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SpaceX hints at mystery Falcon 9 missions with record breaking launch target
Speaking at the 2019 Smallsat Symposium, SpaceX Vice President of Commercial Sales Jonathan Hofeller announced that the company will try to break the launch record it set last year in 2019. That record stands at 21 successful missions, while President and COO Gwynne Shotwell stated in a May 2018 interview that she was anticipating 24-28 launches in 2018 and ~18 in 2019.
Ranging from Crew Dragon transporting astronauts and a duo of Falcon Heavy missions to perhaps ten commercial satellite launches, 2019 will undoubtedly be full of major events for SpaceX. However, SpaceX’s publicly-available launch manifest suggests that there will be no more than 18 government and commercial missions ready for the company to place in orbit before 2019 is out, implying that Hofeller may be hinting at launches that are not yet public.
Last May, SpaceX Prez Gwynne Shotwell was projecting 24 to 28 launches for 2018 but more like 18 for 2019. 21+ may be an “aspirational goal,” unless they’re counting Starship Hopper: https://t.co/RDbdPLA2Z7
— Alan Boyle (@b0yle) February 7, 2019
In just the last two years (24 months), SpaceX has successfully launched Falcon 9 and Falcon Heavy an astounding 40 times, averaging approximately one launch every 2.5 weeks. In 2017, SpaceX demolished its own prior cadence record with 18 launches, a record the company’s exceptional workforce summarily proceeded to beat in 2018 with 21 successful missions launched. A vast majority of those 40 missions (27 to be precise) were the result of competitive, commercial contracts that SpaceX has been extremely successful at winning, thanks largely to the nearly unbeatable pricing of Falcon 9 and Heavy.
Much like most other launch providers, SpaceX plays its manifest extremely close to the chest, rarely revealing more than a blanket status update. For example, SpaceX’s website states that it has “has secured over 100 missions to its manifest, representing over $12 billion on contract.” Thanks to the general drought of official manifest information, the closest approximation to a real SpaceX manifest has traditionally been maintained by members of spaceflight fan communities like /r/SpaceX and NASASpaceflight.com, using the best aspects of organized crowdsourcing to create an extremely reliable snapshot of launch contracts scheduled within ~24 months.
However, compared to SpaceX’s claimed manifest of 100+ missions at an average cost per launch of ~$120M (twice Falcon 9’s $62M list price), crowdsourced SpaceX manifests – based on mostly public information – show fewer than 60 possible launch contracts between now and the end of 2024, a majority of which are for the US government (Crew and Cargo Dragon, Air Force GPS launches, and a few NASA spacecraft). Given SpaceX’s confident use of “secured” and “on contract”, the massive gap between public manifests and SpaceX’s claims leaves more than 40 launches almost completely in the dark.
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- Falcon 9 B1046 lifts off for the third time with Spaceflight’s SSO-A rideshare mission. (Pauline Acalin)
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- Falcon 9 B1047 lifts off from Pad 39A, November 2018. (Tom Cross)
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- Falcon 9 B1048 appears out of the fog prior to its second orbital-class launch. (Pauline Acalin)
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- Falcon 9 B1050 is seen here just after liftoff. GPS III SV01’s Falcon 9 will feature no grid fins or landing legs. ☹ (Tom Cross)
A Big Falcon Mystery
Hofeller’s Feb. 6th comment is thus just a tiny taste of SpaceX’s potential mystery manifest, indicating that the company has more than 21 payloads to launch in 2019 while public info reveals no more than 17-18 likely to be ready. Where, then, might Hofeller find an extra 4-5 missions that public observers would not normally be aware of?
