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SpaceX Falcon 9 wins Korean launch contract as 2019 mystery missions persist
SpaceX has silently announced that Falcon 9 won a contract for a South Korean military communications satellite, currently scheduled to launch from the company’s Cape Canaveral Air Force Station (CCAFS) LC-40 pad no earlier than November 2019.
Subcontracted from Lockheed Martin to Airbus Defense and Space in 2016, the satellite – known as Anasis II (formerly KMilSatCom 1) – is based on a common bus built by Airbus and could weigh anywhere from 3500 to 6000 kilograms (7500-13,200 lb). Falcon 9 will be tasked with launching Anasis II to geostationary transfer orbit (GTO), after which the satellite will use its own onboard propulsion to circularize the orbit and begin operations. Although the Korean contract brings SpaceX one step closer to its goal of 18-21 launches (excluding Starlink) in 2019, it also raises the question: what mystery missions are missing from public launch manifests?
Manifest Mystery
As previously discussed in both Teslarati articles and newsletters, comments from SpaceX executives in February and May 2019 reiterate the company’s expectation of 18-21 launches in 2019, excluding Starlink. Hofeller’s “more than 21 launches” admittedly came more than two months before a catastrophic Crew Dragon failure threw the spacecraft’s launch manifest into limbo.
Three months later, SpaceX President and COO Gwynne Shotwell reiterated the idea that SpaceX could beat its 2018 launch record (21 launches) or at least get close. Curiously, she specifically noted that SpaceX’s purported 18-21 launch manifest excluded Starlink missions, of which SpaceX has already launched one. In short, SpaceX has completed 7 launches in 2019 (6 if Starlink v0.9 is excluded). The company’s public manifest – unofficially cobbled together by fans – shows 9 more launches scheduled for a total of 15 non-Starlink launches in 2019.
To meet Shotwell’s expected 18-21 non-Starlink launches, anywhere from 3 to 6 missions are apparently missing from publicly-managed launch manifests. It’s unclear if SpaceX actually has enough launch-ready customers to achieve those ambitious targets. Additionally, SpaceX is currently on track to complete 8 launches total (1 Starlink) in the first half of 2019. In 2017 and 2018 (two years without interruption), SpaceX consistently launched an equivalent number (or more) missions in the first half of the year when compared to the second half, and both years have maxed out at 9 launches in H2.
SpaceX will have to beat that H2 record to reach 18 launches in 2019 even if Starlink missions are counted. Meanwhile, SpaceX says that as many as 1-5 additional Starlink launches are scheduled for 2019, bringing the total number of missions as high as 20-27 in differing best-case scenarios. Practically speaking, between SpaceX’s Pad 39A and LC-40 launch facilities, the company could easily maintain a biweekly or even weekly cadence (13-26 launches in H2 2019). The real constraint, however, is hardware availability – i.e. whether SpaceX has the rocket pieces and flight-ready satellite(s) it needs to launch a given mission.
Can SpaceX do it?
This is an extremely hard question to answer, as all details that really matter are of the organizational, company-secrets sort that SpaceX just doesn’t publicize. From a technical and practical perspective, the answer is a reasonable confident “yes.” If Falcon Heavy Flight 3 (STP-2) is completed successfully, SpaceX will have an impressive fleet of at least 8 flight-proven Falcon 9-class boosters. Even assuming that no progress is made beyond the current Block 5 turnaround average of ~110 days (~3.5 months), SpaceX’s current fleet should be able to immediately support four launches and an additional 8-12 before the end of 2019.
The primary limit, then, would be SpaceX’s ability to produce Falcon 9 upper stages and fairings, as well as the stamina and quality of the company’s managers and employees. Even then, the question of SpaceX’s 3-6 mystery launches will remain unanswered until either the customer or launch provider choose to open up. For now, we wait…
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Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla starts preparing for Optimus in its smartphone app
Tesla Q2 Earnings: Here’s what to expect
