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SpaceX to ring in Crew Dragon’s success with a Starlink launch and landing
SpaceX wants to ring in the historic success of its Crew Dragon spacecraft the only way it knows how – sending 60-satellite Starlink satellites into orbit and landing another Falcon booster as few as three days after the company’s inaugural astronaut launch.
The mission – deemed Starlink-8 – will be SpaceX’s eighth Starlink launch overall and the seventh launch of upgraded v1.0 satellites, pushing the company a mission past the halfway point towards its first internet beta test. If successful, it will raise SpaceX’s ever-growing constellation to some ~475 satellites strong, approximately 400 spacecraft shy of the ~840 COO and President Gwynne Shotwell believes are necessary to begin rolling out Starlink internet service.
Delayed from May 7th to the 17th, 18th, and 19th before SpaceX called the mission off to give Crew Dragon’s inaugural astronaut launch space to breathe, Starlink-8 is now scheduled to launch no earlier than 9:25 pm EDT on June 3rd (02:25 UTC, 4 June). Aside from taking SpaceX another step towards an operational Starlink constellation and source of income independent of launches, the launch is also on track to mark several more critical milestones both in orbit and back on (or near) the ground.
By far the most notable (and unexpected) first of Starlink-8 is related to booster recovery plans. On May 30th, the very same day SpaceX performed its first astronaut launch, drone ship Just Read The Instructions (JRTI) was spotted heading out into the Atlantic Ocean, deck cleared for the first time in the better part of a year. While initially assumed to be another one of a few sea trials the radically upgraded drone ship has performed in the last few weeks, news broke hours later that JRTI was actually heading out to sea for its first rocket recovery attempt in more than 16 months.
Replacing SpaceX’s original East Coast-based drone ship of the same name, the current iteration of Just Read The Instructions debuted in the Pacific Ocean in January 2016 with an explosively-unsuccessful booster landing after launching the Jason-3 weather satellite. The ship’s next landing attempt would come one year later and kick of seven consecutive booster landings completed over the following 24 months, followed shortly by a temporary pause of SpaceX’s West Coast launch presence.
SpaceX intends to perform its limited manifest of future Californian launches while relying entirely on return-to-launch-site (RTLS) rocket booster recoveries back onshore, freeing up drone ship JRTI to head to Florida to support the company’s far busier East Coast manifest. After transiting the Panama Canal in August 2019 and undergoing several months of refits in Louisiana, JRTI arrived in Florida in December 2019 and has been gradually upgraded at Port Canaveral over the last few months. Now, outfitted with a new Octagrabber robot and thrusters and power supplies that dwarf those on SpaceX’s other drone ship, SpaceX has apparently given JRTI the go-ahead to attempt its first booster recovery in almost a year and a half.
Visors, reuse, rideshares and more
Additionally, Starlink-8 is scheduled to debut SpaceX’s first “VisorSat”, a Starlink satellite modified with a visor specifically designed to prevent sunlight from reflecting off of the shiny satellites and disrupting ground-based astronomy. If successful, all future Starlink satellites SpaceX manufactures will include the modification, hopefully mitigating or wholly eliminating Starlink’s impact on astronomy.
Starlink-8 is also expected to debut SpaceX’s potentially game-changing addition of rideshare slots for small satellites aboard a large portion of the company’s planned Starlink launches. Earth imaging company Planet is the first announced customer, with three ~125 kg (~300 lb) SkySat imaging satellites manifested on Starlink-8. Potentially costing Planet just $1 million apiece, the launch option could easily become industry-leading if SpaceX can regularly include several hundred kilograms of 3rd-party satellites on each of the 20+ Starlink missions it’s likely to launch annually.
Finally, Next Spaceflight says that Falcon 9 booster B1049 has been assigned to support Starlink-8, meaning that the mission will be the second time ever that a Falcon 9 booster has attempted its fifth orbital-class launch. Starlink-8 will come two and a half months after improper refurbishment caused Falcon 9 booster B1048 to suffer an in-flight engine failure during its fifth launch. While the booster changed its flight program on the fly to ensure the Starlink-6 mission was successfully completed, B1048 did so at the cost of its landing propellant, ending the booster’s productive life with a violent crash somewhere on the surface of the Atlantic Ocean.
If B1049 can successfully launch and land for the fifth time on June 3rd, it will become the pack leader of SpaceX’s fleet of reusable rockets. With a safe landing, B1049 can prepare to become the first booster to launch six times, hopefully proving that Falcon 9 can safely fly six, seven, eight, or more times – perhaps one day cresting 10 launches to achieve Falcon 9 Block 5’s design goal.
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Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla launched the slightly larger Model Y L in China last year, and it became a hit in no time. The longer wheelbase, larger interior, and slightly more forgiving legroom area in the Model Y L became a sought-after possibility for U.S. buyers, who have been begging the company for a larger SUV.
Now, Tesla needs it more than ever, especially considering the Model X was discontinued alongside its Model S sibling earlier this year. It looks to be more likely than ever, and based on recent reports, it will fall in line with CEO Elon Musk’s prediction that it would arrive in the United States in late 2026.
Recent reports from Forbes and Not a Tesla App both have indicated Tesla plans to bring the Model Y L to the U.S. this year. The reports cite “credible sources,” and an analyst from AutoForecast Solutions named Sam Fiorani stated that the car would enter production later this year.
