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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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Musk bankers looking to trim xAI debt after SpaceX merger: report

xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.

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Credit: SpaceX

Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.

xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.

The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.

SpaceX IPO is coming, CEO Elon Musk confirms

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The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.

Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”

That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.

X merged with xAI last March, which brought the valuation to $45 billion, including the debt.

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SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:

“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”

The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.

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Tesla pushes Full Self-Driving outright purchasing option back in one market

Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.

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Credit: Tesla

Tesla has pushed the opportunity to purchase the Full Self-Driving suite outright in one market: Australia.

The date remains February 14 in North America, but Tesla has pushed the date back to March 31, 2026, in Australia.

Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.

If you have already purchased the suite outright, you will not be required to subscribe once again, but once the outright purchase option is gone, drivers will be required to pay the monthly fee.

The reason for the adjustment is likely due to the short period of time the Full Self-Driving suite has been available in the country. In North America, it has been available for years.

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Tesla hits major milestone with Full Self-Driving subscriptions

However, Tesla just launched it just last year in Australia.

Full Self-Driving is currently available in seven countries: the United States, Canada, China, Mexico, Australia, New Zealand, and South Korea.

The company has worked extensively for the past few years to launch the suite in Europe. It has not made it quite yet, but Tesla hopes to get it launched by the end of this year.

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In North America, Tesla is only giving customers one more day to buy the suite outright before they will be committed to the subscription-based option for good.

The price is expected to go up as the capabilities improve, but there are no indications as to when Tesla will be doing that, nor what type of offering it plans to roll out for owners.

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Starlink terminals smuggled into Iran amid protest crackdown: report

Roughly 6,000 units were delivered following January’s unrest.

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Credit: Starlink/X

The United States quietly moved thousands of Starlink terminals into Iran after authorities imposed internet shutdowns as part of its crackdown on protests, as per information shared by U.S. officials to The Wall Street Journal

Roughly 6,000 units were delivered following January’s unrest, marking the first known instance of Washington directly supplying the satellite systems inside the country.

Iran’s government significantly restricted online access as demonstrations spread across the country earlier this year. In response, the U.S. purchased nearly 7,000 Starlink terminals in recent months, with most acquisitions occurring in January. Officials stated that funding was reallocated from other internet access initiatives to support the satellite deployment.

President Donald Trump was aware of the effort, though it remains unclear whether he personally authorized it. The White House has not issued a comment about the matter publicly.

Possession of a Starlink terminal is illegal under Iranian law and can result in significant prison time. Despite this, the WSJ estimated that tens of thousands of residents still rely on the satellite service to bypass state controls. Authorities have reportedly conducted inspections of private homes and rooftops to locate unauthorized equipment.

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Earlier this year, Trump and Elon Musk discussed maintaining Starlink access for Iranians during the unrest. Tehran has repeatedly accused Washington of encouraging dissent, though U.S. officials have mostly denied the allegations.

The decision to prioritize Starlink sparked internal debate within U.S. agencies. Some officials argued that shifting resources away from Virtual Private Networks (VPNs) could weaken broader internet access efforts. VPNs had previously played a major role in keeping Iranians connected during earlier protest waves, though VPNs are not effective when the actual internet gets cut.

According to State Department figures, about 30 million Iranians used U.S.-funded VPN services during demonstrations in 2022. During a near-total blackout in June 2025, roughly one-fifth of users were still able to access limited connectivity through VPN tools.

Critics have argued that satellite access without VPN protection may expose users to geolocation risks. After funds were redirected to acquire Starlink equipment, support reportedly lapsed for two of five VPN providers operating in Iran.

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A State Department official has stated that the U.S. continues to back multiple technologies,  including VPNs alongside Starlink, to sustain people’s internet access amidst the government’s shutdowns.

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