CEO Elon Musk says SpaceX is churning out Starlink satellites faster than it can launch them, the best sign yet that the company is having some amazing success in what is already the most productive satellite factory in history.
Since SpaceX first revealed its radical flat-satellite Starlink design, stacking approach, and deployment mechanism back in May 2019, the company has successfully launched an incredible 300 satellites, ~290 of which are still functioning as intended. At this point, that means that Starlink is likely the largest satellite constellation in history by a factor of two, crushing the second largest’s ~150 satellites. Perhaps even more significant is the mass of SpaceX’s nine-month-old constellation, currently standing at more than 75 metric tons (165,000 lb) of satellites in orbit.
Despite the already awe-inspiring scale of SpaceX’s satellite internet constellation, the company’s Starlink factory is already so successful that the company is now unable to launch the spacecraft as quickly as they’re built. Given that SpaceX has maintained an average of ~1.3 Starlink launches per month since November 2019, many of which suffered significant delays as a result of weather or minor hardware issues, this likely means that SpaceX is building dozens more satellites than it can launch, probably creating its own internal launch manifest backlog as those surplus spacecraft pile up.
Considering the fact that SpaceX has gone from two prototype spacecraft to the proud owner of the largest satellite constellation in history in less than nine months, the fact that the company’s Starlink factory is already outpacing its launch capacity is arguably a good sign. While it’s likely that weather and hardware-related launch delays on the last few Starlink missions have made it harder than expected to stick to plans for an average of two Starlink launches per month, SpaceX isn’t falling that short of its classically lofty ambitions (a bit less than one Starlink launch every two weeks).
SpaceX may now be the first company in history to chronically suffer from its factories building more satellites than it can launch in a given time frame. In those terms, a surplus of flight-ready satellites is actually a highly desirable “problem” to have. Competitor OneWeb, for example, was forced to delay its first 34-satellite launch by two months after its new Florida factory suffered several production delays.
SpaceX, on the other hand, has to build almost twice as many satellites per launch, has effectively launched 35% of OneWeb’s entire constellation (~650 satellites) in the last three months alone, and still has an apparent backlog of satellites ready to head to orbit. As of March 3rd, SpaceX’s fifth launch of 60 upgraded Starlink v1.0 satellites and sixth launch overall (Starlink V1 L5 or Starlink-6) is scheduled to lift off no earlier than March 14th after slipping from February 14th, March 4th, and March 11th. The mission’s most recent delays were caused by an issue discovered in the Falcon 9 second stage assigned to launch Cargo Dragon’s CRS-20 mission, triggering SpaceX to swap it with Starlink V1 L5’s unaffected second stage.

After Starlink V1 L5, SpaceX has more batches of 60 Starlink satellites that – given Musk’s comments – might already be stacked and ready for flight, both of which could potentially fly in March or April. In the midst of its Starlink launch ambitions, SpaceX has scheduled Florida’s first polar launch in half a century on March 30th, followed by a historic US Air Force launch and landing no earlier than (NET) April 27th.
If Cargo Dragon successfully lifts off this Friday, SpaceX will reach an average of ~1.9 weeks per launch, a cadence that – if maintained – would set the company up for at least 27 launches in 2020. With room for improvement after several weather-related days: so far, so good.
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Elon Musk
Elon Musk is now a remote DOGE worker: White House Chief of Staff
The Tesla and SpaceX CEO Elon Musk is no longer working from the West Wing.

In a conversation with the New York Post, White House Chief of Staff Susie Wiles stated that Tesla and SpaceX CEO Elon Musk is no longer working from the West Wing.
As per the Chief of Staff, Musk is still working for DOGE—as a remote worker, at least.
Remote Musk
In her conversation with the publication, Wiles stated that she still talks with Musk. And while the CEO is now working remotely, his contributions still have the same net effect.
“Instead of meeting with him in person, I’m talking to him on the phone, but it’s the same net effect,” Wiles stated, adding that “it really doesn’t matter much” that the CEO “hasn’t been here physically.” She also noted that Musk’s team will not be leaving.
“He’s not out of it altogether. He’s just not physically present as much as he was. The people that are doing this work are here doing good things and paying attention to the details. He’ll be stepping back a little, but he’s certainly not abandoning it. And his people are definitely not,” Wiles stated.
Back to Tesla
Musk has been a frequent presence in the White House during the Trump administration’s first 100 days in office. But during the Q1 2025 Tesla earnings call, Musk stated that he would be spending substantially less time with DOGE and substantially more time with Tesla. Musk did emphasize, however, that DOGE’s work is extremely valuable and critical.
“I think I’ll continue to spend a day or two per week on government matters for as long as the President would like me to do so and as long as it is useful. But starting next month, I’ll be allocating probably more of my time to Tesla and now that the major work of establishing the Department of Government Efficiency is done,” Musk stated.
Elon Musk
Tariff reprieve might be ‘Tesla-friendly,’ but it’s also an encouragement to others
Tesla stands to benefit from the tariff reprieve, but it has some work cut out for it as well.

