SpaceX
SpaceX preps for Cargo Dragon, Falcon Heavy launches despite setbacks
Despite suffering the loss of the first Falcon Heavy Block 5 center core and a catastrophic failure of the first flight-proven Crew Dragon spacecraft in nearly the same week, SpaceX’s core operations continue as usual to prepare for multiple launches in the coming months.
The echoes of the past week’s failures and ‘anomalies’ will undoubtedly ring for months to come but SpaceX now finds itself in a unique situation. Despite the imminent start of a major failure investigation, it appears unlikely – at least for the time being – that it will impact the majority of Falcon 9 and Falcon Heavy launches planned for the rest of 2019. Currently on the Q2 2019 manifest are Cargo Dragon’s 17th operational mission (CRS-17), the first operational Starlink launch, Spacecom’s Amos-17 satellite, the Canadian Radarsat Constellation Mission (RCM), and Falcon Heavy’s third launch (STP-2).
Cargo Dragon – CRS-17
Following an April 20th explosion that destroyed Crew Dragon C201, SpaceX’s next launch – Cargo Dragon CRS-17 – has likely just become the most important in the near-term. Although Crew Dragon shares almost nothing directly in common with Cargo Dragon, both spacecraft still do come from the same lineage, relying on the same propellant and Draco maneuvering thrusters, as well as similar plumbing (excluding SuperDraco pods) and many of the same engineers and technicians.
On the other hand, Cargo Dragon has never suffered a catastrophic anomaly on the ground or in flight, although SpaceX has dealt with a fair share of less serious issues throughout the spacecraft’s operational life. Further, following the August 2017 launch of CRS-12, every CRS mission has launched with a flight-proven Cargo Dragon spacecraft. In fact, it’s quite likely that the CRS-12 Cargo Dragon capsule is the same spacecraft that has been refurbished for CRS-17, as it is currently the only flightworthy capsule to have only flown one orbital resupply mission.
It’s unclear which Falcon 9 booster has been assigned to CRS-17. NASA’s agreement with SpaceX for flight-proven boosters has been predicated on keeping those boosters ‘in-family’, so to speak, meaning that NASA will only accept flight-proven boosters if they have only flown NASA missions. The only booster that currently fits that bill is B1051, previously flown during Crew Dragon’s orbital launch debut on March 2nd, but B1051 has reportedly been assigned to SpaceX’s second Vandenberg launch of 2019 at the customer’s request. CRS-17 will thus likely launch on a new Falcon 9 booster (B1056). There is a chance that Crew Dragon’s catastrophic failure has severely contaminated the Landing Zone area with unburnt MMH and NTO, both of which are extraordinarily toxic to humans in even the tiniest of quantities.
Some launch-related questions may be answered in a NASA media briefing planned for 11am EDT, April 22nd. CRS-17 is scheduled to launch no earlier than 4:22 am EDT (08:22 UTC), April 30th.
Starlink, Falcon Heavy, and more
Meanwhile, the Falcon upper/second stage (S2) spotted in the tweet at the top of the article serves as evidence of preparations for launches planned in May/June, as do a duo of first stage boosters spied during their own Cape Canaveral arrivals. All that’s missing to round out a busy week of SpaceX transportation is the appearance of one or several payload fairings, although CEO Elon Musk says that the company will try to reuse Falcon Heavy Flight 2’s fairing on the first Starlink launch.
Said Starlink launch – unofficially labeled Starlink-1 – is currently scheduled for liftoff no earlier than mid-May, likely making it the SpaceX mission that will follow CRS-17. The most likely Falcon 9 S1 candidate is the thrice-flown Block 5 booster B1046, a move that would retire risk otherwise transmitted to customers. SpaceX has now flown two separate Falcon 9 boosters (B1046 and B1048) three times without major issue, meaning that the fourth flight of the same booster (and beyond) will be new territory for reuse at some level.
Beyond Starlink-1, SpaceX has the communications satellite Amos-17 and Radarsat Constellation Mission (RCM), both of which are understood to be targeting launch no earlier than (NET) early June. Finally, Falcon Heavy Flight 3 – carrying the US Air Force’s STP-2 mission – is scheduled to launch NET June 22nd, although some additional delays are probable.
