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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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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
