News
SpaceX wants to launch almost 1.5k Starlink satellites next year – that’s a necessity
First reported by SpaceNews, in attendance at the 2019 World Satellite Business Week in Paris, France, SpaceX President and COO Gwynne Shotwell says that the company has plans for as many as 24 dedicated Starlink launches in 2020.
This news comes less than four months after SpaceX’s inaugural Starlink launch – placing 60 prototype spacecraft in orbit on May 24th – and roughly one and a half months before a planned burst of 2-4 more Starlink missions in the final months of 2019. By leveraging the proven reusability of Falcon 9 boosters and probable reusability of Falcon payload fairings, Shotwell believes that the company can simultaneously launch dozens of Starlink missions while still regularly launching customer spacecraft next year.
Extrapolating from SpaceX’s 60-satellite Starlink launch debut, 24 dedicated Starlink missions launched via Falcon 9 rockets would translate to at least 1440 satellites placed in orbit in 2020. In a best-case scenario, SpaceX also wants to launch another four missions before the end of 2019, potentially leaving the company with more than 1700 satellites in orbit by the end of next year.
In roughly 18 months, SpaceX could thus single-handedly almost double the number of functional satellites in orbit – relative to the ~2000 currently under control. Of course, SpaceX is famous for eventually accomplishing almost every problem it sets its gaze on, but not without delays. Even achieving 12 launches – half as many as hoped for – would be a huge milestone, giving SpaceX control of the largest satellite constellation ever launched, capable of supporting an instantaneous bandwidth of ~18 terabits per second (Tbps).
Although it sounds (and is) incredibly ambitious, the reality is that that launch rate is just shy of a necessity for SpaceX to retain Starlink’s two FCC launch and operations licenses. It’s not 100% accurate, as the constellations – one around 1000 km and the other around 350 km – were granted licenses about half a year apart, but SpaceX essentially needs to launch half of its ~11,900-satellite constellation by November 2024. This gives SpaceX a little over five years from the time of this article’s publishing to launch almost 6000 satellites, translating to roughly 3.3 satellites per day or 100 satellites per month.
At 24 annual launches of 60 satellites apiece, SpaceX would average exactly 120 satellites per month, leaving a decent margin for failed or delayed launches and dead satellites. Nevertheless, although it’s extremely unlikely that the FCC would retract SpaceX’s Starlink launches after the company has launched thousands of satellites, those licenses also come with a requirement that the second half of the constellation be launched within seven years of receipt.
In the event that SpaceX manages to launch almost 6000 satellites by November 2024, this means that the company will have to almost double its effective launch cadence to fully complete Starlink by November 2027. It’s safe to say that, short of total corporate dissolution, SpaceX’s next-generation Starship launch vehicle will be operational by 2024, but in the event that Falcon 9 is still the only practical option, SpaceX would need to average almost three Starlink launches per month.
According to SpaceX, approximately a third of those 24 Starlink launches will include a small amount of extra capacity for small satellites seeking affordable access to space. Following demand that apparently far outstretched SpaceX’s anticipated interest in a new Smallsat Program, the company significantly widened its scope and lowered the base price to just $1M for up to 200 kg (440 lb) of cargo, while also announcing that some Starlink launches would include latent capacity. Public schedules show that as many as 9 Starlink missions could feature additional smallsats in 2020, followed by up to 13 in 2021.
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News
Tesla expands its branded ‘For Business’ Superchargers
Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.
Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.
It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.
Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.
“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”
The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.
Tesla launches its new branded Supercharger for Business with first active station
The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.
Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.
Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.
News
Tesla Cybercab ‘breakdown’ image likely is not what it seems
Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.
Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.
Hmmmmmm… https://t.co/L5hWcOXQkb pic.twitter.com/OJBDyHNTMj
— TESLARATI (@Teslarati) January 11, 2026
The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.
However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.
It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.
The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.
It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.
This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.
The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.
Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.
Investor's Corner
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.