SpaceX’s newest drone ship is on its way out into the Atlantic Ocean for a Starlink mission that will break the company’s record for annual launch cadence.
Somewhat confusing known as Starlink Shell 4 Launch 3 or Starlink 4-3, the batch of 53 laser-linked V1.5 satellites is scheduled to fly before Starlink 4-2 for unknown reasons and at the same time as Starlink 2-3 is scheduled to fly before Starlink 2-2 on the West Coast. Regardless of the seemingly unstable launch order, perhaps related to the recent introduction of Starlink’s new V1.5 satellite design, drone ship A Shortfall of Gravitas’ (ASOG) November 27th Port Canaveral confirms that SpaceX is more or less on track to launch Starlink 4-3 no earlier than (NET) 6:20 pm EST (23:20 UTC) on Wednesday, December 1st.
In a bit of a return to stride after launching 20 times in the first six months but only three times in the entire third quarter of 2021, Starlink 4-3 is currently the first of four or even five SpaceX launches scheduled in the last month of the year. Nevertheless, if Starlink 4-3 is successful, it will also set SpaceX up to cross a milestone unprecedented in the history of satellite launches.
Specifically, Starlink 4-3 is SpaceX’s 16th dedicated Starlink launch of 2021 and will mark 951 Starlink satellites safely delivered to orbit since January 20th. If, as CEO Elon Musk has telegraphed is the plan, SpaceX intends to complete one more dedicated Starlink launch in December (either Starlink 2-2 or 2-3), the company could round out 2021 having launched more than a thousand satellites in a single year.
Thanks to Starlink, 2020 was the first year in history in which more than a thousand satellites (technically 1283) were launched into orbit. Now, in 2021, there’s a good chance that SpaceX Starlink launches alone will account for more than a thousand satellites launched in one year. Altogether, SpaceX will likely end the year having singlehandedly launched a total of more than 1240 satellites in 2021 – and despite only completing 3-4 Starlink launches in the last seven months of the year compared to 13 in the first five months.
For SpaceX and Starlink, that’s great news. In March and November 2018, the FCC approved two SpaceX applications to launch and operate constellations of ~4400 and ~7500 Starlink satellites – a total of around 11,900 satellites. To avoid having its licenses revoked, SpaceX – like all other FCC constellation applicants – is required to launch half of its licensed constellation within six years of its license receipts and full constellation within nine years. For SpaceX, that means it has to launch at least ~2200 satellites operating around 550 km (340 mi) and ~3750 satellites operating around 350 km (~220 mi) by March and November 2024, respectively.
With a bit less than 1700 Starlink satellites currently functioning in orbit, even if SpaceX merely repeats its 2021 cadence, it will be on track to outright finish Starlink’s first 4400-satellite phase by mid-2024 and should easily cross the halfway mark by mid-2022 – years ahead of schedule for both. However, simultaneously hitting Starlink’s very low Earth orbit (VLEO) deployment milestones will still be a massive challenge. Given that SpaceX has yet to launch a single VLEO Starlink spacecraft three years after license approval, it now has less than three years to launch ~3750 VLEO satellites on top of at least 500 more LEO satellites.
If SpaceX can replicate its H1 2021 Starlink launch cadence throughout 2022, completing at least 26 launches in 52 weeks, it may actually have a shot at pulling off a cadence close to what is needed to meet its FCC deployment requirements (an average of 1400 satellites per year for the next three years). If SpaceX simply aims for the average annual numbers needed to complete the full ~11,900-satellite Starlink constellation by November 2027, it will need to launch around 1800-2000 satellites per year – equivalent to 35-40 Falcon 9 rockets.
Tesla has officially launched public Robotaxi rides in Austin, Texas, without a Safety Monitor in the vehicle, marking the first time the company has removed anyone from the vehicle other than the rider.
The Safety Monitor has been present in Tesla Robotaxis in Austin since its launch last June, maintaining safety for passengers and other vehicles, and was placed in the passenger’s seat.
Tesla planned to remove the Safety Monitor at the end of 2025, but it was not quite ready to do so. Now, in January, riders are officially reporting that they are able to hail a ride from a Model Y Robotaxi without anyone in the vehicle:
I am in a robotaxi without safety monitor pic.twitter.com/fzHu385oIb
— TSLA99T (@Tsla99T) January 22, 2026
Tesla started testing this internally late last year and had several employees show that they were riding in the vehicle without anyone else there to intervene in case of an emergency.
Tesla has now expanded that program to the public. It is not active in the entire fleet, but there are a “few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors,” Ashok Elluswamy said:
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time. https://t.co/ShMpZjefwB
— Ashok Elluswamy (@aelluswamy) January 22, 2026
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi program also operates in the California Bay Area, where the fleet is much larger, but Safety Monitors are placed in the driver’s seat and utilize Full Self-Driving, so it is essentially the same as an Uber driver using a Tesla with FSD.
