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SpaceX aces Starlink launch, landing, and catch as Elon Musk teases public beta ETA
A SpaceX Falcon 9 rocket has successfully launched the 12th batch of ~60 operational Starlink satellites, bringing more than 19 days of delays and five separate launch attempts to a welcome close.
SpaceX’s Starlink-12 success comes in the midst of an unusual scourge of launch scrubs and aborts that began with United Launch Alliance’s (ULA) latest Delta IV Heavy launch and continued with both SpaceX’s Starlink-12 and GPS III SV04 missions. Largely coincidental, the only direct ties between the myriad ULA and SpaceX delays were the occasional bout of bad weather and the US Air Force-organized launch range’s prioritization of ULA’s multibillion-dollar spy satellite launch – forcing SpaceX to stand down during ULA launch attempts.
As of now, ULA’s NROL-44 Delta IV Heavy launch is entering the sixth week of delays since the mission’s first late-August launch attempt and has no firm date set for the next attempt At the same time, during SpaceX’s first GPS III SV04 launch attempt, Falcon 9 suffered a rare last-second launch abort due to a propulsion problem that will likely take a week or more to resolve.
Thankfully, SpaceX’s patience with Starlink-12 ultimately paid off, and the mission was a spectacular success, launching shortly after dawn and culminating with a flawless Falcon 9 booster landing, record-breaking fairing catch, and another batch of 60 satellites in orbit. The first US-built rocket to launch NASA astronauts in almost a decade and also the current world-record holder for fastest reuse of an orbital-class rocket, Falcon 9 booster B1058 completed its third launch and landing in support of Starlink-12.
The mission was also the first time SpaceX has reused a Falcon 9 payload fairing twice – flying the same fairing half for the third time, in other words. Incredibly, SpaceX recovery ship GO Ms. Tree (formerly Mr. Steven) actually managed to catch the thrice-flown fairing in its football field-sized net, potentially guaranteeing a fourth flight. The catch was SpaceX’s seventh overall (since June 2019) and its fourth fairing catch since July 2020, a strong sign that the company is honing in on consistent, repeatable catches.
Aside from rocket reusability, CEO Elon Musk also unexpectedly revealed that Starlink-12 pushed SpaceX past a major Starlink milestone, stating that “once these satellites reach their target position, [SpaceX] will be able to roll out a fairly wide public beta in [the] northern US & hopefully southern Canada.”
Prior to Musk’s October 6th tweet, President and COO Gwynne Shotwell had revealed in May 2020 that SpaceX would be ready to kick off the first public Starlink internet beta tests after Launch 14. Given that SpaceX has deorbited almost two-thirds of the first batch of 60 Starlink “v0.9” beta satellites, that 14-flight milestone is likely another two launches out.
Based on past launches and assuming that all 60 Starlink-12 spacecraft are healthy, the satellites should be able to power up ion thrusters and climb to operational orbits (i.e. “reach their target position[s]” within 4-5 weeks. With an unprecedented constellation of 700+ Starlink satellites in orbit, SpaceX’s first “fairly wide” public beta test could begin as early as November 2020.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
Tesla celebrates 9 million vehicles produced globally
Tesla officially publishes Q4 2025 vehicle delivery consensus
