

News
SpaceX schedules first West Coast Starlink launch after a quiet July
Spaceflight Now reports that SpaceX has scheduled Starlink’s West Coast launch debut no earlier than August 10th, a mission that will also mark the company’s first launch in almost six weeks.
SpaceX completed its latest Falcon 9 launch – and 20th launch of 2021 – on June 30th, successfully deploying dozens of customer small satellites and three Starlink spacecraft as part of its second dedicated Smallsat Program ‘Transporter’ mission. Since then, the United States’ Eastern Range has been eerily quiet – as if in the eye of the storm that is SpaceX’s 2021 launch manifest. While there has been no official word one way or another, it’s been speculated that the range entered a period of routine – if inconvenient – maintenance that can often last weeks and during which no launches are possible.
Scheduled to launch no earlier than July 30th, Boeing’s second attempt at an uncrewed Orbital Flight Test (OFT-2) of its Starliner crew capsule will apparently punctuate the end of that maintenance period and a return to regular operations for SpaceX. In the meantime, Spaceflight Now’s sources suggest that the company has been making the most of its downtime.
In the last two months, SpaceX has shipped two record-breaking Falcon 9 boosters – collectively responsible for 19 orbital-class launches in the last three years – from Florida to its Vandenberg Air/Space Force Base (VAFB), California launch facilities. Drone ship Of Course I Still Love You (OCISLY) wrapped up an 8000 kilometer (~5000 mi) journey from its Florida home to California’s Port of Long Beach, while brand new drone ship A Shortfall of Gravitas (ASOG) arrived at Port Canaveral to take OCISLY’s place after months of assembly.
All are part of an effort to prepare for an even busier second half of 2021. According to Spaceflight Now, H2 will begin no earlier than August 10th for SpaceX with Starlink’s first dedicated polar launch (known as “Starlink 2-1”) and the first Falcon 9 mission out of Vandenberg in nine months. Combined, Falcon 9 boosters B1049 and B1051 and drone ship OCISLY should be more than capable of pushing SpaceX’s SLC-4E pad to its limits, maxing out around one launch per month for the foreseeable future.
Last month, SpaceX FCC filings also revealed plans for a number of new dedicated Starlink launches from its Cape Canaveral LC-40 pad – unexceptional if it weren’t for the fact that details in the documents implied that those upcoming missions will also be targeting polar orbits. In other words, after successfully launching more than 1600 operational Starlink satellites into mid-inclination equatorial orbits, SpaceX now appears to be laser-focused on building out the constellation’s polar ‘shell.’
Comprised of ~1100 satellites, that polar shell will ultimately give Starlink the ability to deliver internet to aircraft and ships virtually anywhere on Earth – two established connectivity markets that are ripe for disruption. To do so, however, most or all polar Starlink satellites will need optical interlinks – lasers that allow spacecraft to route communications in space and serve customers beyond the reach of land-based ground stations. Thus far, excluding two early 2018 prototypes, SpaceX has launched 13 Starlink satellites with prototype laser links.

CEO Elon Musk has stated that Starlink V2 satellites are set to debut in 2022 and will all have optical interlinks. However, the upcoming “Starlink 2-1” mission’s internal name does raise the question of whether it’s referring to the start of a new constellation ‘shell,’ the first batch of V2 satellites, or both. SpaceX job postings have also hinted at “Starlink V1.5” satellites, which could potentially be as simple as existing V1 satellites outfitted with laser links.
Ultimately, only time, SpaceX, or Elon Musk will tell and the company’s first dedicated Starlink launch is scheduled as few as two weeks from now.
Elon Musk
Tesla begins expanding Robotaxi access: here’s how you can ride
You can ride in a Tesla Robotaxi by heading to its website and filling out the interest form. The company is hand-picking some of those who have done this to gain access to the fleet.

Tesla has begun expanding Robotaxi access beyond the initial small group it offered rides to in late June, as it launched the driverless platform in Austin, Texas.
The small group of people enjoying the Robotaxi ride-hailing service is now growing, as several Austin-area residents are receiving invitations to test out the platform for themselves.
The first rides took place on June 22, and despite a very small number of very manageable and expected hiccups, Tesla Robotaxi was widely successful with its launch.
Tesla Robotaxi riders tout ‘smooth’ experience in first reviews of driverless service launch
However, Tesla is expanding the availability of the ride-hailing service to those living in Austin and its surrounding areas, hoping to gather more data and provide access to those who will utilize it on a daily basis.
Many of the people Tesla initially invited, including us, are not local to the Austin area.
There are a handful of people who are, but Tesla was evidently looking for more stable data collection, as many of those early invitees headed back to where they live.
The first handful of invitations in the second round of the Robotaxi platform’s Early Access Program are heading out to Austin locals:
I just got a @robotaxi invite! Super excited to go try the service out! pic.twitter.com/n9mN35KKFU
— Ethan McKanna (@ethanmckanna) July 1, 2025
Tesla likely saw an influx of data during the first week, as many traveled far and wide to say they were among the first to test the Robotaxi platform.
Now that the first week and a half of testing is over, Tesla is expanding invites to others. Many of those who have been chosen to gain access to the Robotaxi app and the ride-hailing service state that they simply filled out the interest form on the Robotaxi page of Tesla’s website.
That’s the easiest way you will also gain access, so be sure to fill out that form if you have any interest in riding in Robotaxi.
Tesla will continue to utilize data accumulated from these rides to enable more progress, and eventually, it will lead to even more people being able to hail rides from the driverless platform.
With more success, Tesla will start to phase out some of the Safety Monitors and Supervisors it is using to ensure things run smoothly. CEO Elon Musk said Tesla could start increasing the number of Robotaxis to monitors within the next couple of months.
Elon Musk
Tesla analyst issues stern warning to investors: forget Trump-Musk feud