In Austin, the removal of Safety Monitors marks a substantial achievement for Tesla moving forward. Now that it has enough confidence to remove Safety Monitors from Robotaxis altogether, there are nearly unlimited options for the company in terms of expansion.
While it is hoping to launch the ride-hailing service in more cities across the U.S. this year, this is a much larger development than expansion, at least for now, as it is the first time it is performing driverless rides in Robotaxi anywhere in the world for the public to enjoy.
Tesla has scheduled its Earnings Call for Q4 and Full Year 2025 for next Wednesday, January 28, at 5:30 p.m. EST, and investors are already preparing to get some answers from executives regarding a wide variety of topics.
The company accepts several questions from retail investors through the platform Say, which then allows shareholders to vote on the best questions.
Tesla does not answer anything regarding future product releases, but they are willing to shed light on current timelines, progress of certain projects, and other plans.
There are five questions that range over a variety of topics, including SpaceX, Full Self-Driving, Robotaxi, and Optimus, which are currently in the lead to be asked and potentially answered by Elon Musk and other Tesla executives:
- You once said: Loyalty deserves loyalty. Will long-term Tesla shareholders still be prioritized if SpaceX does an IPO?
- Our Take – With a lot of speculation regarding an incoming SpaceX IPO, Tesla investors, especially long-term ones, should be able to benefit from an early opportunity to purchase shares. This has been discussed endlessly over the past year, and we must be getting close to it.
- When is FSD going to be 100% unsupervised?
- Our Take – Musk said today that this is essentially a solved problem, and it could be available in the U.S. by the end of this year.
- What is the current bottleneck to increase Robotaxi deployment & personal use unsupervised FSD? The safety/performance of the most recent models or people to monitor robots, robotaxis, in-car, or remotely? Or something else?
- Our Take – The bottleneck seems to be based on data, which Musk said Tesla needs 10 billion miles of data to achieve unsupervised FSD. Once that happens, regulatory issues will be what hold things up from moving forward.
- Regarding Optimus, could you share the current number of units deployed in Tesla factories and actively performing production tasks? What specific roles or operations are they handling, and how has their integration impacted factory efficiency or output?
- Our Take – Optimus is going to have a larger role in factories moving forward, and later this year, they will have larger responsibilities.
- Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
- Our Take – This is a good one and should get us some additional information on the FSD transfer plans and Subscription-only model that Tesla will adopt soon.
Tesla will have its Earnings Call on Wednesday, January 28.
Elon Musk shared an incredible detail about Tesla Cybercab’s potential efficiency, as the company has hinted in the past that it could be one of the most affordable vehicles to operate from a per-mile basis.
ARK Invest released a report recently that shed some light on the potential incremental cost per mile of various Robotaxis that will be available on the market in the coming years.
The Cybercab, which is detailed for the year 2030, has an exceptionally low cost of operation, which is something Tesla revealed when it unveiled the vehicle a year and a half ago at the “We, Robot” event in Los Angeles.
Musk said on numerous occasions that Tesla plans to hit the $0.20 cents per mile mark with the Cybercab, describing a “clear path” to achieving that figure and emphasizing it is the “full considered” cost, which would include energy, maintenance, cleaning, depreciation, and insurance.
Probably true
— Elon Musk (@elonmusk) January 22, 2026
ARK’s report showed that the Cybercab would be roughly half the cost of the Waymo 6th Gen Robotaxi in 2030, as that would come in at around $0.40 per mile all in. Cybercab, at scale, would be at $0.20.
Credit: ARK Invest
This would be a dramatic decrease in the cost of operation for Tesla, and the savings would then be passed on to customers who choose to utilize the ride-sharing service for their own transportation needs.
The U.S. average cost of new vehicle ownership is about $0.77 per mile, according to AAA. Meanwhile, Uber and Lyft rideshares often cost between $1 and $4 per mile, while Waymo can cost between $0.60 and $1 or more per mile, according to some estimates.
Tesla’s engineering has been the true driver of these cost efficiencies, and its focus on creating a vehicle that is as cost-effective to operate as possible is truly going to pay off as the vehicle begins to scale. Tesla wants to get the Cybercab to about 5.5-6 miles per kWh, which has been discussed with prototypes.
Additionally, fewer parts due to the umboxed manufacturing process, a lower initial cost, and eliminating the need to pay humans for their labor would also contribute to a cheaper operational cost overall. While aspirational, all of the ingredients for this to be a real goal are there.
It may take some time as Tesla needs to hammer the manufacturing processes, and Musk has said there will be growing pains early. This week, he said regarding the early production efforts:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor
Tesla Earnings Call: Top 5 questions investors are asking