From a business-as-usual perspective, the fact that Crew Dragon C201 failed during intentional testing on the ground means that it will likely be SpaceX’s least commercially disruptive failure yet. This could change for any number of reasons, depending on the conclusions drawn by the joint NASA-SpaceX investigation soon to begin, and it’s far too early to draw far-reaching conclusions. Chances are good that the impact to non-Crew Dragon launches will be minimal but only time will tell as SpaceX begins to quite literally pick up the pieces and start a deep-dive analysis of all data gathered from Saturday’s failure.
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Elon Musk
SpaceX just cleared a key FCC hurdle in its fight with Verizon and AT&T
The FCC accepted SpaceX’s bid for Grain’s 800 MHz spectrum, opening review for Starlink Mobile.
The Federal Communications Commission has formally opened its review of SpaceX’s plan to buy a nationwide block of 800 MHz spectrum from Grain Management, moving Starlink Mobile one step closer to operating as a full U.S. wireless carrier.
In a public notice issued Tuesday, the FCC’s Wireless Telecommunications Bureau said it accepted for filing the applications to transfer control of two Grain license companies, Prism License Co. 1 and Prism License Co. 2, to Starlink Spectrum Holdings, a wholly owned SpaceX subsidiary. The deal covers 546 paired licenses across 3,224 counties, reaching roughly 100% of the U.S. population in all 50 states, Washington, D.C., Puerto Rico and the U.S. Virgin Islands. The proceeding sits under WT Docket No. 26-313.
Acceptance is not approval. It means the applications cleared an initial review and the public comment window is now open. Comments and petitions to deny are due December 1, and oppositions are due December 8. The bureau also said the conditions attached to Grain’s July purchase of the licenses from T-Mobile, which require rapid buildout for terrestrial and direct to device service, would carry over to SpaceX if the transfer is approved.
SpaceX announced the agreement on October 8, saying the new airwaves would let Starlink Mobile’s signal reach phones inside buildings, something its 2 GHz spectrum from EchoStar cannot do as well. The portfolio includes up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands, which most existing phones already support. Elon Musk called it “the last critical piece of the spectrum puzzle needed for SpaceX to provide complete phone coverage in America.”
According to the filing, SpaceX would hold up to 89 MHz of total spectrum in any given market after the deal closes, including up to 14 MHz below 1 GHz. That is far under the 385 MHz threshold the FCC uses to flag a transaction for closer competitive scrutiny, and well short of the roughly 300 MHz each of AT&T, Verizon and T-Mobile holds.
Tuesday’s notice does not decide how SpaceX can use the spectrum from orbit. A separate application SpaceX filed on October 27 seeking authority to provide supplemental coverage from space on the same frequencies, along with related waiver requests, is still pending before the commission.
The ground network is already taking shape. Last week, SpaceX picked Qualcomm to supply radios, baseband units and software for a nationwide 5G build, with deployment across tens of thousands of U.S. cell sites starting in 2027. The FCC also voted on October 29 to advance a proposal opening another 482 MHz to direct to device service, though AT&T, Verizon and T-Mobile hacritive pushed to strip nearly 300 MHz from it. SpaceX President Gwynne Shotwell has said service on SpaceX’s own airwaves is targeted for early 2028.
Elon Musk
SpaceX’s Anthropic deal has a catch, and Elon Musk just addressed it
Elon Musk says SpaceX’s Anthropic compute deal cuts both ways after Chamath floats higher prices.
Elon Musk pushed back on Sunday against the idea that SpaceX’s compute contract with Anthropic is a one way bet, after venture capitalist Chamath Palihapitiya argued the company could use a termination clause to charge the AI lab far more.
“It works both ways, of course. If compute becomes plentiful and cheap, SpaceX revenue will drop. No crying in the casino for either party,” Musk wrote on X Sunday evening, replying to a clip of Palihapitiya’s comments shared by AI commentator Rohan Paul.
On the All-In podcast released Sunday, Palihapitiya said either side can walk away from the agreement on 90 days’ notice. If data center supply tightens, he argued, SpaceX could exercise that option and bring the contract back at two to three times the current price, and Anthropic would have little choice but to accept. He called it “the kingmaking move,” according to BigGo Finance.
