News
SpaceX changes the game with 100th rocket launch
Ending exactly five months of delays, SpaceX has completed the first polar launch from Florida in more than half a century, potentially changing the game for the US launch industry.
Coincidentally SpaceX’s 100th launch ever, the SAOCOM 1B mission’s success could significantly redefine what current and future US launch providers are able to achieve with a single launch pad. To pull it off, SpaceX managed to thread the needle between Florida storm cells, avoiding the same fate as the Starlink-11 mission that was scrubbed by inclement weather earlier today. Prior to that delay, SpaceX was targeting – and, based on past performance, would have likely achieved – two orbital Falcon 9 launches and landings in less than ten hours, what would have easily been the quickest back-to-back commercial missions in history.
At 7:18 pm EDT (UTC-4), Falcon 9 booster B1059 lifted off from Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40) for the fourth time in nine months. The rocket performed perfectly, sending an expendable Falcon 9 second stage (S2), a payload fairing, SAOCOM 1B, and two rideshare payloads on their way to orbit. Eight minutes after launch and roughly six minutes after stage separate, B1059 successfully returned to SpaceX’s Cape Canaveral Landing Zone (LZ-1) for a soft landing, becoming the first booster to do so in almost six months.
A brisk four minutes after Falcon 9’s first second stage engine cut-off (SECO) and orbital insertion, the rocket gently deployed the ~3000 kg (~6600 lb) SAOCOM 1B satellite. The Argentinian spacecraft extended its own solar arrays and began generating power just a few minutes later.
More than an hour after launch, rideshare payloads GNOMES-1 and Tyvak-0172 deployed as planned, officially completing the Falcon family’s 93rd fully-successful launch. Falcon 9 B1059’s fourth landing was also SpaceX’s 58th since the first successful booster recovery in December 2015.
While an otherwise routine and unexceptional mission, SpaceX has now proven that it’s possible for commercial launch providers to fly to polar orbits – orbits centered around Earth’s poles – from the East Coast. Since 1969, Cape Canaveral (and, far less often, Virginia’s Wallops) launch facilities have offered access to low Earth orbits, geostationary orbits, medium Earth orbits, lunar orbits, and interplanetary trajectories – just shy of anything but polar or sun synchronous orbit (SSO). To reach those orbits, launch providers have traditionally built entirely separate launch facilities on the US West Coast, mostly limited to California’s Vandenberg Air Force Base (VAFB) or, much less often, Kodiak, Alaska.
Building launch pads from scratch – or even reusing portions of old pads – is an extremely expensive and time-consuming endeavor, often taking at least 12-24 months and tens to hundreds of millions of dollars. Blue Origin, for reference, is likely spending $500 million to $1 billion or more to build a Falcon Heavy-class launch pad from scratch for its first orbital rocket, New Glenn. While much smaller rockets from startups like Firefly and Relativity need proportionally smaller and cheaper launch pads, pad construction still end ups being a major expense and hurdle for new entrants. Both Firefly and Relativity have already publicized plans to build two separate launch facilities at Vandenberg and Cape Canaveral.
Now, given enough excess performance for any given payload, it may well be possible for companies like them – particularly Relativity – to move directly to Florida without having to sacrifice polar and SSO launch capabilities that are most commonly used by small satellites. For Blue Origin, it could potentially save the company years of work and hundreds of millions of dollars if it can avoid having to build a second New Glenn launch pad in California. ULA has already expressed interest in exploring East Coast polar launches for its next-generation Vulcan Centaur rocket, potentially preventing the need for expensive changes to one of its California launch pads.
It remains to be seen if the US military will ultimately certify the new Eastern polar launch corridor for its high-value payloads and it’s unclear if the new corridor has any major inclination or cadence restrictions, but it’s safe to say that existing providers are going to eagerly take advantage of this new capability.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
News
Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
News
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