A Tesla analyst today said that investors should not lose sight of what is truly important in the grand scheme of being a shareholder, and that any near-term drama between CEO Elon Musk and U.S. President Donald Trump should not outshine the progress made by the company.
Gene Munster of Deepwater Management said that Tesla’s progress in autonomy is a much larger influence and a significantly bigger part of the company’s story than any disagreement between political policies.
Munster appeared on CNBC‘s “Closing Bell” yesterday to reiterate this point:
“One thing that is critical for Tesla investors to remember is that what’s going on with the business, with autonomy, the progress that they’re making, albeit early, is much bigger than any feud that is going to happen week-to-week between the President and Elon. So, I understand the reaction, but ultimately, I think that cooler heads will prevail. If they don’t, autonomy is still coming, one way or the other.”
BREAKING: GENE MUNSTER SAYS — $TSLA AUTONOMY IS “MUCH BIGGER” THAN ANY FEUD 👀
He says robotaxis are coming regardless ! pic.twitter.com/ytpPcwUTFy
— TheSonOfWalkley (@TheSonOfWalkley) July 2, 2025
This is a point that other analysts like Dan Ives of Wedbush and Cathie Wood of ARK Invest also made yesterday.
On two occasions over the past month, Musk and President Trump have gotten involved in a very public disagreement over the “Big Beautiful Bill,” which officially passed through the Senate yesterday and is making its way to the House of Representatives.
Musk is upset with the spending in the bill, while President Trump continues to reiterate that the Tesla CEO is only frustrated with the removal of an “EV mandate,” which does not exist federally, nor is it something Musk has expressed any frustration with.
In fact, Musk has pushed back against keeping federal subsidies for EVs, as long as gas and oil subsidies are also removed.
Nevertheless, Ives and Wood both said yesterday that they believe the political hardship between Musk and President Trump will pass because both realize the world is a better place with them on the same team.
Munster’s perspective is that, even though Musk’s feud with President Trump could apply near-term pressure to the stock, the company’s progress in autonomy is an indication that, in the long term, Tesla is set up to succeed.
Tesla launched its Robotaxi platform in Austin on June 22 and is expanding access to more members of the public. Austin residents are now reporting that they have been invited to join the program.
Elon Musk
Tesla surges following better-than-expected delivery report
Tesla saw some positive momentum during trading hours as it reported its deliveries for Q2.

Tesla (NASDAQ: TSLA) surged over four percent on Wednesday morning after the company reported better-than-expected deliveries. It was nearly right on consensus estimations, as Wall Street predicted the company would deliver 385,000 cars in Q2.
Tesla reported that it delivered 384,122 vehicles in Q2. Many, including those inside the Tesla community, were anticipating deliveries in the 340,000 to 360,000 range, while Wall Street seemed to get it just right.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
Despite Tesla meeting consensus estimations, there were real concerns about what the company would report for Q2.
There were reportedly brief pauses in production at Gigafactory Texas during the quarter and the ramp of the new Model Y configuration across the globe were expected to provide headwinds for the EV maker during the quarter.
At noon on the East Coast, Tesla shares were up about 4.5 percent.
It is expected that Tesla will likely equal the number of deliveries it completed in both of the past two years.
It has hovered at the 1.8 million mark since 2023, and it seems it is right on pace to match that once again. Early last year, Tesla said that annual growth would be “notably lower” than expected due to its development of a new vehicle platform, which will enable more affordable models to be offered to the public.
These cars are expected to be unveiled at some point this year, as Tesla said they were “on track” to be produced in the first half of the year. Tesla has yet to unveil these vehicle designs to the public.
Dan Ives of Wedbush said in a note to investors this morning that the company’s rebound in China in June reflects good things to come, especially given the Model Y and its ramp across the world.
He also said that Musk’s commitment to the company and return from politics played a major role in the company’s performance in Q2:
“If Musk continues to lead and remain in the driver’s seat, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Ives maintained his $500 price target and the ‘Outperform’ rating he held on the stock:
“Tesla’s future is in many ways the brightest it’s ever been in our view given autonomous, FSD, robotics, and many other technology innovations now on the horizon with 90% of the valuation being driven by autonomous and robotics over the coming years but Musk needs to focus on driving Tesla and not putting his political views first. We maintain our OUTPERFORM and $500 PT.”
Moving forward, investors will look to see some gradual growth over the next few quarters. At worst, Tesla should look to match 2023 and 2024 full-year delivery figures, which could be beaten if the automaker can offer those affordable models by the end of the year.
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