The clause itself is not new. SpaceX disclosed in its IPO filings in May that Anthropic would pay $1.25 billion per month for dedicated capacity at its Colossus clusters through May 2029, nearly $45 billion in total, with both companies able to terminate on 90 days’ notice, as Teslarati reported at the time. SpaceX’s later compute deals with Google and Reflection AI carry similar exit terms.
What has changed is the political backdrop. Palihapitiya’s thesis rests on incoming Democratic governors pulling tax incentives for data centers and slowing new construction. In Texas, Gov.-elect Gina Hinojosa campaigned on a moratorium on new data center approvals, and Deutsche Bank analysts warned last week that SpaceX’s Texas compute capacity could face delays. SpaceX and Tesla shares both fell after the midterm results.
A slowdown would favor companies that already own capacity. SpaceX acquired xAI in February and has been renting data centers to outside AI labs before the space is needed for Grok. At the Baron Investment Conference on Friday, Musk said SpaceX was “getting 50 billion a year for 35 billion dollar investments” and that it can bring a data center online in eight or nine months, compared to two and a half years for competitors. He also said SpaceX is tracking toward an annualized revenue rate above $100 billion in December, with a “best guess” of $500 billion by December 2027.
Musk’s reply points to the other side of the clause. Anthropic has signed large compute agreements with Amazon, Google and Microsoft, and if that capacity comes online faster than new construction slows, the AI lab would have its own leverage to renegotiate or leave. Musk has called Anthropic “obviously currently the leader in AI,” and it remains one of SpaceX’s largest compute customers.
SpaceX shares rose more than 2 percent in overnight trading late Sunday after closing Friday at $134.27, according to Stocktwits.
Elon Musk
Elon Musk spotlights the Starlink rescue that got through where no cell tower could
Elon Musk spotlighted how Starlink helped rescuers reach five people stranded in Kazakhstan’s snowy mountains.
Elon Musk put a spotlight on a mountain rescue in eastern Kazakhstan on Sunday, writing “Starlink saves lives” in response to a post describing how SpaceX’s satellite internet helped five stranded people reach emergency crews.
The post from DogeDesigner, which had been viewed more than 500,000 times by Sunday afternoon, said the group’s SUV broke down about 15 kilometers from the village of Kystau Kurchum in an area with no usable mobile network. Starlink carried their call for help and kept them in contact with rescuers, who used the connection to locate them.
The rescue itself took place in October. Local outlet YK.kz reported on October 22 that Kazakhstan’s Ministry of Emergency Situations responded to the breakdown in the Kurchum district of East Kazakhstan region and noted that the group stayed in touch through Starlink. Rescuers covered roughly 100 kilometers in a Trekol, a low pressure tire vehicle built for snow and marshland, then escorted the disabled SUV back to Kystau Kurchum. Nobody needed medical attention.
Starlink saves lives
— Elon Musk (@elonmusk) November 8, 2026
Conditions in the region were rough at the time. Kazakh broadcaster Channel 7 identified the five as hunters caught in a snow trap and said satellite communication allowed rescuers to pinpoint where they were. A spokesperson for the East Kazakhstan emergency department said a storm warning was in effect and urged residents not to leave populated areas unless necessary. The same weather stranded seven utility workers repairing power lines in the nearby Kuygan rural district, according to Tengrinews.
Kazakhstan has been one of Starlink’s more notable markets in Central Asia. Teslarati reported in 2024 that Starlink was serving 1,731 of the country’s 1,879 schools, with the country’s Education Minister saying it had set a new standard for internet service in schools.
Rescue stories like this one have followed Starlink for years, usually in places where ground networks fail or never existed in the first place. Then Florida CFO Jimmy Patronis called Starlink a “game changer” for search and rescue crews during Hurricane Milton, and SpaceX and T-Mobile switched on Starlink Direct to Cell in North Carolina to push emergency alerts to phones after Hurricane Helene.
The next target is dead zones for people who do not carry a dish at all. SpaceX is building out Starlink Mobile and earlier this week selected Qualcomm to supply core infrastructure for a planned terrestrial 5G network in the United States, which it intends to pair with its next generation satellite constellation.
Sunday’s post is at least the third time Musk has written “Starlink saves lives” on X this week, following identical posts on November 5 and November 7.
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