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SpaceX’s next commercial Falcon Heavy launch to carry Astranis rideshare satellite
Geostationary satellite communications startup Astranis has decided to move its first operational satellite launch from a SpaceX Falcon 9 to a Falcon Heavy, effectively securing the massive rocket its first commercial rideshare payload.
While not technically Falcon Heavy’s first rideshare payload and not the rocket’s first commercial rideshare launch contract, Astranis’ first 400 kg (~900 lb) MicroGEO satellite nevertheless appears set to become the first commercial rideshare payload to actually fly on the world’s largest operational rocket. Not all that dissimilar to Starlink in scope and its desire to disrupt a stagnant industry, Astranis wants to offer global communications services providers a different route to geostationary internet and broadcast solutions. Unlike SpaceX’s constellation, the startup’s MicroGEO satellites are designed for geostationary orbits ~36,000 km (~22,200 mi) above Earth’s surface and more than 60 times higher than Starlink.
However, like Starlink satellites, MicroGEO will feature exceptional density (throughput per kilogram), weighing a magnitude less than average modern geostationary communications satellites while still offering up to 10 Gbps of bandwidth. Expected to cost around $40M apiece compared to ~$100M+ for most traditional offerings, the value proposition of small Astranis satellites with 5-10 times less bandwidth admittedly gets a bit blurrier, but the company should still offer a viable alternative for companies and countries that just don’t need a massive satellite.
For example, Astranis’ first customer and the buyer behind the first MicroGEO satellite – known as Aurora 4A – is Pacific Dataport, a company focused on delivering connectivity throughout Alaska – one of the most remote and sparsely populated places on Earth. That combination of attributes makes providing broadband communication services spectacularly difficult and satellite internet the perfect (and, to an extent, the only viable) solution. However, a full $100M+ geostationary communications satellite with 50-100+ Gbps of bandwidth would likely far outweigh the needs of Alaska’s ~730,000 residents – especially when most Alaskans live in the state’s few large cities, most of which already have passable internet connectivity.
As such, it’s easy to see why a small but high-performance geostationary satellite like the kind Astranis offers might be a perfect fit for an Alaskan internet provider. While low Earth orbit (LEO) constellations like OneWeb and SpaceX’s Starlink do offer far more bandwidth and a user experience potentially as good or better than a wired connection almost anywhere on Earth, both companies first have to launch hundreds or thousands of satellites to ensure continuous coverage. Both Starlink and OneWeb are a ways away from offering continuous coverage in polar regions.
Geostationary satellites – especially those as small as Aurora 4A – offer a significant shortcut, requiring just a single satellite and ground stations in one or a few very specific regions to fully complete a communications network. Of course, thanks to universal limits posed by the speed of light, geostationary internet customers end up saddled with extreme latency (ping on the order of 300-1000ms) and strict individual bandwidth limits. But in places like Alaska, where there can easily be no alternative for the most rural residents, Astranis – or just about anything – could bring welcome relief.
Now, Astranis says it has moved the first MicroGEO satellite from a SpaceX Falcon 9 rocket to rideshare payload on Falcon Heavy’s upcoming ViaSat-3 launch, scheduled no earlier than Q2 2022. According to the startup, doing so will allow the tiny satellite to begin operations over Alaska mere days or a few weeks after launch, saving months of orbit-raising thanks to Falcon Heavy’s performance. That’s only possible because, as the Astranis press release also revealed, Falcon Heavy is scheduled to launch the 6.4 ton (~14,100 lb) ViaSat-3 and 400 kg (~900 lb) Aurora 4A satellites directly to geostationary orbit (GEO). If Falcon Heavy’s upcoming USSF-44 mission launches on schedule next month, ViaSat-3 will be SpaceX’s second direct-to-GEO mission ever and the company’s first for a commercial customer.
Assuming SpaceX is still able to recover two – or even all three – of Falcon Heavy’s side boosters while launching almost 7 tons (~15,500 lb) of satellites directly to GEO, it will also demonstrate just how much of a force to be reckoned with it really is, well and truly leaving competitors ULA and Arianespace with nowhere to hide on the open market.
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Tesla stands to gain from Ford’s decision to ditch large EVs
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Ford’s recent decision to abandon production of the all-electric Ford F-150 Lightning after the 2025 model year should yield some advantages for Tesla.
The Detroit-based automaker’s pivot away from large EVs and toward hybrids and extended-range EVs that come with a gas generator is proof that sustainable powertrains are easy on paper, but hard in reality.
Tesla is perhaps the biggest beneficiary of Ford’s decision, especially as it will no longer have to deal with the sole pure EV pickup that outsold it from time to time: the F-150 Lightning.
Here’s why:
Reduced Competition in the Electric Pickup Segment
The F-150 Lightning was the Tesla Cybertruck’s primary and direct rival in the full-size electric pickup market in the United States. With Ford’s decision to end pure EV production of its best-selling truck’s electric version and shifting to hybrids/EREVs, the Cybertruck faces significantly less competition.
Credit: Tesla
This could drive more fleet and retail buyers toward the Cybertruck, especially those committed to fully electric vehicles without a gas generator backup.
Strengthened Market Leadership and Brand Perception in Pure EVs
Ford’s pullback from large EVs–citing unprofitability and lack of demand for EVs of that size–highlights the challenges legacy automakers face in scaling profitable battery-electric vehicles.
