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SpaceX to begin launching new ‘shell’ of Starlink satellites in July
SpaceX could begin launching the fourth of five orbital ‘shells’ of its first Starlink constellation as early as July, according to a report from a reliable source of SpaceX information.
The initial report tweeted on May 20th by reporter Alejandro Alcantarilla claimed that SpaceX was preparing to start launching “Group 3” of its first 4408-satellite Starlink constellation as early as July 2022. Less than a week later, those claims were confirmed when SpaceX applied for communications permits known as “special temporary authority” licenses or STAs for a launch known as “Starlink Group 3-1” no earlier than late June.
“Group 3” refers to one of five orbital “shells” that make up SpaceX’s 4408-satellite first-generation Starlink constellation. Each shell can be thought of more or less as, well, a shell – a thin layer of satellites more or less evenly distributed around the entire sphere of the Earth. Shells mainly differ by two measures: orbital inclination (the angle between a given orbit and the Earth’s equator) and orbital altitude (the distance from the orbit to the ground).
AFAIK, this is the most up-to-date list of the Shells pic.twitter.com/IQTmom5o6w— EimajOzear (@Neo_EimajOzear) May 23, 2022
3168 (~72%) of 4408 Starlink Gen1 satellites are assigned to just two of those five shells and those two shells are where SpaceX has almost exclusively focused since it began operational Starlink launches in November 2019. Including satellites held in reserve, Group 1 or Shell 1 currently has 1450 of a nominal 1584 operational satellites in orbit. At one point, the constellation was fully populated, but some 205 of the 1665 V1.0 satellites SpaceX launched between November 2019 and May 2021 have been lost to a variety of anomalies. The vast majority performed controlled deorbits and reentered after failing but 28 failed completed and will take a few months to a few years to reenter.
SpaceX began launching Group/Shell 4 – nearly identical to Group 1 – in November 2021 and has sustained an unprecedented pace since then, launching 913 satellites – 866 of which are still working – in the last six months. If it continues to launch at that rate, all 1584 Group 4 satellites (and some spares) could be in orbit by the end of 2022.


Oddly, SpaceX also launched a single batch of 51 Group/Shell 2 Starlink satellites in September 2021 – possibly just a proof of concept for the first full batch of new laser-linked V1.5 spacecraft.
Regardless, Group 3 appears to be next and will mark the start of operational polar Starlink satellite launches. Also outfitted with laser links, those polar-orbiting spacecraft will be useful for connecting Starlink internet users at the extreme ends of the Earth. In the context of the optical network SpaceX is building in orbit, they may be even more useful for their routing capabilities, which could make it easier for aircraft or ships far from any nearby ground station to remain connected to the network almost anywhere on Earth. With just 348 satellites, it could take SpaceX only seven or eight Falcon 9 launches to complete Group 3.
According to Alcantarilla, the first two Starlink Group 3 missions are both scheduled to launch from SpaceX’s Vandenberg Space Force Base, California facilities as early as July, beginning with Starlink 3-1 on July 5th. In the meantime, SpaceX has no intention of slowing down its Starlink Group 4 launch cadence and will continue using its East Coast pads to their fullest as it pursues an average of at least one launch per week throughout 2022.
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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.