News
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.
Check out Teslarati’s newsletters for prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket launch and recovery processes!
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
