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SpaceX ready for back to back astronaut, Starlink launches
Two SpaceX Falcon 9 rockets remain on track to attempt back-to-back astronaut and Starlink satellite launches later this week.
Both SpaceX East Coast drone ships Just Read The Instructions (JRTI) and A Shortfall of Gravitas (ASOG) and two new support and fairing recovery ships (Bob and Doug) are all headed northeast into the Atlantic Ocean, where they’ll soon reach landing zones stationed just ~50 km (~30 mi) apart. As early as 9:03pm EST Wednesday, November 10th (02:03 UTC 11 Nov), the first of those Falcon 9s is scheduled to lift off on its second mission for NASA, sending a new Crew Dragon and four international astronauts on their way to the International Space Station (ISS).
If all goes to plan, less than a day and a half later, a second Falcon 9 rocket will lift off from SpaceX’s other East Coast launch site as part of “Starlink 4-1” – the company’s first dedicated Florida Starlink launch in almost six months.
Starlink 4-1 is scheduled to launch NET 7:40am EST (12:40 UTC) on Friday, November 12th with Falcon 9 booster B1062, a new expendable upper stage, a (likely) reused fairing, and 53 Starlink V1.5 satellites – likely the first of their kind to launch from the East Coast. While the mission profile will be almost identical to all 29 of SpaceX’s dedicated East Coast Starlink launches, it will be targeting a slightly lower and different orbit to kick off the second of five constellation ‘shells’.
Unlike the ~1700 Starlink V1.0 satellites SpaceX launched over the last two years, the Starlink V1.5 satellites the company recently began launching feature a partially upgraded design but are mainly distinguished by the addition of several ‘space lasers’. More officially known as optical interlinks, those lasers will allow Starlink satellites to connect to each other and route communications entirely in orbit, exploiting the vacuum of space to create what amount to wireless fiber-optic links with bandwidth on the order of tens or hundreds of gigabits per second (Gbps). As a result, there’s a good chance that SpaceX will eventually replace the first-generation Starlink V1.0 constellation as soon as possible, leaving an upgraded and laser-linked copycat in their place.
If SpaceX interlinks most or all of its constellation with lasers, it could drastically simplify Starlink ground station operations and cut down on the bureaucratic work required to license and build those stations in virtually every country Starlink wants to operate in. It would also make it far easier for SpaceX to serve unprecedentedly high-quality internet to aircraft and ships – a captive market practically begging for disruption.
In a prelaunch briefing late on November 9th, SpaceX vice president Bill Gerstenmaier revealed that drone ship Just Read The Instructions (JRTI) – originally meant to support Crew-3’s booster landing – had gotten “beat up” by the Atlantic, forcing it to swap places with A Shortfall of Gravitas (ASOG). It’s unclear if the damage JRTI may or may not have received is enough to require a return to port, which could trigger a week or more of Starlink 4-1 launch delays. For now, though, there are no signs of a delay.
Crew-3
Prior to Starlink 4-1, SpaceX is set for its fifth astronaut launch since May 2020 and third operational NASA ‘crew rotation’ mission on Wednesday, November 10th. Crew-3 will also host the 15th through 18th astronauts launched by SpaceX, nominally sending Raja Chari, Thomas Marshburn, Kayla Barron (NASA), and Matthias Maurer (ESA) on their way to an ISS docking on November 11th.
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
Tesla celebrates 9 million vehicles produced globally
Tesla officially publishes Q4 2025 vehicle delivery consensus
