

News
SpaceX drone ship leaves port for Starlink mission during a Falcon 9 launch
In preparation for SpaceX’s next launch, drone ship A Shortfall Of Gravitas (ASOG) was spotted departing Port Canaveral in the middle of the company’s second Falcon 9 launch and landing this month.
Rideshare mission Transporter-3 lifted off at 10:25 am EST on Thursday, January 13th and delivered 105 small satellites to orbit without issue, completing the second of five SpaceX launches planned for the first month of 2022. Thanks to its relatively light payload, the mission’s Falcon 9 booster was able to boost all the way back to Cape Canaveral for its landing. Ten minutes before Falcon 9 lifted off, SpaceX drone ship ASOG left its Port Canaveral berth, timing its departure such that the vessel was towed past fans and media members there to watch Transporter-3 a matter of seconds after Falcon 9 B1058 stuck its tenth landing just six miles (9.5 km) to the north.
The day before Transporter-3, FAA and Coast Guard notices revealed that SpaceX was aiming to launch its third mission of the month on the evening of Monday, January 17th. Launch photographer Ben Cooper backed up those notices soon after, confirming SpaceX’s plans to launch another batch of Starlink satellites (likely Group 4-6) no earlier than (NET) 7:26 pm EST. Starlink 4-6 will likely mirror 4-5 and carry ~49 Starlink V1.5 satellites to low Earth orbit, using an odd slightly southeastern trajectory to allow both the booster and payload fairing to land near the Bahamas.
During SpaceX’s Starlink 4-5 webcast, an engineer standing in as its host revealed that the purpose of its unusual trajectory and inefficient dogleg maneuver was to increase the odds of successful booster and fairing recovery by landing in a region of the sea that tends to be calmer in the winter. The tradeoff: to get there, Falcon 9 has to perform a slight dogleg maneuver (a bit like a mid-flight right turn), consuming more propellant and thus forcing SpaceX to remove 4 Starlink satellites from the nominal payload of 53. That increases the relative cost of each southerly Starlink launch by about 8% – an inefficiency that SpaceX clearly views as preferable to the risk of losing a Falcon 9 booster (worth $30-40M) or fairing ($2-3M per half) to the ocean.
Much like the first shell of SpaceX’s first 4408-satellite Starlink constellation, which SpaceX mostly completed last year, “Group 4” refers to an almost identical shell of 1584 satellites that will operate at a slightly (0.3%) different inclination and slightly (10 km; 2%) lower orbit. With 49-53 satellites on each mission, it will take SpaceX another 26-29 Falcon 9 launches to complete the new shell if every satellite works as planned.
If, as SpaceX’s plans for January suggest, the company’s Starlink V1.5 output has recovered to Starlink V1.0 levels (120-180+ satellites per month) after a five to six-month drought in H2 2021, SpaceX could more or less complete Shell 4 by the end of 2022 if it can average two Starlink launches per month for the rest of the year. January 2022 bodes well for that prospect, as SpaceX intends to conduct a third Starlink launch (4-7) near the end of the month if it can launch Starlink 4-6 and Italian Earth observation satellite CSG-2 within a few days of January 17th and January 27th.
Elon Musk
Elon Musk echoes worries over Tesla control against activist shareholders
Elon Musk has spoken on several occasions of the “activist shareholders” who threaten his role at Tesla.

