SpaceX has rounded out its busiest July ever with a pair of Falcon 9 Starlink launches, simultaneously breaking its annual launch record less than seven full months into 2022.
The company has now completed six launches – five of which were Starlink missions – this month. The last two missions launched about 44 hours apart from opposite coasts of the United States – Starlink 3-2 from California’s Vandenberg Space Force Base (VSFB) on July 22nd and Starlink 4-25 from Florida’s Kennedy Space Center (KSC) on the 24th. Both Falcon 9 fairings and boosters were reused, as is now the norm. Both boosters also landed without issue, extending SpaceX’s record of consecutively successful landings to 59.
From the West Coast, booster B1071 helped launch 46 Starlink V1.5 satellites into a sun-synchronous (semi-polar) orbit. On the East Coast, Falcon B1062 sent 53 more Starlink V1.5 satellites on their way to a more equatorial orbit for its third Starlink mission overall.
All told, SpaceX managed to launch five batches of Starlink satellites and a Cargo Dragon spacecraft to the International Space Station between July 7th and July 24th – six Falcon 9 launches in 17 days. It’s the third time SpaceX has completed six launches in the same calendar month, but the first time the company has completed six launches in less than three weeks. The fact that Falcon 9’s launch cadence has come to feel so routine so quickly is nothing less than a testament to SpaceX’s excellence, as only one other rocket in the 65-year history of orbital spaceflight (the Soviet ‘Soyuz-U’) can still claim to have launched more in such a short period.
In fact, as previously reported, SpaceX itself is already making six launches in one calendar month seem ordinary. The company managed eight successful Falcon 9 launches in 30 days between June 17th and July 17th – narrowly falling short of Soyuz-U, which completed eight launches in less than 28 days in 1980.
What SpaceX can lay claim to with certainty, however, is consistently launching more satellites in short periods of time than any other country, agency, or company in history. In July, SpaceX launched 251 Starlink satellites, expanding its immense constellation by ~10%. SpaceX completed five Starlink missions in less than 30 days twice before, in May 2021 and 2022, with the former accounting for a record 292 Starlink satellites. Including non-Starlink payloads, SpaceX has technically launched 323 satellites in 27 days.
According to astrophysicist Jonathan McDowell, who independently monitors SpaceX’s satellites, 2665 working Starlink satellites are now in orbit, 2155 of which have reached operational orbits. 451 Starlink V1.5 satellites – all launched since April 2022 – are still in the process of raising their orbits and should be ready to join the operational constellation within a few weeks to three months.
Finally, Starlink 3-2 (July 22nd) was SpaceX’s 32nd launch of 2022, breaking its annual record of 31 launches (set in 2021) just 55% of the way into the new year. Every Falcon launch between now and the start of 2023 will set a new SpaceX record, which stands at 33 launches after Starlink 4-25. The company reportedly has up to seven Falcon 9 launches scheduled in August 2022.
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Another Tesla Model 3 variant sold out for January 2026 in China
A look at Tesla China’s order page shows that new Model 3 LR RWD orders now have an estimated delivery date of February 2026.
Another Tesla Model 3 variant in China appears to have sold out for January 2026, with the vehicle now showing an estimated delivery date of February 2026 for new orders. This bodes well for the all-electric sedan, which has maintained notable sales despite more affordable rivals like the Xiaomi SU7 and its crossover sibling, the Model Y.
Model 3 LR RWD joins February 2026 queue
A look at Tesla China’s order page for the all-electric sedan shows that new Model 3 Long Range Rear Wheel Drive orders now have an estimated delivery date of February 2026. Priced from RMB 259,500 ($36,810), the LR RWD sits as the second-lowest-priced trim in Tesla China’s four-variant Model 3 lineup. The move follows a similar delivery timeframe for the Model 3 Performance, which remains the most expensive option for the vehicle, as noted in a CNEV Post report.
The estimated delivery dates of the two remaining Model 3 variants remain unchanged for now. The base RWD version, starting at RMB 235,500, and the LR AWD variant, priced from RMB 285,500, both continue to list estimated delivery times of 4-6 weeks. Tesla China, for its part, has continued to list in-stock Model 3 vehicles and is actively encouraging buyers to select inventory units for delivery before the end of the year.
