiness announcement was accurate, the USAF and its customers must have run into some extreme issues while organizing all STP-2 payloads and integrating those satellites onto a custom-built adapter, a task that companies like Spaceflight Industries have shown to often be the long pole of rideshare launches. It’s also possible that SpaceX executives and managers underestimated or undersold the challenge of moving from a Falcon Heavy built solely on old Falcon 9 Block 2 and 3 boosters to an all-Block 5 version of the rocket, featuring a large number of highly-consequential changes like uprated engines and an entirely new approach to assembling each booster’s octaweb.
- Spaceflight’s SSO-A rideshare mission is quite similar to STP-2, albeit with more satellites on the smaller side. (Spaceflight)
- One group of STP-2 passengers, known as DSX, has been awaiting launch for more than eight years. (USAF)
- SpaceX’s second Falcon Heavy launch will either be the USAF’s STP-2, a collection of smaller satellites, or Arabsat 6A, a large communications satellite. (USAF)
Lastly, depending on the nature of the launch contract between them, it’s possible that SpaceX had been planning on reflying Falcon 9 Block 5 boosters as its next Falcon Heavy’s side boosters, a move that would dramatically shorten the lead time required for a new Falcon Heavy to be produced. If the USAF expects or has unconditionally demanded all-new hardware for the launch of STP-2, SpaceX would need at least two (if not three) times the production resources to build and test Falcon Heavy #2, all while paralyzing those resources until well after the rocket’s first flight.
Building three separate Falcon 9/Heavy boosters, acceptance-testing them in Texas, and delivering them to Florida – all under uniquely strict USAF standards – would likely take SpaceX a bare minimum of four months from start to finish. In the guaranteed event that SpaceX had to simultaneously continue regular production, test operations, and preparations for Crew Dragon launches, an all-new Falcon Heavy would likely take more than 6-8 months to make flight-ready while still allowing SpaceX to avoid severe launch delays for its many other customers.
- The communications satellite Arabsat-6A. (Lockheed Martin)
- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
To add additional confusion to the mix, multiple reliable sources have confirmed that STP-2’s actual launch target is closer to March 2019, quite a stretch for “early 2019”. At the same time, Falcon Heavy customer Arabsat has reported that its Arabsat 6A satellite is expected to launch as early as January 2019. Ultimately, clarity can only come from the USAF, Arabsat, or SpaceX itself – for now, we wait.
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Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
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.
Cybertruck
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
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.




