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SpaceX to launch secret “Zuma” payload same day as Tesla Semi event

SpaceX Falcon 9 at Cape Canaveral, FL [Tom Cross/Teslarati]

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SpaceX has completed preparations and is ready to launch the highly secretive “Zuma” satellite(s) at 5pm/8pm PST/EST on Thursday, November 16th, the same day Tesla will be holding its semi-truck unveiling event.

Updated: SpaceX has rescheduled the Zuma mission.

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The Zuma launch campaign has been veiled in an extraordinary level of secrecy for SpaceX and the US launch industry in general, and this has piqued the interest of many.

In the last decade or two, the United States military apparatus has launched many dozens of satellites, and secrecy on the order of Zuma is unusual to say the least. Missions for the National Reconnaissance Office (NRO) typically feature some level of media presence and have developed a community of fans in the age of social media, taking advantage of cartoonish mission logos that can often be entertaining, if not vaguely disturbing.

 

Some of the more ‘unique’ NROL logos in recent years. (NRO)

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However, no federal agency has yet to announce involvement in Zuma. The full extent of public information available can be found in a handful of tweets, with drastically less official info available from a leaky source on Reddit. Thus far, Northrop Grumman is known to have at least procured Zuma’s launch from SpaceX, and the same statement indirectly suggested that Zuma was in fact a government-related mission. NRO is the obvious option, with the Air Force or another branch of the US military or intelligence apparatus also a distinct possibility. It is entirely possible that the nature and parent of the mission will remain secret for the indefinite future, even after its launch.

Nevertheless, a handful of details allow us to speculate in greater detail. In May 2017, SpaceX launched NROL-76, a Department of Defense satellite that was intriguingly observed to have made very close passes to the International Space Station, far too close to have been a coincidence. Based on Notices to Airmen (NOTAMs) filed with the FAA and discussed earlier this week, it appears Zuma may be placed in an orbit very similar to that of NROL-76, suggesting that Zuma could be an iteration on NROL-76’s supposed orbit-to-orbit data gathering capabilities. This time, however, agency involvement has been completely shadowed. A blank fairing, sans any NROL-reminiscent logo, will be the tell-tale sign come tomorrow, when Teslarati’s launch photographer Tom Cross arrives at Kennedy Space Center for camera setup.

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Meanwhile, as has become shockingly routine, SpaceX’s Falcon 9 first stage, core 1043, will conduct a Return to Launch Site (RTLS), landing at LZ-1 just a few miles from its launch pad. Like NROL-76, we can expect live coverage of the second stage and payload to end immediately after stage separation; bittersweet but esoteric fans, but likely to result in a unique focus on the stage returning to Earth.

On the horizon

Possibly more exciting than the launch itself, Zuma is expected to be the last launch from SpaceX’s Kennedy Space Center LC-39A facilities until Falcon Heavy, currently aiming for an inaugural flight around December 29th. After a solid year of repairs and refurbishment, SpaceX’s LC-40 launch pad is anticipating a return to flight operations with the CRS-13 Cargo Dragon mission on December 4th. Located within the Cape Canaveral Air Force Station just a few miles south of LC-39A, LC-40 suffered widespread damage after a Falcon 9 catastrophically failed while preparing for a static fire test on the pad.

Despite the tragic loss of vehicle and the Amos-6 payload, SpaceX has maintained a strong relationship with the owner, Spacecom, and was recently chosen for both a contractual reflight in 2019 and an additional launch in 2020.

SpaceX has also made great strides since returning to flight after Amos-6 in January 2017, and has enjoyed a truly groundbreaking year of incredible progress towards the goal of rapid reusability. Quite fittingly, LC-40 is expected to return to action while hosting yet another commercial reuse of a Falcon 9 first stage, this time with the hugely significant approval of NASA. The space agency has yet to make this decision resoundingly public, but respected industry insider NASASpaceflight.com has stated that it is all but in stone at this point in time. In a sense, the disaster that severely damaged LC-40 acted as a since-heeded wake-up call for SpaceX, and the venerable pad will rise from those ashes into a new era of reusable rocketry, led wholeheartedly by SpaceX.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Elon Musk’s $10 Trillion robot: Inside Tesla’s push to mass produce Optimus

Tesla’s surging Optimus job listings reveal a company sprinting from prototype to one million robot production.

