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SpaceX president teases Starship’s game-changing Starlink launch capabilities

SpaceX President Gwynne Shotwell says that Starship could orbit 400+ Starlink satellites in a single launch. (SpaceX)

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SpaceX President and COO Gwynne Shotwell teased new information detailing the wealth of benefits that the next-generation Starship launch vehicle could bring for the deployment of the company’s Starlink internet satellite constellation.

Speaking at the Baron 2019 Investment Conference on October 25th, the SpaceX executive touched on a broad range of topics according to CNBC reporter Michael Sheetz. Baron did webcast most of the conference’s main events, of which all but Shotwell’s have been archived, but it looks like CNBC may have been the only media outlet given access in an official capacity.

Regardless, based on their reporting on Shotwell’s dialogue with Baron Funds CEO/CIO Ron Baron, the SpaceX executive was unprecedentedly candid and was more than happy to voice direct criticism of competitors like OneWeb, ULA, and Blue Origin.

Beyond Shotwell’s clear confidence that Starlink’s satellite technology is far beyond OneWeb and years ahead of Amazon’s Project Kuiper clone, she also touched on yet another strength: SpaceX’s very own vertically-integrated launch systems. OneWeb plans to launch the vast majority of its Phase 1 constellation on Arianespace’s commercial Soyuz rockets, with the launch contract alone expected to cost more than $1B for ~700 satellites.

SpaceX, on the other hand, owns, builds, and operates its own rocket factory and high-performance orbital launch vehicles and is the only company on Earth to have successfully fielded reusable rockets. In short, although Starlink’s voracious need for launch capacity will undoubtedly require some major direct investments, a large portion of SpaceX’s Starlink launch costs can be perceived as little more than the cost of propellant, work-hours, and recovery fleet operations. Boosters (and hopefully fairings) can be reused ad nauseum and so long as SpaceX sticks to its promise to put customer missions first, the practical opportunity cost of each Starlink launch should be close to zero.

In a perfect scenario, the only material cost of Starlink launches should be the satellites themselves and each expendable Falcon upper stage, which SpaceX has no plans to recover. Speaking prior to Starlink’s 60-satellite “v0.9” launch debut, SpaceX CEO Elon Musk stated that each prototype spacecraft ended up costing more to launch than to build, despite the fact that their first launch flew on a twice-flown Falcon 9 booster.

In fewer words, Musk thus implied that each Starlink satellite likely already costs significantly less than $500,000 even before SpaceX has begun to reap the full benefits of economies of scale. In fact, based on official 2016 figures that estimated the cost of each BFR booster/ship at less than $4M and Musk’s estimate that Starship could cut Starlink launch costs by a factor of 5, the cost of Starlink v0.9 production could have actually been as low as ~$350,000 apiece, with launch costs on the order of ~$20M.

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Speaking a little over five months after Musk, Shotwell revealed that a single Starship-Super Heavy launch should be able to place at least 400 Starlink satellites in orbit – a combined payload mass of ~120 metric tons (265,000 lb). Even if the cost of a Starship launch remained identical to Starlink v0.9’s flight-proven Falcon 9, packing almost seven times as many Starlink satellites would singlehandedly cut the relative cost of launch per satellite by more than the 5X figure Musk noted.

In light of this new figure of 400 satellites per individual Starship launch, it’s far easier to understand why SpaceX took the otherwise ludicrous step of reserving space for tens of thousands more Starlink satellites. Even if SpaceX arrives at a worst-case-scenario and is only able to launch Starship-Super Heavy once every 4-8 weeks for the first several years, that could translate to 2400-4800 Starlink satellites placed in orbit every year. Given that 120 tons to LEO is well within Starship’s theoretical capabilities without orbital refueling, it’s entirely possible that Starship could surpass Falcon 9’s Starlink mass-to-orbit almost immediately after it completes its first orbital launch and recovery: a single Starship launch would be equivalent to almost 7 Falcon 9 missions.

Starship lifts off atop a massive Super Heavy booster, featuring six landing legs and up to 37 Raptor engines. (SpaceX)

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla’s new Robotaxi geofence shape is an FU by Elon Musk to the competition

Maybe it’s all pareidolia. But maybe it’s not. After all, Tesla embraced the first geofence expansion for what it appeared to be.

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tesla austin robotaxi geofence and elon musk laugh from meme review

Tesla expanded its Robotaxi geofence in Austin once again early Sunday morning. The new shape seems to be somewhat of a proverbial, and potentially literal, middle finger to the competition.

If you thought the first expansion was a message to the competition and doubters of the company’s ride-hailing service, you probably will believe the second expansion is an even stronger gesture.

Tesla’s first expansion did not go unnoticed, as its shape was particularly recognizable. The company has always operated with a sense of humor, and it embraced what it did. Some, including me, took it as a message to competitors: We can expand in any direction, in any size, at any time. We’ll prove it.”

