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SpaceX drone ship heads to The Bahamas for Falcon 9’s next polar launch
SpaceX is in the midst of preparing for back-to-back Falcon 9 launches from its two Florida pads, a feat that will also require two drone ships for each rocket booster to land on.
Drone ship Just Read The Instructions (JRTI) is already on station off the coast of North Carolina for SpaceX’s first Starlink launch of 2021 and is accompanied by crew support ship GO Quest, as well as twin fairing recovery ships GO Ms Tree and GO Ms Chief a bit further downrange. The setup is extremely familiar – practically identical to 5-10 prior Starlink missions completed in 2020.
Drone ship Of Course I Still Love You (OCISLY), however, departed Port Canaveral heading in almost the exact opposite direction as its sister ship – nearly straight south towards a region southwest of the main island of the Bahamas.
Known as Transporter-1, the mission OCISLY is tasked with supporting is significant for several reasons. Transporter-1 will be SpaceX’s first dedicated rideshare launch under its circa 2019 “Smallsat Rideshare Program” and will likely carry anywhere from 50 to 100+ spacecraft to orbit. More specifically, the mission is headed to a nearly polar sun-synchronous orbit (SSO), technically making it SpaceX and the United States’ second East Coast polar launch in roughly half a century.
In a last-second change, SpaceX also received shockingly rapid FCC approval to add ten of its own Starlink satellites to the commercial rideshare. If successful, Transporter-1 will thus also mark SpaceX’s first polar launch of operational Starlink satellites. Of the first phase of SpaceX’s ~4400-satellite Starlink constellation, some 520 are expected to be sent to strictly polar orbits
Notably, with drone ship OCISLY and support ship GO Searcher’s recent departure for Transporter-1, SpaceX is in the unique position of having deployed almost the entirety of its substantial rocket recovery fleet. Only GO Navigator (effectively the twin of GO Searcher) is currently in port and even that ship was out at sea supporting the first Cargo Dragon 2 recovery on January 17th. Altogether, six of SpaceX’s seven recovery ships are currently hard at work supporting two separate Falcon 9 launches – a rare but probably increasingly common sight as SpaceX works to complete as many as 48 launches in 2021.
Starlink-16 is scheduled to launch no earlier than 8:23 am EST (13:23 UTC), Tuesday, January 19th and will be broadcast live by SpaceX, as usual. Transporter-1 will follow as few as ~49 hours later, launching NET 9:24 am EST (14:24 UTC) on Thursday, January 21st.
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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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.
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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.