News
SpaceX set to launch 240th Starlink satellite as space internet nears prime time
SpaceX is just hours away from a Monday launch that should leave the company with almost 250 Starlink satellites in orbit — the latest in several recent steps towards prime time for the fledgling space internet constellation.
Scheduled to lift off no earlier than (NET) 9:49 am EST (14:49 UTC) on January 27th, a twice-flown Falcon 9 booster, new upper stage, 60 Starlink satellites, and a mysteriously blank payload fairing will try to thread the needle from SpaceX’s Cape Canaveral Air Force Station (CCAFS) LC-40 pad. Weather is tepid according to USAF forecasts and Monday’s – already just 50% ‘go’ – doesn’t even account for extremely high-speed upper-level winds that will absolutely have to wane before Falcon 9 can launch.
SpaceX’s fourth dedicated launch, today’s mission – known as Starlink V1 L3 (the third launch of v1.0 satellites) – will raise the number of spacecraft the company has placed in orbit to 240. Based on past statements from executives and SpaceX’s very own Starlink.com website, successfully completing Starlink V1 L3 could place the company just a hop, skip, and a jump away from the space-based internet constellation’s prime-time. With a little luck, the fledgling satellite internet provider could be serving customers much sooner than almost anyone might imagine.
As of now, it appears that SpaceX will indeed attempt to launch later today despite a good chance that weather conditions will force the company to try again on January 28th. Thankfully, SpaceX’s unique operating procedures brings with it a fair amount of flexibility to scrub launches with very little consequence less than 40 minutes before liftoff.
SpaceX is able to wait that long out of sheer necessity. The company introduced the use of ‘subcooled’ liquid oxygen and kerosene on its Falcon launch vehicles all the way back in 2016, encouraged by the fact that its propellant becomes significantly denser as it gets colder. By toeing the line between liquid oxygen and kerosene actually solidifying into slush, SpaceX was able to boost Falcon 9’s payload capabilities by an incredible ~30% or more. To get that benefit, however, Falcon 9’s propellant must remain as cold as possible, and it begins warming the second that it leaves its far-more-insulated storage tanks and enters Falcon 9.
As a result, SpaceX must load Falcon 9 and Falcon Heavy with propellant as late as physically possible, translating to no sooner than 35 minutes before liftoff on all recent launches. In other words, if the weather is firmly on the ‘bad’ side of things at T-38:00-35:00, SpaceX is often able to scrub a given launch attempt before propellant loading begins, both saving the rocket from an unnecessary thermal cycle and saving propellant that might otherwise have to be wasted.
120 satellites, 20 days
Weather challenges and the likelihood of a 24-hour delay aside, SpaceX will soon launch its third batch of upgraded Starlink v1.0 satellites — also the company’s fourth dedicated launch of 60 spacecraft. If things go as planned, SpaceX will have launched nearly 250 satellites total – all but 5 (or so) of which are happily operating in Earth orbit right now.
Deemed Starlink V1 L3, a successful mission later today will also mean that SpaceX has launched an incredible 120 spacecraft – weighing more than 30 metric tons – in less than 20 days. It’s difficult to say for sure, but it’s very likely that that will mark the latest global record secured by SpaceX, following on the heels of the company’s recent ascendance as the newest owner of the world’s largest private satellite constellation (~180 satellites).
However, the ultimate goal of Starlink is, of course, to deliver unprecedentedly high-performance internet service to customers anywhere on Earth. The “anywhere on Earth” modifier is likely more than 20 dedicated SpaceX launches away from reality, but the company has said it will begin serving internet to customers in “the Northern U.S. and Canada in 2020”. As of mid-2019, SpaceX indicated that that regional North American beta test could begin after just six launches.
More recent comments from a SpaceX executive suggest that it could require more like 8 launches of 60 Starlink satellites before initial service can begin in North America, but that ultimately means that the company should be no less than 50-65% of the way there after Starlink V1 L3. With a little luck, that could mean that SpaceX is just two or three Starlink launches away from inviting the first non-employee customers onto the company’s space-based internet. Given SpaceX’s current launch cadence, six Starlink launches may well be well behind the company by the end of February – perhaps just a month or less from now.
Weather permitting, tune in to SpaceX.com/webcast around 9:35 am EST (14:35 UTC) later today (January 18th) to watch SpaceX’s latest Starlink launch live.
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Investor's Corner
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
Tesla and SpaceX sue a small Illinois firm after cease and desist letters over Terafab.
Tesla and SpaceX are asking a federal judge to rule that their planned Terafab chip factory does not infringe a small Illinois company’s trademark, a request that arrives only after months of quiet negotiation broke down this summer.
The dispute traces to May 18, when Tesla filed three U.S. trademark applications for “Terafab” and “Tesla Terafab,” covering semiconductor chips and related chip making services. TERA-print LLC, a nanotechnology company that has held a federal trademark for “Tera-Fab” since 2021, responded five days later with a cease and desist letter. According to the lawsuit, first reported by Reuters, TERA-print argued that Tesla and SpaceX’s use of “Terafab” would confuse consumers familiar with its own trademark, which covers a desktop photolithography printer sold to researchers for sensor and bioengineering work.
What stands out in the filing is the timing of TERA-print’s own paperwork. One day before sending that cease and desist letter, on May 22, TERA-print applied to expand its existing registration to cover semiconductor materials, silicon chips, nanoelectronic devices and AI design services, categories it had not previously claimed. Tesla and SpaceX call that filing opportunistic in their complaint, noting it arrived two months after Tesla’s public Terafab announcement and just days after Tesla’s own trademark applications went in.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
By June 10, TERA-print was threatening to sue for federal trademark infringement, false designation of origin and unfair competition, the complaint states. Rather than wait to be sued, Tesla, SpaceX and SpaceXAI met with TERA-print six separate times between June and August trying to resolve the dispute directly. Those talks collapsed, and the companies filed for declaratory judgment this week in the U.S. District Court for the Western District of Texas, asking a judge to find that “Terafab” does not infringe TERA-print’s mark before TERA-print can file a claim of its own.
