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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.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
