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SpaceX Starship launch delayed to Tuesday by poor FAA planning
Update: CEO Elon Musk says that SpaceX’s fourth high-altitude Starship launch has been delayed from Monday to Tuesday after an FAA inspector – recently required to be onsite for launches – was inexplicably more than six hours late.
While the smallest grain of salt is warranted given Musk’s recently vitriolic relationship with the FAA, the CEO has every reason not to lie about a federal regulatory agency that SpaceX almost fundamentally depends on. As such, the implication is that a lone FAA inspector – only recently required by the FAA itself to be onsite for SpaceX Starship launches – was somehow more than four or five hours away from Boca Chica, Texas by 11am CDT, March 29th.
The only possible explanation for such a delay is that a single inspector – lacking virtually any of the resources afforded to large government agency – missed a flight on a public airline, had a flight canceled at the last second, or was somehow stranded in the middle of nowhere by car issues. As any sane human familiar with air or car travel would know, those issues happen and should always be anticipated. Knowing full well that it had just changed SpaceX’s Starship launch license just two weeks prior to prevent flights without an inspector present, the FAA does not appear to have prepared for those issues in even the most basic sense, failing to ensure alternate methods of transport or two redundant inspectors.
In essence, due either to severe underfunding, general ineptitude, some childish attempt to assert dominance, or some combination of all three, the FAA has explicitly disrespected the hundreds of (possibly 1000+) SpaceX employees working around the clock for weeks to launch Starship SN11 as quickly as possible. Given that the FAA itself distributed Temporary Flight Restrictions (TFRs) for SN11’s Monday launch on Saturday and noted plans for the launch more than a day prior, the giant regulatory agency had no less than 24-48 hours of prior warning even if they’d somehow ignored or missed SpaceX’s own CEO announcing a delay to March 29th on March 26th.
If a regulatory agency like the FAA is incapable of ensuring that an inspector can stand around at a launch the agency itself required an inspector be present for days prior, the same apparatus assuredly should not and cannot be trusted to regulate systems as complex as modern aircraft, spacecraft, and rockets. If the FAA is, in fact, up to the challenge of responsibly regulating those systems with the public’s best interest in mind, then failing a task as simple as ensuring its own inspector is transported, on time, from Point A to Point B is a conscious decision or mistake. Either way, something clearly needs to change.
CEO Elon Musk says that SpaceX has delayed Starship serial number 11’s (SN11) high-altitude launch debut from Friday to Monday to best ensure that the company can “land & fully recover” the 50-meter-tall steel rocket.
First and foremost, the weekend will allow SpaceX times time for “additional checkouts” and scour Starship SN11 and the data it’s produced during testing for any red flags or minor issues. While plans for a same-day static fire and launch didn’t pan out on Friday, March 26th, SpaceX did manage the first half, firing up just one of Starship’s three Raptors to verify the health of the replacement engine after a Thursday Raptor swap. The test marked the first time SpaceX has intentionally fired up just one of the Raptors installed on a three-engine Starship prototype, so the delay will provide extra time to ensure that all three are still looking good.
Standing down SN11 until probably Monday. Additional checkouts are needed. Doing our best to land & fully recover.— Elon Musk (@elonmusk) March 26, 2021
The weather in Boca Chica, Texas has also taken a turn for the worse in the last few days, so the extra few days will also (hopefully) allow time for wind, visibility, and precipitation conditions to improve. According to Musk, Starship SN11 is now scheduled to fly as early as Monday “afternoon” and, as usual, SpaceX will offer live coverage of the fourth high-altitude launch and landing attempt beginning a few minutes before liftoff.
With a little luck, the Starship prototype will be able to continue a trend of iterative improvement and one-up Starship SN10 with a slightly softer landing and no explosion minutes after touchdown. Stay tuned for updates both here and on SpaceX’s social media platforms to catch the official webcast.
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?”
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.
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.
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.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
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.
Tesla has extended its Bay Area ride-hailing service to include pickups and drop-offs at San Francisco International Airport (SFO). The update, shared via the company’s official channels on July 21, allows users in the region to request rides directly to and from one of California’s busiest airports.
The expansion builds on Tesla’s secured limousine permit for SFO operations. Public records show the permit became effective March 20, 2026, and remains active through January 31, 2027. Tesla vehicles operating the service now display authorized limousine permits issued by the City and County of San Francisco.
Our Bay Area rideshare service now goes to SFO ✈️
— Tesla AI (@Tesla_AI) July 21, 2026
Tesla’s ride-hailing program in California relies on Model Y vehicles equipped with Full Self-Driving (Supervised) technology. Human safety drivers remain present in compliance with state regulations, distinguishing the service from fully driverless operations.
The Bay Area geofence covers a broad area spanning north of San Francisco to south of San Jose, offering extensive connectivity across the region.
UPDATE: Elon Musk reveals why Tesla didn’t say ‘Robotaxi’ upon California launch
This SFO addition follows earlier progress at other Bay Area airports. Tesla previously expanded service to San Jose Mineta International Airport (SJC) in late 2025. The company had engaged with SFO, SJC, and Oakland International Airport officials as early as September 2025 to secure necessary approvals for passenger transport.
The service provides a new option for travelers seeking electric, app-based transportation integrated with Tesla’s ecosystem. Rides are booked through Tesla’s dedicated ride-hailing application, which handles matching, routing, and payments. Pricing follows standard ride-hailing models, with potential adjustments based on distance, time, and demand.
Tesla’s California ride-hailing program launched in July 2025 with an initial invite-only rollout in the Bay Area. It started alongside operations in Austin, Texas, marking the company’s second major U.S. market.
The Bay Area remains a primary focus in California, with service centered on high-demand corridors connecting residential, commercial, and now major transportation hubs. This latest airport integration represents a practical step in Tesla’s broader mobility ambitions within the state.
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