

News
SpaceX to fly reused rockets on half of all 2018 launches as competition lags far behind
Speaking at SATELLITE 2018, SpaceX President Gwynne Shotwell reiterated the company’s commitment to and their customers’ acceptance of reusable rockets at the 2018, stating that SpaceX intends to fly reused boosters on at least half of their 2018 launch manifest.
Barring unforeseen circumstances, SpaceX is effectively on track to complete 30 separate missions this year with more than half flying flight-proven Falcon 9 (and Heavy) boosters. Thus far, the company has completed five launches – three flight-proven – in two months, perfectly extrapolating out to ~18 flight-proven missions and 30 total launches in 2018. While the middle weeks of March will not see any SpaceX launches, the company is on track to reach 11 flights total in late April/early March, six with reused boosters.
- SpaceX intends to launch three Falcon 9s from all three of its pads in just seven days. Pictured here their VAFB pad in California. (Pauline Acalin)
- LC-40, located in Cape Canaveral Air Force Station, is SpaceX’s second pad. (Tom Cross)
- Falcon Heavy roars off of LC-39A, SpaceX’s third operational pad. A fourth launch facility is under development in Texas. (Tom Cross)
Ignoring the tidal wave of reusable rockets
Ultimately, SpaceX’s scheduled launch cadence lends a huge amount of credence to Shotwell’s historically pragmatic claim. Assuming a successful introduction of Falcon 9 Block 5 sometime in April (currently April 5), SpaceX may even be able to get closer to flying reused boosters on two thirds of their 2018 launches, a truly jaw-dropping achievement for a year-old technology in an industry that previously saw minimal technological progress in rocketry for the better part of two decades, if not three or even four.
In almost every conceivable manner, SpaceX has taken a complacent industry by surprise, to such an extent that other major rocket builders have barely begun to develop their competitive responses to successful reuse. SpaceX’s main domestic and global competitors – ULA, Arianespace, and ILS – are at best five years away from more than dabbling in operationally reusable rocketry. ULA is in the best shape here, and their strategy of recovering just the engine segment of their future Vulcan rocket is unlikely to fly – let alone conduct the first real reuse of engines – before 2023 or 2024 at the absolute earliest, and reuse is by no means a public priority for the company.
SpaceX’s main competitors are at best five years away from more than dabbling in operationally reusable rocketry
At this point in time, Arianespace has been halfhearted for years in their attempts to seriously consider reusable rocketry. As of 2018, the closest they have gotten is a noncommittal study that would see the French and German space agencies field a Falcon 1-sized (tiny) vehicle to study the SpaceX approach to landing rockets. In the case of Arianespace, ULA, and ILS, their Ariane 6, Vulcan, and Proton Medium rockets currently under development for inaugural launches no earlier than 2020 have indeed all been explicitly designed to compete with SpaceX’s highly-competitive Falcon 9. Sounds promising, right? The reality, however, is that each distinct company has more or less designed their modernized rockets to compete with Falcon 9’s pre-reusability pricing. Even before SpaceX begins to seriously lower the cost of reused Falcon 9s at the customer level, their competitors are already incapable of beating the price of Falcon 9 and Falcon Heavy, at least without accepting net losses or leaning on government subsidies.
- Arianespace’s next-generation Ariane 6. (Arianespace)
- ULA’s upcoming Vulcan rocket. (ULA)
- ILS is developing a marginally different version of its Proton rocket, called Proton Medium. (ILS)
Arianespace’s Ariane 5 and ULA’s Atlas 5 and Delta 4 rockets do have impeccable and undeniably superior records of reliability, but SpaceX is making rapid progress towards enhanced reliability and unprecedented launch cadences. Falcon 9 Block 5 – SpaceX’s hard-won solution to rapid and cheaply reusable rocket boosters – is weeks away from its first launch, with something like six or more additional Block 5 boosters in the late stages of construction and assembly at SpaceX’s Hawthorne factory. The first prototype of BFR, a rocket designed with a fully-reusable booster and upper stage, has already begun to be assembled, with spaceship test hops scheduled to begin in 2019 and full-up orbital tests hoped to begin as early as 2020. Even with a pessimistic outlook on SpaceX’s BFR development prospects, the likelihood of orbital tests/operational launches beginning before the mid-2020s is incredibly high, barring insurmountable technological hurdles.
Whether or not SpaceX actually manages to begin its first flights to Mars in 2022 (even 2024-2026), BFR and its highly reusable orbital upper stage will swallow the launch industry whole if it manages to be even a tenth as affordable as its engineers intend it to be, and it will likely be in the late stages of hardware development and test launches before ULA, Arianespace, or ILS have even begun to operationally fly their tepid responses to reusability.

SpaceX’s BFR is being designed to launch crew, cargo, and fuel for unprecedentedly low prices. (SpaceX)
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Elon Musk
Tesla to appeal jury verdict that held it partially liable for fatal crash
Tesla will appeal the decision from the eight-person jury.

