News
SpaceX could still break NASA Shuttle reuse record after launch delay
Despite a minor launch delay, a SpaceX Falcon 9 rocket still has a shot a breaking a NASA Space Shuttle reuse world record that has lasted for more than three decades.
On July 13th, roughly one day prior to a planned liftoff on July 14th, SpaceX announced that it had decided to delay a Falcon 9 launch of South Korea’s ANASIS II military communications satellite. Citing a need to “take a closer look at the second stage” and “swap hardware if needed,” the delay was effectively indefinite, as replacing hardware would be a multi-day process at best. CEO Elon Musk later took to Twitter to comment on two recent Falcon 9 launch delays, noting that SpaceX is “being extra paranoid” to ensure that “maximizing [the] probability of [a] successful launch” is the company’s first priority.
It’s unclear whether these delays are the result of SpaceX being more paranoid than usual (i.e. stricter internal requirements) or what exactly that change stems from. Regardless, as of July 16th, SpaceX hasn’t officially announced an updated launch target for ANASIS II, but signs are pointing to a second launch attempt late this weekend.
New Launch Hazard Area maps used to delineate dangerous areas for those at sea show that SpaceX could be heading towards a second ANASIS II launch attempt no earlier than ~5pm EDT (~21:00 UTC) on Sunday, July 19th. As previously discussed on Teslarati, the flight-proven Falcon 9 booster SpaceX has assigned to the launch has a shot at breaking a world record for orbital-class rocket reuse held by NASA for almost 35 years.
“In October 1985, Space Shuttle Atlantis lifted off from Pad 39A on its inaugural orbital launch, spending four days in space before returning to Earth at Edwards Air Force Base. Just 54 days later, the very same Space Shuttle orbiter lifted off from Pad 39A again, setting a record for orbital-class launch vehicle turnaround that still stands today.
Almost 35 years later, a SpaceX Falcon 9 rocket is on the cusp of BREAKING Space Shuttle Atlantis’ record turnaround by as many as nine days (20%) if booster B1058 launches as planned between 5pm and 9pm EDT (21:00-01:00 UTC) on July 14th. By far the most impressive aspect of Falcon 9’s imminent record is the comparison between the resources behind Space Shuttle Atlantis’ 54-day turnaround and Falcon 9 booster B1058’s ~44-day turnaround. Some 5000-10000 full-time employees were tasked with refurbishing Space Shuttles and the facilities (and launch pads) that supported them, a vast infrastructure that made the average Space Shuttle launch (accounting for the vast infrastructure behind the scenes) ultimately cost more than $1.5 billion per launch – more than the Saturn V rocket the Shuttle theoretically replaced.
According to a May 2020 AviationWeek interview with SpaceX CEO Elon Musk, Falcon 9 booster turnaround may cost as little as $1 million apiece and can be managed from start to finish by a team of just several dozen. In other words, even though SpaceX boosters are suborbital and stressed quite a bit less than orbital Space Shuttles, Falcon 9 reuse is approximately a thousandfold more efficient that Space Shuttle reuse.”
Teslarati.com — July 12th, 2020
Of course, a potential five-day launch delay means that Falcon 9 B1058’s margin on the orbital-class reusability record has more than halved to 8% from ~20% (50 days to Atlantis’ 54). As of now, ANASIS II can slip another 3-4 days before the mission’s shot at that record slips away completely. Of course, given the vast chasm of difference between the efficiency of Falcon 9 and Space Shuttle reuse, breaking NASA’s turnaround record is far more symbolic than evidence of any material progress. Still, it does serve as an important milestone for SpaceX along the path to the mythical goal of 24-hour booster turnaround.
SpaceX’s tenth Starlink satellite launch was also recently delayed and appears to be swapping launch order with ANASIS II. It’s unclear what caused the Starlink delay or if it was related to ANASIS II, but Starlink-9 could feasibly launch at any point within the next week or two, including within just a few days of ANASIS II. Stay tuned for status updates.
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News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
