News
SpaceX ready for 31st Starlink launch of 2022
SpaceX is on track to launch its 31st Starlink mission of 2022 later this morning.
No earlier than (NET) 10:50 am EDT (14:50 UTC) on Thursday, October 20th, a Falcon 9 rocket is scheduled to lift off from SpaceX’s Cape Canaveral Air Force Station (CCAFS) LC-40 launch pad with 54 internet satellites in tow. Weighing in at 16.75 tons (~36,900 lb), the batch of Starlink V1.5 satellites is one of just a few left for SpaceX to complete the second of five ‘shells’ that make up its first constellation.
Even before today’s Starlink 4-36 launch, more than two-thirds of the 4408 satellites required to complete the constellation are already in orbit and (by all appearances) working as expected. Of the 3131 working satellites in orbit, approximately 2700 are at their operational altitudes and theoretically capable of serving customers on Earth. Another ~390 satellites are in the process of climbing to their operational orbits. Once they’re done, SpaceX’s first Starlink constellation will be more than two-thirds complete.
The constellation is made up of five orbital ‘shells’ – distinct groups of satellites that share a similar orbital inclination (the angle between the satellite’s orbit and Earth’s equator) and altitude. Two of those shells, known as Group 1 and Group 4, contain 3168 satellites or more than two-thirds of the constellation. They’re nearly identical and focus on Earth’s mid-latitudes, where almost every person (and customer) on Earth resides. Both are almost complete: astrophysicist Jonathan McDowell estimates that 1456 of 1584 possible Group 1 satellites are operational. Group 4 is one launch behind, with about 1405 working satellites in orbit.
In addition to Starlink 4-36, SpaceX has one more Starlink launch (4-31) tentatively scheduled in late October. The company’s November manifest is jam-packed with up to five commercial launches, potentially precluding any additional Starlink launches next month. December could be an even more commercially productive month if just a handful of schedules hold. But there’s a chance that SpaceX will find space to complete two more Starlink launches within the next ten weeks, allowing it to nearly complete Group 4 by the end of the year.
Once #4 is complete, all future launches for SpaceX’s first-generation Starlink constellation will likely head to one of three shells with semi-polar or polar inclinations. Group 2, the largest of the remaining shells with a planned 720 satellites, can be launched from any of SpaceX’s three pads. SpaceX has already launched one batch of Group 2 satellites and will need to complete ~13 more launches to finish the shell. Finally, more than half of Group 3’s 348 satellites have already been launched, but SpaceX has yet to start Group 5 (172 satellites). Both Group 3 and Group 5 will likely be launched out of SpaceX’s California launch pad.
Including an allowance for several dozen on-orbit satellite failures over the same period, SpaceX’s first Starlink constellation thus appears to be about 23 launches away from completion. If SpaceX matches its 2022 cadence in 2023, the entire 4408-satellite constellation could be fully operational before the end of next year. If SpaceX can hit its target of 100 total launches in 2023, the first Starlink constellation could be fully operational months before the end of 2023.
Even with a third of its satellites still on the ground, Starlink is close to an order of magnitude larger than any other constellation in history. Confirming an estimate shared by Teslarati earlier this year, CEO Elon Musk says that SpaceX now owns and operates more than half of all active satellites in orbit less than three years after the company began operational Starlink launches.
Tune in below to watch SpaceX’s 31st Starlink mission and 48th launch this year.
News
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers.
Tesla appears to be preparing for the eventual removal of its Robotaxi service’s safety drivers.
This was hinted at in a recent de-compile of the Robotaxi App’s version 25.11.5, which was shared on social media platform X.
In-cabin analytics
As per Tesla software tracker @Tesla_App_iOS, the latest update to the Robotaxi app featured several improvements. These include Live Screen Sharing, as well as a feature that would allow Tesla to access video and audio inside the vehicle.
According to the software tracker, a new prompt has been added to the Robotaxi App that requests user consent for enhanced in-cabin data sharing, which comprise Cabin Camera Analytics and Sound Detection Analytics. Once accepted, Tesla would be able to retrieve video and audio data from the Robotaxi’s cabin.
Video and audio sharing
A screenshot posted by the software tracker on X showed that Cabin Camera Analytics is used to improve the intelligence of features like request support. Tesla has not explained exactly how the feature will be implemented, though this might mean that the in-cabin camera may be used to view and analyze the status of passengers when remote agents are contacted.
