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SpaceX’s next Falcon 9 launches get a bit closer as hardware arrives in Florida
On September 18th, local Florida resident Andrew Stoltz happened to be at the exact right place and time to catch a new SpaceX Falcon 9 fairing on the last leg of its journey to Cape Canaveral.
Likely the payload fairing that will support one of three upcoming launches, this hardware at least partially symbolizes the imminent end of an almost unprecedented lull in launch activities, rivaled only by post-failure groundings in 2015 and 2016. Described earlier this month by SpaceX’s President and COO, the company’s rockets and launch sites are consistently ready and waiting on customer payloads for the first time ever.
Simultaneously, SpaceX is working to prepare its own long-term solution for similar customer-side lulls in launches, coming in the form of dozens upon dozens of internal Starlink satellite missions. Assuming every Starlink mission involves ~60 satellites and relies on Falcon 9, SpaceX will need to complete nearly 100 launches between now and 2024 and another ~100 by 2027, demanding an average of 2-4 launches per month.
SpaceX completed its last orbital launch on August 7th, placing the AMOS-17 communications satellite into a geostationary transfer orbit (GTO) on an exceedingly rare expendable Falcon 9. As of then, SpaceX’s next launch – an internal Starlink mission – was already expected no earlier than October and has since settled towards the end of the month. First reported by NASASpaceflight.com, the first Starlink v1.0 mission (AKA Starlink-1) is tentatively scheduled to launch no earlier than (NET) October 17th, followed by Starlink-2 NET November 4th and Starlink-3 NET late-November.
Of note, there have been whispers in the last few days that SpaceX’s next launch is not, in fact, a Starlink mission. Reading between the lines, only two possible spacecraft – JCSAT-18/Kacific-1 or South Korea’s ANASIS – are next on SpaceX’s manifest, the former of which is scheduled to launch no earlier than November 11th and the latter of which does not yet have a firm date.
Given that SpaceX is wrapping up the redesign and requalification work needed for Starlink to graduate from “v0.9” to “v1.0” and mass-producing high-performance spacecraft at an utterly unprecedented rate, the company’s next few Starlink launches are certainly at high risk of delay. For now, it’s safe to assume that the next SpaceX launch is still scheduled sometime in October until additional information is available. However, if rumors of the next mission not being Starlink are true, SpaceX’s next launch could come as late as mid-November.
This would translate to a more than 90-day gap between launches for SpaceX, unprecedented for the company outside of Falcon 9’s two (of two) catastrophic failures. An in-flight failure during the June 2015 CRS-7 launch caused a delay of more than six months between launches, while Falcon 9’s on-pad Amos-6 anomaly grounded SpaceX for roughly 4.5 months. More likely than not, the 2-3 month lull is the consequence of an unprecedented lack of flight-ready customer satellites, as well as the not-quite-ready status of SpaceX’s own Starlink satellites.
Starlink thus wasn’t quite ready to fill the gap, but SpaceX wants that to change as soon as possible. President and COO Gwynne Shotwell revealed earlier this month that the company has up to 24 Starlink launches planned on top of its customer missions in 2020, the former of which would – on its own – handily defeat SpaceX’s current annual record of 21 launches. The plan is to mix in Starlink launches in such a way that SpaceX’s own launch needs create little to no disruption for the company’s paying customers.
For now, we’ll have to wait and see which upcoming mission the spotted Falcon fairing is meant to support. SpaceX has two flight-proven fairing halves after a successful second recovery last month, potentially meaning that the company could launch its first fully (or even just partially) flight-proven fairing as early as next month.
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Elon Musk
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Tesla CEO Elon Musk and AI Director Ashok Elluswamy celebrated Christmas Eve by sharing personal experiences with Robotaxi vehicles that had no safety monitor or occupant in the driver’s seat. Musk described the system’s “perfect driving” around Austin, while Elluswamy posted video from the back seat, calling it “an amazing experience.”
The executives’ unoccupied tests hint at the rapid progress of Tesla’s unsupervised Robotaxi efforts.
Elon and Ashok’s firsthand Robotaxi insights
Prior to Musk and the Tesla AI Director’s posts, sightings of unmanned Teslas navigating public roads were widely shared on social media. One such vehicle was spotted in Austin, Texas, which Elon Musk acknowleged by stating that “Testing is underway with no occupants in the car.”
Based on his Christmas Eve post, Musk seemed to have tested an unmanned Tesla himself. “A Tesla with no safety monitor in the car and me sitting in the passenger seat took me all around Austin on Sunday with perfect driving,” Musk wrote in his post.
Elluswamy responded with a 2-minute video showing himself in the rear of an unmanned Tesla. The video featured the vehicle’s empty front seats, as well as its smooth handling through real-world traffic. He captioned his video with the words, “It’s an amazing experience!”
Towards Unsupervised operations
During an xAI Hackathon earlier this month, Elon Musk mentioned that Tesla owed be removing Safety Monitors from its Robotaxis in Austin in just three weeks. “Unsupervised is pretty much solved at this point. So there will be Tesla Robotaxis operating in Austin with no one in them. Not even anyone in the passenger seat in about three weeks,” he said. Musk echoed similar estimates at the 2025 Annual Shareholder Meeting and the Q3 2025 earnings call.
Considering the insights that were posted Musk and Elluswamy, it does appear that Tesla is working hard towards operating its Robotaxis with no safety monitors. This is quite impressive considering that the service was launched just earlier this year.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
Elon Musk and Tesla AI Director share insights after empty driver seat Robotaxi rides
Starlink passes 9 million active customers just weeks after hitting 8 million
