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.
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- 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)
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- LC-40, located in Cape Canaveral Air Force Station, is SpaceX’s second pad. (Tom Cross)
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- 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.
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- Arianespace’s next-generation Ariane 6. (Arianespace)
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- ULA’s upcoming Vulcan rocket. (ULA)
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- 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
SpaceX just combined Grok, Cursor, and X into one mega plan
SpaceXSI merges Grok, Cursor, and X Premium into one plan, raising questions for Tesla owners.
SpaceX Super Intelligence has rolled out The X Subscription, a single plan that combines Grok, Grok Bot, Cursor, and X Premium.
There are five levels, including a free plan that includes daily Grok access and a starter allowance for Cursor’s coding agents. Plus is $8 per month, Premium is $30, Super is $100, and Ultra is $200. Usage scales as you move up, with Premium offering four times the Plus allowance, Super 15 times, and Ultra 50 times. Annual billing brings the prices down a bit further, with Premium at $300 per year.
We’ve unified plans across Grok, Cursor, and X Premium.
Introducing The X Subscription. https://t.co/SvkrVvBa0p
— SpaceX Super Intelligence (@SpaceXSI) October 12, 2026
The $30 Premium tier is where SpaceXSI says it packs the benefits of SuperGrok, Cursor Pro, and X Premium+, which previously added up to $90 per month. Grok Bot, the agent that handles tasks like ordering food or managing a calendar, is included from Premium upward but not on Plus. Paid plans share one weekly usage pool across Grok and Cursor, and each plan includes at least twice the coding usage of the comparable Cursor plan. Third party models in Cursor remain available on Premium and above, but they are billed separately at API list prices.
That last detail matters because of what has happened around Cursor this year. SpaceX exercised its option to buy the company for $60 billion in June, and the deal closed in August. Weeks later, OpenAI said it will cut Cursor’s access to its models on November 12. Bundling Cursor with Grok usage gives SpaceXSI a reason to steer developers toward its own models.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
For Tesla owners, the connection is Grok Bot. Tesla brought it into its vehicles last month, and at that point access inside the car was limited to SuperGrok Heavy subscribers. Grok Bot is now enabled across every Cybercab and the rest of the Model Y Robotaxi fleet. Neither SpaceXSI nor Tesla has said how the new plans change inside the car access for owners, or whether a $30 Premium subscription now covers Grok Bot in a personal Tesla. That is the question owners will want answered first.
The company is also changing its name along the way. The rollout follows the rebrand Musk announced on October 4, when he said SpaceXAI would become SpaceXSI, and the plan page now carries that branding.
The X Subscription is available to new customers starting now, and SpaceXSI says it will reach everyone globally over the next few days. Existing SuperGrok, Cursor, and X Premium subscribers do not have to switch. The option to move will appear gradually in billing settings, with a prorated refund for the unused time on the old plan. Switching is permanent once the accounts are unified, and old plans are closed to new sign ups.
Energy
Taiwan power firm bets big on Tesla Megapacks as AI data center thirst grows
Taiwan’s Apollo Power orders 260 Tesla Megapacks, betting AI data centers will need more electricity.
A Taiwanese power company has ordered 260 Tesla Megapack 2XL units, roughly 1GWh of storage, betting that electricity rather than chips will decide how fast AI data centers come online. Apollo Power signed the contract with Tesla’s Taiwan energy arm on October 8, according to the company’s filing with the Taiwan stock exchange.
The filing says the units are meant for behind the meter storage and resilient grid projects, with delivery in batches from the end of 2027 and sites operating in 2028. Apollo and Tesla did not disclose a price, citing a confidentiality agreement. Apollo plans to pay for the equipment through a cash capital increase and bank financing, and it noted the purchase is not revenue and does not mean it holds firm orders from its partners.
Biggo reported that only about 33 units are under signed customer contracts, with roughly 150 more in negotiation. The same report put total project investment near NT$130 billion, but that figure includes installation work, with the equipment itself making up about 40 to 50 percent. In other words, a large share of this order is Apollo reserving supply ahead of demand. Apollo’s chairman told local media global large storage supply is tight, which is why the company locked in the units early, according to Yahoo Taiwan Finance.
Apollo also launched an AI data center and grid resilience alliance with Phison, Gigabyte and Shihlin Electric. The pitch rests on a pilot at Phison’s Zhunan plant, where Apollo and Tesla Energy Taiwan installed grid forming Megapack 2XLs in June. Tesla Energy Taiwan general manager Sun Hsiao-Han said the project went from demo to 1GWh in four months, and that Tesla Energy has deployed more than 50GWh worldwide.
Taiwan’s cabinet has approved amendments that would require large energy users to install their own generation and storage, which gives enterprise storage a regulatory tailwind.
The deal fits a pattern Teslarati has tracked. Tesla’s Megablock targets 1GWh commissioned in 20 business days, a pitch aimed squarely at fast moving data center builds. Megapacks already back xAI’s Colossus in Memphis and a 400MW AI campus in Brazil. Sun Media adds that Megapack 2XL was named among the first products in Nvidia’s DSX Ready qualification for battery storage in AI factories.
Deliveries are more than a year away, so the real test is how much of that 260 unit order turns into signed customer contracts.
For a century, the car has asked the same thing of its owner, which is basically to pay attention. Even the best ride-hailing app like Uber or Lyft only moved the problem into someone else’s hands. You stopped driving, but you still sat in a stranger’s car, while half listening, and wondering whether to take a phone call in the car without being rude. The Cybercab has no wheel, no pedals and no driver. With Grok @bot now live inside it, it becomes something else entirely, and I think that matters more than the fleet count that everyone is tracking.
Grok @bot is an agent, not a voice assistant. A rider signs in once, and from then on can say what they need and watch it happen. Order dinner from a favorite restaurant. Fill the grocery cart. Move money, answer email, adjust a calendar, push a work project forward. Tesla engineer Yun-Ta Tsai confirmed it is enabled across every Cybercab and the rest of the Model Y fleet, and Tesla’s own pitch is that Full Self-Driving handles the commute while Grok handles the errands.
Think about what that does to a thirty minute ride. Uber sells you a trip, while Waymo sells you the same trip in a more private setting. Tesla is selling the thirty minutes themselves, returned to you with an assistant attached. Errands that used to eat a Saturday get done between pickup and drop off. The ride stops being dead time between two places and becomes a place of its own.
Tesla integrates Grok Bot into its vehicles for the ultimate personal assistant
Best of all, your Bots follow you into any Cybercab, and presumably your own Tesla, then logs you out automatically when you step out. Anyone can bolt a chatbot onto a screen, but much harder to own the vehicle, the autonomy stack and the assistant at once. It also quietly ties SpaceX’s Super Intelligence business to Tesla’s fleet, after Tesla converted its xAI stake into SpaceX equity. The relationship between those two companies is getting harder to describe as separate.
This is also where the hard questions start, because an agent that can spend your money in a vehicle other people also ride in needs some answers. How does it handle a voice it shouldn’t trust? What gets recorded, who can see it, and for how long? What happens when a rider leaves halfway through a task?
If Tesla gets those answers right, the scoreboard changes. We have been counting Cybercabs and wait times. The more telling number may be what riders accomplish per trip. That is data almost no one else will ever have, and it is the real reason to watch Grok @bot.
What do you think? Leave me a comment.
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