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
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
