

News
SpaceX aces Starlink launch and landing, reveals more than half a million preorders
SpaceX has successfully completed its 25th operational Starlink satellite launch, stuck a bullseye Falcon 9 booster landing, and revealed that satellite internet service has already received more than half a million preorders.
Aside from a quiet announcement of more than 10,000 active users in early February, this is the first time SpaceX has offered real data on the extent of demand for Starlink satellite internet.
Right on schedule, Falcon 9 booster B1049 lifted off at 3:01 pm EDT on its ninth orbital-class launch and lifted the rocket’s ~125 metric ton (~275,000 lb) second stage and Starlink payload out of Earth’s atmosphere and well on its way to orbit. Less than nine minutes later, the massive first stage aced its ninth touchdown, hitting the bullseye on drone ship Of Course I Still Love You (OCISLY). Almost simultaneously, Falcon 9’s second stage wrapped up a six-minute orbital insertion burn in what has become a well-worn routine for SpaceX.
Around 40 minutes after liftoff, the second stage reignited for an extremely brief one-second orbit-raising burn, shut down, and began spinning up for another successful deployment of 60 Starlink satellites. Assuming all sixty are healthy, SpaceX will have more than 1460 functional satellites in orbit, some 900 of which are operational.
While every Starlink launch is important, perhaps the most interesting thing to come from Starlink-25 was SpaceX’s official confirmation that it has received more than 500,000 orders and deposits for Starlink internet service. As the Starlink constellation expands and rapidly approaches uninterrupted coverage, SpaceX has begun accepting preorders – with a $99 deposit – from prospective customers in almost any country that the company is already working on regulatory approval with.
Some prospective customers can simply order outright at a cost of approximately $600 upfront and $99 per month to purchase a Starlink dish, router, and satellite internet with unlimited bandwidth and no data caps. With more than 500,000 orders and preorders already in hand, that means Starlink has already earned SpaceX a bare minimum of $50 million in deposits alone.
If SpaceX can produce enough dishes – and do so quickly enough – to turn all of those preorders into active users, it would represent some $250 million in upfront revenue and – far more importantly – annual revenue on the order of $600 million. SpaceX is currently selling its cutting-edge dishes to customers at a significant loss but the company should be able to easily recoup that loss – now believed to be less than $1000 per dish – with a single year of internet service.
Of course, SpaceX is paying a substantial sum – likely on the order of $5 billion or more – to build and launch thousands of satellites, construct ground stations, and manufacture user terminals, but the company has historically expressed little interest in ‘recouping’ infrastructure investments. In that sense, as long as investors continue to eagerly dump billions into SpaceX’s coffers to fund Starlink buildout and can overlook the largely symbolic idea of ‘recouping’ non-debt investments, Starlink could become self-sustaining far sooner than almost anyone likely suspects.
News
Tesla takes first step in sunsetting Model S and X with drastic move
Tesla won’t be taking custom orders of the Model S or Model X in Europe any longer.

Tesla has seemingly taken the first step in sunsetting two of its older vehicles, the Model S and Model X, by ending international orders.
The flagship sedan and SUV from Tesla are the two oldest cars in the company’s lineup. They account for a very small portion of overall sales, and several years ago, CEO Elon Musk admitted that Tesla only continues to build and sell them due to “sentimental reasons.”
Earlier this year, there were calls for Tesla to end the production of the two cars, but Lars Moravy said that the Model S and Model X were due to get some love later in 2025. That happened, but the changes were extremely minor.
Tesla launches new Model S and Model X, and the changes are slim
Some took this as an indication that Tesla has kind of moved on from the Model S and Model X. A handful of people seemed to think Tesla would overhaul the vehicles substantially, but the changes were extremely minor and included only a few real adjustments.
In Europe, customers are unable to even put a new order in on a Model S or Model X.
We noticed earlier today that Tesla pressing the ‘Order’ button on either of the flagship vehicles takes you to local inventory, and not the Design Studio where you’d configure your custom build:
🚨 Tesla has removed the Model S and Model X Design Configurators from European customers
It will now bring up available inventory for those two vehicles instead of allowing you to build your own config pic.twitter.com/sMnGAr2kuu
— TESLARATI (@Teslarati) July 30, 2025
Tesla simply does not make enough Model S or Model X units to justify the expensive logistics process of shipping custom orders overseas. It almost seems as if they’re that they will essentially build a bunch of random configurations, send them overseas every few months, and let them sell before replenishing inventory.
Inversely, it could also mean Tesla is truly gearing up to sunset the vehicle altogether. It seems unlikely that the company will fade them out altogether in the next couple of years, but it could absolutely think about ending international orders because volume is so low.
Energy
Tesla inks multi-billion-dollar deal with LG Energy Solution to avoid tariff pressure
Tesla has reportedly secured a sizable partnership with LGES for LFP cells, and there’s an extra positive out of it.

Tesla has reportedly inked a multi-billion-dollar deal with LG Energy Solution in an effort to avoid tariff pressure and domesticate more of its supply chain.
Reuters is reporting that Tesla and LGES, a South Korean battery supplier of the automaker, signed a $4.3 billion deal for energy storage system batteries. The cells are going to be manufactured by LGES at its U.S. factory located in Michigan, the report indicates. The batteries will be the lithium iron phosphate, or LFP, chemistry.
Tesla delivers 384,000 vehicles in Q2 2025, deploys 9.6 GWh in energy storage
It is a move Tesla is making to avoid buying cells and parts from overseas as the Trump White House continues to use tariffs to prioritize domestic manufacturing.
LGES announced earlier today that it had signed a $4.3 billion contract to supply LFP cells over three years to a company, but it did not identify the customer, nor did the company state whether the batteries would be used in automotive or energy storage applications.
The deal is advantageous for both companies. Tesla is going to alleviate its reliance on battery cells that are built out of the country, so it’s going to be able to take some financial pressure off itself.
For LGES, the company has reported that it has experienced slowed demand for its cells in terms of automotive applications. It planned to offset this demand lag with more projects involving the cells in energy storage projects. This has been helped by the need for these systems at data centers used for AI.
During the Q1 Earnings Call, Tesla CFO Vaibhav Taneja confirmed that the company’s energy division had been impacted by the need to source cells from China-based suppliers. He went on to say that the company would work on “securing additional supply chain from non-China-based suppliers.”
It seems as if Tesla has managed to secure some of this needed domestic supply chain.
Lifestyle
Tesla brings perhaps the coolest interior feature to cars in latest update
Tesla adds on to the “fun” aspect of its vehicles.

Tesla has brought perhaps the coolest interior feature to its cars in a new update that is rolling out to vehicles now.
The feature will require a newer vehicle that has interior ambient lighting, which is present on the new Model S, Model X, Model 3 “Highland,” and Model Y “Juniper.” The Cybertruck also has ambient lighting strips throughout.
Tesla Model Y’s ambient lighting design changes revealed in leaked video
With the Version 2025.26+ Software Update, Tesla is rolling out a new “Sync Accent Lights w/ Music” feature, which is available on the Tesla Toybox:
Turn your Tesla into a rave cave with the new Light Sync feature 🎶
Rolling out now in software update 2025.26+ pic.twitter.com/IIsQxZ9jDP
— Tesla (@Tesla) July 29, 2025
To enable the feature, you’ll access the Toybox, choose “Light Sync,” and then choose “Sync Accent Lights w/ Music.”
Although it does not improve the performance of the vehicle, it is yet another example of Tesla making one of the coolest cars out there. This is truly a cool add-on that can be used to impress your friends and family.
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