News
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
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
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.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