After Secretary of Commerce Howard Lutnick made adjustments to the automotive tariff program that was initially announced, many quickly pointed to the reprieve as “Tesla-friendly.”
While that may be the case right now, it was also a nudge of encouragement to other companies, Tesla included, to source parts from the U.S. in an effort to strengthen domestic manufacturing. Many companies are close, and it will only take a handful of improvements to save themselves from tariffs on their cars as well.
Yesterday, Sec. Lutnick confirmed that cars manufactured with at least 85 percent of domestic content will face zero tariffs. Additionally, U.S. automakers would receive credit up to 15 percent of the value of vehicles to offset the cost of imported parts.
Big Tesla win? Sec Lutnick says cars with 85% domestic content will face zero tariffs
“This is ‘finish your cars in America and you win’,” Lutnick said.
Many were quick to point out that only three vehicles currently qualify for this zero-tariff threshold: all three are Teslas.
However, according to Kelley Blue Book’s most recent study that revealed who makes the most American cars, there are a lot of vehicles that are extremely close to also qualifying for these tariff reductions.
Tesla has three vehicles that are within five percent, while Ford, Honda, Jeep, Chevrolet, GMC, and Volkswagen have many within just ten percent of the threshold.
Tesla completely dominates Kogod School’s 2024 Made in America Auto Index
It is within reach for many.
Right now, it is easy to see why some people might think this is a benefit for Tesla and Tesla only.
But it’s not, because Tesla has its Cybertruck, Model S, and Model X just a few percentage points outside of that 85 percent cutoff. They, too, will feel the effects of the broader strategy that the Trump administration is using to prioritize domestic manufacturing and employment. More building in America means more jobs for Americans.

Credit: Tesla
However, other companies that are very close to the 85 percent cutoff are only a few components away from also saving themselves the hassle of the tariffs.
Ford has the following vehicles within just five percent of the 85 percent threshold:
- Ford Mustang GT automatic (80%)
- Ford Mustang GT 5.0 (80%)
- Ford Mustang GT Coupe Premium (80%)
Honda has several within ten percent:
- Honda Passport All-Wheel-Drive (76.5%)
- Honda Passport Trailsport (76.5)
Jeep has two cars:
- Jeep Wrangler Rubicon (76%)
- Jeep Wrangler Sahara (76%)
Volkswagen has one with the ID.4 AWD 82-kWh (75.5%). GMC has two at 75.5% with the Canyon AT4 Crew Cab 4WD and the Canyon Denali Crew Cab 4WD.
Chevrolet has several:
- Chevrolet Colorado 2.7-liter (75.5%)
- Chevrolet Colorado LT Crew Cab 2WD 2.7-liter (75.5%)
- Chevrolet Colorado Z71 Crew Cab 4WD 2.7-liter (75.5%)
These companies are close to reaching the 85% threshold, but adjustments need to be made to work toward that number.
Anything from seats to fabric to glass can be swapped out for American-made products, making these cars more domestically sourced and thus qualifying them for the zero-tariff boundary.
Frank DuBois of American University said that manufacturers like to see stability in their relationships with suppliers and major trade partners. He said that Trump’s tariff plan could cause “a period of real instability,” but it will only be temporary.
Now is the time to push American manufacturing forward, solidifying a future with more U.S.-made vehicles and creating more domestic jobs. Tesla will also need to scramble to make adjustments to its vehicles that are below 85%.
News
Tesla Cybertruck RWD production in full swing at Giga Texas
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.

It appears that Tesla is indeed ramping the production of the Cybertruck Long Range Rear Wheel Drive (LR RWD), the most affordable variant of the brutalist all-electric pickup truck.
Videos of several freshly produced Cybertruck LR RWD units were shared on social media platform X.
Giga Texas Footage
As per longtime Tesla watcher Joe Tegtmeyer, Giga, Texas, was a hotbed of activity when he conducted his recent drone flyover. Apart from what seemed to be Cybercab castings being gathered in the complex, a good number of Cybertruck LR RWD units could also be seen in the facility’s staging area. The Cybertruck LR RWD units are quite easy to spot since they are not equipped with the motorized tonneau cover that is standard on the Cybertruck AWD and Cyberbeast.
The presence of the Cybertruck LR RWD units in Giga Texas’ staging area suggests that Tesla is ramping the production of the base all-electric pickup truck. This bodes well for the vehicle, which is still premium priced despite missing a good number of features that are standard in the Cybertruck AWD and Cyberbeast.
Cybertruck Long Range RWD Specs
The Cybertruck LR RWD is priced at $69,990 before incentives, making it $10,000 more affordable than the Cybertruck AWD. For its price, the Cybertruck Long Range RWD offers a range of 350 miles per charge if equipped with its 18” standard Wheels. It can also add up to 147 miles of range in 15 minutes using a Tesla Supercharger.
Much of the cost-cutting measures taken by Tesla are evident in the cabin of the Cybertruck LR RWD. This could be seen in its textile seats, standard console, seven-speaker audio system with no active noise cancellation, and lack of a 9.4” second-row display. It is also missing the motorized tonneau cover, the 2x 120V and 1x 240V power outlets on the bed, and the 2x 120V power outlets in the cabin. It is also equipped with an adaptive coil spring suspension instead of the adaptive air suspension in the Cybertruck AWD and Cyberbeast.
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