Update: SpaceX says it and NASA are moving forward with plans to launch a Crew Dragon carrying US, Japanese, and Russian astronauts as early as noon EDT (16:00 UTC) on Wednesday, October 5th.
Concurring with a statement made on October 3rd, SpaceX has also called off a planned October 4th launch of its Starlink 4-29 mission. However, the company has delayed Starlink 4-29 just 24 hours and says that Falcon 9 will launch the latest batch of internet satellites out of California no earlier than (NET) 4:10 pm PDT (23:10 UTC) on October 5th. Intelsat has also confirmed that its Galaxy 33 and Galaxy 34 geostationary communications satellites are scheduled to launch on a Falcon 9 rocket as early as 7:07 pm EDT (23:07 UTC) on October 6th, leaving SpaceX on track to launch three Falcon 9 rockets from three launch pads in 31 hours.
The company achieved a similar feat earlier this year when it launched three Falcon 9 rockets in 36 hours. Three launches in 31 hours would break that record.
SpaceX is on the cusp of launching three Falcon 9 rockets in a handful of days. Minor issues with two of the three missions, however, have complicated the already hard process of coordinating so many launches at the same time.
For many reasons, rocket launches are an inherently difficult thing to schedule, and that difficulty only gets magnified when attempting to launch rockets as quickly as possible for customers with very different needs while using a fixed number of launch pads. SpaceX’s upcoming series of launches demonstrates the slippery nature of high-cadence rocket launch scheduling better than most.
Last month, SpaceX ran into issues (mainly bad weather) that delayed its Starlink 4-34, 4-35, and 4-36 missions by varying degrees. Before those delays, SpaceX had intended to break its LC-40 pad turnaround record with Starlink 4-35 and then repeat the feat with Starlink 4-36, but that opportunity closed when Starlink 4-34’s several weather delays pushed Starlink 4-35 from September 19th to the 24th and raised the risk of the next launch, Starlink 4-36, interfering with customer missions planned in the first half of October.
That burst of customer missions, all of which take priority over SpaceX’s own Starlink missions, meant that a few-day delay for a mission two launches prior ultimately pushed Starlink 4-36 from the end of September to no earlier than October 20th. It will launch out of Cape Canaveral Space Force Station’s (CCSFS) LC-40, the same pad that launched Starlink 4-35 on September 24th and will launch Intelsat’s Galaxy 33 and 34 satellites no earlier than (NET) October 6th and Eutelsat’s Hotbird 13F satellite NET October 13th. All four launches (including Starlink 4-36) are thus contingent upon each other, so a delay with one mission would likely delay each subsequent mission to leave enough time for pad turnaround and rocket processing.
Date Mission Rocket Location Pad 10/04/22 Starlink 4-29 Falcon 9 California VSFB SLC-4E 10/04/22 SES-20/21 Atlas V Florida CCSFS LC-41 10/05/22 Crew-5 Falcon 9 Florida KSC LC-39A 10/06/22 Galaxy 33/34 Falcon 9 Florida CCSFS LC-40 10/13/22 Hotbird 13F Falcon 9 Florida CCSFS LC-40 10/20/22 Starlink 4-36 Falcon 9 Florida CCSFS LC-40
SpaceX isn’t the only company that launches out of Cape Canaveral, Florida. Originally scheduled in late September, the United Launch Alliance’s (ULA) Atlas V launch of the SES-20 and SES-21 geostationary communication satellites was delayed by the same weather system that indirectly hampered Starlink 4-35 and 4-36. That mission is now set to launch NET 5:36 pm EDT (21:36 UTC) on October 4th.
Up first, however, is SpaceX’s Starlink 4-29 mission out of California’s Vandenberg Space Force Base (VSFB). Delayed to October 4th hours before its October 3rd target, the new schedule will give SpaceX “more time for pre-launch checkouts,” Falcon 9 will now lift off as early as 4:48 pm PDT (23:48 UTC), a little over two hours after Atlas V. However, making the whole situation even more interlinked, SpaceX says it will stand down from its October 4th Starlink launch attempt if its next Florida mission – Crew Dragon’s fifth operational NASA astronaut launch – remains on track for its current noon EDT (16:00 UTC), October 5th launch target.
In an October 3rd briefing following a mostly clean launch readiness review (LRR), NASA and SpaceX officials revealed that three new minor issues – “not showstoppers” – had appeared after a busy period of ground testing. An otherwise successful astronaut dry dress rehearsal and a subsequent wet dress rehearsal and static fire uncovered a possible fire extinguisher leak in the Dragon spacecraft and a minor issue with one of the Falcon 9 rocket booster’s nine Merlin 1D engines. A communications issue was also discovered on the SpaceX drone ship Crew-5’s rocket booster is meant to land on in the Atlantic Ocean.
SpaceX and NASA officials weren’t especially worried about the issues and were confident they would be resolved in time for an October 5th launch. If they aren’t and Crew-5 slips to October 6th, SpaceX should be able to launch Starlink 4-29 on October 4th, but then it’s unclear if the company will also be able to launch Intelsat’s Galaxy 33 and Galaxy 34 geostationary communications satellites on the same day as Crew-5. Galaxy 33/34 is scheduled to launch NET 7:07 pm EDT on October 6th, likely ~6 hours after Crew-5’s own October 6th launch window.
If Crew-5 slips and Galaxy 33/34 can’t launch on the same day, it would likely delay both Hotbird 13F and Starlink 4-36. It’s also unclear if Starlink 4-29 can launch on the same day as Crew-5 if it flies after Dragon. Either way, SpaceX could potentially end up launching Crew-5, Galaxy 33/34, and Starlink 4-29 on October 5th and 6th – potentially less than a day and a half apart.
As SpaceX continues to push the limits of what is possible with its existing Falcon launch and landing infrastructure, chaotic scheduling situations like this, where small issues impact large strings of launches, will become the norm instead of the exception
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
