

News
SpaceX Starlink Gen2 mission marks Falcon 9 rocket’s 200th successful launch
A day and a half after its 200th launch overall, SpaceX’s Falcon 9 rocket has successfully launched for the 200th time.
Falcon 9 has only suffered two mission-related failures in flight: one partial failure in 2012 and a catastrophic failure in 2015. Falcon 9’s 2015 failure entirely destroyed the rocket and its cargo-carrying Dragon spacecraft before they reached orbit. Its 2012 failure only doomed a secondary Orbcomm satellite payload, while the primary mission – a Cargo Dragon supply delivery for NASA – was technically successful.
Excluding partial failures, Starlink 5-3 was SpaceX’s 200th successful Falcon 9 launch since the rocket debuted in June 2010. Indicative of the company’s aggressive launch cadence as of late, Falcon 9 completed its 200th launch overall (199th success) less than two days prior, on January 31st.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Starlink 5-3 was SpaceX’s third launch for its Starlink Gen2 constellation, though the mission carried 53 ordinary Starlink V1.5 satellites. Oddly, the Starlink 5-2 mission carried 56 Starlink V1.5 satellites and set a new record for the heaviest SpaceX and Falcon 9 payload on January 26th. Just a few weeks prior, Falcon 9’s Starlink 5-1 launch carried 54 satellites – a curious amount of variability for three missions launching the same type of satellite to similar orbits.
As previously discussed on Teslarati, perhaps the single most important upgrade meant for SpaceX’s Starlink Gen2 constellation was a move to larger V2.0 satellites with almost a magnitude more usable bandwidth. But full-size Starlink V2.0 satellites can only be efficiently launched on SpaceX’s next-generation Starship rocket, which is likely at least 6-12 months away from its first satellite launch. SpaceX also told the FCC that it was building a mid-sized Starlink V2.0 satellite that could be launched on its existing Falcon rockets, but those compromised satellites have yet to appear.
Instead, SpaceX is launching Starlink V1.5 satellites under its Gen2 constellation license, which currently allows the company to launch and operate 7,500 of the almost 30,000 satellites it requested permission for. SpaceX’s Starlink Gen1 constellation is still ~1100 satellites away from completion. One possible explanation is that nearly all of the missing Gen1 satellites are headed to polar or semi-polar Earth orbits. Those polar satellites will spend far more time over regions of Earth with few to no Starlink customers, making them less capital-efficient than their mid-latitude siblings.
In other words, polar Starlink satellites – while necessary to ensure truly global coverage – effectively add less capacity to SpaceX’s network than they would if launched to midlatitude orbits. That appears to be exactly what SpaceX is currently doing with Starlink Gen2. The mid-latitude ‘shells’ of its Gen1 constellation are close to full, so the company is launching Starlink V1.5 satellites under its Gen2 license to increase the capacity of the overall network as quickly as possible.
Eventually, SpaceX will almost certainly replace those smaller, less capable V1.5 satellites with V2.0 satellites. In the near term, though, SpaceX has concluded that an inefficient gap-filler is better than waiting for a more optimal solution. It should not take long for the impact of Gen2 launches to be felt. Once the 163 ‘Gen2’ satellites launched in the last five weeks reach operational orbits, they will increase Starlink’s mid-latitude capacity by more than 5%.
News
Tesla Model Y may gain an extra 90 miles of range with Panasonic’s next-gen battery
The Japanese company is pursuing an anode-free design.

Panasonic is developing a new high-capacity EV battery that could potentially extend the range of a Tesla Model Y by 90 miles.
The Japanese company, one of Tesla’s key battery suppliers, is pursuing an anode-free design that it says could deliver a “world-leading” level of capacity by the end of 2027.
Panasonic’s anode-free design
The technology Panasonic is pursuing would eliminate the anode during the manufacturing process, as noted in a Reuters report. By freeing up space for more active cathode materials such as nickel, cobalt, and aluminum, the Japanese company expects a 25% increase in capacity without expanding battery size.
That could allow Tesla’s Model Y to gain an estimated 145 kilometers (90 miles) of additional range if equipped with a battery that matches its current pack’s size. At the same time, Panasonic could use smaller, lighter batteries to achieve the Model Y’s current range.
Panasonic also aims to reduce reliance on nickel, which remains one of the more costly raw materials. A senior executive previewed the initiative to reporters ahead of a scheduled presentation by Panasonic Energy’s technology chief, Shoichiro Watanabe.
Tesla implications
The breakthrough, if achieved, could strengthen Panasonic’s position as Tesla’s longest-standing battery partner at a time when the automaker is preparing to enter an era of extreme scale driven by high-volume products like the Cybercab and Optimus.
Elon Musk has stated that products like Optimus would be manufactured at very high scale, so it would likely be an all-hands-on-deck situation for the company’s suppliers.
Panasonic did not share details on production costs or how quickly the new batteries might scale for commercial applications. That being said, the Japanese supplier has long been a partner of Tesla, so it makes sense for the company to also push for the next generation of battery innovation while the EV maker pursues even more lofty ambitions.
Elon Musk
Tesla called ‘biggest meme stock we’ve ever seen’ by Yale associate dean

