News
SpaceX Falcon 9 and $1B satellite trio set for first California launch in months
After the better part of both half a year of launch delays and launch pad inactivity, SpaceX and Falcon 9 are ready to return the company’s California-based SLC-4 facilities to action with the launch of the $1 billion Radarsat Constellation Mission (RCM).
Built by Maxar for the Canadian Space Agency (CSA), RCM is a trio of remote-sensing spacecraft designed with large surface-scanning radars as their primary payload. Having suffered years of technical delays during Maxar’s production process, RCM was initially available for launch as early as November 2018. In an unlucky turn of events, issues on the SpaceX side of things took RCM’s assigned Falcon 9 booster out of commission and lead to an additional seven or so months of launch delays. At long last, RCM is just one week away from heading to orbit, scheduled to launch from Vandenberg Air Force Base (VAFB) no earlier than 7:17 am PDT (14:17 UTC), June 12th.
The Goldilocks booster
Once the three RCM satellites were effectively complete, a series of unfortunate circumstances combined to delay the constellation’s launch almost indefinitely. The first domino fell in December 2018, when Falcon 9 Block 5 booster B1050 – having successfully supported Cargo Dragon’s CRS-16 launch – suffered a failure that prevented a successful landing. Incredibly, the booster did survive its accidental Atlantic Ocean landing and is now sitting in a SpaceX hangar, but B1050 is unlikely to ever fly again.
This posed a problem for Maxar and the Canadian Space Agency (CSA), who seem to have contractually requested that RCM launch on either a new or very gently flight-proven Falcon 9 booster. The problem: SpaceX had none of either option available for RCM after B1050’s unplanned swim and needed to balance the needs of several other important customers. Several Block 5 boosters were technically available but all had two or even three previous launches under their belts.

Meanwhile, SpaceX’s booster production had been almost entirely focused (and would remain so months after) on building four new Falcon Heavy boosters and the first expendable Falcon 9 Block 5 booster, reserved for the US Air Force and a long-delayed customer. Since those five boosters were completed and shipped out, just one additional booster (B1056) has been finished, launching Cargo Dragon’s CRS-17 mission just one month ago.
In short, had Maxar/CSA waited for a new booster, RCM’s launch would likely be delayed at least another 30-60 days beyond its current target of June 11th. Instead, they downselected to Falcon 9 B1051, then in the midst of several months of prelaunch preparations for Crew Dragon’s launch debut (DM-1). DM-1 went off without a hitch in early March, after which the gently-used B1051 underwent a brisk ~45 days of inspection and refurbishment before heading west to SpaceX’s VAFB launch pad.

Billion Dollar Babies
From an external perspective, forgoing a twice or thrice-flown Falcon 9 Block 5 booster after nearly a dozen successful demonstrations does not exactly appear to be a rational decision. However, whether it was motivated by conservatism, risk-aversion, or something else, Maxar and CSA likely have every contractual right to demand certain conditions, as long as they accept the consequences of those requirements. In the case of RCM, the customers accepted what they likely knew would be months of guaranteed delays to minimize something they perceived as a risk.
To some extent, it’s hard to blame them. After going more than $400M over budget, the Maxar-built trio of upgraded Radarsat satellites are expected to end up costing more than $1 billion. CSA’s annual budget typically stands around $250M, meaning that this single launch is equivalent to four years of space agency’s entire budget. A failed launch would be a huge setback. Additionally, RCM will likely become the most valuable payload ever launched by SpaceX, beating out the Air Force’s ~$600M GPS III SV01 spacecraft by a huge margin. For RCM, mission assurance is definitively second to none.


If all goes as planned, Falcon 9’s RCM launch should also mark the second use of SpaceX’s West Coast landing zone (LZ-4), christened during the October 2018 launch of SAOCOM 1A – coincidentally, also a radar-carrying Earth observation satellite. This means that press photographers (including Teslarati’s Pauline Acalin and Tom Cross) will have their second chance ever to capture remote images of a SpaceX booster landing.
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Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.