News
SpaceX eyes two Falcon 9 launches and a Starship hop in three days (Update: one day!)
Update: In a surprise twist, SpaceX has confirmed plans to launch SAOCOM 1B, Starlink-11, and hop Starship SN6 in less than ten hours on August 30th.
Contingent upon a ULA Delta IV Heavy launch on August 29th, Starlink-11 is scheduled to lift off on a Falcon 9 rocket no earlier than (NET) 10:12 am EDT (UTC-4), followed by SAOCOM 1B on a separate Falcon 9 NET 7:18 pm EDT (UTC-4). Simultaneously, SpaceX is currently working towards a second full-scale Starship hop test between 8 am and 8 pm CDT (UTC-5) on Sunday, August 30th.
Pending an August 29th mission from competitor ULA, SpaceX aims to attempt two orbital Falcon 9 launches and a Starship hop test over the course of just a few days.
A United Launch Alliance (ULA) Delta IV Heavy rocket was originally scheduled to launch the secretive National Reconnaissance Office 44 (NROL-44) spy satellite on Wednesday before the customer requested a 24-hour delay and technical rocket bugs pushed the mission to no earlier than (NET) August 27th and now August 29th. Delta IV Heavy’s low cadence of one or two annual launches has traditionally made it hard for the rocket to launch on time, offering very few opportunities for the company to work the kinks out of the complex system.
ULA’s NROL-44 launch currently holds precedence over other missions scheduled around the same time, meaning that SpaceX has no choice but to delay its own launches every time the ULA mission slips. SpaceX has two launches currently in queue: Argentinian Earth observation satellite SAOCOM 1B was scheduled to launch NET 7:19 pm EDT (UTC-4) on August 28th, while SpaceX’s 11th Starlink v1.0 launch was expected to lift off NET 10:08 am EDIT (UTC-4) on August 30th. Simultaneously, a SpaceX Starship prototype is tracking towards its first short hop somewhere in between those orbital launches. ULA’s second NROL-44 delay has thrown both SpaceX launch dates somewhat up in the air, however.

Starship SN6 Flight 1
Recent delays to SpaceX’s East Coast launches have pushed the company’s second full-scale Starship hop test to the front of the line. Starship serial number 6 (SN6) is currently scheduled to attempt its first 150m (~500 ft) hop as early as Saturday, August 29th. Coming less than four weeks after Starship SN5 became the first full-scale prototype to successfully lift off (and land) on August 4th, a second successful hop – with an entirely different Raptor engine and Starship prototype – would be an extraordinary feat.
Meanwhile, SpaceX is simultaneously inspecting and repairing the hop-proven Starship SN5 prototype – most likely with the intention of flying the ship again in the near future. According to CEO Elon Musk, SpaceX’s current goal is to perform “several” fast-paced Starship hop tests to streamline the new rocket’s launch operations. The August 29th window for SN6’s 150m hop lasts from 8am to 8pm and the rocket could attempt to lift off as early as 10am to noon.

SAOCOM 1B
Sister to the SAOCOM 1A satellite SpaceX launched from California in October 2018, SAOCOM 1B is more or less identical. Notably, however, it will launch from Florida – the first polar launch planned from the US East Coast in half a century. The reason the United States effectively retired the Eastern polar launch corridor is a bizarre story of Cold War tensions gone awry but the gist is that SpaceX’s Falcon 9 rocket will ‘dogleg’ midflight, changing its trajectory to avoid overflying populated regions.
Originally scheduled to launch as early as March 30th, the Argentinian satellite has been relentlessly delayed by coronavirus-related restrictions and technical delays. SAOCOM 1B’s Falcon 9 booster was even swapped amidst the delays, switching from B1051 to B1059 as SpaceX strove to fill the gap in its manifest with internal Starlink missions. Now, NROL-44’s technical launch delays have pushed the Falcon 9 mission from August 27th to NET 7:19 pm EDT (UTC-4) on Sunday, August 30th.
SAOCOM 1B will be SpaceX’s first return-to-launch-site (RTLS) booster landing since March 2020.


Starlink-11
Finally, prior to NROL-44’s 72-hour slip, SpaceX’s 11th Starlink v1.0 mission and 12th Starlink launch overall was scheduled NET Sunday, August 30th. ULA’s delays have added considerable uncertainty, at one point pushing Starlink-11 to a tentative September 1st NET before the launch date (rather oddly) slipped back into late-August. Assuming SpaceX still has to wait for ULA, the most likely alternative is August 31st, given that August 30th would necessitate two launches in less than ten hours.