Tesla (NASDAQ: TSLA) is being called “the biggest meme stock we’ve ever seen” by Yale School of Management Senior Associate Dean Jeff Sonnenfeld, who made the comments in a recent interview with CNBC.
Sonnenfeld’s comments echo those of many of the company’s skeptics, who argue that its price-to-earnings ratio is far too high when compared to other companies also in the tech industry. Tesla is often compared to companies like Apple, Nvidia, and Microsoft when these types of discussions come up.
Fundamentally, yes, Tesla does trade at a P/E level that is significantly above that of any comparable company.
However, it is worth mentioning that Tesla is not traded like a typical company, either.
Here’s what Sonnenfeld said regarding Tesla:
“This is the biggest meme stock we’ve ever seen. Even at its peak, Amazon was nowhere near this level. The PE on this, well above 200, is just crazy. When you’ve got stocks like Nvidia, the price-earnings ratio is around 25 or 30, and Apple is maybe 35 or 36, Microsoft around the same. I mean, this is way out of line to be at a 220 PE. It’s crazy, and they’ve, I think, put a little too much emphasis on the magic wand of Musk.”
Many analysts have admitted in the past that they believe Tesla is an untraditional stock in the sense that many analysts trade it based on narrative and not fundamentals. Ryan Brinkman of J.P. Morgan once said:
“Tesla shares continue to strike us as having become completely divorced from the fundamentals.”
Dan Nathan, another notorious skeptic of Tesla shares, recently turned bullish on the stock because of “technicals and sentiment.” He said just last week:
“I think from a trading perspective, it looks very interesting.”
Nathan said Tesla shares show signs of strength moving forward, including holding its 200-day moving average and holding against current resistance levels.
Sonnenfeld’s synopsis of Tesla shares points out that there might be “a little too much emphasis on the magic wand of Musk.”
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
This could refer to different things: perhaps his recent $1 billion stock buy, which sent the stock skyrocketing, or the fact that many Tesla investors are fans and owners who do not buy and sell on numbers, but rather on news that Musk might report himself.
Tesla is trading around $423.76 at the time of publication, as of 3:25 p.m. on the East Coast.
News
Tesla makes big change to Full Self-Driving doghouse that drivers will like
Now, it is changing the timeframe of which strikes will be removed, cutting it in half. The strikes will be removed every 3.5 days, as long as no strikes are received during the time period.

Tesla is making a big change to its Full Self-Driving doghouse that drivers will like.
The doghouse is a hypothetical term used to describe the penalty period that Tesla applies to drivers who receive too many infractions related to distracted driving.
Previously, Tesla implemented a seven-day ban on the use of Full Self-Driving for those who received five strikes in a vehicle equipped with a cabin camera and three strikes for those without a cabin camera.
It also forgave one strike per week of Full Self-Driving use, provided the driver did not receive any additional strikes during the seven-day period.
Now, it is changing the timeframe of which strikes will be removed, cutting it in half. The strikes will be removed every 3.5 days, as long as no strikes are received during the time period.
The change was found by Not a Tesla App, which noticed the adjustment in the Owner’s Manual for the 2025.32 Software Update.
The system undoubtedly helps improve safety as it helps keep drivers honest. However, there are definitely workarounds, which people are using and promoting for monetary gain, and you can find them on basically any online marketplace, including TikTok shop and Amazon:
🚨 Seeing more and more devices like this land on various online marketplaces including TikTok shop and Amazon
These devices are NOT to be used when operating Tesla Full Self-Driving and I’d love to see Tesla take action here.
These “creators” looking to make a quick buck are… pic.twitter.com/VnY25k2mPL
— TESLARATI (@Teslarati) September 17, 2025
People are marketing the product as an FSD cheat device, which the cabin-facing camera will not be able to detect, allowing you to watch something on a phone or look through the windshield at the road.
The safeguards implemented by Tesla are designed to protect drivers from distractions and also protect the company itself from liability. People are still using Full Self-Driving as if it were a fully autonomous product, and it is not.
Tesla even says that the driver must pay attention and be ready to take over in any scenario:
“Yes. Autopilot is a driver assistance system that is intended to be used only with a fully attentive driver. It does not turn a Tesla into a fully autonomous vehicle.
Before enabling Autopilot, you must agree to “keep your hands on the steering wheel at all times” and to always “maintain control and responsibility for your vehicle.” Once engaged, Autopilot will also deliver an escalating series of visual and audio warnings, reminding you to place your hands on the wheel if insufficient torque is applied or your vehicle otherwise detects you may not be attentive enough to the road ahead. If you repeatedly ignore these warnings, you will be locked out from using Autopilot during that trip.
You can override any of Autopilot’s features at any time by steering or applying the accelerator at any time.”
It is good that Tesla is rewarding those who learn from their mistakes with this shorter timeframe to lose the strikes. It won’t be needed forever, though, as eventually, the company will solve autonomy. The question is: when?
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