The simplest answer least reminiscent of a conspiracy theory is Starlink, SpaceX’s global constellation of at least 4425 satellites. While it would be an extraordinary achievement, Reuters reported in October 2018 that CEO Elon Musk had gone as far as firing multiple senior managers of the young satellite program to install new managers with a singleminded goal: begin launching operational Starlink satellites by mid-2019. A little over six months after Musk’s Starlink shake-up, SpaceX has pivoted towards rapidly building and launching around ~1500 first-generation satellites with more conservative capabilities to lower orbits relative to the original Starlink specification.
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- One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage, February 2018. (SpaceX)
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
SpaceX also received a major Starlink contract from the US Air Force Research Laboratory worth almost $29 million, $19.1M of which was dispersed to SpaceX in October 2018. As of late 2018, the company’s Starlink branch had already pivoted toward ramping up production of the first several batches of operational Starlink satellites. According to a number of employees, SpaceX’s first two Starlink prototype satellites – known as Tintin A and B – were a programmatic success and continue to operate in orbit today after proving out a number of critical Starlink technologies. As such, it’s not out of the question for operational Starlink launches to begin as early as mid-2019, although Musk’s aggressive schedule is likely more than a little overly optimistic.
Assuming Starlink is greeted with a perfect production ramp and the first 10-20 spacecraft make it to orbit in good health by June 2019, it’s at least not inconceivable that a second and third launch could follow, perhaps with a 3-month launch cadence (June/September/December). The chances of this happening are probably about as slim as they come, but it does offer one possible way for SpaceX’s apparent ~18-launch manifest to jump up to 21 or more missions. The next most probable route to 21+ launches involves at least one or two Starlink-specific launches, followed by another one or two launches for a secretive US government customer like the National Reconnaissance Office (NRO).
The top secret Zuma spacecraft could be alive and well doing exactly what it was intended to: https://t.co/bK6x38KyIL
— Tyler Rogoway (@Aviation_Intel) January 12, 2018
In January 2018, SpaceX successfully launched a spacecraft called Zuma with no known customer aside from a generic US military agency. Despite an ambiguous potential failure of the satellite – attributed to a Northrop Grumman deployment mechanism – just days after launch, a variety of anonymous sources indicated that Zuma was just the first in a series of new military satellites with a focus on SpaceX as the primary launch provider. The value of the intensely-secretive program was estimated to be in the billions of dollars, implying a veritable constellation of mystery satellites that could provide SpaceX several additional launch contracts.
Now a little over 12 months distant from Zuma’s bizarre debut, it’s conceivable that the next phase of the secretive satellite program is scheduled sometime in 2019. Ultimately, the general public is unlikely to learn about any potential mystery SpaceX launches until they are imminent, barring comments from executives or sourced leaks making their way into the news. For now, we wait.
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Elon Musk
Google just picked SpaceX for its first step into orbital AI
Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.
Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.
The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.
The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.
MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.
SpaceX and Google mull massive partnership on Musk’s orbital data dream: report
Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.
The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.
Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”
Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.
Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.
On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas pic.twitter.com/X95aVXsT9H
— Robotaxi (@robotaxi) September 23, 2026
Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.
At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.
The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.
One month later, that material reached a finished Cybercab.
Made with nickel cathode manufactured locally at Gigafactory Texas! https://t.co/DqMm5fZV3n
— Elon Musk (@elonmusk) September 24, 2026
The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.
Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.
On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.
Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.
It is arguably as important as the software that drives it.
Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.
Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.
Tesla Semi Pre-Reveal Revealed!
Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event.
They have added branding to several Tesla new generation semis.
Including:
Pepsico
US Foods
Einride
LTS
Nevoya
OK Produce
ABF Freight
DHL
WattEV… pic.twitter.com/KoFOg2FouR— Zanegler (@HinrichsZane) September 24, 2026
Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.
Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.
Tesla Semi lands the biggest electric truck deal in U.S. history
Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.
Tesla first unveiled the Semi back in 2017 with a 2019 production target.
Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.
Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.
Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.
Google just picked SpaceX for its first step into orbital AI
Tesla Cybercab gets initial tie-in to localized, in-house cathode plant
