News
SpaceX planning four more Falcon 9-launched Starlink missions this year, permits show
According to a suite of eight FCC Special Temporary Authority licenses SpaceX filed for on August 30th, the company has plans for as many as four additional Starlink satellite launches in 2019, on top of Starlink’s May 23rd launch debut.
Additionally, SpaceX simultaneously requested that the FCC modify its current Starlink application to permit a slight change in orbital characteristics that would drastically improve the broadband satellite constellation’s coverage in its early stages. Combined, SpaceX appears to be extremely confident about the status and near-future progress to be made by its prospective Starlink constellation, confidence presumably inspired by the performance of the first 60 “v0.9” satellites launched three months ago.
Beta-test hiccups
Over the last three months, 50 of the 60 Starlink satellites launched on May 23rd have made their way to their final ~550 km (340 mi) circular orbits. As observed by astronomer Jonathan McDowell and partially confirmed by SpaceX’s own official statements, the company remains in contact with and – more or less – in control of all but three of the 60 Starlink prototypes. SpaceX did confirm in late June that two functioning satellites were being intentionally deorbited to test procedures and performance, while another three satellites had partially failed and were to “passively deorbit”.
And for completeness here is an updated version of the plot showing Starlink satellite height ((p+a)/2) versus time, no recent changes pic.twitter.com/E3a38afRse— Jonathan McDowell (@planet4589) August 28, 2019
Based on the phrasing of SpaceX’s June 28th update, it’s ambiguous if communication and/or control has been completely lost with those three satellites. Additionally, five more satellites have remained paused partway between their ~440 km insertion orbits and ~550 km operational orbits, described two months ago as “going through checkouts prior to completing their orbit raise.” For unknown reasons, that orbit raise never happened. This leaves SpaceX with 57 of 60 satellites that have effectively ‘survived’ and are still under some form of control, while 50 (83%) of the satellites have successfully reached their nominal operational orbits and are performing as intended.
SpaceX continues to waffle between describing these first 60 satellites – internally known as “Starlink v0.9” – as a development test and the first operational Starlink launch. A ~17% failure rate for satellite orbit raising would be unacceptable for a finished product but, on a positive note, is actually quite impressive if one assumes that the 60 spacecraft are high-fidelity prototypes, not operational satellites.

In short, there is a lot of room for improvement – particularly in the realm of short and long-term reliability – but the likely fact that “v0.9” signifies a sort of Starlink beta test means that SpaceX’s next Starlink launches will feature updated and bug-fixed hardware. In the realm of satellites, the practice of flying prototypes as early as possible and risking failures to learn from experience is exceedingly rare, but this behavior is entirely consistent with SpaceX’s preferred approach to rocket and spacecraft development.
300 satellites, 7 months
As mentioned above, SpaceX applied for four FCC STA licenses – effectively communications-related launch permits – on August 30th, all for Starlink missions with nominal No Earlier Than (NET) launch dates in 2019. It must be noted that it’s exceptionally rare for the starting dates of STAs to actually correlate with launch dates, but a best-case scenario typically sees a given launch occur within a handful of weeks of that date. STAs last six months, providing plenty of buffer for all but the most extreme launch delays.
| Mission | Date (NET) |
| Starlink-1 | October 10th |
| Starlink-2 | October 25th |
| Starlink-3 | November 13th |
| Starlink-4 | December 8th |
Of note, NASASpaceflight.com recently published Cape Canaveral Air Force Station (CCAFS) and Kennedy Space Center (KSC) planning dates for SpaceX’s next two Starlink missions, confirming that the company is planning for launches roughly one week after the dates on its newly-requested FCC STAs. Those official planning dates show two back-to-back Starlink launches no earlier than (NET) October 17th and November 4th.

In a best-case scenario where SpaceX successfully manufactures, delivers, and prepares the satellites and readies the Falcon 9 rockets assigned to launch them, the company could complete four more Starlink launches between now and the New Year. Sticking to a three-week cadence hopefully set by Starlink-1 and Starlink-2, two more launches could follow around late-November and mid-December. Of course, as just the first few truly operational launches of more or less finalized “v1.0” Starlink satellites, delays from manufacturing through launch flows are probable and should be expected.
Even completing just one more 60-satellite launch of an updated Starlink design would be an impressive achievement, making SpaceX the first and only entity – country or company – to place more than 100 satellites in orbit in the first year of a satellite system’s launch activities. In a best-case scenario, four additional Starlink launches in 2019 would abruptly take SpaceX from two satellite prototypes to operating almost 300 satellites – unequivocally the largest constellation in the world – in no more than seven months.

Serving customers sooner
According to SpaceX’s Starlink.com website, Starlink will be able to start serving customers at Northern US and southern Canadian latitudes after just six launches (360 satellites), with limited “global coverage of the populated world” available after 24 launches (1440 satellites). However, per an FCC license modification request published on August 30th, the same day as 8 launch STAs, the company believes it can dramatically expedite Starlink coverage (regardless of launch rate) with one relatively simple modification.
This modification would leave inclination (orbit angle relative to Earth’s rotational axis), orbital altitude, and the number of satellites and launches completely unchanged, modifying Starlink’s orbital planes instead. It’s an extreme simplification of the reality of orbital mechanics, but one can imagine orbital planes as roughly akin to lanes on a road. To increase their reach, SpaceX wants to deploy Starlink satellites to three separate planes each launch, ultimately tripling the number of ‘lanes’ (from 24 to 72) while cutting the number of satellites in each ‘lane’ by two-thirds (from 66 to 22). In this analogy, it is logically easier to build fewer ‘lanes’, referring – in this case – to the challenge it poses to the launch vehicle, satellites, or both. SpaceX would only be able to triple Starlink’s orbital ‘lanes’ by requiring the satellites to do the bulk of their own orbit raising, leaning heavily on the performance and reliability of their SpaceX-built electric (ion) propulsion.
According to SpaceX, this could as much as halve the number of launches needed to achieve a given level of Starlink coverage, meaning that SpaceX’s early constellation could reach its initial operational status up to twice as quickly. SpaceX believes that this updated orbital layout of Starlink’s 1584 low Earth orbit (LEO) satellites would also significantly improve coverage and capabilities for areas with high population density (i.e. big cities).
Whether or not the FCC sees fit to rapidly grant SpaceX’s modification request in the next ~8 weeks, SpaceX’s next Starlink launches will be a major step forward for the company’s nascent communications constellation.
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Elon Musk
Tesla Optimus project fires up as Musk sees production line progress
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Investor's Corner
SpaceX gets initial stock coverage from Tesla’s biggest bull
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.