Tesla, as the established leader with efficient production and vertical integration, benefits from reinforced perception as the most viable and committed pure EV manufacturer.
Credit: Tesla
This can boost consumer confidence in Tesla’s long-term ecosystem over competitors retreating to hybrids. With Ford making this move, it is totally reasonable that some car buyers could be reluctant to buy from other legacy automakers.
Profitability is a key reason companies build cars; they’re businesses, and they’re there to make money.
However, Ford’s new strategy could plant a seed in the head of some who plan to buy from companies like General Motors, Stellantis, or others, who could have second thoughts. With this backtrack in EVs, other things, like less education on these specific vehicles to technicians, could make repairs more costly and tougher to schedule.
Potential Increases in Market Share for Large EVs
Interestingly, this could play right into the hands of Tesla fans who have been asking for the company to make a larger EV, specifically a full-size SUV.
Customers seeking large, high-capability electric trucks or SUVs could now look to Tesla for its Cybertruck or potentially a future vehicle release, which the company has hinted at on several occasions this year.
With Ford reallocating resources away from large pure EVs and taking a $19.5 billion charge, Tesla stands to capture a larger slice of the remaining demand in this segment without a major U.S. competitor aggressively pursuing it.
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Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
Ford is canceling the all-electric F-150 Lightning and also announced it would take a $19.5 billion charge as it aims to quickly restructure its strategy regarding electrification efforts, a massive blow for the Detroit-based company that was once one of the most gung-ho on transitioning to EVs.
The announcement comes as the writing on the wall seemed to get bolder and more identifiable. Ford was bleeding money in EVs and, although it had a lot of success with the all-electric Lightning, it is aiming to push its efforts elsewhere.
It will also restructure its entire strategy on EVs, and the Lightning is not the only vehicle getting the boot. The T3 pickup, a long-awaited vehicle that was developed in part of a skunkworks program, is also no longer in the company’s plans.
Instead of continuing on with its large EVs, it will now shift its focus to hybrids and “extended-range EVs,” which will have an onboard gasoline engine to increase traveling distance, according to the Wall Street Journal.
“Ford no longer plans to produce select larger electric vehicles where the business case has eroded due to lower-than-expected demand, high costs, and regulatory changes,” the company said in a statement.
🚨 Ford has announced it is discontinuing production of the F-150 Lightning, as it plans to report a charge of $19.5 billion in special items.
The Lightning will still be produced, but instead with a gas generator that will give it over 700 miles of range.
“Ford no longer… pic.twitter.com/ZttZ66SDHL
— TESLARATI (@Teslarati) December 15, 2025
While unfortunate, especially because the Lightning was a fantastic electric truck, Ford is ultimately a business, and a business needs to make money.
Ford has lost $13 billion on its EV business since 2023, and company executives are more than aware that they gave it plenty of time to flourish.
Andrew Frick, President of Ford, said:
“Rather than spending billions more on large EVs that now have no path to profitability, we are allocating that money into higher returning areas, more trucks and van hybrids, extended range electric vehicles, affordable EVs, and entirely new opportunities like energy storage.”
CEO Jim Farley also commented on the decision:
“Instead of plowing billions into the future knowing these large EVs will never make money, we are pivoting.”
Farley also said that the company now knows enough about the U.S. market “where we have a lot more certainty in this second inning.”
SpaceX employees, including its CEO Elon Musk, shaded American Airlines on social media this past weekend due to the company’s reported talks with Amazon’s Starlink rival, Leo.
Starlink has been adopted by several airlines, including United Airlines, Qatar Airways, Hawaiian Airlines, WestJet, Air France, airBaltic, and others. It has gained notoriety as an extremely solid, dependable, and reliable option for airline travel, as traditional options frequently cause users to lose connection to the internet.
Many airlines have made the switch, while others continue to mull the options available to them. American Airlines is one of them.
A report from Bloomberg indicates the airline is thinking of going with a Starlink rival owned by Amazon, called Leo. It was previously referred to as Project Kuiper.
American CEO Robert Isom said (via Bloomberg):
“While there’s Starlink, there are other low-Earth-orbit satellite opportunities that we can look at. We’re making sure that American is going to have what our customers need.”
Isom also said American has been in touch with Amazon about installing Leo on its aircraft, but he would not reveal the status of any discussions with the company.
The report caught the attention of Michael Nicolls, the Vice President of Starlink Engineering at SpaceX, who said:
“Only fly on airlines with good connectivity… and only one source of good connectivity at the moment…”
CEO Elon Musk replied to Nicolls by stating that American Airlines risks losing “a lot of customers if their connectivity solution fails.”
American Airlines will lose a lot of customers if their connectivity solution fails
— Elon Musk (@elonmusk) December 14, 2025
There are over 8,000 Starlink satellites in orbit currently, offering internet coverage in over 150 countries and territories globally. SpaceX expands its array of satellites nearly every week with launches from California and Florida, aiming to offer internet access to everyone across the globe.
Currently, the company is focusing on expanding into new markets, such as Africa and Asia.
Tesla stands to gain from Ford’s decision to ditch large EVs
Ford cancels all-electric F-150 Lightning, announces $19.5 billion in charges