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Tesla is accelerating its push to bring the Optimus humanoid robot to high volume production, and its recent job listings tells the story as clearly as any earnings call.

With well over 100 Optimus related job openings now posted across its U.S. facilities, Tesla is signaling a critical pivot for the program, moving it from a captivating tech demo to a serious manufacturing endeavor. Roles span the full spectrum of the product lifecycle, from Robotics Software Engineers and Manufacturing Engineers to Mechanical Integration Engineers and AI Engineers focused on world modeling and video generation. One active listing for a Software Engineer on the Optimus team asks candidates to build scalable and reliable data pipelines for Optimus manufacturing lines and develop automation tools that accelerate analysis and visualization for mass manufacturing.

Tesla is racing toward a one million unit annual production target. The clearest signal yet that Tesla is treating Optimus as its primary business came on January 28, 2026, during the company’s Q4 2025 earnings call. Musk announced that Tesla is ending production of the Model S and Model X, and will repurpose those lines at its Fremont, California factory to build Optimus humanoid robots.

A production intent prototype of Optimus Version 3 is planned to be ready in early 2026, after which Tesla intends to build a one million unit production line with a targeted production start by the end of 2026. To support that ramp, Tesla broke ground on a massive new Optimus manufacturing facility at Gigafactory Texas in late 2025, with ambitions to eventually reach 10 million units per year.

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Tesla Giga Texas to feature massive Optimus V4 production line

The business case for scaling this aggressively is rooted in labor economics. Musk has stated that “Optimus has the potential to be the biggest product of all time,” reasoning that if Tesla can produce capable humanoid robots at scale and reasonable cost, every task currently performed by human labor becomes a potential application. In a separate statement, Musk framed Optimus’s long term importance even more bluntly, saying it could surpass Tesla’s vehicle business in scale with the potential to generate $10 trillion in revenue.

The industries Tesla is targeting first are those most burdened by repetitive physical labor. Early applications include manufacturing assembly, material handling and quality inspection, as well as logistics tasks like loading, unloading, sorting, and transporting goods in warehouses and distribution centers. Longer term, Tesla’s vision is for Optimus to penetrate household, medical, and logistics scenarios at the scale of a smartphone rollout.

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Tesla officially begins sunset of Model S and Model X

In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.

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Credit: Tesla

Tesla has officially started its process of sunsetting the Model S and Model X just months after the company confirmed it would stop producing the two flagship vehicles in 2026.

This step marks the end of an era for the vehicles that helped establish not only Tesla’s prowess as an automaker but also its status as a disruptor in the entire car industry. While these two cars have done a tremendous amount for Tesla, the signal that it is time to wind down their production has evidently arrived.

In the latest move to show Tesla is planning to eliminate the Model S and Model X from production, the company’s Korean arm has officially set a firm cutoff date of March 31, 2026, for new orders of both models.

This is the first time Tesla has announced a hard global deadline for the Model S and X, as after that date, only existing inventory will be available in South Korea.

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The move to bring closure to the Model S and Model X aligns with CEO Elon Musk’s plans for Tesla moving forward. During the Q4 2025 Earnings Call in January, Musk said the two cars deserved an “honorable discharge” for what they have done for the company.

The long-running programs are primarily being removed so that manufacturing lines can be repurposed for high-volume manufacturing of the Optimus humanoid robot. Tesla is targeting a production rate of up to one million units each year.

The Model S and Model X being removed from Tesla’s plans is a tough choice, but it was one that was written on the wall. Sales of these premium models have declined sharply in recent years, and even with Plaid configurations that are performance-forward, the company still has had trouble getting them sold.

