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SpaceX announces second Starlink satellite launch in two weeks
SpaceX has announced its second planned Starlink satellite in two weeks, sticking to a trend that could see the company launch more than a thousand communications satellites over the next 12 months.
Barely two weeks after SpaceX opened media accreditation for Starlink-2, the second launch of finalized ‘v1.0’ satellites and third dedicated launch overall, the company has announced that that late-December mission will be followed by another Starlink launch in January 2020. This tracks almost exactly with SpaceX’s reported plans for as many as 24 dedicated Starlink launches in 2020, a feat that would singlehandedly break SpaceX’s current record of 21 launches performed in a single year.
As previously discussed on Teslarati, SpaceX opened media accreditation for Starlink-2 on November 24th, confirming that the company hopes to complete one more 60-satellite Starlink launch before the end of 2019. That mission is currently targeted no earlier than (NET) late-December and would be SpaceX’s last launch of 2019 if current schedules hold.
Regardless of when it happens, there’s a strong chance that the 60 Starlink-2 satellites will make SpaceX the world’s largest individual satellite operator, potentially raising the number of satellites under the company’s command to ~170. According to SpaceX’s announcement, Starlink-3 – another 60-satellite mission – is now scheduled to launch no earlier than January 2020. If Starlink-2 is successful and no more v0.9 spacecraft drop out of the operational constellation, it can be said with certainty that Starlink-3 will unequivocally make SpaceX the world’s largest satellite operator.
Incredibly, if those schedules hold, SpaceX will have gone from two satellites in orbit to the world’s largest satellite constellation operator – by a large margin – in as few as nine months. In fact, after cresting that peak, it will take nothing short of a miracle for SpaceX to be usurped. The company hopes to launch as many as 24 Starlink missions in 2020 and is simply miles ahead of its competitors in its efforts to make high-performance orbital launches as efficient and affordable as possible.
If SpaceX and its executives are to be believed, as early as the very first dedicated Starlink launch (May 2019), the cost of launching Falcon 9 was already significantly less than the cost of its payload of 60 Starlink v0.9 satellite prototypes. CEO Elon Musk and COO Gwynne Shotwell have strongly implied that the per-satellite cost is already well below $500,000, meaning that the absolute worst-case internal cost of a Falcon 9 launch is less than $30M.
If, for example, each Starlink satellite already costs as little as $250,000 to build, it’s possible that SpaceX can already launch a dedicated 60-satellite mission (including launch costs) at an internal cost of less than $30M ($15M for launch, $15M for 60 satellites). Even in the former scenario, a single Starlink launch might cost SpaceX has little as $60M in total.
In a best-case scenario for megaconstellation competitor OneWeb, the company purchased up to 21 Soyuz launches from Roscosmos for “more than $1 billion”, translating to roughly $50 million per launch (rocket costs only). Meanwhile, OneWeb’s satellite design is far more traditional and Soyuz offers significantly less performance than Falcon 9, resulting in a cap of 34 ~150 kg (330 lb) per launch. Finally, OneWeb hopes to build each satellite for about $1M, translating to a best-case per-launch cost of ~$85 million. OneWeb aims to launch once per month after its first 34-satellite mission, currently NET January 30th, 2020.
This is all a very roundabout way of illustrating the fact that once SpaceX becomes the world’s largest satellite operator, nothing short of repeated launch failures or the company’s outright collapse will prevent it from retaining that crown for the indefinite future. Once OneWeb has completed all 21 of its planned Soyuz launches, a milestone unlikely to come before mid-2021, it will have a constellation of ~700 satellites.
Even if SpaceX falters and manages a monthly Starlink launch cadence over the next 13 months, the constellation could surpass OneWeb’s Phase 1 plans as early as Q3 2020 – up to as early as June 2020 if SpaceX manages a biweekly cadence. By the time OneWeb’s constellation is complete, SpaceX could potentially have more than 2000 operational satellites in orbit – perhaps ~600 metric tons of spacecraft compared to OneWeb’s ~100 metric tons.
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Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
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Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla gets price target boost, but it’s not all sunshine and rainbows
