News
SpaceX tweaks Starlink Gen2 plans to add Falcon 9 launch option
SpaceX says it has revised plans for its next-generation Starlink Gen2 constellation to allow the upgraded satellites to launch on its workhorse Falcon 9 rocket in addition to Starship, a new and unproven vehicle.
Set to be the largest and most powerful rocket ever flown when it eventually debuts, SpaceX’s two-stage Starship launch vehicle is also intended to be fully reusable, theoretically slashing the cost of launching payloads into and beyond Earth orbit. Most importantly, SpaceX says that even in its fully-reusable configuration, Starship should be capable of launching up to 150 tons (~330,000 lb) to low Earth orbit (LEO) – nearly a magnitude more than Falcon 9. However, once said to be on track to debut as early as mid-2021 to early 2022, it’s no longer clear if Starship will be ready for regular Starlink launches anytime soon.
In August 2021, SpaceX failed a major Starlink Gen2 revision with the FCC that started the company along the path that led to now. That revision revealed plans to dramatically increase the size and capabilities of each Gen2 satellite, boosting their maximum throughput from about 50 gigabits per second (Gbps) to ~150 Gbps. Just as importantly, SpaceX’s August 2021 modification made it clear that the company would prefer to launch the entire constellation with Starship, although it included an alternative constellation design that would lend itself better to Falcon 9 launches.
In January 2022, SpaceX chose to solely pursue the constellation optimized for Starship, strongly indicating that the company believed the rocket would be ready to support Starlink launches in the near future – or at least around the same time the constellation receives its Gen2 FCC license. With the benefit of technical Starlink Gen2 satellite details and renders provided by SpaceX and CEO Elon Musk in Q2 2022, a single Starship Gen2 launch using the current satellite and rocket designs and carrying 54 satellites could potentially deploy around 7-8 times more usable bandwidth than a Falcon 9 with Starlink V1.5, meaning that Starship could achieve similar deployment results with just a few launches per year.
In theory, that makes it at least somewhat easier for Starship to make a major impact even as SpaceX works to ramp up the brand-new rocket’s launch cadence, a task that has almost always taken several years.
However, additional changes made to its Starlink Gen2 FCC license application in August 2022 suggest that SpaceX has at least partially tempered that all-in bet on Starship. The most important modification: developing a different Starlink Gen2 satellite variant that will be optimized to fit inside Falcon 9’s much smaller payload fairing. According to SpaceX, despite the seemingly major form-factor changes required to make Gen2 fit, Starship and Falcon 9-optimized satellites will still be “technically identical.”
The implication is that the satellites launched on Falcon 9 will still offer the same performance as those launched on Starship, albeit in a different form factor. Nonetheless, the only thing SpaceX guarantees in the document is that the Falcon 9-launched Gen2 satellites won’t be more powerful than those launched on Starship, presumably preserving the applicability of existing analysis in the current Starlink Gen2 application. It’s thus possible that Falcon 9-optimized Starlink Gen2 satellites will have to sacrifice some of their performance relative to the unconstrained Starship-optimized variant.
With a usable diameter of 4.6 meters (~15 ft), Falcon 9’s payload fairing is about 50% narrower than the payload bay present on early Starship prototypes. Without a major redesign, Starlink Gen2 satellites optimized for Falcon 9 will likely need to sit vertically inside the fairing, the standard version of which stands 6.7 meters (~22 ft) tall before its conical tip begins curving inwards. Weighing about 1.25 tons (~2750 lb) and measuring 7 meters (~23 ft) long, Starlink Gen2’s design may only need a few moderate tweaks to fit on Falcon 9, but they’ll have to be stacked vertically instead of horizontally. Falcon 9’s established performance of roughly 16.5 tons (payload adapter included) to LEO means that the rocket will be limited to around 12 or 13 Gen2 satellites per launch, however, making the task somewhat easier.
If SpaceX can squeeze that many Starlink Gen2 satellites inside of Falcon 9’s existing reusable fairing, it could still boost the efficiency (total bandwidth per launch) of each Starlink mission by ~50% relative to the same rocket carrying 50-60 Starlink V1.5 satellites. It’s no surprise, then, that SpaceX appears to be doing everything it can to begin launching Starlink Gen2 as quickly as possible, whether or not Starship is ready to help.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
