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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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Tesla just gave what is perhaps its biggest signal yet that the launch of the Cybercab, its autonomous ride-hailing-geared car, is imminent.
The Cybercab has been spotted outside of Gigafactory Texas in massive numbers over the past few days, with hundreds of units being stored on property just days after the vehicle received a Certificate of Conformity from the EPA.
Today, things were a bit different.
Cybercabs spotted on Giga Texas property today had an addition: a Cybercab decal on the side, reminiscent of the “Robotaxi” ones that were placed on Model Ys just as the company launched its ride-sharing platform about a year ago.
Giga Texas drone operator Joe Tegtmeyer noticed the change today:
Tesla Cybercabs are now getting “Cybercab” logos on the side of them!
Tesla did the same with Model Ys that were given “Robotaxi” logos: https://t.co/DanANtw1m7 pic.twitter.com/FqOhH0S9Ks
— TESLARATI (@Teslarati) June 19, 2026
Tesla could be signaling that the Cybercab is preparing to enter the Robotaxi fleet in the coming weeks or months with this move. It seems more symbolic than anything; Tesla is ready to throw Cybercabs in the ride-hailing platform just as it did with Model Ys last year.
The addition of the Certificate of Conformity awarded to the Cybercab is another major factor working to Tesla’s advantage. The company now has permission from the EPA to allow the vehicle to operate on public roads and enter the chain of commerce. It’s officially street legal.
Tesla Cybercab specs revealed: range, curb weight, range ratings, and more
The big question that remains is whether Tesla will be able to operate the car without a safety monitor, especially considering it plans to put the car out there without a steering wheel or pedals. With the Cybercab only having a seating capacity of two, it is hard to believe Tesla will even consider putting a Safety Monitor in the car.
It did recently self-certify as Level 4 and has the ability to operate driverless vehicles in the State of Texas under a law that took effect on May 28. You can read more about that here:
Tesla’s Robotaxi dreams just took a massive step toward reality
We’d imagine Cybercabs will be on the roads as soon as July, but August will likely be a better estimate of when the car will be entered into the Cybercab fleet. It all depends at where Tesla is, as they’ve truly prioritized safety with the rollout of the Robotaxi platform.
Elon Musk has publicly questioned Moody’s credit assessments following the rating agency’s decision to assign SpaceX a Baa1 investment-grade rating, two notches above Tesla’s Baa3. The comments came amid discussions comparing the two companies’ financial profiles.
SpaceX earned its first-time Baa1 rating with a stable outlook from Moody’s. The agency highlighted the company’s leadership in orbital launches, the growing recurring revenue from its Starlink satellite network, strong vertical integration, U.S. government contracts, and emerging opportunities in AI infrastructure.
These factors were cited as supporting robust cash flows, margin expansion, and financial flexibility.
Musk responded directly: “Tesla’s credit rating is ridiculously low tbh,” and added, “Yeah, makes no sense. Tesla has over $40B in cash, no debt, and is consistently profitable!” His remarks underscored Tesla’s balance sheet strength and profitability at a time when many traditional automakers continue to report losses in the shift to electric vehicles.
Yeah, makes no sense.
Tesla has over $40B in cash, no debt and is consistently profitable!
— Elon Musk (@elonmusk) June 19, 2026
Tesla maintains a leading position in the global EV market, with diversification into energy and storage, battery technology, and robotics through projects like Optimus. Recent financial updates show the company generated positive free cash flow of $1.4 billion in Q1 2026, supported by operating cash flow of $3.9 billion. Cash and short-term investments stood at approximately $44.7 billion.
Moody’s has affirmed Tesla’s Baa3 issuer rating with a stable outlook in periodic reviews, acknowledging the company’s EV leadership, technology strengths, including AI for autonomous vehicles, solid profitability, and strong liquidity.
Tesla (TSLA) scores Baa3 Moody’s rating for ‘stable’ outlook
However, the agency has also noted challenges in the automotive segment and expectations for margin pressures.
Musk’s critique highlights a common debate about how traditional rating methodologies apply to high-growth, capital-intensive technology companies. SpaceX benefits from long-term government-backed contracts and diversified, recurring revenue streams, while Tesla’s valuation reflects heavy investment in future technologies such as autonomy and robotics.
Both ratings remain investment-grade, yet the one-notch difference has fueled online discussion about potential inconsistencies in evaluating innovative firms.
The exchange comes as SpaceX explores financing options following its recent valuation milestones, while Tesla continues executing on its multi-year roadmap. Musk’s pointed response serves as a reminder that credit ratings, though influential for borrowing costs, represent one lens through which markets assess corporate strength—and that company leaders often view their financial positions through the lens of long-term innovation and cash generation rather than short-term risk metrics alone.
A new report from Reuters claims that a transport authority in Sweden is pushing back against the approval of Tesla’s Full Self-Driving suite because it will travel over speed limits.
The report says the Swedish Transport Administration (TRV) recommends the European Union votes against FSD’s approval. TRV believes it should not be approved until Tesla disables FSD’s ability to speed.
TRV sent a letter to the European Union’s Technical Committee on Motor Vehicles (TCMV), which is set to meet on June 30 to discuss the potential approval of the Tesla FSD suite in the country. Tesla, which has received various approvals in Europe over the past two months, has not provided a comment.
Teslas operating on FSD do travel over the speed limit, depending on the Speed Profile that is chosen. Drivers have the ability to disengage FSD at any point; Tesla specifically states that those supervising the suite are responsible for its actions.
Let’s cut to the chase: humans operating any vehicle speed almost daily in the United States. Realistically, speed limits in the U.S. are more frequently treated as speed minimums. However, other countries are different, and driving behaviors are less aggressive.
TRV believes that “allowing automated systems to systematically exceed legal speed limits…risks undermining both the legal framework and the expected safety benefits of vehicle automation,” the report stated. It’s surprising that Tesla has not received this claim from other countries previously.
This could be a good argument to bring Max Speed back, the setting that previously allowed the driver to choose the absolute fastest the car would travel.
This would still put the responsibility of supervision in the hands of the driver. It would allow the driver to choose whether the car would travel over the speed limit or not, acknowledging that they set the speed, and if they get pulled over, there would be no ability to argue it.
However, it does not seem as if this is something Tesla will do, especially considering many U.S. drivers have requested the feature in an effort to eliminate speeding or at least tone it down. The company has not shown any interest in bringing it back.
Tesla has approvals for FSD in Europe in Estonia, Lithuania, Denmark, the Netherlands, and Belgium.
Tesla Cybercab launch is imminent after latest sighting at Giga Texas
Elon Musk says this part of Tesla ‘makes no sense’
