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SpaceX Starlink launches to debut rideshare capabilities next month
According to SpaceX and customer Planet, the company will start offering Starlink rideshare launch opportunities as early as next month, opening up space for other companies, space agencies, and individuals to get their payloads into space.
SpaceX’s decision to co-opt its own Starlink missions as a vehicle for rideshare payloads is perhaps one of the most interesting strategic moves in the smallsat launch ecosystem in awhile. Announced in early-August 2019, SpaceX’s Smallsat Rideshare Program effectively marked the company’s entrance into the burgeoning smallsat launch services industry. Rather than the launch industry proper, the services industry focuses on finding ways to put tiny satellites on rockets that would normally be far too large to serve as a practical solution. By finding multiple customers and wrangling with their different schedules, spacecraft, and requirements, dozens of smallsats can be launched in such a way that it’s actually worth a large launch provider’s focus.
In the past, SpaceX famously worked with Spaceflight to launch the SSO-A mission in December 2018, using all of a Falcon 9 rocket’s performance to place 64 small satellites in orbit. After many, many delays and numerous planned customers still missing the launch, both Spaceflight and SpaceX came away with the conclusion that a fully dedicated smallsat launch at the scale of Falcon 9 was simply not a practical approach to the problem. Instead, spreading the ~120 satellites originally manifested on SSO-A over 3-6 smaller missions would be far more sustainable for all parties involved. With SpaceX’s Starlink rideshare strategy, the company may have done exactly that.
Each weighing about 115 kg (~250 lb) each and standing roughly the same size as a large mini-fridge, Planet has broken the news that three of its SkySat imaging satellites will fly on SpaceX’s ninth dedicated Starlink launch. Known as Starlink-8 in reference to it being the eighth launch of finalized v1.0 satellites, the mission is scheduled to launch no earlier than June, likely 3-4 weeks after SpaceX’s 8th Starlink launch (NET May 17).
After Starlink-8, Planet will include another three SkySats on an unspecified Starlink mission, also scheduled to launch sometime in Q3. Once complete, the earth imaging company’s fleet of high-resolution (~0.5m/px) observation satellites will be 21 strong,
Until SpaceX or its rideshare customers choose to release photos or offer up details, it remains unclear how the company’s Starlink rideshares will work from a technical perspective. Thanks to SpaceX’s extremely unique method of stacking and deploying each batch of 60 Starlink satellites, there will be a combination of challenges and benefits to grapple with. Because of Starlink’s flat, rectangular satellite design, a lot of space inside the Falcon payload fairing they occupy is left empty.
There’s a slight possibility that smaller satellites and their deployers could fit in the triangular gaps left at the bottom of Starlink stacks, but it’s unlikely that Planet’s relatively large (on the scale of smallsats) SkySats would fit in the constrained space. That leaves the large conical section left unused at the top of each Starlink-dedicated payload fairing. Given that SpaceX spins up Falcon 9’s upper stage and releases Starlink satellites like a deck of giant ~260 kg (~570 lb) cards, it’s highly unlikely that rideshare passengers could be deployed after the main Starlink deployment event.
That leaves some kind of solution that mounts rideshare payloads on top of the stack of satellites. The most likely solution would involve somehow attaching a satellite deployment mechanism to the tensioning rods that hold the Starlink stack together and are ejected to release all 60 spacecraft at once. If that solution is possible, Falcon 9 could deploy rideshare payloads, spin up, discard the structural rods and deployers in one go, and eject all 60 Starlink satellites with having to tweak any of the spacecraft or change launch operations much at all. Regardless, it will be interesting to see how SpaceX has solved its unique deployment problem.
News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
