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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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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
