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SpaceX’s next Falcon 9 launch delayed until November as lull drags on
For unknown reasons, SpaceX’s next Falcon 9 rocket launch has slipped from October to November, extending an already record-breaking lull in commercial US launch activity.
Depending on when SpaceX finally returns to flight, the company could have easily spent more than a quarter of 2019 between launches.
On August 7th, SpaceX successfully completed its most recent launch – orbiting Spacecom’s AMOS-17 communications satellite – and the company’s tenth orbital launch of 2019. Aside from two spectacular back-to-back Falcon Heavy launches in April and June and SpaceX’s first dedicated Starlink launch in May, 2019 has be a relatively normal year for SpaceX’s commercial launch business.
Shifting satellite sands
A comment made in September by SpaceX COO and President Gwynne Shotwell was nevertheless spot-on – 2019 has been a bit quieter than 2017 and 2018 and a large chunk of that slowdown can be reportedly explained by the lack of customer readiness. The satellites SpaceX’s paying customers have contracted launches for simply aren’t ready for flight.
In short, after finding its stride over the last two and a half years, SpaceX’s orbital launch capacity has grown to the point that it’s nearly outpacing the world’s commercial satellite manufacturing capabilities: SpaceX can launch them faster than the established industry can build them.
Although SpaceX’s unexpected 2019 launch lull is likely more of a perfect storm and coincidence than anything, it may still be a sign of things to come in the next decade and beyond. Annual orders for large geostationary communications satellites – representing a substantial share of the global launch market – reached their lowest levels ever in 2017 and 2018, a trend that appears likely to continue almost indefinitely.
Those often massive satellites tend to cost nine figures ($100M+), weigh at least several metric tons, and are designed with a failure-is-not-an-option attitude that has inflated their complexity and price tags to dysfunctional levels.
The Small-ening
SpaceX is undeniably aware of this trend, caused in large part by the growing commercial aversion (at least for new entrants) of putting all one’s eggs in an incredibly large and expensive satellite basket. Smaller satellites – be it in low Earth orbit, geostationary orbits, or even interplanetary space – are now largely viewed as the way forward for companies interested in commercializing spaceflight. Large spacecraft certainly still have their place and many industry stalwarts are extremely reluctant to part ways with the established standard of big communications satellites, but small is almost unequivocally the future.
SpaceX is clearly onboard and has become the only launch services company in history to pursue plans to build, launch, and operate its own satellite constellation, known as Starlink. In a beta test at an unprecedented scale, SpaceX launched its first 60 Starlink satellite prototypes in May and has since been working to finalize designs and aggressively ramp up production.
SpaceX’s current plans for Starlink involve a constellation of nearly 12,000 satellites, potentially growing to 40,000+ well down the road. SpaceX much launch approximately half of those satellites by November 2023 and all of them by November 2027, a feat that will require the company to build and launch spacecraft at a rate unprecedented in the history of commercial space.
Shotwell indicated at the same September 2019 conference that SpaceX’s goal was to launch as many Starlink missions as possible while attempting to avoid disrupting the schedules of its commercial launch customers. In fact, the launch expected to end SpaceX’s 2019 launch lull was and still is a Starlink mission, the first flight of 60 finalized ‘v1.0’ satellites.
For unknown reasons probably related SpaceX’s relatively recent entrance into satellite manufacturing, that ‘Starlink-1’ launch (and 1-3 more expected to occur in quick succession) has slipped from a relatively firm October 17th planning date to late-October, and now has a tentative launch target sometime in November. Pending mission success, a second launch (‘Starlink-2’) could follow as early as November or December, while SpaceX also plans to launch Crew Dragon’s In-Flight Abort (IFA) as early as late-November, Cargo Dragon’s CRS-19 mission NET December 4th, and the Kacific-1 communications satellite in mid-December.
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Elon Musk
Ford CEO Farley says Tesla is not who to look at for EV expertise
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford CEO Jim Farley said in a recent podcast interview that Tesla is not who Americans should look at to beat Chinese carmakers.
The comments have sparked quite a bit of outrage from Tesla fans on X, the social media platform owned by Elon Musk.
Farley said that Chinese automakers are better examples of how to beat competitors. He said (via the Rapid Response Podcast):
“If you’re an American and you want us to beat the Chinese in the car business, you’re all going to want to pay attention, not necessarily to Tesla. Nothing against Tesla—they’ve been doing great—but they really don’t have an updated vehicle. The best in the business for us, cost-wise and competition-wise, supply chain, manufacturing expertise, and the I.P. in the vehicle, was really BYD. In this next cycle of EV customers in the U.S., they want pickups and utilities and all these different body styles. But they want them at $30,000, not $50,000. Like the first inning, they want them affordably.”
Despite Farley’s synopsis, it is worth mentioning that Tesla had the best-selling passenger vehicle in the world last year, and in China in March, as the Model Y continued its global dominance over other vehicles.
Musk responded to Farley’s comments by stating:
“This is before Supervised FSD is approved in China. Limiting factor is production output in Shanghai.”
This is before supervised FSD is approved in China. Limiting factor is production output in Shanghai.