Fiorani said:
“China, Australia, and India are supplied by the factory in China, which will not supply vehicles to the U.S. Production of the Model Y L is expected to begin in the U.S. in September, which will lead to sales beginning before the end of 2026.”
Production would take place at Gigafactory Texas.
Additionally, a few Model Y L units have been spotted under wraps in the United States, giving more indication that Tesla plans to bring the vehicle to the U.S. When Tesla is close to launching a vehicle in the U.S., it is not uncommon to see these models with the exact car covers that you see below:
Looks like another Tesla Model Y L was spotted in the U.S.! pic.twitter.com/jhsdkcN5Go
— TESLARATI (@Teslarati) June 26, 2026
It makes sense, especially considering Musk hinted the Model Y L would make it to the U.S. in late 2026, but it was up in the air. The CEO said the advent of self-driving might not warrant a larger SUV coming to the U.S. market specifically.
The problem is, consumers do not want to hear that. They love Tesla’s tech, FSD, and other features, but they need more space for growing families. The Model X is gone, and the most anyone can fit in a Tesla right now is seven people in the seven-seat Model Y. That back row is truly only large enough to fit small children comfortably.
Tesla fans have requested a full-size SUV, and the company has made some hints that it could be in the plans.
The Model Y and Model Y L differ noticeably in size, with the Model Y L being a stretched, six-seat variant designed for great interior room. The Standard Model Y measures approximately 4,790mm in length, 1,982 mm in width with the mirrors folded, 1,624mm in height, and 2,890mm in wheel base.
In contrast, the Model Y L extends to be about 4,969–4,976mm long (roughly 179mm or 7 inches longer), stands 1,668mm tall (+44mm), and features a significantly longer 3,040 mm wheelbase (+150mm), while maintaining the same width.
This elongation primarily benefits rear passenger space and enables a 2+2+2 seating layout with captain’s chairs, though it slightly reduces maximum cargo capacity behind the rearmost seats and adds a bit of overall mass and turning radius. The result is a more spacious family hauler that still shares the core footprint and agile character of the original Model Y.
In a major development that will inevitably strengthen Tesla’s dominant position in the American EV market, Polestar has been effectively banned from selling new vehicles in the United States, starting with the 2027 model year.
The U.S. Department of Commerce denied Polestar authorization under the Connected Vehicle Rule, which prohibits vehicles containing certain connected technologies (Cellular, Wi-Fi, Bluetooth, etc.) linked to China or Russia due to national security risks, including potential data collection on American drivers.
🚨 A Tesla competitor goes down
Polestar will no longer sell new vehicles in the United States starting with the 2027 model year.
The U.S. Department of Commerce denied the brand authorization under the Connected Vehicle Rule, which restricts the sale of cars with software and… pic.twitter.com/TrwnQeoiES
— TESLARATI (@Teslarati) June 25, 2026
Polestar, which is majority-owned by China’s Geely Holding, could not obtain the required exemption despite producing some models domestically.
Polestar confirmed it will sell off any remaining inventory of the Polestar 3 and Polestar 4 models, while continuing service and warranty support for existing customers. No new models or major refreshes will reach U.S. buyers, and the company is pivoting its growth strategy to Europe, where it already generates the vast majority of its sales.
The outcome removes a direct premium EV competitor that had positioned itself as a stylish, performance-oriented alternative to Tesla’s lineup. The Polestar 2 challenged the Model 3, while the Polestar 3 and 4 targeted segments overlapping with the Model Y and upcoming Tesla offerings. Polestar’s U.S. sales had already been sluggish amid intense competition and slower demand, representing just 6 percent of its global volume in the first quarter of 2026.
While Polestar was not on Tesla’s level in the U.S., it still places a dent in the evergrowing field of Tesla competitors in the country, where it has long dominated EV sales.
Tesla faces none of these hurdles. As a U.S.-founded and U.S.-headquartered company with major manufacturing in Fremont, Austin, and Nevada, Tesla’s vehicles are built with compliant domestic and allied supply chains. Its Full Self-Driving technology, over-the-air software updates, and vertically integrated ecosystem were developed entirely in-house without foreign ownership entanglements that trigger national security reviews, at least in the U.S.
Of course, it did face a similar threat in China a few years back:
Elon Musk responds to reports of Tesla ban among China’s military over security concerns
The Connected Vehicle Rule, first advanced under the prior administration and upheld under the current one, is part of a broader U.S. effort to protect the domestic auto industry and critical technology from Chinese influence. High tariffs on Chinese-made EVs and related restrictions have already reshaped the market. Tesla benefits directly: it avoids these barriers while continuing to lead in U.S. EV sales volume, Supercharger network expansion, and energy storage integration.
By clearing Polestar from the new-vehicle playing field, the policy reduces competitive pressure in the premium and performance EV segments where Tesla has invested billions. American consumers seeking cutting-edge electric vehicles now have one fewer option tied to foreign adversaries — and one clearer path to the market leader that has driven the EV transition from the start.
For Tesla, this is more than regulatory relief. It is a strategic tailwind that reinforces its position as America’s premier EV innovator at a time when domestic manufacturing and technological independence matter most.
Tesla Q2 delivery consensus confirms this long-standing theory
Tesla looks keen to bring larger Model Y L to the U.S.