TERA-print isn’t backing down. The company told PCMag it discussed a settlement with Tesla as recently as September 2 and feels misled by what it called Tesla’s professed interest in settling. Its CTO, Andrey Ivankin, said TERA-print holds a Defense Department contract to fabricate semiconductors and partially owns Mattiq Inc., an AI company built on TERA-print’s products, and that the company will vigorously defend its rights.
Tesla and SpaceX argue the overlap is superficial. Terafab is planned as a $16.8 billion complex spanning roughly 100 million square feet at the Grimes County site SpaceX confirmed last month, built to produce chips for Optimus robots, Tesla’s AI computing needs and SpaceX’s orbital data center ambitions, a scale and purpose the companies say no reasonable consumer would confuse with a tabletop lab printer. TERA-print’s product line has stayed focused on lithography tools for biological and sensor research since it registered its mark in 2021.
The trademark fight is the second legal dispute tied to the Terafab project in the past week, following a separate SpaceX suit aimed at keeping company records about the facility out of public view, as KBTX reported. Whether construction proceeds under the Terafab name now depends on a federal judge in Austin.
News
NHTSA just escalated its Tesla Cybercab investigation in a big way
NHTSA escalated its Cybercab audit into a sworn Special Order with a September 30 deadline.
Federal regulators have moved from asking Tesla questions about its Cybercab to demanding sworn answers. The National Highway Traffic Safety Administration issued a Special Order that requires a Tesla officer to sign an affidavit attesting to the completeness of the company’s responses, with a deadline of September 30.
The order builds on Audit Query AQ26002, which NHTSA opened on September 3, the same day Tesla began commercial Cybercab service in Austin. Teslarati covered that initial inquiry when it surfaced, noting the agency wanted to understand how Tesla certified a vehicle with no permanently attached steering wheel, pedals, or mirrors as compliant with Federal Motor Vehicle Safety Standards. A Special Order is a different tool and converts a fact finding review into a legally enforceable demand, the same mechanism NHTSA used against Tesla in 2023 during its Autopilot investigation.
Several of the 21 requests target a specific gap in Cybercab’s design. One asks whether Tesla used temporarily attached human controls at any point to help certify the vehicle, and if so, which standards depended on that equipment being present. Another quotes an existing rule directly: “The service brakes shall be activated by means of a foot control.” Cybercab has no foot pedal. NHTSA wants a detailed explanation of how the vehicle satisfies that requirement, and how it complies without the kind of exemption granted to Zoox in July under Part 555, the regulatory pathway built for steering wheel free vehicles.
The order does not claim Cybercab is unsafe or that Tesla broke a rule. It requires Tesla to explain, under oath, the reasoning behind decisions the company already made when it self-certified the vehicle. That distinction matters, but so does the exposure. Motor1’s reporting, summarized here, put potential civil penalty exposure as high as $139 million if NHTSA later finds the certification was flawed, on top of whatever criminal risk comes with a false sworn statement.
Tesla has not said publicly how it plans to respond. Cybercab is still carrying passengers in Austin through the Robotaxi app while the September 30 deadline approaches, and the company has continued expanding the vehicle’s footprint even as the regulatory question remains open. The Special Order does not pause any of that and just sets a date by which Tesla has to put its certification logic on the record, with a company officer’s name attached to it.
In a new interview on Wednesday, Tesla uber bull Ron Baron said that anyone looking to buy the company’s stock should do so as soon as they can.
Baron, founder and CEO of Baron Capital and one of Tesla’s most persistent institutional bulls, used a CNBC Squawk Box appearance on Wednesday to deliver a familiar message with fresh urgency: In his opinion, Tesla stock is a buy:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.”
The Baron Capital frontman’s case is built around Full Self-Driving. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56 percent year over year, and company officials have said roughly 55 percent of new North American deliveries left with a subscription enabled.
Baron framed that attach rate as proof the product is moving from enthusiast extra to default expectation, and as a reason software, not just vehicle volume, should drive the next phase of value.
His conviction on Tesla shares is not theoretical, as Baron Capital made its first Tesla investment in 2014, after years of meetings that began around the 2010 IPO roadshow. The firm later built a large SpaceX position starting in 2017.
Ron Baron today in new interview on Tesla:
“The time to buy the stock is now. FSD is catching on, and it’s going to be bigger and bigger. 55% of new buyers are buying it (Teslas) with FSD. It’s going to be everywhere. It’s safer.” pic.twitter.com/Rv5PB0bVZ2
— Sawyer Merritt (@SawyerMerritt) September 16, 2026
Baron said those Musk-led bets have generated about $30 billion of the $71 billion in profits Baron Capital has produced for clients. He put the firm’s current exposure at roughly $25 billion in SpaceX and $5 billion in Tesla. Personally, he described SpaceX as his largest holding, at about $5 billion, with about $1.5 billion in Tesla and additional Tesla exposure through the firm’s funds.
That concentration is also a statement of loyalty. Asked about talk of a SpaceX-Tesla combination, Baron said he had already walked Elon Musk through arguments for and against a deal, then declined to repeat them on air. His public position was simpler: “Whatever you decide is better is what I’m going to support,” he said to Musk.
Baron also said that he picked up the farewell edition of the Model S after Tesla decided to sunset the vehicle earlier this year, calling it his favorite car he’s ever driven.
Tesla and SpaceX take “Terafab” Trademark fight to Federal Court
NHTSA just escalated its Tesla Cybercab investigation in a big way
