News
(Update: scrubbed) SpaceX’s next Starlink launch to break rocket fairing reuse record
Update: SpaceX says that today’s Starlink-12 launch attempt was scrubbed due to a mysterious “recovery issue.” Liftoff from Kennedy Space Center Pad 39A is now scheduled no earlier than (NET) 1:57 pm EDT (17:57 UTC) on Friday, September 18th.
Prior to the announcement, fairing recovery ship GO Ms. Tree was spotted diverting to a North Carolina port for unknown reasons, leaving twin ship Ms. Chief to recover both fairing halves. Based on bouy data, conditions at the Atlantic Ocean fairing and booster recovery zones appeared to be moderately challenging but far from unreasonable and SpaceX has been happy to point to recovery weather for past launch delays.
SpaceX has revealed that its next Starlink launch will mark a new first for Falcon 9 payload fairing reuse, reaching a milestone that took booster reuse 18 months in less than a year.
Scheduled to lift off no earlier than (NET) 2:19 pm EDT (18:19 UTC) on Thursday, September 17th, the Starlink-12 (v1.0 L12) mission will be SpaceX’s 11th in 2020 alone and 13th overall. If things go according to plan, it could leave SpaceX’s nascent constellation just two or so months away from the beginning of the first public beta tests of Starlink internet service.
Meanwhile, Falcon 9 booster B1058 will be attempting its third launch less than four months after its flight debut, an unprecedented cadence of reuse for SpaceX. Aside from likely ensuring that B1058 becomes the proud holder of SpaceX’s first and second place records for booster turnaround (time between launches), the mission also continues an unexpected trend: the near-extinction of Falcon 9 static fire tests.
SpaceX’s first successful Falcon booster landing happened in December 2015, just a few months shy of five years ago. In March 2017, two years later, SpaceX reused a Falcon 9 booster on an orbital-class launch for the first time in history. Some 21 months after that historic milestone, SpaceX launched the same Falcon 9 booster for the third time, kicking off a relentless series of reusability firsts that continue to be made to this day.
Now, SpaceX says it’s about to launch the same Falcon 9 payload fairing half for the third time in a significant and unexpected first for fairing reuse. Constructed primarily out of a carbon fiber-aluminum honeycomb composite material, Falcon fairings are dramatically more fragile – and reaches much higher altitudes and velocities – than the boosters SpaceX has cut its teeth on recovering and reusing.
Compared to booster reuse, it’s quite the achievement. SpaceX first managed to launch the same Falcon 9 booster three times in December 2018, ~33 months after the first booster reuse. Measured from SpaceX’s first fairing reuse, completed in November 2019 as part of the first Starlink v1.0 launch (Starlink-1), the company will have managed to cross the three-flight fairing reuse barrier less than 11 months later – a full three times faster than SpaceX’s booster reuse program took to achieve the same milestone.
Additionally, prior to SpaceX’s September 16th reveal, it was purely up to speculation whether the company would be able to reuse Falcon fairing halves more than once, particularly when a given fairing half is only fished out of the ocean. If successful, Starlink-12 will prove that Falcon fairing halves can be reused at least three times regardless of whether SpaceX was/is able to catch said halve in a recovery ship’s net.
No more static fires?
Meanwhile, SpaceX appears to be turning a major corner on Falcon 9 launch operations. Of all 93 Falcon 9 launches since the rocket’s June 2010 debut, every single one has been preceded by a combined wet dress rehearsal (WDR) and static fire test a few days or weeks prior to liftoff. Effectively simulating a launch 1:1 up to the exact moment before liftoff, SpaceX has used static fires to verify vehicle health and firewall minor quality assurance lapses for as long as it’s been launching rockets.
In a major operational change that has almost flown under the radar, SpaceX appears to have killed the practice of universal prelaunch static fires beginning with Starlink-8 in June 2020. Including Starlink-8, of the seven launches SpaceX has completed in the last three months, just three (GPS III SV03, Starlink-9, and Starlink-10) included Falcon 9 static fire tests prior to liftoff. A step further, two of the four static fire-free launches were for major commercial missions – not retiring risk on SpaceX’s own Starlink launches, in other words.
As of today, Falcon 9 has completed 65 successful launches since the last catastrophic vehicle failure (Amos-6, September 2016) and 74 consecutively-successful launches if Amos-6 (which never lifted off) is excluded. As of 2020, it’s the most reliable US launch vehicle currently in operation, surpassing ULA’s Atlas V several months ago. In fewer words, it’s not actually surprising (in retrospect) that SpaceX has begun to relax its position on static fires – especially considering that there isn’t another launch provider on Earth that static fires rockets before every launch.
More likely than not, SpaceX will continue to static fire Falcon 9 and Heavy boosters at the launch pad before their flight debuts and upon customer request. If launch or post-flight inspection data offer reason(s) for concern, SpaceX may still choose to static fire boosters out of caution. Additionally, SpaceX shows no signs of ending the practice of performing full booster static fires in McGregor, Texas as part of acceptance testing, still leaving it a step beyond traditional rocket manufacturers, which only static fire individual engines.
Regardless, SpaceX’s 13th Starlink launch will be streamed live as usual, with coverage beginning around 15 minutes prior to liftoff.
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Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
