News
SpaceX aces Starlink launch and landing, reveals more than half a million preorders
SpaceX has successfully completed its 25th operational Starlink satellite launch, stuck a bullseye Falcon 9 booster landing, and revealed that satellite internet service has already received more than half a million preorders.
Aside from a quiet announcement of more than 10,000 active users in early February, this is the first time SpaceX has offered real data on the extent of demand for Starlink satellite internet.
Right on schedule, Falcon 9 booster B1049 lifted off at 3:01 pm EDT on its ninth orbital-class launch and lifted the rocket’s ~125 metric ton (~275,000 lb) second stage and Starlink payload out of Earth’s atmosphere and well on its way to orbit. Less than nine minutes later, the massive first stage aced its ninth touchdown, hitting the bullseye on drone ship Of Course I Still Love You (OCISLY). Almost simultaneously, Falcon 9’s second stage wrapped up a six-minute orbital insertion burn in what has become a well-worn routine for SpaceX.
Around 40 minutes after liftoff, the second stage reignited for an extremely brief one-second orbit-raising burn, shut down, and began spinning up for another successful deployment of 60 Starlink satellites. Assuming all sixty are healthy, SpaceX will have more than 1460 functional satellites in orbit, some 900 of which are operational.
While every Starlink launch is important, perhaps the most interesting thing to come from Starlink-25 was SpaceX’s official confirmation that it has received more than 500,000 orders and deposits for Starlink internet service. As the Starlink constellation expands and rapidly approaches uninterrupted coverage, SpaceX has begun accepting preorders – with a $99 deposit – from prospective customers in almost any country that the company is already working on regulatory approval with.
Some prospective customers can simply order outright at a cost of approximately $600 upfront and $99 per month to purchase a Starlink dish, router, and satellite internet with unlimited bandwidth and no data caps. With more than 500,000 orders and preorders already in hand, that means Starlink has already earned SpaceX a bare minimum of $50 million in deposits alone.
If SpaceX can produce enough dishes – and do so quickly enough – to turn all of those preorders into active users, it would represent some $250 million in upfront revenue and – far more importantly – annual revenue on the order of $600 million. SpaceX is currently selling its cutting-edge dishes to customers at a significant loss but the company should be able to easily recoup that loss – now believed to be less than $1000 per dish – with a single year of internet service.
Of course, SpaceX is paying a substantial sum – likely on the order of $5 billion or more – to build and launch thousands of satellites, construct ground stations, and manufacture user terminals, but the company has historically expressed little interest in ‘recouping’ infrastructure investments. In that sense, as long as investors continue to eagerly dump billions into SpaceX’s coffers to fund Starlink buildout and can overlook the largely symbolic idea of ‘recouping’ non-debt investments, Starlink could become self-sustaining far sooner than almost anyone likely suspects.
News
NHTSA probes 2.9 million Tesla vehicles over reports of FSD traffic violations
The agency said FSD may have “induced vehicle behavior that violated traffic safety laws.”
The U.S. National Highway Traffic Safety Administration (NHTSA) has opened an investigation into nearly 2.9 million Tesla vehicles over potential traffic-safety violations linked to the use of the company’s Full Self-Driving (FSD) system.
The agency said FSD may have “induced vehicle behavior that violated traffic safety laws,” citing reports of Teslas running red lights or traveling in the wrong direction during lane changes.
As per the NHTSA, it has six reports in which a Tesla with FSD engaged “approached an intersection with a red traffic signal, continued to travel into the intersection against the red light and was subsequently involved in a crash with other motor vehicles in the intersection.” Four of these crashes reportedly resulted in one or more major injuries.
The agency also listed 18 complaints and one media report which alleged that a Tesla operating with FSD engaged “failed to remain stopped for the duration of a red traffic signal, failed to stop fully, or failed to accurately detect and display the correct traffic signal state in the vehicle interface.”
Some complainants also alleged that FSD “did not provide warnings of the system’s intended behavior as the vehicle was approaching a red traffic signal,” as noted in a Reuters report.
Tesla has not commented on the investigation, which remains in the preliminary phase. However, any potential recall could prove complicated since the reported incidents likely involved the use of older FSD (Supervised) versions that have already been updated.
Tesla’s recent FSD (Supervised) V14.1 update, which is currently rolling out to drivers, is expected to feature significantly improved lane management, intersection handling, and overall driving accuracy, reducing the chances of similar violations. It should also be noted that Tesla maintains that FSD is a supervised system for now, and thus, is not autonomous yet.