Elon Musk continues to raise concerns over his control of Tesla as its CEO and one of its founders, as activist shareholders seem to be a viable threat to the company in his eyes.
Musk has voiced concerns over voting control of Tesla and the possibility of him being ousted by shareholders who do not necessarily have the company’s future in mind. Instead, they could be looking to oust Musk because of his political beliefs or because of his vast wealth.
We saw an example of that as shareholders voted on two separate occasions to award Musk a 2018 compensation package that was earned as Tesla met various growth goals through the CEO’s leadership.
Despite shareholders voting to award Musk with the compensation package on two separate occasions, once in 2018 and again in 2024, Delaware Chancery Court Judge Kathaleen McCormick denied the CEO the money both times. At one time, she called it an “unfathomable sum.”
Musk’s current stake in Tesla stands at 12.8 percent, but he has an option to purchase 304 million shares, which, if exercised, after taxes, he says, would bump his voting control up about 4 percent.
However, this is not enough of a stake in the company, as he believes a roughly 25 percent ownership stake would be enough “to be influential, but not so much that I can’t be overturned,” he said in January 2024.
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
— Elon Musk (@elonmusk) January 15, 2024
Musk’s concerns were echoed in another X post from Thursday, where he confirmed he has no current personal loans against Tesla stock, and he reiterated his concerns of being ousted from the company by those he has referred to in the past as “activist shareholders.”
The CEO said during the company’s earnings call in late July:
“That is a major concern for me, as I’ve mentioned in the past. I hope that is addressed at the upcoming shareholders’ meeting. But, yeah, it is a big deal. I want to find that I’ve got so little control that I can easily be ousted by activist shareholders after having built this army of humanoid robots. I think my control over Tesla, Inc. should be enough to ensure that it goes in a good direction, but not so much control that I can’t be thrown out if I go crazy.”
The X post from Thursday said:
Just fyi I don’t have personal loans at this time against Tesla stock.
Also, the taxes on the options are ~45%, so net gain in voting control is more like 4%.
It is worrying in that I don’t want to build millions of robots and then potentially be ousted by activists and…
— Elon Musk (@elonmusk) July 31, 2025
There is a concern that Musk could eventually put his money where his mouth is, and if politicians and judges are able to limit his ownership stake as they’ve been able to do with his pay package, he could eventually leave the company.
The company’s shareholders voted overwhelmingly to approve Musk’s pay package. A vast majority of those who voted to get Musk paid still want him to be running Tesla’s day-to-day operations. Without his guidance, the company could face a major restructuring and would have a vastly new look and thesis.
News
People are already finding value in Tesla Robotaxi services
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system.
This was hinted at in recent comments on social media platform X.
Robotaxi Ramp
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo.
As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.
Secret Advantage
As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times.
“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.
The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.
News
Tesla Robotaxi and Supercharger Diner are killing a dreaded consumer tradition
Tesla is still just charging strictly for its services–while asking for zero tips.

Tesla’s Robotaxi service and its newly launched Supercharger Diner are killing a longtime but increasingly dreaded consumer tradition in the United States. Based on videos taken of consumers using the Robotaxi service in the Bay Area, Tesla is still just charging strictly for its services–while asking for zero tips.
Tesla Services with Zero Tips
When Tesla launched the Robotaxi pilot in Austin, users quickly noticed that the company was not allowing riders to leave a tip for the service. If one were to try leaving a tip after a Robotaxi ride, the app simply flashes an image of Tesla’s meme hedgehog mascot with a “Just Kidding” message.
At the time, this seemed like a small tongue-in-cheek joke from the electric vehicle maker. The initial Robotaxi pilot in Austin was rolled out on a small scale, after all, and some social media users speculated that tipping may eventually just be introduced to the service.
But upon the opening of the Tesla Supercharger Diner, consumers also observed that the facility does not allow tipping. Tesla’s notice is simple: “Gratuity: Tesla covers tipping for staff.” This means that employees who work at the Tesla Diner make enough to not rely on gratuities from consumers.
And with the launch of the Robotaxi service in the Bay Area, users observed once more that Tesla is still not allowing tipping. This was highlighted by longtime Tesla owner @BLKMDL3, who shared a video of the Tesla Robotaxi app also briefly displaying the hedgehog mascot with a “Just Kidding” message when he tried leaving a tip.
Out of Control
As noted in a report from The Guardian, tipping has been a longstanding business practice in the United States, were service workers typically make less than the federal minimum wage. With this system in place, service workers end up relying on gratuities to make ends meet. This was understandable, but after the pandemic, tipping culture ended up going out of control.
On platforms such as Reddit, users have also complained about services like Uber asking for large tips for using their services. Consumers have also shared shocking experiences involving some services that ask for tips. These include self-checkout counters, drive-throughs, hotdog stands, drug stores, a bottled water stall at a jazz festival, an airport vending machine, a used bookstore, a cinema box office, and a children’s arcade, among others.
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