SpaceX CEO Elon Musk has reiterated plans for Starship to take over Starlink launches, eventually fully replacing Falcon 9’s role in the constellation.
Since dedicated Starlink launches began in May 2019, Musk, COO and President Gwynne Shotwell, and a few other SpaceX officials and executives have made it clear that the company would ultimately transition the task of launching and maintaining the Starlink constellation from Falcon 9 to Starship. Barring major surprises, Starship is being designed to be fully and rapidly reusable from the ground up, nominally making the system far cheaper to launch.
After Musk announced a radical redesign that replaced carbon composite structures with simple steel, Starship may even be far cheaper to build than Falcon 9 or Falcon Heavy – despite being several times larger, heavier, more powerful, and more capable. Despite its relative shortcomings, though, Falcon 9 has become an extraordinarily reliable and available workhorse for SpaceX and has completed 28 operational Starlink launches – delivering ~1670 satellites to orbit – since November 2019.
However, while Falcon 9 has done and continues to do an extraordinary job of routinely launching satellites and astronauts, Starship promises to blow it out of the water. It might be several years before Starship is deemed safe and reliable enough to launch humans but SpaceX could feasibly start launching Starlink satellites on the rocket almost as soon as it begins orbital flight tests.
Thanks to the low cost of each Starlink satellite, likely now around ~$250,000, it would be surprising if SpaceX didn’t include at least a few dozen satellites in the early phases of orbital Starship flight tests – even if success is far from guaranteed. At some point, though, and perhaps quite quickly, Starship will safely make it to orbit, reenter, and touch down beside a Super Heavy booster a few times in a row, effectively demonstrating fitness to launch (uncrewed) payloads.
It could take a bit more proof to convince paying customers with satellites worth tens to hundreds of millions of dollars to entrust launch contracts to Starship but SpaceX itself – likely to be the builder and owner of the world’s largest satellite constellation for the indefinite future – has more flexibility to tailor its appetite for caution. With the capabilities Starship could feasibly offer, SpaceX might also be hard-pressed to just sit and wait.
Speaking at a conference in October 2019, Gwynne Shotwell revealed that a single Starship would be able to launch up to 400 Starlink satellites (~106,000 kg/230,000 lb) at a time – equivalent to more than six and a half dedicated Falcon 9 missions. Unofficial renders imagining the payload have made it clear that more than 300 satellites could fit inside Starship’s truly cavernous fairing with ease.
Simply put, even if early Starship launches somehow end up being five times more costly than a partially expendable Falcon 9 (i.e. >$75M), the per-satellite launch cost of Starlink missions would be no worse than Falcon while simultaneously delivering several times more satellites to orbit. In reality, unless SpaceX has to expend an entire ship, booster, and ~35 Raptor engines, the total cost of a Starship launch could already be cheaper than Falcon 9 even before factoring in the cost per Starlink satellite.
Even with a downright tranquil monthly launch cadence, a year of 300-satellite Starlink mission on Starship would more than double what Falcon 9 has managed with 28 launches in the last ~20 months. SpaceX is unlikely to be ready to support truly operational Starship Starlink launches or risk ~$75-100 million of satellites until sometime next year but it’s safe to say that the wait will be worth it.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Elon Musk
SpaceX secures win as US labor board drops oversight case
The NLRB confirmed that it no longer has jurisdiction over SpaceX.
SpaceX scored a legal victory after the National Labor Relations Board (NLRB) decided to dismiss a case which accused the company of terminating engineers who were involved in an open letter against founder Elon Musk.
The NLRB confirmed that it no longer has jurisdiction over SpaceX. The update was initially shared by Bloomberg News, which cited a letter about the matter it reportedly reviewed.
In a letter to the former employees’ lawyers, the labor board stated that the affected employees were under the jurisdiction of the National Mediation Board (NMB), not the NLRB. As a result, the labor board stated that it was dismissing the case.
As per Danielle Pierce, a regional director of the agency, “the National Labor Relations Board lacks jurisdiction over the Employer and, therefore, I am dismissing your charge.”
The NMB typically oversees airlines and railroads. The NLRB, on the other hand, covers most private-sector employers, as well as manufacturers such as Boeing.
The former SpaceX engineers have argued that the private space company did not belong under the NMB’s jurisdiction because SpaceX only offers services to “hand-picked customers.”
In an opinion, however, the NMB stated that SpaceX was under its jurisdiction because “space transport includes air travel” to get to outer space. The mediation board also noted that anyone can contact SpaceX to secure its services.
SpaceX had previously challenged the NLRB’s authority in court, arguing that the agency’s structure was unconstitutional. Jennifer Abruzzo, the NLRB general counsel under former United States President Joe Biden, rejected SpaceX’s claims. Following Abruzzo’s termination under the Trump administration, however, SpaceX asked the labor board to reconsider its arguments.
SpaceX is not the only company that has challenged the constitutionality of the NLRB. Since SpaceX filed its legal challenge against the agency in 2024, other high-profile companies have followed suit. These include Amazon, which has filed similar cases that are now pending.
Tesla adds a new feature to Navigation in preparation for a new vehicle
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
