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SpaceX’s next West Coast Starlink launch likely delayed as drone ship returns to port
Update: Less than a day after departing Port of Long Beach, California, SpaceX drone ship Of Course I Still Love You (OCISLY) has turned around and appears to be on its way back, signaling a last-minute delay for the company’s second West Coast Starlink launch.
Normally, SpaceX doesn’t halt drone ship trips downrange for just a day or two of launch delays, suggesting that Starlink 2-3 could slip at least several days beyond its current October 17th and 18th target and backup dates.
A pair of notices to mariners (NTMs) published earlier this week reveal that SpaceX could conduct its second West Coast Starlink launch as early as Sunday, October 17th.
Used to delineate certain regions mariners should temporarily avoid or heed caution in, NTMs – while cryptic – often reveal roughly when a rocket launch or spacecraft reentry is expected to occur days or weeks before NASA, the US military, or any companies involved announce an official target. That now appears to be the case for SpaceX’s “Starlink Group 2-3” mission, which is set to be the second dedicated launch of polar Starlink satellites. Presumably identical to Starlink 2-1, which successfully launched on a Falcon 9 rocket on September 14th, Starlink 2-3 will likely carry another 51 upgraded Starlink V1.5 satellites.
Each fitted with several custom SpaceX-built lasers known as optical interlinks or OILs, Starlink Group 2 satellites will (roughly) orbit Earth’s poles instead of its equator and will eventually use those lasers to allow the rest of the Starlink constellation to route user communications entirely in space. Whereas current Starlink internet users must live within a few hundred miles of a SpaceX ground station to access the network, a constellation of satellites with laser interlinks could serve anyone on Earth – practically independent of ground station location – by routing user communications through any number of laser-linked satellites.
Once all ~1600 Starlink V1.0 satellites are replaced with V1.5 spacecraft, SpaceX will have effectively created a second internet independent of the millions of miles of copper and fiber optic cables that nearly all modern users rely on. Of course, SpaceX’s Starlink V1.5 and V2.0+ constellation will mainly function as an extension of that existing network, but it will allow unprecedented feats of routing – latency that no wired network can physically match, in other words.
The primary draw for a laser-linked constellation, though, is the ability to connect users to the internet almost regardless of location. On top of hundreds of millions of rural and underserved or unserved customers worldwide, even including those trapped inside restrictive national ‘firewalls,’ an interlinked constellation will allow SpaceX to deliver unprecedentedly high-quality connectivity to ships, planes, trains, and road vehicles. Currently only served by mediocre and marginally reliable geostationary providers at great cost, disrupting those captive markets with a service as many leagues above as Starlink could singlehandedly secure SpaceX billions of dollars of annual revenue.
Soon after the notices to mariners appeared, Next Spacefight’s Michael Baylor confirmed that the Starlink 2-3 mission is scheduled to launch out of Vandenberg Air/Space Force Base no earlier than (NET) 10:34 am PDT (UTC-7) on Sunday, October 17th. The launch window is open for one hour and, like Starlink 2-1, will likely involve a Falcon 9 booster landing attempt a few hundred miles downrange on drone ship Of Course I Still Love You (OCISLY).
It remains to be seen which Falcon booster is assigned to the launch or if SpaceX will static fire it several days before.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Elon Musk sends first warning to SpaceX short sellers
