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SpaceX indefinitely delays second Falcon 9 launch in two weeks

SpaceX has indefinitely delayed Falcon 9's second Moon lander launch. (SpaceX)

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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 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.

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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.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla starts preparing for Optimus in its smartphone app

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Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.

Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:

A Dedicated “Robot” Phone Key Authentication

Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.

Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont

Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.

This is a great security feature that will eliminate at least face-value and low-level threats.

Home Data Collection and System Alerts

This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.

There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.

Other Changes

Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.

You can check out our coverage on what is included with the 2026 Summer Update here:

Tesla reveals 2026 Summer Update with crazy fixes to Nav and more

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Investor's Corner

Tesla Q2 Earnings: Here’s what to expect

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(Credit: Tesla)

Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.

Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.

Financial Expectations

Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.

This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.

What We Expect

In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.

Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:

Retail:

“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”

“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”

“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”

“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”

“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”

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Institutional

“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”

“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”

“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.

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Elon Musk

Elon Musk handed Grok something no other AI company can get their hands on

Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.

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Artistic concept rendering of SpaceX data being incorporated into a Grok AI model

Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.

The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.

The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.

Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.

Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.

Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.

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