— Elon Musk (@elonmusk) April 19, 2026
Interestingly, Farley has been one of the most hellbent CEOs in terms of a legacy automaker standpoint to push the EV effort. It did not go according to plan, as Ford took a $19.5 billion charge and retreated from its EV push in late 2025.
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
Instead, Ford is “doubling down on its affordable” EVs and said it would pivot from its previous plans.
Reaction from Tesla fans was pretty much how you would expect. Many said they have lost a lot of respect for Farley after his comments; others believe he is the last CEO anyone should be taking advice on EVs from.
Nevertheless, Farley’s plans are bold and brash; many consider Tesla the most ideal company to replicate EV efforts from. It will be interesting to see if Ford can rebound from this big adjustment, and hopefully, Farley’s plans to replicate efforts from BYD work out the way he hopes.
Elon Musk
SpaceX wins its first MARS contract but it comes with a catch
NASA awarded SpaceX a $175 million Mars rover contract while the White House proposes cutting the mission.
NASA just signed a $175.7 million contract with SpaceX to launch a Mars rover that the White House is simultaneously trying to defund. The contract, awarded on April 16, 2026, tasks SpaceX’s Falcon Heavy with launching the European Space Agency’s (ESA) Rosalind Franklin rover from Kennedy Space Center in Florida, no earlier than late 2028. It would mark the first time SpaceX has ever sent a payload to Mars.
Under NASA’s Rosalind Franklin Support and Augmentation project, known as ROSA, the agency is providing braking engines for the rover’s descent stage, radioisotope heater units that use decaying plutonium to keep the rover warm on the Martian surface, additional electronics, and a mass spectrometer instrument, as noted by SpaceNews.
Those nuclear heating units are the reason an American rocket was required at all. U.S. export controls on radioisotope technology mean any payload carrying them must launch on a domestic vehicle, which narrowed the field to SpaceX and United Launch Alliance. Falcon Heavy’s pricing made it the practical choice.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
Falcon Heavy debuted in February 2018 and has 11 launches to its record. The rocket has not flown since October 2024, when it sent NASA’s Europa Clipper toward Jupiter. The three-core design, built from modified Falcon 9 first stages, gives it the lift capacity needed for deep space planetary missions that a single Falcon 9 cannot reach.
The Rosalind Franklin rover has been sitting in storage in Europe for years. It was originally due to launch in 2022 as a joint mission with Russia, but Russia’s invasion of Ukraine ended that partnership, leaving the rover built but stranded without a launch vehicle or landing hardware. NASA stepped back in through a 2024 agreement with ESA to rescue the mission. The rover is designed to drill up to two meters below the Martian surface in search of evidence of past life, a science objective no previous mission has attempted at that depth.
The contradiction at the center of this story is hard to ignore. The White House’s fiscal year 2027 budget proposal included no funding for ROSA and did not mention the mission at all in the detailed congressional justification document released April 3.
Musk has long argued that reaching Mars is not optional. “We don’t want to be one of those single planet species, we want to be a multi-planet species.” Whether this particular mission survives Washington’s budget fight, the Falcon Heavy contract means SpaceX is now formally on record as the rocket that could get humanity’s next Mars science mission off the ground.
The timing of this contract carries extra weight given that SpaceX filed confidentially with the SEC in early April and is targeting an IPO roadshow in the week of June 8. It would be the largest public offering in history.
Tesla (NASDAQ: TSLA) is set to hold its Earnings Call for the first quarter of 2026 on Wednesday, and there are a lot of interesting things that are swirling around in terms of speculation from investors.
With the company’s executives, including CEO Elon Musk, answering a handful of questions that investors submit through the Say platform, fans want to know a lot of things about a lot of things.
These five questions come from Retail Investors, who are normal, everyday shareholders:
- When will we have the Optimus v3 reveal? When will Optimus production start, since we ended the Model S and Model X production earlier than mid-year? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?
- What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
- How will Hardware 3 cars reach Unsupervised Full Self-Driving?
- When do you expect Unsupervised Full Self-Driving to reach customer cars?
- When will Robotaxi expand past its current limited rollout?
Additionally, these are currently the three questions that are slated to be answered by Institutional Firms, which also answer a handful of questions during the call:
- Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your Robotaxi strategy for the region?
- What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week, Elon said AI5 will go into Optimus and the Supercomputer, but one month ago said it would go into the Robotaxi. Has AI5 been dropped from the vehicle roadmap?
- Given the recent NHTSA incident filings, can you update us on the Robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate the removal of the safety driver?
The questions range through every current Tesla project, including FSD expansion and Optimus. However, many of the answers we will get will likely be repetitive answers we’ve heard in the past.
This is especially pertinent when the questions about when Unsupervised FSD will reach customer cars: we know Musk will say that it will happen this year. Is Tesla capable of that? Maybe. But a more transparent answer that is more revealing of a true timeline would be appreciated.
Hardware 3 owners are anxiously awaiting the arrival of FSD v14 Lite, which was promised to them last year for a release sometime this year.
The Earnings Call is set to take place on Wednesday at market close.
Ford CEO Farley says Tesla is not who to look at for EV expertise
SpaceX wins its first MARS contract but it comes with a catch