They picked a shape and went with it:

Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors

It is evident that Tesla is keeping its humor up to continue to show a few things. The first is that it really can expand in any direction it wants and that’s how it is choosing to show it.

The second, well, maybe it’s an edgier way to show doubters that it is really executing on Robotaxi:

Maybe it’s all pareidolia. But maybe it’s not. After all, Tesla embraced the first geofence expansion for what it appeared to be. This might be a similar occurrence, and it might be sending another message to the competition, critics, and doubters.

The expansion was a near-doubling of the geofence Tesla offered previously. After the initial geofence covered just about 20 square miles, Tesla was able to more than double it to 42 square miles with the first growth. This new geofence shape was just under double, and is about 80 square miles.

Tesla’s rapid expansion has impressed many, especially considering the service area has roughly doubled for the second time in well under two months. The Robotaxi service was first offered on June 22.

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Tesla executes ‘a must’ with Musk as race to AI supremacy goes on: Wedbush

Dan Ives of Wedbush says Tesla made the right move getting Elon Musk his pay package.

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Steve Jurvetson, CC BY 2.0 , via Wikimedia Commons

Tesla (NASDAQ: TSLA) executed what Wedbush’s Dan Ives called “a must” this morning as it finalized a new pay package for its CEO Elon Musk.

The move helped give Musk his first meaningful compensation at Tesla since 2017, when the company offered a pay package that was based on performance and proven growth. That package was approved by shareholders on two separate occasions, but was denied to Musk both times by the Delaware Chancery Court.

On Monday, Tesla announced on X that it had created a new package that would give 96 million shares of restricted stock to Musk to compensate him for the “immense value generated for Tesla and all our shareholders.”

The details of the pay package are designed to retain Musk, who has voiced some concerns about his control of Tesla, as “activist shareholders” have used lawsuits to disrupt the previously approved package.

You can read all the details of it here:

Tesla rewards CEO Elon Musk with massive, restricted stock package

Ives says Musk’s retention is ‘a must’

Ives said in a note to investors on Monday that with the raging AI talent war that Tesla made a smart move by doing what it could to retain Musk.

He wrote:

“With the AI talent war now fully underway across Big Tech, we believe this was a strategic move to keep TSLA’s top asset, Musk, would stay focused at the company with his priority being to bolster the company’s growth strategy over the coming years. With this interim award increasing Musk’s voting rights upon this grant, which Musk honed in on and mentioned was increasingly important to incentivize him to stay focused on the matters at hand, this was a strategic move by the Board to solidify Musk as CEO of Tesla over the coming years with this framework for Musk’s pay package and greater voting control removing a major overhang on the story.”

He went on to say:

“While the groundwork is now in place for the next few years, it will be critical for the Tesla Board of Directors to get this long-term compensation strategy in place prior to the company’s November 6th shareholder meeting which would address the elephant in the room and remove a significant overhang on the stock.”

Wedbush maintained its Outperform rating and its $500 price target on the stock.

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Tesla CEO Elon Musk reveals ideal timeline for insane self-driving feature

Tesla CEO Elon Musk has extremely optimistic expectations for Full Self-Driving progress by the end of 2025.

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Credit: Tesla

Tesla CEO Elon Musk has revealed his ideal timeline for what would likely be the most insane self-driving feature: the ability for drivers to play video games at the wheel.

There are a handful of videos out there of drivers already performing this task. Nobody using Tesla’s Full Self-Driving suite should perform these activities, as the company maintains the system is not fully autonomous.

Drivers are responsible for the vehicle and should be prepared to take over.

Tesla has put a lot of faith in its development of Full Self-Driving and has made tremendous strides over the past few years. Capabilities have gotten more refined and accurate through various methods, including data collection and hardware improvements.

Tesla kicks Robotaxi geofence expansion into high gear in Austin

It has gotten so good that Tesla launched a Robotaxi platform in Austin, Texas, on June 22. Passengers can hop in the back of a Model Y and will be transported around the city in a confined geofence that is about 90 square miles in size. There is nobody in the driver’s seat, but there is a Safety Monitor in the passenger’s seat.

Tesla launched a similar experience in California’s Bay Area last week, but the company has placed the Safety Monitor in the driver’s seat for that region for the time being.

Eventually, Tesla will get to a point where no monitor is needed, and the vehicles will be able to drive themselves. Many believe that it is a few years away, but Musk believes Tesla could achieve it very soon.

After a video of someone playing Grand Theft Auto in their Cybertruck while operating Full Self-Driving was shared on the social media platform X, Musk said this capability would be available in “probably 3 to 6 months, depending on regulatory approval in your city and state.”

It is important to remember that Musk has been very optimistic regarding autonomy timelines with Tesla projects. We heard for many years that the company would have self-driving vehicles “by the end of the year,” and those projects did not come to fruition.

While there was progress, there were no fully autonomous vehicles or software versions for customers.

With that being said, Tesla has made tremendous strides in its quest for autonomous vehicles this year, and launching a Robotaxi platform was a huge step in the right direction.

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