News
SpaceX sets date for first Florida launch of its kind in more than half a century
Argentinian space agency CONAE says that both its SAOCOM 1B satellite and SpaceX are on track for a type of launch that the United States’ East Coast hasn’t supported in more than half a century.
CONAE has revealed that SpaceX aims to launch the ~2800 kg (6200 lb) radar Earth observation satellite into orbit on a Falcon 9 rocket as early as March 30th, 2020 – late next month. With such a light payload, the Falcon 9 booster – presumably reused – will be able to perform a Return to Launch Site (RTLS) recovery, touching down at one of SpaceX’s two Landing Zone (LZ) pads located at Cape Canaveral Air Force Station (CCAFS). While Landing Zone rocket recoveries have become increasingly rare for SpaceX, that’s not actually why the SAOCOM 1B mission is so unique.
Instead, it’s exceptional because it will be the United States’ first East Coast polar launch in nearly six decades. The mission’s “polar” launch profile refers to the fact that the Argentinian radar satellite will ultimately orbit Earth’s poles, effectively perpendicular to more common equatorial orbits. If successful and repeatable, the mission could ultimately spark a new era for CCAFS and Kennedy Space Center (KSC) and raises big questions about the future of California’s Vandenberg Air Force Base (VAFB) — or at least SpaceX’s presence there.
Previously discussed on Teslarati late last year, the story behind why Cape Canaveral stopped polar launches is quite a weird one. A 2008 article in the Naval History Magazine sums up the events nicely.
“In what somewhat inaccurately became known as “the herd shot around the world,” some..falling rocket debris apparently splattered on a Cuban farm and killed a cow. “This is a Yankee provocation,” accused Revolucion, an official Cuban publication, insisting that the rocket was deliberately exploded over the country. Government radio stations cited the incident as further proof that the United States was trying to destroy the regime of Cuban President Fidel Castro. One cow was even paraded in front of the U.S. Embassy in Havana wearing a placard reading “Eisenhower, you murdered one of my sisters.”
Castro filed a complaint at the United Nations, and Washington sheepishly conceded the possibility that “fragments from the rocket booster” could have landed in Cuba. CIA Director George Tenet later quipped somewhat tastelessly that it was “the first, and last, time that a satellite had been used in the production of ground beef.” Further launches overflying Cuba were postponed, and improvements were made to the Cape Canaveral range-safety system. In any case, it was a dejected NRL group that returned to Washington.”
Naval History Magazine – April 2008
That November 1960 launch thus shut down East Coast polar launches to avoid overflying Cuba and raising the country’s ire near the height of Cold War tensions. It’s believed that the Cape actually launched two more semi-polar missions in the mid-1960s, some five years later, but the fact remains that SpaceX’s prospective March 30th, 2020 launch will mark the United States’ first East Coast launch in more than half a century.
Back in October 2019, while SpaceX had effectively confirmed that it would try to move SAOCOM 1B’s launch from California to Cape Canaveral, CCAFS hadn’t fully approved the change or literally reopened the East Coast’s polar launch corridor. Now, given that CONAE has officially announced a specific launch date (March 30th), it seems safe to say that CCAFS has fully given SpaceX the go-ahead for the launch.
While Falcon 9’s upper stage will still technically overfly Cuba over the course of the launch, the combination of a rare ‘dogleg’ maneuver shortly after launch and the fact that said upper stage will be far above the Earth’s surface have effectively mitigated any technical or legal showstoppers. Around eight minutes after liftoff, the mission’s Falcon 9 booster will also attempt to return to Florida and land at SpaceX’s LZ-1 or 2 landing pad. SpaceX’s October 2018 Vandenberg Air Force Base (VAFB) SAOCOM 1A launch coincidentally marked the first-ever use of Landing Zone-4 (LZ-4), a dedicated landing pad built for SpaceX’s West Coast launch site.
If successful, a polar Falcon 9 launch from Cape Canaveral also raises the question: if SpaceX can potentially perform all conceivable launch profiles from its two Florida pads, why go the effort and expense of maintaining a third pad – entirely dedicated to polar launches – in California? Aside from one lone launch six months later, SpaceX’s last California launch occurred in January 2019 and the next one is expected no earlier than November 2020 – and could very well never happen at all. The only plausible reasons to continue launching from SpaceX’s Vandenberg pad would be if Florida’s polar capabilities were somehow limited or if conservative, bureaucratic customers like NASA and the US military were dead-set on their polar missions only launching from semi-arbitrarily selected launch pads.
Without any modifications whatsoever, Falcon Heavy could also immediately begin performing polar launches from Cape Canaveral, whereas SpaceX would likely need tens of millions of dollars and 6-12 months to modify its California pad to support the massive rocket. Perhaps keeping that pad quietly mothballed and flying launch staff in from Florida and Texas for occasional missions is a much smaller ordeal than it seems. Still, the allure (and efficiency) of a one-stop-launch-shop at Cape Canaveral is almost certainly hard to ignore for a company like SpaceX.
For the SAOCOM 1B launch, the next milestone will be the Argentinian satellite’s arrival at SpaceX’s Florida payload processing facilities, likely to occur within the next week. Already, March is lining up to be an exceptionally busy month for SpaceX, with two separate Falcon 9 launches currently scheduled on March 2nd and March 4th and another Starlink mission likely later in the month. With a little luck, SpaceX might be able to end Q1 2020 with its first four-launch month ever.
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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
