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SpaceX schedules first West Coast Starlink launch after a quiet July
Spaceflight Now reports that SpaceX has scheduled Starlink’s West Coast launch debut no earlier than August 10th, a mission that will also mark the company’s first launch in almost six weeks.
SpaceX completed its latest Falcon 9 launch – and 20th launch of 2021 – on June 30th, successfully deploying dozens of customer small satellites and three Starlink spacecraft as part of its second dedicated Smallsat Program ‘Transporter’ mission. Since then, the United States’ Eastern Range has been eerily quiet – as if in the eye of the storm that is SpaceX’s 2021 launch manifest. While there has been no official word one way or another, it’s been speculated that the range entered a period of routine – if inconvenient – maintenance that can often last weeks and during which no launches are possible.
Scheduled to launch no earlier than July 30th, Boeing’s second attempt at an uncrewed Orbital Flight Test (OFT-2) of its Starliner crew capsule will apparently punctuate the end of that maintenance period and a return to regular operations for SpaceX. In the meantime, Spaceflight Now’s sources suggest that the company has been making the most of its downtime.
In the last two months, SpaceX has shipped two record-breaking Falcon 9 boosters – collectively responsible for 19 orbital-class launches in the last three years – from Florida to its Vandenberg Air/Space Force Base (VAFB), California launch facilities. Drone ship Of Course I Still Love You (OCISLY) wrapped up an 8000 kilometer (~5000 mi) journey from its Florida home to California’s Port of Long Beach, while brand new drone ship A Shortfall of Gravitas (ASOG) arrived at Port Canaveral to take OCISLY’s place after months of assembly.
All are part of an effort to prepare for an even busier second half of 2021. According to Spaceflight Now, H2 will begin no earlier than August 10th for SpaceX with Starlink’s first dedicated polar launch (known as “Starlink 2-1”) and the first Falcon 9 mission out of Vandenberg in nine months. Combined, Falcon 9 boosters B1049 and B1051 and drone ship OCISLY should be more than capable of pushing SpaceX’s SLC-4E pad to its limits, maxing out around one launch per month for the foreseeable future.
Last month, SpaceX FCC filings also revealed plans for a number of new dedicated Starlink launches from its Cape Canaveral LC-40 pad – unexceptional if it weren’t for the fact that details in the documents implied that those upcoming missions will also be targeting polar orbits. In other words, after successfully launching more than 1600 operational Starlink satellites into mid-inclination equatorial orbits, SpaceX now appears to be laser-focused on building out the constellation’s polar ‘shell.’
Comprised of ~1100 satellites, that polar shell will ultimately give Starlink the ability to deliver internet to aircraft and ships virtually anywhere on Earth – two established connectivity markets that are ripe for disruption. To do so, however, most or all polar Starlink satellites will need optical interlinks – lasers that allow spacecraft to route communications in space and serve customers beyond the reach of land-based ground stations. Thus far, excluding two early 2018 prototypes, SpaceX has launched 13 Starlink satellites with prototype laser links.
CEO Elon Musk has stated that Starlink V2 satellites are set to debut in 2022 and will all have optical interlinks. However, the upcoming “Starlink 2-1” mission’s internal name does raise the question of whether it’s referring to the start of a new constellation ‘shell,’ the first batch of V2 satellites, or both. SpaceX job postings have also hinted at “Starlink V1.5” satellites, which could potentially be as simple as existing V1 satellites outfitted with laser links.
Ultimately, only time, SpaceX, or Elon Musk will tell and the company’s first dedicated Starlink launch is scheduled as few as two weeks from now.
News
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
News
Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla gets price target boost, but it’s not all sunshine and rainbows
