

News
SpaceX’s youngest Falcon 9 booster returns to port after second launch
SpaceX’s youngest flight-proven Falcon 9 booster has returned to port after its second successful launch in ten weeks, preceded by the shrapnel of a destroyed payload fairing two days prior.
On June 30th, Falcon 9 B1060 lifted off for the first time, ultimately supporting SpaceX’s first operational US military satellite launch and completing the first successful booster landing after such a mission. Originally scheduled as early as August 29th, the same booster supported Starlink-11 on September 3rd, just 64 days after launching the US military’s GPS III SV03 satellite. In doing so, B1060 became the third Falcon 9 booster ever to launch twice in less than 70 days – all three instances of which occurred this year.
On the fairing recovery front, SpaceX’s Starlink-11 mission was not not nearly as lucky. Recovery ships GO Ms. Tree and GO Ms. Chief returned to Port Canaveral about 48 hours prior the Falcon 9 booster they launched on – but in a pile of jagged shards rather than two intact halves.
While SpaceX will have to continue chasing the ever-illusive double-fairing-catch it first tasted on July 20th, any recovery – even if just fragments – should still produce valuable data that can inform future recovery attempts and help prevent a similar fate from befalling future fairings. Outcome aside, the recovery also made for a spectacular port return for the (mostly) emptyhanded ships.
The success of Falcon 9 booster B1060’s second launch and ocean landing in 64 days is unequivocal, however. To support a combined commercial and Starlink launch cadence as ambitious as SpaceX’s in 2020, a heavy reliance on booster reuse – particularly with a focus on speed – was going to be a necessity. As a result of the unplanned loss of four Falcon Block 5 boosters between December 2018 and March 2020, SpaceX’s reuse-oriented decision to slow first stage production saw the company’s fleet of flightworthy boosters rapidly shrink.
Thankfully, Crew Dragon’s Demo-2 astronaut launch debut and the aforementioned GPS III SV03 mission introduced two new boosters – B1058 and B1060 – into circulation, resulting in a booster flight likely just large enough to support the lower bound of SpaceX’s 2020 launch ambitions. In late 2019 and early 2020, SpaceX executives revealed plans for anywhere from 24 to 36 launches this year – roughly two-thirds of which would be internal Starlink missions.
As the first Falcon 9 booster to be permitted to land after an operational National Security Space Launch (NSSL), B1060 would have been the perfect choice to support the first booster reuse during a US Air Force or National Reconnaissance Office launch. Much like NASA’s first launch on a flight-proven Falcon 9, though, that pathfinder qualification process would have likely necessitated 6+ months of inspections, reviews, and repairs. If not the first NSSL-sponsored reuse, B1060 would have also been a prime booster option for a more conservative customer or a high-value mission later this year or early next.
Instead, barely two months after its launch debut, SpaceX assigned B1060 to launch the 12th batch of Starlink satellites, pushing the internet constellation over the 700-satellite mark. In simple terms, the move implies that SpaceX is pushing as hard as ever to launch as many times as possible this year. As of now, SpaceX has launched 16 times in a bit more than eight months, averaging almost exactly two launches per month. If SpaceX continues that pace, it will beat its current annual record of 21 launches with ~24. If the company sustains the pace its kept over the last ~90 days, it could complete as many as 28 launches this year.
SpaceX’s September manifest certainly leans towards the latter option. Aside from two more Starlink missions scheduled in mid and late September, Falcon 9 booster B1062 is scheduled to debut with another GPS III satellite launch for the US military. Another five commercial missions have feasible launch targets in the fourth quarter, while it’s safe to assume that SpaceX will continue to target at least two Starlink launches per month for the indefinite future. Altogether, SpaceX has at least 15 more missions that will likely be ready to launch before the end of the year – plenty to sate Falcon 9’s ever-growing thirst.
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Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.

Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
News
Tesla China posts strongest registrations of Q3 so far with first Model Y L deliveries
Tesla posted 14,300 insurance registrations in China during the week of September 1–7.

Tesla posted 14,300 insurance registrations in China during the week of September 1–7, a 14.4% increase from the previous week’s 12,500 units.
The figure marks Tesla’s highest weekly performance so far this quarter so far, despite the company’s year-over-year figures still being below 2024’s numbers.
Weekly registrations
The week’s registrations broke down to 5,000 Model 3s and 8,400 Model Ys, including the first 900 units of the newly launched Model Y L variant, as per estimates from industry watchers. On a quarterly basis, Tesla China is tracking 41.3% growth compared to the previous quarter, which bodes well for the company’s results this Q3 2025.
For the month of August, Tesla sold 57,152 vehicles in China, down 9.93% from the same period in 2024 but up 40.7% from July’s 40,617 units, according to the China Passenger Car Association (CPCA). Year-to-date, Tesla’s China sales are 7.2% lower compared to the previous year.
Model Y L first deliveries
The week ending September 7 was the first week that included the newly released Model Y L, a six-seat extended wheelbase version of the company’s best-selling all-electric crossover. Industry watchers estimate that last week, the first 900 units of the Model Y L have been registered, though this number is expected to increase in the coming weeks as deliveries of the vehicle hit their pace.
Citing information from a Tesla store in Beijing, Chinese media outlet Cailianshe stated that the Model Y L has been seeing a lot of interest among car buyers. “(The Model Y L) is selling very well. Since its launch, 120,000 orders have been received, with nearly 10,000 orders placed every day. The first batch of customers began receiving deliveries in the past two days,” a Tesla representative stated.
News
Tesla launches MultiPass to simplify charging at non-Tesla stations
With the new service, Tesla owners can activate charging either through the Tesla app or by using their existing Tesla key card.

Tesla has introduced MultiPass, a new feature that allows owners to use their Tesla account to charge at non-Tesla charging stations.
The service launched this week in the Netherlands, giving drivers the ability to find chargers, start sessions, and view charging history directly within the Tesla app.
Streamlining third-party charging
With MultiPass, Tesla owners can activate charging either through the Tesla app or by using their existing Tesla key card. This eliminates the need for separate accounts or additional cards from third-party networks. Tesla Charging highlighted the convenience of managing charging sessions in one location in a post on X, while Max de Zegher, Tesla’s Director of Charging for North America, emphasized that the update removes unnecessary friction.
“Nobody likes creating more accounts with payment details and passwords. For charging, this can even mean needing a third-party charging card mailed to your house. Starting in the Netherlands today, your Tesla App and your existing (!) Tesla keycard can start charging at third-party chargers. We’ll expand this to more countries quickly if customers love it. To make ownership effortless, the Tesla App should really be the only thing you need,” the Tesla executive wrote in a post on X.
Third-party payments and a familiar name
Tesla owners could pay for their third-party charging session with their Tesla accounts, as per the electric vehicle maker on its official website. Payments are drafted from users’ default payment method in the Tesla App, though charging costs will still vary depending on the third-party charger that is used.
Interestingly, the MultiPass name also echoes a pop culture reference. In the 1997 sci-fi film The Fifth Element, Leeloo Dallas-505 carried a futuristic “Multipass” smart card that functioned as her ID, passport, and ticket to space travel. Her accented repetition of “Multipass!” became one of the film’s most memorable lines, and it highlighted the card’s all-in-one convenience.
Tesla has not provided a timeline for Multipass’ U.S. rollout, though the service could become an important addition to the growing but often fragmented landscape of DC fast charging.
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