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(Updated) SpaceX’s next launch is a first step to rival Comcast and Time Warner
Updated February 21: Due to strong upper-level winds, SpaceX has postponed the launch to the same time on Thursday, 6:17 a.m. PST, 9:17 EST. CEO Elon Musk took to Twitter to address the delay, “High altitude wind shear data shows a probable 2% load exceedance. Small, but better to be paranoid.”
Update: SpaceX has delayed the launch of PAZ and its Starlink prototype satellites from Sunday, February 18 to Wednesday the 21st in order to complete additional tests and checks of an upgraded payload fairing. Wednesday’s new instantaneous launch window remains unchanged – 6:17 a.m. PST, 9:17 EST.
Standing down today due to strong upper level winds. Now targeting launch of PAZ for February 22 at 6:17 a.m. PST from Vandenberg Air Force Base.
— SpaceX (@SpaceX) February 21, 2018
Not long after SpaceX’s recent, flawless Falcon Heavy debut, the company has completed a successful static fire of a flight-proven Falcon 9 on the West coast. SpaceX is preparing to send the Spanish government’s PAZ imaging satellite skyward aboard the same rocket that launched Formosat-5 for the Taiwanese government in August 2017.
Amazingly, this means that three of the four launches conducted by SpaceX in the last two months will have made use of reused Falcon 9 boosters, something I am choosing to take as foreshadowing for the coming months. By all appearances, the rocket company has been eminently successful in enacting a true industrial phase change towards the acceptance of flight-proven rocketry – a hard-earned achievement made possible by a combination of incredible reliability and unexpectedly positive responses from government agencies like NASA and the USAF.
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- SpaceX is readying one of three flightworthy reused boosters for its final flight, NET June 4. (SpaceX)
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- GovSat-1’s sooty booster from late January 2018. (Tom Cross)
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- Falcon Heavy’s incredible debut also featured two flight-proven boosters – the side cores were converted from reused Falcon 9s. (Bill Carton)
A relatively light payload, PAZ weighs in just shy of 1400 kg. However, despite a lack of confirmation, it is known that riding along with the imaging satellite are two highly significant prototype satellites, built by SpaceX itself. Deemed Microsat 2A and 2B in FCC licensing applications, the small 400 kg satellites will act as SpaceX’s first-ever flight test of integrated satellite hardware – a massive step towards realizing the company’s dream of Starlink, a global internet constellation meant to provide service of the same caliber (or better…) as providers like Comcast, Time Warner, and others. This will be a major moment if successful, and will make SpaceX the first US company to successfully launch its first prototype internet satellites intended for low Earth orbit (200-1000 miles above Earth), a factor that would make them far more viable as a competitive alternative to ground-based internet than the current heavyweights in geostationary orbit (30,000+ miles above Earth).
Those distances are crucial: such a long distance between user and terminal (60,000+ miles round trip) results in what the average person would consider “lag” or simply unresponsive internet, where actions take as long as several seconds to register (such as clicking a link). This makes things like gaming, video chat, and more effectively unusable. However, thanks to the miniaturization enabled by the relentless progress of electronics technologies, tiny satellites (100-500 kg) with electric propulsion are rapidly becoming a viable alternative and threat to the massive (4000-8000 kg) communications satellites placed into geostationary orbit. Through mass production and lower costs to orbit, a giant network of magnitudes smaller satellites can realistically beat those giant satellites by being closer to the Earth. This means that more satellites in a given network will more frequently reenter the Earth’s atmosphere and be destroyed, requiring the constant launch of reinforcements, but this new paradigm is actually a viable strategy.
A beautiful string of Iridium NEXT satellites deployed into the sunrise. (SpaceX)
SpaceX’s own Microsats, prototypes for a constellation likely to be named Starlink, are quite possibly the most promising entrants among a sea of interested constellation operators. With the addition of laser-based communications links between each or most of the Starlink satellites planned to be placed in orbit, SpaceX’s constellation will be truly unique in its extreme flexibility as a giant, global mesh network.
By using lasers, latency (lag) will be far less significant and will enable SpaceX to distribute its network’s availability beyond the capability of any individual satellite, known as a decentralized network. As always, SpaceX’s choice to pursue such a configuration is extraordinarily ambitious. Still, the very fact that Microsat 2A and 2B are scheduled for launch just days from now suggests that the company’s near-silent satellite development program, employing several hundred people all over the West coast, has seen some considerable successes. In other words, it’s likely not a coincidence that the first flight test of a Starlink satellite will actually feature two satellites – one cannot test laser interlinks with just one satellite.
All things considered, fingers crossed for SpaceX on this flight-proven commercial mission. If all goes well with both PAZ and the Starlink prototypes, SpaceX will be one huge step closer to being able to provide truly universal, affordable, and high-quality internet.
Stay with us on Twitter and Instagram as Teslarati’s West Coast photojournalist, Pauline Acalin, will bring us on the ground coverage at California’s Vandenberg Air Force Base ahead of, and on the day of, the PAZ mission.
Follow along live as we cover these exciting proceedings live on social media!
Teslarati – Instagram – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
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
