News
SpaceX indefinitely delays second Falcon 9 launch in two weeks
For the second time in less than two weeks, SpaceX has indefinitely delayed a Falcon 9 launch after discovering apparent issues with the rocket less than a day before liftoff.
Japanese startup ispace’s misfortune also marks the eighth time in less than two months that SpaceX has delayed or aborted a Falcon 9 launch for unspecified technical reasons less than 24 hours before liftoff. The streak of delays is unusual after 12 months of record-breaking execution, over the course of which SpaceX has successfully completed 60 orbital launches with just a handful of last-minute technical delays.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
The number of last-day delays and Falcon 9 launch aborts has abruptly skyrocketed in recent months, possibly indicating that a single problem or change is at least partially responsible for the trend. The streak began in early October and has continued through the end of November, resulting in eight delays in two months, with impacts ranging from minutes to days or even weeks. In all but one instance, SpaceX’s only explanation was a need for more time for “data review” or “checkouts” of the rocket, its payload, or both.
SpaceX consistently announces launch delays on Twitter, making it possible to collate when the company has stated it was “standing down” from a launch attempt or “now targeting” a later launch date for technical reasons. In the 18+ months between March 2021 and October 2022, SpaceX announced only three technical delays after publicly scheduling a launch (one last-second abort and two minor “additional checkouts” delays). Adding to the oddity, SpaceX reported at least 15 similar delays between January 2020 and March 2021.
A decrease in the frequency of technical issues is a generally expected outcome of a competent organization gaining experience with the operation of a complex, new system (like a launch vehicle). By all appearances, that’s the pattern SpaceX was following: a drastic drop in the number of technical launch aborts even as the pace of Falcon 9 launches soared to new heights. But within the last two months, the frequency of technical delays has skyrocketed from close to zero to higher than any point in recent SpaceX history.
Without context, it’s impossible to say if there is an invisible thread connecting the recent string of delays. There are many possible explanations, including workforce fatigue, management changes, policy changes, and factory issues. It’s even possible that the seemingly sudden onset was caused by an intentional change of risk posture: for example, increasing sensitivity to off-nominal signals that had been observed before but were discounted enough to avoid launch delays.
As part of its effort to continually improve existing systems and processes, SpaceX could have changed things too much or removed one too many steps. While unlikely, it’s also possible that the recent uptick in delays is merely a coincidence. Regardless, if the trend continues, it will be difficult for SpaceX to increase its launch cadence any further – particularly toward CEO Elon Musk’s stated goal of 100 launches in 2023. Delays also increase launch costs and disrupt customer plans, incentivizing a return to smoother operations as quickly as possible.
Most concerning is a recent pair of unrelated launches that have become indefinitely delayed. Starlink 2-4, first scheduled to launch on November 18th, has yet to receive a new launch date after SpaceX apparently discovered problems after a Falcon 9 static fire test on November 17th. Less than two weeks later, SpaceX has indefinitely delayed a second Falcon 9 launch – Japanese startup ispace’s first Moon landing attempt – “after further inspections of the launch vehicle and data review.”
Ultimately, launch delays are a fundamental part of spaceflight, and it’s better to keep a rocket on the ground when there is any uncertainty about its readiness for flight. Nonetheless, big changes in the frequency of delays are still noteworthy, especially when SpaceX itself does not typically explain the cause of delays for non-NASA missions.
SpaceX has several more Falcon 9 launches firmly scheduled in December. It remains to be seen how exactly the indefinite delays of Starlink 2-4 and HAKUTO-R will impact those upcoming launches. Starlink 4-37, for example, was scheduled to launch from the same pad as HAKUTO-R as early as December 6th, but that date will slip for every day HAKUTO-R is delayed. A SpaceX ship tasked with recovering HAKUTO-R’s Falcon 9 fairing appears to be heading back to port, indicating a delay of at least two or three days.
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