In 2025, the Model S and Model X together accounted for roughly 3 percent of Tesla’s global deliveries, down significantly from prior periods as competition intensified in the luxury EV segment and buyers shifted toward more affordable options like the Model 3 and Model Y.

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The Model S saw sales drop over 50 percent year-over-year in some quarters, while the Model X faced similar pressures from rivals, including the Rivian R1S and BMW iX.

Despite their dwindling volume, the Model S and Model X remain technological showcases. The Plaid variants deliver blistering acceleration, advanced Full Self-Driving capability, and luxurious interiors.

The phase-out paves the way for Tesla’s strategic pivot toward autonomy, robotics, and higher-volume vehicles.

Tesla brings closure to flagship ‘sentimental’ models, Musk confirms

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Fremont will continue producing the refreshed Model 3 and Model Y, ensuring the factory remains a key automotive hub while expanding into robotics. Tesla has stated that the shift is not expected to result in job losses and could increase headcount as Optimus production ramps up.

For Tesla fans, the sunset represents a bittersweet moment. The Model S, introduced in 2012, proved EVs could compete with luxury sedans, while the Falcon-wing-door Model X set new standards for family haulers. Owners can expect continued software support and service for years to come.

Many fans have pushed for the Model X to hang around due to its appeal for families.

With the two cars heading out, Tesla’s priority now becomes its future products, especially that of the Optimus robot, which is the main reason for the S/X platform’s conclusion.

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Tesla shows off mysterious vehicle at Giga Texas

The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.

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Credit: Joe Tegtmeyer | X

Tesla seemingly showed off a mysterious vehicle at Giga Texas, one that seems to be completely different than anything the company currently makes for the U.S. market.

The vehicle, which was spotted on the plant’s property, appears to be similar to the Model Y L that has not yet launched in North America, and is currently built at Gigafactory Shanghai in China.

Drone pilot Joe Tegtmeyer captured intriguing footage at Tesla’s Giga Texas on March 23, 2026, revealing what appears to be a large, blue plastic-wrapped vehicle body resting inside a wooden shipping crate outdoors.

The mysterious structure, partially unboxed amid construction materials, has sparked widespread speculation among Tesla enthusiasts and analysts. Many are convinced it is the long-rumored Model Y L, the extended-wheelbase variant already popular in China, now arriving in Texas for potential U.S. production.

The images show an elongated silhouette that stands out from standard Model Y bodies. Side-by-side comparisons shared in replies to Tegtmeyer’s post highlight key differences: the rear door extends farther over the wheel arch than on a regular Model Y, and the rear glass appears to run all the way to the spoiler lip without the metal trim seen on shorter versions.

One overlay analysis noted that the visible proportions align precisely with the Chinese-market Model Y L, which measures approximately 4.98 meters long with a 3.04-meter wheelbase, which is about seven inches longer overall than the standard Model Y sold in the U.S.

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The vehicle is a bare “body-in-white” shell, typical of prototypes sent abroad for tooling validation and local manufacturing ramp-up. Tesla has already launched the six- and seven-seat Model Y L in China and other markets, where it offers roughly 10% more cargo space and greater family-friendly versatility.

This sighting fits Tesla’s broader strategy. Industry observers expect the company to localize Model Y L production at Giga Texas by mid-2026 to serve American families seeking extra room without stepping up to the larger Cybertruck or a future full-size SUV.

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Bringing the design stateside could add tens of thousands of annual deliveries while leveraging existing Model Y lines. People have been adamant that they want the Model Y L in the U.S., especially as Tesla plans to fade the Model X, the company’s most ideal vehicle for large families, out of production in the near future.

Tesla Model Y lineup expansion signals an uncomfortable reality for consumers

While Tesla has made no official comment, the timing, amid Giga Texas expansion and steady Model Y output, suggests the mysterious crate is more than a random prototype.

If confirmed as the Model Y L, it marks another step in Tesla’s effort to refresh its bestselling SUV for global demand. The vehicle would perform exceptionally well in the U.S., and despite the company’s rather mute stance on bringing it to America, this might be the biggest hint to date that it could be on the way.

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