News
SpaceX Starlink launch ambitions just saved a space station resupply mission from bigger delays
SpaceX’s ambitious 2020 Starlink launch goals have unintentionally saved a Cargo Dragon spacecraft mission from much longer delays after a major part of its Falcon 9 rocket had to be replaced at the last second.
Known as SpaceX’s 20th NASA Commercial Resupply Services (CRS-20) mission, SpaceX’s Cargo Dragon spacecraft was initially scheduled to launch supplies to the International Space Station (ISS) as early as March 2nd, 2020, a date that recently slipped four days to 11:50 pm EDT (04:50 UTC), March 6th. Simultaneously, a separate Falcon 9 Starlink mission – assigned to a different launch pad – found itself delayed from March 4th to March 11th.
A day or so after news of the CRS-20 launch delay first broke, NASA published a blog post noting that SpaceX had taken the extraordinary step of fully replacing the mission’s Falcon 9 second stage, the part of the rocket (pictured underneath Dragon in the photo above) tasked with taking payloads from the edge of space into Earth orbit (or beyond). Triggered by a faulty component in its space-optimized Merlin Vacuum engine, the fact that SpaceX chose to replace the upper stage and still only delayed CRS-20’s launch by four days suggests that its ambitious Starlink launch plans are already creating positive side effects for commercial customers.
"SpaceX identified a valve motor on the second stage engine behaving not as expected and determined the safest and most expedient path to launch is to utilize the next second stage in line that was already at the Cape and ready for flight."https://t.co/E9dokEAf0n— Michael Baylor (@MichaelBaylor_) February 25, 2020
As of late, multi-day hardware-related launch delays have been rather rare for SpaceX, who has instead suffered numerous weather-related scrubs over the course of completing its Fall 2019 and Winter 2020 launch manifest. SpaceX’s February 17th Starlink-4 mission did suffer a minor second stage valve-related delay that was fixed in about 24 hours, but things have otherwise been quite smooth for Falcon 9.
Given all that goes into building and testing Falcon 9 second stages, there are very few good explanations (aside from pure luck) that would allow for a given SpaceX launch to entirely replace its assigned second stage a week before liftoff and only slip a handful of days. Nevertheless, with CRS-20, SpaceX is attempting to do exactly that.
“SpaceX identified a valve motor on the second stage engine behaving not as expected and determined the safest and most expedient path to launch is to utilize the next second stage in line that was already at the Cape and ready for flight. The new second stage has already completed the same preflight inspections with all hardware behaving as expected. The updated target launch date provides the time required to complete preflight integration and final checkouts.”
NASA.gov — February 25th, 2020
The specific lead times SpaceX’s Falcon rocket family parts require is almost totally unknown but it’s safe to say that the process of building a Falcon upper stage from scratch, performing acceptance testing in Texas, and shipping said stage to the launch pad takes months from start to finish. For SpaceX to be able to attempt to minimize CRS-20’s delays to just four days while still fully swapping out its upper stage, the company would have quite literally had to have had another Falcon stage just sitting around in Florida.
As it turns out, per NASA’s official statement, that is precisely what transpired. A separate second stage was already in Florida and “ready for flight”, giving SpaceX the luxury of selecting the safest option theoretically available. Beyond the hardware already being ready to go in Florida, the stage reassignment almost certainly also hinged upon the mission it was assigned to being somewhat nonessential – a label that SpaceX would be hard-pressed to affix to any of its customers’ launches. An internal Starlink mission, however, would be a perfect opportunity, allowing SpaceX to avoid both picking favorites and seriously impacting (aside from the ~4-day CRS-20 delay) its paying customers.
To be clear, SpaceX was thus able to swap out CRS-20’s upper stage at the last second with only a minor schedule impact almost exclusively because of it’s ambitious plans for 20-24 Starlink launches this year. If the company wasn’t pursuing a more than biweekly 2020 launch cadence, it’s much more likely that CRS-20 would have had to make do with its second stage or wait for a new one to be built, potentially delaying the launch by one or two weeks, if not longer.
In simple terms, the launch cadence SpaceX is targeting (and needs) for its Starlink constellation is already exhibiting signs of a future where its high-performance orbital-class rockets have been almost entirely commodified.
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Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
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Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla has expanded the footprint of a massive safety feature worldwide with a recent Software Update labeled as 2026.20.6. The expansion of the “Blind Spot Warning While Parked” feature represents the more widespread availability of the feature, which aims to prevent “dooring.”
Dooring is when a driver or passenger opens a car door into the path of an oncoming road user, usually a cyclist or motorcyclist. It is among the most common types of cycling accidents, the League of American Bicyclists says.
For this reason, Tesla created a feature that warns occupants not to open the door because an object is approaching. The feature will sound a chime, and it will also delay the opening of the door to prevent an incident.
The release notes state (via Not a Tesla App):
“If you attempt to open a door while an approaching object is detected in your blind spot (for example, a bicyclist approaching from behind) a chime sounds, and your door will not open upon initial button press. Wait a short time and press the button a second time to override the warning.”
Tesla initially rolled out this feature back in 2024 with the Model 3 “Highland.” However, it remained with the Model 3 exclusively for over a year; that was until Tesla added it to the Cybertruck this past Spring.
Now, it is making its way to the new Model Y, 2021 and newer Model S, and 2021 or newer Model X.
The prevention of dooring incidents could eliminate many injuries to cyclists, especially in an urban setting. Dooring accounts for 10-20 percent of bike-related crashes in major cities, and over 17,000 dooring-related incidents were treated in the U.S. over the course of a decade. These usually involve fractures, contusions, and head trauma.
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
SpaceX gets initial stock coverage from Tesla’s biggest bull