While autonomous systems face scrutiny, NHTSA’s own data highlights a much larger danger on the road from human error. The agency recorded 3,275 deaths in 2023 caused by distracted driving due to activities like texting, talking, or adjusting navigation while operating a vehicle manually. It is also widely believed that a good number of traffic violations are unreported due to their frequency and ubiquity.
News
Tesla quietly files for Model Y+ in China, and its range numbers could be wild
The upcoming variant was listed in the Ministry of Industry and Information Technology’s (MIIT) public catalog.
Tesla has filed for regulatory approval of a new Model Y+ in China, hinting at a long-range update to its best-selling crossover SUV.
The upcoming variant was listed in the Ministry of Industry and Information Technology’s (MIIT) public catalog.
Mirroring Model 3+ Range
Based on the MIIT’s catalog, the Model Y+ will feature a 225 kW/302 horsepower single-motor setup. It will also feature ternary LG Energy Solution batteries, similar to the long-range Model 3+, which was launched earlier this year. The vehicle is expected to offer around 800 kilometers of CLTC range, potentially making it the longest range Model Y in Tesla China’s lineup.
The new Model Y+, identified under model number TSL6480BEVBR0, retains the same five-seat configuration and dimensions as the current Model Y. Though Tesla has not yet confirmed official range figures, industry observers expect it to be quite similar to the Model 3+’s 830-kilometer CLTC performance, as noted in a CNEV Post report.
Intensifying Competition
Tesla’s filing comes amid intensifying domestic competition in China. The U.S. EV maker sold 57,152 vehicles in August, down nearly 10% year-on-year, though up almost 41% from July’s 40,617 units, as noted by data from the China Passenger Car Association (CPCA). Still, the Model Y+ could help Tesla regain traction against strong local players by offering class-leading range and improved efficiency, two factors that have become a trademark of the electric vehicle maker in China.
Tesla’s experience with the Model 3+, which received a RMB 10,000 price cut within a month of launch, suggests that raw range numbers alone may not guarantee stronger sales. With this in mind, the rollout of features such as FSD could prove beneficial in boosting the company’s sales in the country.
One notable investor that many people will recognize said today on X that he does not understand Tesla shorts, otherwise known as $TSLAQ, and he’s giving some interesting reasons.
Martin Shkreli was long known as “Pharmabro.” For years, he was known as the guy who bought the rights to a drug called Daraprim, hiked the prices, and spent a few years in Federal prison for securities fraud and conspiracy.
Shkreli is now an investor who co-founded several hedge funds, including Elea Capital, MSMB Capital Management, and MSMB Healthcare. He is also known for his frank, blunt, and straightforward responses on X.
His LinkedIn currently shows he is the Co-Founder of DL Software Inc.
One of his most recent posts on X criticized those who choose to short Tesla stock, stating he does not understand their perspective. He gave a list of reasons, which I’ll link here, as they’re not necessarily PG. I’ll list a few:
- Fundamentals always have and will always matter
- TSLAQ was beaten by Tesla because it’s “a great company with great management,” and they made a mistake “by betting against Elon.”
- When Shkreli shorts stocks, he is “shorting FRAUDS and pipe dreams”
After Shkreli continued to question the idea behind shorting Tesla, he continued as he pondered the mentality behind those who choose to bet against the stock:
“I don’t understand ‘TSLAQ.’ Guy is the richest man in the world. He won. It’s over. He’s more successful with his 2nd, 3rd, and 4th largest companies than you will ever be, x100.
You can admit you are wrong, it’s just a feeling which will dissipate with time, trust me.”
i dont understand “$TSLAQ”. guy is the richest man in the world. he won. it’s over. he’s more successful with his 2nd, 3rd and 4th largest companies than you will ever be, x100.
you can admit you are wrong, it’s just a feeling which will dissipate with time, trust me. https://t.co/dkqrISCldp
— Martin Shkreli (@MartinShkreli) October 8, 2025
According to reports from both Fortune and Business Insider, Tesla short sellers have lost a cumulative $64.5 billion since Tesla’s IPO in 2010.
Shorts did accumulate a temporary profit of $16.2 billion earlier this year.
NHTSA probes 2.9 million Tesla vehicles over reports of FSD traffic violations
Tesla quietly files for Model Y+ in China, and its range numbers could be wild
‘I don’t understand TSLAQ:’ notable investor backs Tesla, Elon Musk
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