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Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
News
Tesla Semi lands the biggest electric truck deal in U.S. history
Tesla leads a record 2,500 truck order, but not every truck will be a Semi.
Tesla has landed the largest electric truck order in U.S. history. ZET SCALE, a new alliance of shippers and carriers, named Tesla its primary manufacturer on Tuesday for an initial order of 2,500 electric Class 8 trucks. The deal alone would nearly double the number of electric heavy trucks operating in the country.
According to the press release from Catalyst Mobility, the nonprofit formerly known as CALSTART, Kenworth, RIDE and Volvo were also selected as secondary manufacturers that carriers can pick if their operations call for it. No split between the four brands has been published, so the exact number of Semis in the order is not yet known.
Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance
With 2,500 Semis on order, this will double the entire US electric Class 8 fleet
We’re serious about scale, and ZET SCALE is too!… pic.twitter.com/IiTAdzgken
— Tesla Semi (@tesla_semi) September 22, 2026
Tesla won the top slot through a competitive request for proposals. The alliance, which Catalyst Mobility runs with the Smart Freight Centre, scored bidders on price, range, charging capability and production capacity. Pooling freight demand from founding shippers, including Microsoft and PepsiCo, let every truck maker bid lower than it would for a single fleet. “The Tesla Semi is designed for lower cost per mile operations than diesel,” said Dan Priestley, director of the Tesla Semi program, as noted in the press release.
The financing is built to pull in carriers who have avoided electric trucks. ZET Financial is issuing the purchase order for all 2,500 units and will place them with fleets through a fair market value lease. The trucks will be deployed over the next few years across 10 freight hubs in Los Angeles, Stockton, Bakersfield, Seattle and Tacoma, Houston, Dallas, San Antonio, Chicago, Atlanta, and the Newark and New York area. ZET SCALE says the first order is only the opening round, with a longer term goal of 10,000 trucks or more.
Even if Tesla ends up with only a majority share, it would still be the biggest Semi deal to date. Einride’s 500 unit order in August was the previous record, and WattEV’s 370 truck order in May was the largest California deal at the time. Einride’s CEO has since said he expects all 500 trucks delivered by the end of 2027.
The announcement lands two days before Tesla formally inaugurates its Semi factory in Nevada on September 24. The 1.7 million square foot plant sits next to Gigafactory Nevada’s 4680 cell lines and is designed for 50,000 trucks a year.
News
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Tesla has expanded Grok from an in-car chatbot into a hands-free work assistant. On September 22, Tesla officially launched Grok Bot capability, confirming that drivers can now manage email, calendars, files, chats, and tasks by voice and then hand more ambitious errands to the AI-fueled productivity cheat code.
Grok itself is built by xAI. The new car features split into two layers: Connectors link Grok to outside accounts. Grok Bot, currently limited to SuperGrok Heavy subscribers, can complete multi-step tasks such as placing a usual coffee order, booking a reservation, or scheduling an appointment. It truly puts the driver in a nearly complete hands-free driving and productivity setting, with ironically the only task truly requiring your hands being to touch the “Start Self-Driving” button.
We were granted access to Grok Bot’s Tesla integration a few weeks back, and we’ve been able to do a handful of things with it. On a handful of occasions, we’ve used it to order food and have it ready for pickup slightly later into the evening; we’ve managed to pick up groceries after a day of errands with Grok Bot, and outside of the car, it’s helped with budgeting and even my fantasy football draft.
We’ve been using @Grok Bot in Tesla for a few weeks after gaining Early Access, which we thank the awesome engineers for
Grok Bot makes things much easier across your entire life. From the Tesla, I’ve used it to place pickup orders for my Fiancée and I, we’ve ordered groceries… https://t.co/ZJSLieG1s5
— TESLARATI (@Teslarati) September 22, 2026
Tesla shows another way to utilize it: in their demo, a driver says “Hey Grok,” asks the assistant to check an inbox, and hears that a message concerns a weekend reservation. Grok then scans the calendar, reports no conflicts, and confirms the Tahoe trip is clear. It can also add check-in details to a road-trip itinerary. The point is not novelty chat. It is keeping eyes on the road, or on Full Self-Driving, while the car handles the paperwork of a trip:
.@Grok in your Tesla can now do meaningful work for you
With Connectors, you can manage your inbox, clean up your calendar, or talk through existing files/chat/tasks – all hands-free pic.twitter.com/W1LuybQh0P
— Tesla (@Tesla) September 22, 2026
This Grok rollout is not a gadget add-on as much as it is Tesla’s thesis in software form: the car should stop being a machine you operate and start being a room you occupy.
Connectors and Grok Bot treat the cabin as an office that happens to move, and that has truly been Tesla’s intention for years now. The car has slowly become an extension of a home more than a vehicle. Inbox, calendar, groceries, takeout, and reservations become voice work, not dashboard chores that you need to do before you get in your car.
Responsibility shifts from the driver to the stack, and as many Tesla owners rely on FSD for travel, Grok Bot now handles the monotony of dinner reservations or appointments.