News
SpaceX rings in the New Year with preparations for first Falcon 9 launch of 2020
SpaceX’s first Falcon 9 launch of 2020 – and the new decade – is just around the corner after drone ship Of Course I Still Love You (OCISLY) departed Port Canaveral on Monday to prepare for its 27th booster landing attempt.
Known as Starlink-2, SpaceX’s first launch of the new year slipped a handful of days from December 30th to January 3rd and finally January 6th and will be the company’s second launch of 60 upgraded Starlink v1.0 satellites, as well as the third dedicated Starlink launch overall. Just one of potentially dozens of SpaceX launches planned in 2020, the year is setting up to be – by a long shot – the company’s most ambitious year ever.
Meanwhile, Starlink-2 alone is set to ring in at least two significant milestones, pushing the nascent broadband internet constellation a step closer to serving customers and Falcon 9 reusability a step closer to being fully realized.
Drone ship OCISLY departed Port Canaveral on December 30th and is now being towed some 630 km (390 mi) downrange to Falcon 9’s planned Atlantic Ocean recovery location. SpaceX’s first launch and landing of 2020 will also be the three-year-old drone ship’s 27th attempted Falcon booster recovery and – hopefully – 23rd successful recovery.
Simultaneously, SpaceX technicians are in the midst of preparing other recovery fleet assets for what appears to be a partial fairing recovery attempt. Twin fairing catchers Ms. Tree and Ms. Chief debuted on their first simultaneous fairing catch attempt in December 2019 but each unfortunately missed their catches, instead picking up the floating fairing halves off the surface of the Atlantic and returning to port on December 18th.
The fairing halves were thus still successfully recovered and may be able to fly again on a future Starlink mission, but both fairing recovery ships suffered damage during their first simultaneous deployment. Ms. Tree suffered minimal damage in the form of tears to its secondary net – an easy fix – but Ms. Chief was not as lucky and somehow lost one of the two white booms that support each of her four arms.
That wounded arm was visibly hanging lower than its companions when Ms. Chief returned to port and technicians have since removed all of her arms, presumably evaluating whether the ordeal overstressed any components or caused significant damage.
Unsurprisingly, Ms. Chief will reportedly not take part in the fairing recovery portion of SpaceX’s imminent Starlink-2 launch, although it’s starting to look like Ms. Tree will be able to attempt a catch. SpaceX will still attempt to extract both fairing halves from the Atlantic even if the catch attempt fails and appears to be preparing GO Navigator to recover the half that would have otherwise been assigned to Ms. Chief.
Two milestones, one launch
As implied by the Starlink-2 title, SpaceX’s first launch of 2020 will feature the third batch of 60 Starlink satellites. Excluding 9 Starlink v0.9 satellites that have been intentionally lowering their orbits over the last several months to hasten reentry, this will give SpaceX a constellation of at least 170 operational satellites less than eight months after the company began launching the satellites.
This may not immediately seem significant but 170 operational satellites in orbit could make Starlink the world’s largest satellite constellation and SpaceX the world’s largest constellation operator. The only known competitor that comes close is Planet Labs, an Earth observation company believed to have approximately 150-170 operational satellites in orbit – most of which are 5-10 kg (10-20 lb) ‘Doves’ roughly the size of a loaf of bread.
Put another way, after Starlink-2, SpaceX will have around 45 metric tons (100,000 lb) of functional Starlink satellites in orbit, a constellation mass probably only rivaled by major geostationary commsat operators, global navigation satellites, and a few other high-value military constellations.
Meanwhile, according to NASASpaceflight.com, SpaceX has assigned Falcon 9 booster B1049.3 to its Starlink-2 mission, meaning that the launch will mark the second time that a single SpaceX rocket has flown four orbital-class missions. This follows on the footsteps of the November 11th, 2019 Starlink-1 launch, which saw Falcon 9 B1048 become the first booster to fly four times.
At this point, SpaceX has two additional Starlink launches scheduled in January and has plans for as many as 38 orbital launches throughout 2020. To complete that incredibly ambitious manifest, SpaceX will have to dig deep into its fleet of reusable rockets, meaning that Falcon 9 B1049’s imminent fourth launch is almost certainly just the tip of the iceberg. Falcon 9 B1049 is scheduled to launch SpaceX’s Starlink-2 mission no earlier than (NET) 9:20 pm ET, January 6th (02:20 UTC, Jan 7).
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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