Sound Detection Analytics is expected to be used to improve the intelligence of features like siren recognition. This suggests that Robotaxis will always be actively listening for emergency vehicle sirens to improve how the system responds to them. Tesla, however, also maintained that data collected by Robotaxis will be anonymous. In-cabin data will not be linked to users unless they are needed for a safety event or a support request.
Tesla watchers are speculating that the implementation of in-camera data sharing could be a step towards the removal of the Robotaxi service’s safety drivers. With Tesla able to access video and audio feeds from Robotaxis, after all, users can get assistance even if they are alone in the driverless vehicle.
Investor's Corner
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected.
Mizuho analyst Vijay Rakesh lowered Tesla’s (NASDAQ:TSLA) price target to $475 from $485, citing potential 2026 EV subsidy cuts in the U.S. and China that could pressure deliveries. The firm maintained its Outperform rating for the electric vehicle maker, however.
As per the Mizuho analyst, upcoming changes to EV incentives in the U.S. and China could affect Tesla’s unit growth more than previously expected. The U.S. accounted for roughly 37% of Tesla’s third-quarter 2025 sales, while China represented about 34%, making both markets highly sensitive to policy shifts. Potential 50% cuts to Chinese subsidies and reduced U.S. incentives affected the firm’s outlook.
With those pressures factored in, the firm now expects Tesla to deliver 1.75 million vehicles in 2026 and 2 million in 2027, slightly below consensus estimates of 1.82 million and 2.15 million, respectively. The analyst was cautiously optimistic, as near-term pressure from subsidies is there, but the company’s long-term tech roadmap remains very compelling.
Despite the revised target, Mizuho remained optimistic on Tesla’s long-term technology roadmap. The firm highlighted three major growth drivers into 2027: the broader adoption of Full Self-Driving V14, the expansion of Tesla’s Robotaxi service, and the commercialization of Optimus, the company’s humanoid robot.
“We are lowering TSLA Ests/PT to $475 with Potential BEV headwinds in 2026E. We believe into 2026E, US (~37% of TSLA 3Q25 sales) EV subsidy cuts and China (34% of TSLA 3Q25 sales) potential 50% EV subsidy cuts could be a headwind to EV deliveries.
“We are now estimating TSLA deliveries for 2026/27E at 1.75M/2.00M (slightly below cons. 1.82M/2.15M). We see some LT drivers with FSD v14 adoption for autonomous, robotaxi launches, and humanoid robots into 2027 driving strength,” the analyst noted.
News
Tesla’s Elon Musk posts updated Robotaxi fleet ramp for Austin, TX
Musk posted his update on social media platform X.
Elon Musk says Tesla will “roughly double” its supervised Robotaxi fleet in Austin next month as riders report long wait times and limited availability across the pilot program in the Texas city. Musk posted his update on social media platform X.
The move comes as Waymo accelerates its U.S. expansion with its fully driverless freeway service, intensifying competition in autonomous mobility.
Tesla to increase Austin Robotaxi fleet size
Tesla’s Robotaxi service in Austin continues to operate under supervised conditions, requiring a safety monitor in the front seat even as the company seeks regulatory approval to begin testing without human oversight. The current fleet is estimated at about 30 vehicles, StockTwists noted, and Musk’s commitment to doubling that figure follows widespread rider complaints about limited access and “High Service Demand” notifications.
Influencers and early users of the Robotaxi service have observed repeated failures to secure a ride during peak times, highlighting a supply bottleneck in one of Tesla’s most visible autonomy pilots. The expansion aims to provide more consistent availability as the company scales and gathers more real-world driving data, an advantage analysts often cite as a differentiator versus rivals.
Broader rollout plans
Tesla’s Robotaxi service has so far only been rolled out to Austin and the Bay Area, though reports have indicated that the electric vehicle maker is putting in a lot of effort to expand the service to other cities across the United States. Waymo, the Robotaxi service’s biggest competitor, has ramped its service to areas like the San Francisco Bay Area, Los Angeles, and Phoenix.
Analysts continue to highlight Tesla’s long-term autonomy potential due to its global fleet size, vertically integrated design, and immense real-world data. ARK Invest has maintained that Tesla Robotaxis could represent up to 90% of the company’s enterprise value by 2029. BTIG analysts, on the other hand, added that upcoming Full Self-Driving upgrades will enhance reasoning, particularly parking decisions, while Tesla pushes toward expansions in Austin, the Bay Area, and potentially 8 to 10 metro regions by the end of 2025.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
Mizuho keeps Tesla (TSLA) “Outperform” rating but lowers price target
