News
SpaceX gets first taste of coronavirus epidemic's consequences
SpaceX’s next scheduled rocket launch has been indefinitely delayed after Argentina – responsible for the SAOCOM 1B satellite payload – put strict travel restrictions in place, the first sign of the coronavirus epidemic’s consequences for the company.
Previously expected to launch as early as March 30th, the ~3000-kg (6600 lb) SAOCOM 1B radar satellite departed its Bariloche production facilities and arrived at Cape Canaveral around February 23rd, around the same time pandemic impacts began to be felt outside of China. Now likely sitting in a SpaceX payload processing facility at Cape Canaveral Air Force Station (CCAFS), it appears that SAOCOM 1B will have to wait for the foreseeable future before teams from Argentina and other countries are able to access the spacecraft and prepare it for launch.
While the delay is unfortunate, it hardly comes as a surprise at the same time dozens of countries around the world are considering – or already enacting – extreme countermeasures to mitigate the damage that will be caused by the COVID-19 pandemic. Thankfully, once Argentinian space agency (CONAE) employees are able to prepare SAOCOM 1B for flight, the mission is still set to make history, marking the first time a rocket launches on a polar trajectory from the United States’ East Coast in more than a half-century. In the meantime, SpaceX – while not deriving any income – also has ways of potentially taking advantage of a bad situation and exploiting unexpected downtime as a result of customer delays.

In October 2018, SpaceX successfully launched SAOCOM 1B’s predecessor – SAOCOM 1A – from its Vandenberg Air Force Base (VAFB) facilities, using a West Coast landing pad (LZ-4) for the first time ever. The spacecraft has successfully operated in space ever since, serving scientists, farmers, and more with high-quality satellite radar and Earth observation data.
Planned as a two-satellite constellation, CONAE spent another 15 or so months manufacturing and assembling the sister spacecraft, reaching the integration completion milestone in December 2019. After completing a few additional mechanical and electrical tests to verify the satellite’s health in January and February 2020, SAOCOM 1B was loaded aboard a Russian Antonov cargo plane and flown directly to Florida’s Kennedy Space Center (KSC), landing at the same runway NASA’s Space Shuttle once used.

Shortly after the growing global pandemic began to bare its teeth, the Argentinian government made the decision to almost completely ban international travel for the time being, while citizens now face heightened restrictions in a bid to legally enforce social distancing precautions. A scientific satellite launch has unsurprisingly not won exemption rights, meaning that it’s now all but impossible for the Argentinian space agency to send people and supplies back and forth from Florida – a necessity for something as complex as a satellite launch campaign.
As such, SpaceX’s SAOCOM 1B launch will be delayed until Argentina is able to loosen domestic and international travel restrictions – the timeline for which is anyone’s guess.
Bittersweet lemonade
Prior to the commercial mission’s indefinite delay, SpaceX’s seventh dedicated Starlink and sixth v1.0 satellite launch – Starlink L7 or Starlink V1 L6 – was expected no earlier than (NET) April 2020, sometime shortly after SAOCOM 1B’s NET March 30th launch. However, CEO Elon Musk and a second executive recently revealed that SpaceX is building Starlink satellites faster than it can launch them – churning out as many as six spacecraft in a single day.

