News
SpaceX wins FCC approval to launch first polar Starlink satellites amidst rideshare chaos
In a sign of the regulatory agency’s growing confidence in SpaceX, the FCC has rapidly approved a request to add ten Starlink satellites to an imminent Falcon 9 rideshare launch.
Known as Transporter-1 and originally scheduled to launch as early as December 2020 or January 14th, SpaceX delayed its first dedicated Smallsat Program mission to January 21st for unknown reasons last week. While there is no confirmed cause, any one of several recent events could have easily contributed to or fully caused the delay. In a rare ground processing failure, DARPA (Defense Advanced Research Projects Agency) revealed that two “risk reduction” technology demonstrator satellites were damaged on January 4th when their deployment mechanism was accidentally triggered during processing.
In other words, the two spacecraft may have been shot out of their dispensers by their spring-loaded deployment mechanisms, falling onto a processing bench or even off of the much taller payload stack. Meanwhile, on the very same day, space tug startup Momentus Space announced that it was removing its first Vigoride tug from Transporter-1 “for additional time…to secure FAA approval of…payloads.” Finally, once more on January 4th, SpaceX filed a request with the FCC to manifest and launch its first polar Starlink satellites to better take advantage of Transporter-1’s full capacity.
If launched, the ten spacecraft would be the first of several hundred planned polar Starlink satellites necessary for SpaceX’s massive internet constellation to serve some of the most remote communities on Earth. Referring to an orbit centered more around Earth’s north and south poles than its equator, the polar Starlink launch opportunity is available because SpaceX’s Transporter-1 mission – set to carry several dozen small satellites – is headed for a nearly polar “sun-synchronous orbit” (SSO).
For Starlink, sun-synchronous and polar orbit satellites will allow the constellation to serve customers and communities in high northern latitudes – possibly up to and including the Arctic and Antarctic once fully deployed.
SpaceX supported the US East Coast’s first polar launch in more than half a century in August 2020, effectively opening the same polar corridor that’s now allowing the company to launch Transporter-1 – and polar Starlink satellites – from the same pads it launches almost every other mission. It remains to be seen if SpaceX will one day perform dedicated polar Starlink launches from its West Coast launch pad – reactivated in November 2020 after spending almost a year and a half mothballed.
Perhaps the most impressive aspect of Starlink’s imminent polar launch debut is just how quickly both SpaceX and the FCC acted to make it happen. When SpaceX requested permission on January 4th, then just 10 days from the launch date, the historical odds of the FCC responding at all – let alone approving the request – in time were practically zero. Instead, the agency got back to SpaceX with a lengthy conditional approval (PDF) four days later. Although the FCC has yet to approve a request to move almost all of SpaceX’s 4,408 Phase 1 Starlink satellites to much lower orbits, the agency was apparently chomping at the bit to allow a limited trial at those lower orbits.
Dropped from an orbital altitude of ~1200 km (~750 mi) to 560 km (~350 mi), the ten Starlink satellites SpaceX now has permission to launch on Transporter-1 likely represent less than 20% of one polar ‘plane’ of Starlink satellites. In simpler terms, those ten satellites will only be capable of supporting a very limited test of polar Starlink internet, likely resulting in intermittent, unreliable coverage that won’t be viable for civil use until the FCC permits SpaceX to launch one or several full planes. Still, receiving approval to launch any number of satellites mere days after filing a request suggests that full FCC approval is a now question of “when,” not “if.”
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
