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SpaceX to launch secret “Zuma” payload same day as Tesla Semi event
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.
SpaceX's highly secretive mission originally scheduled for today has been rescheduled for 8pm ET Fri., Nov. 17. On-the-ground photos from today – https://t.co/CUHuwP2lT3 pic.twitter.com/TZVBhjTOzw
— TESLARATI (@Teslarati) November 16, 2017
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)
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.
Northrop Grumman on #SpaceX Zuma launch: "This represents a cost effective approach to space access for government missions. Northrop realizes that this is monumental responsibility and has taken great care to ensure the most affordable and lowest risk scenario for Zuma."
— Robin Seemangal (@nova_road) November 13, 2017
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.
Be sure to follow our Instagram stories and see live action directly from the launch site at the Kennedy Space Center!
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
