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SpaceX’s Starlink launch debut to orbit dozens of satellites later this month
SpaceX President and COO Gwynne Shotwell has revealed that the company’s first dedicated Starlink launch is scheduled for May 15th and will involve “dozens” of satellites.
Corroborated by several sources, the actual number of Starlink satellites that will be aboard Falcon 9 is hard to believe given that it is a satellite constellation’s first quasi-operational launch. Suffice it to say, if all spacecraft reach orbit in good health, SpaceX will easily become the operator and owner of one of the top five largest commercial satellite constellations in the world with a single launch. Such an unprecedentedly ambitious first step suggests that the perceived practicality of SpaceX’s Starlink ambitions may need to be entirely reframed going forward.
From 0 to 100
In short, it’s hard to exaggerate just how much of a surprise it is to hear that SpaceX’s very first Starlink launch – aside from two prototypes launched in Feb. 2018 – will attempt to place “dozens” of satellites in orbit. Competitor OneWeb, for example, conducted its first launch in February 2019, placing just six satellites in orbit relative to planned future launches with 20-30. To go from 2(ish) to “dozens” in a single step will break all sorts of industry standards/traditions.
Despite the ~15 months that have passed since that first launch, SpaceX’s Starlink team has really only spent the last 6-9 months in a phase of serious mass-production buildup. As of now, the company has no dedicated satellite factory – space in Hawthorne, CA is far too constrained. Instead, the design, production, and assembly of Starlink satellites is being done in 3-4 separate buildings located throughout the Seattle/Redmond area.
SpaceX’s Starlink team has managed to transition almost silently from research and development to serious mass-production (i.e. dozens of satellites) in the space of about half a year. The dozens of spacecraft scheduled to launch on SpaceX’s first dedicated mission – likely weighing 200-300 kg (440-660 lb) each – have also managed to travel from Seattle to Cape Canaveral in the last few months and may now be just a few days away from fairing encapsulation.
To some extent, the first flight-ready batch of “dozens” of satellites are still partial prototypes, likely equivalent to the second round of flight testing mentioned by CEO Elon Musk last year. This group of spacecraft will have no inter-satellite laser (optical) links, a feature that would transform an orbiting Starlink constellation into a vast mesh network. According to FCC filings, the first 75 satellites will be of the partial-prototype variety, followed soon after by the first spacecraft with a more or less finalized design and a full complement of hardware.
If this is just step one…
Meanwhile, Shotwell – speaking at the Satellite 2019 conference – suggested that SpaceX could launch anywhere from two to six dedicated Starlink missions this year, depending on the performance of the first batch. Put a slightly different way, take the “dozens” of satellites she hinted at, multiply that number by 6, and you’ve arrived at the number of spacecraft she believes SpaceX is theoretically capable of producing and delivering in the next 7.5 months.
“Dozens” implies no less than two dozen or a bare minimum of 144 satellites potentially built and launched before the year is out. However, combined with a target orbit of 450 km (280 mi) and a planned drone ship booster recovery more than 620 km (385 mi) downrange, 36, 48, or 60 satellites seem far more likely. Tintin A/B – extremely rough, testbed-like prototypes – were about 400 kg (~900 lb) each.
As an example, SpaceX’s eight Iridium NEXT satellite launches had payloads of more than 10,000 kg (22,000 lb), were launched to an orbit around 630 km (390 mi), and required a upper stage coast and second burn on-orbit. Further, Iridium missions didn’t get the efficiency benefit that Starlink will by launching east along the Earth’s rotational axis. Despite all that, Falcon 9 Block 5 boosters were still able to land less than 250 km (155 mi) downrange after Iridium launches. Crew Dragon’s recent launch debut saw Falcon 9 place the >13,000 kg (28,700 lb) payload into a 200 km (125 mi) orbit with a drone ship landing less than 500 km (310 mi) downrange, much of which was margin to satisfy safety requirements.
Starlink-1’s target orbit is thus a third lower than Iridium NEXT, while its drone ship will be stationed more than 2.5 times further downrange. Combined, SpaceX’s first Starlink payload will likely weigh significantly more than ~13,000 kg and may end up being the heaviest payload the company has yet to launch.
Assuming a payload mass of ~14,000 kg (~31,000 lb) at launch, a worst-case scenario with ~400 kg spacecraft and a 2000 kg dispenser would translate to 30 Starlink satellites. Cut their mass to 300 kg and the dispenser to 1000 kg and that rises to ~45 satellites. Drop even further to 200 kg apiece and a single recoverable Falcon 9 launch could place >60 satellites in orbit.
Of course, this entirely ignores the elephant in the room: the usable volume of SpaceX’s standard Falcon payload fairing. It’s unclear how SpaceX would fit 24 – let alone 60 – high-performance satellites into said fairing without severely constraining their design and capabilities. SpaceX’s solution to this problem will effectively remain unanswered until launch, assuming the company is willing to provide some sort of press release and/or offer a live view of spacecraft deployment on their webcast. Given the cutthroat nature of competition with the likes of OneWeb, Telesat, LeoSat, and others, this is not guaranteed.
At the end of the day, such a major leap into action bodes extremely well for SpaceX’s ability to realize its ambitious Starlink constellation, and do so fast. For those on Earth without reliable internet access or any access at all, the faster Starlink – and competing constellations, for that matter – can be realized, the sooner all of humanity can enjoy the many benefits connectivity can bring. For those that sit under the thumb of monopolistic conglomerates like Comcast and Time Warner Cable, relief will be no less welcome.
Stay tuned as we get closer to Starlink-1’s May 15th launch date. Up next is a static fire of the mission’s Falcon 9 rocket, perhaps just two or three days from now.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
