News
SpaceX's next rocket launch on track to break a 20-month-old booster reusability record
Scheduled as early as next week, SpaceX’s next rocket launch could see the company break a 20-month-old record that is closely intertwined with the reusability of its Falcon 9 and Falcon Heavy boosters.
Unsurprisingly, that record – if broken – will tag along on one of up to two dozen Starlink satellite launches SpaceX has planned for 2020. The fourth launch of upgraded Starlink v1.0 satellites and fifth dedicated launch overall, SpaceX’s next Starlink mission – deemed Starlink V1 L4 – is currently set to lift off no earlier than (NET) 10:46 am EST (15:46 UTC) on February 15th. As usual, the mission’s Falcon 9 booster will attempt to land aboard drone ship Of Course I Still Love You (OCISLY), while SpaceX recovery ships Ms. Tree and Ms. Chief may attempt to catch both Falcon payload fairing halves for the third time ever.
According to Next Spaceflight, SpaceX has assigned thrice-flown Falcon 9 booster B1056 to the Starlink launch, potentially making it the fourth SpaceX rocket to complete four separate launches. However, while SpaceX’s fourth fourth-flight milestone is significant, B1056 is – barring delays – also set to break a record that could be even more important for rocket reusability.
SpaceX’s 10th finished Falcon 9 Block 5 booster, B1056 completed a flawless launch and landing debut on May 4th, 2019, sending Cargo Dragon on its way to orbit for CRS-17, the spacecraft’s 17th International Space Station (ISS) resupply mission. Instead of a more normal return-to-launch-site (RTLS) recovery at SpaceX’s Cape Canaveral-based Landing Zone, SpaceX opted to land the booster on drone ship OCISLY.
It’s believed that SpaceX and NASA made that decision out of an abundance of caution after an attempted LZ recovery following the Falcon 9 B1050’s CRS-16 Cargo Dragon launch saw the booster lose control and crash-land in the Atlantic Ocean less than a mile off the coast.
Regardless, SpaceX’s subsequent CRS-17 Cargo Dragon launch went exactly as planned and Falcon 9 B1056 landed smoothly aboard drone ship OCISLY. Less than two days after returning to Port Canaveral, B1056 even became the first SpaceX booster to have its landing legs retracted – a small but significant step along the path to true airplane-like reusability. 82 days later, B1056 successfully completed its second launch, sending another Cargo Dragon its CRS-18 resupply mission before landing at LZ-1. The booster completed its third mission a bit less than five months later, placing the 6800 kg (15,000 lb) Kacific-1 communications satellite into geostationary transfer orbit (GTO) on December 16th, 2019.
Now, SpaceX wants to launch B1056 for the fourth time as early as February 15th. Close observers will note that that would imply just 61 days between B1056’s Kacific-1 and Starlink V1 L4 launches, a feat that would make it SpaceX’s fastest ‘booster turnaround’ ever. Currently, that record stands at 71 days and was actually achieved just a month after SpaceX debuted Falcon 9’s reusability-focused Block 5 upgrade. However, that record turnaround was actually achieved by the B1045, SpaceX’s last Falcon 9 Block 4 booster.
Surprisingly, the closest SpaceX’s upgraded Block 5 rockets have gotten to beating B1045’s 71-day record was when the company turned around Falcon Heavy side boosters B1052 and B1053 in just 74 days before completing the giant rocket’s third orbital launch since February 2018. Now, barring calamities worthy of a ten-day delay, it looks likely that Falcon 9 booster B1056 will beat out the current record-holder by up to ten days (~15%).
According to a SpaceX engineer’s January 2020 presentation, SpaceX is currently capable of landing, refurbishing, and relaunching Falcon 9 and Falcon Heavy boosters in about a month (~30 days). With Falcon 9 B1056’s Starlink V1 L4 launch, SpaceX will hopefully be taking its biggest step in 20 months towards the goal of reusing Falcon boosters in a matter of days.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
-
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