Previously proposed on Teslarati, SpaceX may thus have a substantial backlog – ranging from one to several launches worth – of satellites that are ready for flight and either waiting for transport or already in Florida. In 2020, SpaceX has completed four 60-satellite Starlink launches in ~11 weeks, averaging a bit less than three weeks per mission. Even if SpaceX’s Starlink factory only averages 4-5 satellites per day each month, that would mean that the company is still building at least 20-40 extra satellites for each batch of 60 it launches.
In other words, if a separate Falcon 9 booster, upper stage, and payload fairing are already prepared for launch or SAOCOM 1B customer CONAE is willing to let SpaceX use its rocket (much less likely), the company could feasibly replace the mission on its manifest with an internal Starlink launch. This would reduce the amount of time the company’s workforce is listless as a result of the pandemic – a move that wouldn’t save money, per se, but would more efficiently distribute resources that will otherwise be wasted. For now, though, we – and the rest of the world – will have to wait and see.
News
Tesla snags Semi supply deal with major logistics firm
Tesla has snagged a deal with IMC Logistics to supply the company with 50 Semi units for its logistics operations.
IMC handles drayage and landside logistics and has over 2,700 asset trucks in its fleet. In its over forty years of service, it has established more than 50 locations across the United States and spans operations from coast to coast.
Jim Gillis of IMC said that the addition of the Tesla Semi will help IMC move toward a “zero-emission service for long-haul lanes.”
The move is one that has become more common over the past few years, as more and more companies doing large-scale logistics have moved to sustainable powertrains, using either Tesla or others.
🚨 IMC Logistics announced that it will add 50 Tesla Semis to its fleet https://t.co/ymh1Ca2IuX
— TESLARATI (@Teslarati) October 5, 2026
Tesla’s Semi program just entered its first truly public phase, as the company handed over its first production units to companies in September, although a pilot program with companies like PepsiCo. and Frito-Lay has been ongoing for years.
IMC announced its intention to purchase 50 Semi units from Tesla in September, and according to VP of Marketing and Public Relations on September 29 to Trucking Drive, the company will take delivery either this week or took delivery late last week.
With surging prices of diesel and high logistics costs, Tesla and the Semi could truly revolutionize how companies manage their fleets. With the advent of Full Self-Driving, the Semi will potentially cut down on driver fatigue and increase productivity, while decreasing the cost of operation per mile by being cheaper to refuel.
Tesla had a dedicated Semi handover event at the Semi factory in Sparks, Nevada, a few weeks back, as it officially introduced its truck to many company fleets that have been waiting to add these sustainable powertrains.
Lifestyle
Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley
Selling Sunset’s Jason Oppenheim swapped his Bentley for a Tesla and promised ten for employees.
Jason Oppenheim, the luxury real estate broker best known as the star of Netflix’s Selling Sunset, has parked his Bentley for good and moved into a Tesla Model Y, and he says Full Self-Driving (Supervised) is the reason.
Oppenheim, who founded The Oppenheim Group, the Los Angeles brokerage at the center of the show, posted a video to X on Saturday evening that he called “the most important video I’ve ever posted.” In it, he rides from Newport Beach to his firm’s Los Angeles office, a trip he put at roughly an hour and 15 minutes, while FSD handles the drive and parks the car without him touching the wheel or the accelerator. He said he handed the Bentley to his father because he no longer has any use for it.
Tesla shared the clip from its main account on X about two hours later, pulling out the quote that has since spread well beyond the Tesla community:
“[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver. There’s nothing more important than the safety of you and your loved ones.”
Oppenheim was candid about why the safety pitch landed with him. He admitted in the video that he is a distracted driver who answers emails and texts behind the wheel, and framed the employee purchases as a way to keep his team off their phones while driving. Elon Musk posted “Tesla FSD feels like magic” less than half an hour after the video went live.
The endorsement lands at a convenient moment for Tesla. The company delivered 486,532 vehicles in Q3, beating Wall Street’s estimates and marking its best quarter ever without the $7,500 federal EV tax credit.
A public service announcement. https://t.co/NYa1IpKwBX
— Jason Oppenheim (@OppenheimJason) October 4, 2026
Tesla FSD has been subscription only in the U.S. since February at $99 per month, and Tesla said in its Q2 update that active subscriptions hit 1.48 million, up 56 percent year over year, with more than 55 percent of new North American deliveries leaving with FSD attached. That attach rate is the figure Ron Baron cited last month when he told CNBC “the time to buy the stock is now.” At current pricing, Oppenheim’s 10 employee cars alone would add $990 a month, or about $11,880 a year, in FSD revenue.
Tesla AI head Ashok Elluswamy said in July that FSD had logged more than 12 billion miles while going roughly twice as far between collisions as manual driving. FSD also remains a supervised system, so Oppenheim and his employees are still required to watch the road, even as Tesla rolls out v14.3.10 with Automatic Collision Evasion, which can steer or brake on its own to avoid a frontal crash.
Elon Musk
Elon Musk follows Trump’s lead, says a SpaceX name change is coming
Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.
Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.
In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”
The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”
Elon Musk and Trump are closer than ever, and Tesla could be the big winner
SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.
Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.
The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.
It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”
The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.