Model Y delays and policy shifts
Delivery timelines for the Model Y in China are also stretching into 2026. All customized Model Y variants now show February 2026 as their estimated delivery date, except for the entry-level version, which still lists January 2026. Tesla has been urging customers since November to prioritize purchasing inventory vehicles, a push aimed at maximizing year-end deliveries.
Timing matters for Chinese buyers due to upcoming changes in government incentives. China’s new energy vehicle purchase tax exemption will be scaled back in 2026, which means customers who take delivery next year could face higher tax costs compared to those who are able to receive vehicles before the end of the year.
As per data from the China Passenger Car Association, Tesla recorded retail sales of 73,145 vehicles in November, down 0.47% year over year. From January through November, Tesla’s retail sales in China totaled 531,855 units, a 7.37% year-over-year drop.
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Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario.
Wedbush analyst Dan Ives is doubling down on Tesla’s (NASDAQ:TSLA) long-term upside. In a post on X, the analyst stated that the electric vehicle maker could hit a $3 trillion market cap by the end of 2026 in a bullish scenario, thanks to the company’s efforts to develop and push its artificial intelligence programs.
An aggressive valuation upside
Ives, Wedbush’s global head of tech research, stated in his post that Tesla is entering a pivotal period as its autonomy and robotics ambitions move closer to commercialization. He expects Tesla’s market cap to reach $2 trillion in 2026, representing roughly 33% upside from current levels, with a bull case up to a $3 trillion market cap by year-end.
Overall, Ives noted that 2026 could become a “monster year” for TSLA. “Heading into 2026, this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026… as the AI chapter takes hold at TSLA,” the analyst wrote.
Ives also reiterated his “Outperform” rating on TSLA stock, as well as his $600 per share price target.
Unsupervised Full-Self Driving tests
Fueling optimism is Tesla’s recent autonomous vehicle testing in Austin, Texas. Over the weekend, at least two Tesla Model Ys were spotted driving on public roads without a safety monitor or any other occupants. CEO Elon Musk later confirmed the footage of one of the vehicles on X, writing in a post that “testing is underway with no occupant in the car.”
It remains unclear whether the vehicle was supported by chase cars or remote monitoring, and Tesla has not disclosed how many vehicles are involved. That being said, Elon Musk stated a week ago that Tesla would be removing its Safety Monitors from its vehicles “within the next three weeks.” Based on the driverless vehicles’ sightings so far, it appears that Musk’s estimate may be right on the mark, at least for now.
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Production-ready Tesla Cybercab hits showroom floor in San Jose
Tesla has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements.
Tesla has showcased what appears to be a near-production-ready Cybercab at its Santana Row showroom in San Jose, California, giving visitors the closest look yet at the autonomous two-seater’s refined design.
Based on photos of the near-production-ready vehicle, the electric vehicle maker has implemented subtle but significant updates to both the Cybercab’s exterior and interior elements, making the vehicle look more polished and seemingly more comfortable than its prototypes from last year.
Exterior and interior refinements
The updated Cybercab, whose photos were initially shared by Tesla advocate Nic Cruz Patane, now features a new frameless window design, an extended bottom splitter on the front bumper, and a slightly updated rear hatch. It also includes a production-spec front lightbar with integrated headlights, new wheel covers, and a license plate bracket.
Notably, the vehicle now has two windshield wipers instead of the prototype’s single unit, along with powered door struts, seemingly for smoother opening of its butterfly doors. Inside, the Cybercab now sports what appears to be a redesigned dash and door panels, updated carpet material, and slightly refined seat cushions with new center cupholders. Its legroom seems to have gotten slightly larger as well.
Cybercab sightings
Sightings of the updated Cybercab have been abundant in recent months. At the end of October, the Tesla AI team teased some of the autonomous two-seater’s updates after it showed a photo of the vehicle being driven through an In-N-Out drive-through by employees in Halloween costumes. The photos of the Cybercab were fun, but they were significant, with longtime Tesla watchers noting that the company has a tradition of driving its prototypes through the fast food chain’s drive-throughs.
Even at the time, Tesla enthusiasts noticed that the Cybercab had received some design changes, such as segmented DRLs and headlamps, actual turn signals, and a splitter that’s a lot sharper. Larger door openings, which now seem to have been teasing the vehicle’s updated cabin, were also observed at the time.
Another Tesla Model 3 variant sold out for January 2026 in China
Wedbush’s Dan Ives sees ‘monster year’ ahead for Tesla amid AI push
