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SpaceX’s partial Falcon 9 landing failure could delay next West Coast launch
According to statements made by the Canadian Space Agency (CSA) and media outlet CBC, the launch of the agency’s next-generation Radarsat Constellation Mission (RCM) – a trio of Earth observation satellites weighing >4200 kg (9300 lbs) – has been “postponed … indefinitely” as a consequence of SpaceX’s first failed Falcon 9 booster landing since 2016.
Offering a rare glimpse into some of the extensive planning that goes on behind the scenes to make commercial rocket launches happen, CSA has indicated that the booster it planned to launch on – Falcon 9 B1050 – suffered an untimely (partial) demise during a recovery attempt shortly after successfully launching the CRS-16 Cargo Dragon mission on December 5th, 2018. While the booster shockingly was returned to dry land mostly intact after landing in the Atlantic, SpaceX and CSA must now settle on a different Falcon 9 to launch the mission.
A problem with a SpaceX booster rocket has postponed the launch of a $1 billion Canadian satellite program indefinitely. https://t.co/45qirdId5j @DeanBeeby
— CBC News (@CBCNews) January 15, 2019
Goldilocks and the Falcon boosters
While it doesn’t look like there are only three possible rocket options for the Radarsat constellation and SpaceX to choose from, the situation of picking a new booster this late in the launch flow is far less simple than it might initially seem. First and foremost, SpaceX likely needs to do its best to accommodate the preferences of customers CSA and MDA (MacDonald, Dettwiler and Associates Ltd.) regardless of how disruptive they may be. Originally targeted for sometime in November 2018, RCM’s launch slipped several months to the second half of February 2019 due to what CSA described as “higher priority missions [for]the US Government and a backlog of launches from…Vandenberg” late last year.
While that alone does not point directly towards any obvious explanations, CBC reporter Dean Beeby’s implication that the mission’s launch is now “postponed…indefinitely” offers a hint of an answer, although it could also be manufactured hyperbole where there actually is none. If CSA actually indicated that the launch is now postponed indefinitely, the only clear explanation for a launch delay greater than a month or so as a result of Falcon 9 B1050’s unplanned unavailability would lie in some unique aspect of that particular Falcon 9 booster.
Although each rocket SpaceX builds can be quite different from each other in terms of general quirks and bugs, the only obvious difference between B1050 and any other flight-proven Falcon 9 booster in SpaceX’s fleet was its low-energy CRS-16 trajectory, something that would have enabled a uniquely gentle reentry and landing shortly after launch. In other words, likely out of heaps of caution and conservatism if it is the case, customers CSA and MDA may have requested (or contractually demanded) that SpaceX launch the Radarsat constellation on a flight-proven Falcon 9 with as little wear and tear as possible, in which case B1050 would have been hard to beat.
“Unfortunately, the landing of [Falcon 9 B1050] was unsuccessful, preventing SpaceX from recuperating the reusable components for the launch of RCM. We continue to work closely with MDA and SpaceX to confirm a launch date for RCM.” – Spokesperson Audrey Barbier, Canadian Space Agency (CSA), 01/15/2019
If the customers remained steadfast in their (speculated) request for a gently-used flight-proven Falcon 9 even after B1050’s partial landing failure, the next most comparable booster would be Falcon 9 B1051 after launching the first orbital Crew Dragon mission sometime no earlier than (NET) February 2019. Aside from B1051, there will be no obvious booster alternative available for at least several months after Crew Dragon’s launch debut, unless NASA requests that its next contracted Cargo Dragon mission (CRS-17) launch on a new Falcon 9 rocket in March 2019.
Engines stabilized rocket spin just in time, enabling an intact landing in water! Ships en route to rescue Falcon. pic.twitter.com/O3h8eCgGJ7
— Elon Musk (@elonmusk) December 5, 2018
Warmer…
If a less lightly-used booster becomes an option for CSA/MDA, there are immediately multiple clear options available as long as SpaceX is will to accept possible delays to subsequent launches to quickly reassign a flight-proven Falcon 9. Falcon 9 B1046 – the first SpaceX rocket ever to launch three orbital-class missions – is being refurbished at SpaceX’s Hawthorne, California facilities a few hundred miles south of Vandenberg. B1047 completed its second successful launch in November 2018 and is being refurbished – along with the twice-flown B1048 – in Cape Canaveral, Florida. Finally, Falcon 9 B1049 completed its second successful launch just days ago (January 11th) and is being processed off of drone ship Just Read The Instructions (JRTI) at this very moment.
B1047 or B1048 have likely been assigned to the imminent NET February 18th launch of Indonesian commsat PSN-6 and SpaceIL’s Beresheet Moon lander, meaning that the best possible option for Radarsat – short of swallowing months of additional delays – is a decision between B1047/B1048 or B1046, with B1049 also a candidate if a slip into March or April is an option. Still, all of those options would require Canada and MDA to fly on a Falcon 9’s third (or fourth) launch, perhaps an unacceptable compromise or perceived risk for certain customers.
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- Falcon 9 B1046 is processed in Port of LA shortly after its third successful launch and landing, December 2018. (Pauline Acalin)
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- Falcon 9 B1047 is pictured here beneath an upper stage and satellite Es’hail-2 prior to its second launch. (Tom Cross)
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- Falcon 9 B1048 landed at LZ-4 after its second launch and is now being refurbished on the opposite coast. (SpaceX)
Meanwhile, schedule pressures have meant that SpaceX is pushing as hard as possible to prepare three new Block 5 Falcon Heavy boosters for the giant rocket’s second and third launches, scheduled as early as March and April 2019. While unconfirmed, it appears that SpaceX may have chosen to manufacture all three of those boosters one after the other, meaning that the company’s Hawthorne factory would have been primarily focused on delivering those rockets for at least 2-3 months start to finish. In short, it does not appear that there is or will be an unflown Falcon 9 booster available for Radarsat anytime soon.
Whether the customers wait for a new booster to be produced, wait for Crew Dragon’s first launch to wrap up, or accept being the third or fourth launch of a well-scorched Falcon 9, RCM’s next published launch target should offer a hint as to how CSA, MDA, and SpaceX ultimately decided to respond to Falcon 9 B1050’s dip in the Atlantic OCean.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