Tesla will appeal a recent jury verdict that held it partially liable for a fatal crash that occurred in Key Largo, Florida, in 2019.
An eight-person jury ruled that Tesla’s driver assistance technology was at least partially to blame for a crash when a vehicle driven by George McGee went off the road and hit a couple, killing a 22-year-old and injuring the other.
The jury found that Tesla’s tech was found to enable McGee to take his eyes off the road, despite the company warning drivers and vehicle operators that its systems are not a replacement for a human driver.
The company states on its website and Owner’s Manual that Autopilot and Full Self-Driving are not fully autonomous, and that drivers must be ready to take over in case of an emergency. Its website says:
“Autopilot is a driver assistance system that is intended to be used only with a fully attentive driver. It does not turn a Tesla into a fully autonomous vehicle.
Before enabling Autopilot, you must agree to ‘keep your hands on the steering wheel at all times’ and to always ‘maintain control and responsibility for your vehicle.’ Once engaged, Autopilot will also deliver an escalating series of visual and audio warnings, reminding you to place your hands on the wheel if insufficient torque is applied or your vehicle otherwise detects you may not be attentive enough to the road ahead. If you repeatedly ignore these warnings, you will be locked out from using Autopilot during that trip.
You can override any of Autopilot’s features at any time by steering or applying the accelerator at any time.”
Despite this, and the fact that McGee admitted to “fishing for his phone” after it fell, Tesla was ordered to pay hundreds of millions in damages.
Tesla attorney Joel Smith said in court (via Washington Post):
“He said he was fishing for his phone. It’s a fact. That happens in any car. That isolates the cause. The cause is he dropped his cell phone.”
In total, Tesla is responsible for $324 million in payouts: $200 million in punitive damages, $35 million to the deceased’s mother, $24 million to their father, and $70 million to their boyfriend, who was also struck but was injured and not killed.
The family of the deceased, Naibel Benavides Leon, also sued the driver and reached a settlement out of court. The family opened the federal suit against Tesla in 2024, alleging that Tesla was to blame because it operated its technology on a road “it was not designed for,” the report states.
Despite the disclosures and warnings Tesla lists in numerous places to its drivers and users of both Autopilot and Full Self-Driving, as well as all of its active safety features, the operator remains responsible for paying attention.
CEO Elon Musk confirmed it would appeal the jury’s decision:
We will
— Elon Musk (@elonmusk) August 1, 2025
The driver being distracted is a big part of this case that seemed to be forgotten as the jury came to its decision. Tesla’s disclosures and warnings, as well as McGee’s admission of being distracted, seem to be enough to take any responsibility off the company.
The appeal process will potentially shed more light on this, especially as this will be a main point of emphasis for Tesla’s defense team.
Elon Musk
Elon Musk echoes worries over Tesla control against activist shareholders
Elon Musk has spoken on several occasions of the “activist shareholders” who threaten his role at Tesla.

Elon Musk continues to raise concerns over his control of Tesla as its CEO and one of its founders, as activist shareholders seem to be a viable threat to the company in his eyes.
Musk has voiced concerns over voting control of Tesla and the possibility of him being ousted by shareholders who do not necessarily have the company’s future in mind. Instead, they could be looking to oust Musk because of his political beliefs or because of his vast wealth.
We saw an example of that as shareholders voted on two separate occasions to award Musk a 2018 compensation package that was earned as Tesla met various growth goals through the CEO’s leadership.
Despite shareholders voting to award Musk with the compensation package on two separate occasions, once in 2018 and again in 2024, Delaware Chancery Court Judge Kathaleen McCormick denied the CEO the money both times. At one time, she called it an “unfathomable sum.”
Musk’s current stake in Tesla stands at 12.8 percent, but he has an option to purchase 304 million shares, which, if exercised, after taxes, he says, would bump his voting control up about 4 percent.
However, this is not enough of a stake in the company, as he believes a roughly 25 percent ownership stake would be enough “to be influential, but not so much that I can’t be overturned,” he said in January 2024.
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
— Elon Musk (@elonmusk) January 15, 2024
Musk’s concerns were echoed in another X post from Thursday, where he confirmed he has no current personal loans against Tesla stock, and he reiterated his concerns of being ousted from the company by those he has referred to in the past as “activist shareholders.”
The CEO said during the company’s earnings call in late July:
“That is a major concern for me, as I’ve mentioned in the past. I hope that is addressed at the upcoming shareholders’ meeting. But, yeah, it is a big deal. I want to find that I’ve got so little control that I can easily be ousted by activist shareholders after having built this army of humanoid robots. I think my control over Tesla, Inc. should be enough to ensure that it goes in a good direction, but not so much control that I can’t be thrown out if I go crazy.”
The X post from Thursday said:
Just fyi I don’t have personal loans at this time against Tesla stock.
Also, the taxes on the options are ~45%, so net gain in voting control is more like 4%.
It is worrying in that I don’t want to build millions of robots and then potentially be ousted by activists and…
— Elon Musk (@elonmusk) July 31, 2025
There is a concern that Musk could eventually put his money where his mouth is, and if politicians and judges are able to limit his ownership stake as they’ve been able to do with his pay package, he could eventually leave the company.
The company’s shareholders voted overwhelmingly to approve Musk’s pay package. A vast majority of those who voted to get Musk paid still want him to be running Tesla’s day-to-day operations. Without his guidance, the company could face a major restructuring and would have a vastly new look and thesis.
News
People are already finding value in Tesla Robotaxi services
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system.
This was hinted at in recent comments on social media platform X.
Robotaxi Ramp
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo.
As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.
Secret Advantage
As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times.
“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.
The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.
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