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.
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Tesla extends FSD Supervised ride-alongs in Europe by three months
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Tesla appears to be doubling down on its European Full Self-Driving (Supervised) push, with the company extending its demo ride-along program by three months until the end of March 2026. The update seems to have been implemented due to overwhelming demand.
Needless to say, it does appear that FSD fever is starting to catch in Europe.
Extended FSD demonstrations
Tesla EU Policy and Business Development Manager Ivan Komušanac shared on LinkedIn that the company is offering ride-along experiences in Germany, France and Italy while working toward FSD (Supervised) approval in Europe.
He noted that this provides a great feedback opportunity from the general public, encouraging participants to record and share their experiences. For those unable to book in December, Komušanac teased more slots as “Christmas presents.”
Tesla watcher Sawyer Merritt highlighted the extension on X, stating that dates now run from December 1, 2025, to March 31, 2026, in multiple cities including Stuttgart-Weinstadt, Frankfurt and Düsseldorf in Germany. This suggests that the FSD ride-along program in Europe has officially been extended until the end of the first quarter of 2026.
Building momentum for European approval
Replies to Merritt’s posts buzzed with excitement, with users like @AuzyMale noting that Cologne and Düsseldorf are already fully booked. This sentiment was echoed by numerous other Tesla enthusiasts on social media. Calls for the program’s expansion to other European territories have also started gaining steam, with some X users suggesting Switzerland and Finland as the next locations for FSD ride-alongs.
Ultimately, the Tesla EU Policy and Business Development Manager’s post aligns with the company’s broader FSD efforts in Europe. As per recent reports, Tesla recently demonstrated FSD’s capabilities for Rome officials. Reporters from media outlets in France and Germany have also published positive reviews of FSD’s capabilities on real-world roads.
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Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
Estimated delivery dates for new Tesla Model Y L orders now extend all the way into February 2026.
The Tesla Model Y L seems to be in high demand in China, with estimated delivery dates for new orders now extending all the way into February 2026.
This suggests that the Model Y L has been officially sold out from the rest of 2025 to January 2026.
Model Y L estimated delivery dates
The Model Y L’s updated delivery dates mark an extension from the vehicle’s previous 4-8 week estimated wait time. A detailed chart shared by Tesla data tracker @Tslachan on X shows the progressions of the Model Y L’s estimated delivery dates since its launch earlier this year.
Following its launch in September, the vehicle was given an initial October 2025 estimated delivery date. The wait times for the vehicle were continually updated over the years, until the middle of November, when the Model Y L had an estimated delivery date of 4-8 weeks. This remained until now, when Tesla China simply listed February 2026 as the estimated delivery date for new Model Y L orders.
Model Y demand in China
Tesla Model Y demand in China seems to be very healthy, even beyond the Model Y L. New delivery dates show the company has already sold out its allocation of the all-electric crossover for 2025. The Model Y has been the most popular vehicle in the world in both of the last two years, outpacing incredibly popular vehicles like the Toyota RAV4. In China, the EV market is substantially more saturated, with more competitors than in any other market.
Tesla has been particularly kind to the Chinese market, as it has launched trim levels for the Model Y in the country that are not available anywhere else, such as the Model Y L. Demand has been strong for the Model Y in China, with the vehicle ranking among the country’s top 5 New Energy Vehicles. Interestingly enough, vehicles that beat the Model Y in volume like the BYD Seagull are notably more affordable. Compared to vehicles that are comparably priced, the Model Y remains a strong seller in China.
Elon Musk
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
“And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.”
NVIDIA CEO Jensen Huang appeared on the Joe Rogan Experience podcast on Wednesday and commended Tesla CEO Elon Musk for his early belief in what is now the most valuable company in the world.
Huang and Musk are widely regarded as two of the greatest tech entrepreneurs of the modern era, with the two working in conjunction as NVIDIA’s chips are present in Tesla vehicles, particularly utilized for self-driving technology and data collection.
Nvidia CEO Jensen Huang regrets not investing more in Elon Musk’s xAI
Both CEOs defied all odds and created companies from virtually nothing. Musk joined Tesla in the early 2000s before the company had even established any plans to build a vehicle. Jensen created NVIDIA in the booth of a Denny’s restaurant, which has been memorialized with a plaque.
On the JRE episode, Rogan asked about Jensen’s relationship with Elon, to which the NVIDIA CEO said that Musk was there when nobody else was:
“I was lucky because I had known Elon Musk, and I helped him build the first computer for Model 3, the Model S, and when he wanted to start working on an autonomous vehicle. I helped him build the computer that went into the Model S AV system, his full self-driving system. We were basically the FSD computer version 1, and so we were already working together.
And when I announced DGX-1, nobody in the world wanted it. I had no purchase orders, not one. Nobody wanted to buy it. Nobody wanted to be part of it, except for Elon.
He goes ‘You know what, I have a company that could really use this.’ I said, Wow, my first customer. And he goes, it’s an AI company, and it’s a nonprofit and and we could really use one of these supercomputers. I boxed one up, I drove it up to San Francisco, and I delivered it to the Elon in 2016.”
The first DGX-1 AI supercomputer was delivered personally to Musk when he was with OpenAI, which provided crucial early compute power for AI research, accelerating breakthroughs in machine learning that underpin modern tools like ChatGPT.
Tesla’s Nvidia purchases could reach $4 billion this year: Musk
The long-term alliance between NVIDIA and Tesla has driven over $2 trillion in the company’s market value since 2016.
Tesla extends FSD Supervised ride-alongs in Europe by three months
Tesla’s six-seat extended wheelbase Model Y L sold out for January 2026
