News
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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News
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
The suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Tesla has confirmed that it is now producing both the anode and cathode of its 4680 battery cells using a dry-electrode process, marking a key breakthrough in a technology the company has been working to industrialize for years.
The update, disclosed in Tesla’s Q4 and FY 2025 update letter, suggests the company has finally resolved one of the most challenging aspects of its next-generation battery cells.
Dry cathode 4680 cells
In its Q4 and FY 2025 update letter, Tesla stated that it is now producing 4680 cells whose anode and cathode were produced during the dry electrode process. The confirmation addresses long-standing questions around whether Tesla could bring its dry cathode process into sustained production.
The disclosure was highlighted on X by Bonne Eggleston, Tesla’s Vice President of 4680 batteries, who wrote that “both electrodes use our dry process.”
Tesla first introduced the dry-electrode concept during its Battery Day presentation in 2020, pitching it as a way to simplify production, reduce factory footprint, lower costs, and improve energy density. While Tesla has been producing 4680 cells for some time, the company had previously relied on more conventional approaches for parts of the process, leading to questions about whether a full dry-electrode process could even be achieved.
4680 packs for Model Y
Tesla also revealed in its Q4 and FY 2025 Update Letter that it has begun producing battery packs for certain Model Y vehicles using its in-house 4680 cells. As per Tesla:
“We have begun to produce battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply to help navigate increasingly complex supply chain challenges caused by trade barriers and tariff risks.”
The timing is notable. With Tesla preparing to wind down Model S and Model X production, the Model Y and Model 3 are expected to account for an even larger share of the company’s vehicle output. Ensuring that the Model Y can be equipped with domestically produced 4680 battery packs gives Tesla greater flexibility to maintain production volumes in the United States, even as global battery supply chains face increasing complexity.
Elon Musk
Tesla Giga Texas to feature massive Optimus V4 production line
This suggests that while the first Optimus line will be set up in the Fremont Factory, the real ramp of Optimus’ production will happen in Giga Texas.
Tesla will build Optimus 4 in Giga Texas, and its production line will be massive. This was, at least, as per recent comments by CEO Elon Musk on social media platform X.
Optimus 4 production
In response to a post on X which expressed surprise that Optimus will be produced in California, Musk stated that “Optimus 4 will be built in Texas at much higher volume.” This suggests that while the first Optimus line will be set up in the Fremont Factory, and while the line itself will be capable of producing 1 million humanoid robots per year, the real ramp of Optimus’ production will happen in Giga Texas.
This was not the first time that Elon Musk shared his plans for Optimus’ production at Gigafactory Texas. During the 2025 Annual Shareholder Meeting, he stated that Giga Texas’ Optimus line will produce 10 million units of the humanoid robot per year. He did not, however, state at the time that Giga Texas would produce Optimus V4.
“So we’re going to launch on the fastest production ramp of any product of any large complex manufactured product ever, starting with building a one-million-unit production line in Fremont. And that’s Line one. And then a ten million unit per year production line here,” Musk stated.
How big Optimus could become
During Tesla’s Q4 and FY 2025 earnings call, Musk offered additional context on the potential of Optimus. While he stated that the ramp of Optimus’ production will be deliberate at first, the humanoid robot itself will have the potential to change the world.
“Optimus really will be a general-purpose robot that can learn by observing human behavior. You can demonstrate a task or verbally describe a task or show it a task. Even show it a video, it will be able to do that task. It’s going to be a very capable robot. I think long-term Optimus will have a very significant impact on the US GDP.
“It will actually move the needle on US GDP significantly. In conclusion, there are still many who doubt our ambitions for creating amazing abundance. We are confident it can be done, and we are making the right moves technologically to ensure that it does. Tesla, Inc. has never been a company to shy away from solving the hardest problems,” Musk stated.
Elon Musk
Rumored SpaceX-xAI merger gets apparent confirmation from Elon Musk
The comment follows reports that the rocket maker is weighing a transaction that could further consolidate Musk’s space and AI ventures.
Elon Musk appeared to confirm reports that SpaceX is exploring a potential merger with artificial intelligence startup xAI by responding positively to a post about the reported transaction on X.
Musk’s comment follows reports that the rocket maker is weighing a transaction that could further consolidate his space and AI ventures.
SpaceX xAI merger
As per a recent Reuters report, SpaceX has held discussions about merging with xAI, with the proposed structure potentially involving an exchange of xAI shares for SpaceX stock. The value, structure, and timing of any deal have not been finalized, and no agreement has been signed.
Musk appeared to acknowledge the report in a brief reply on X, responding “Yeah” to a post that described SpaceX as a future “Dyson Swarm company.” The comment references a Dyson Swarm, a sci-fi megastructure concept that consists of a massive network of satellites or structures that orbit a celestial body to harness its energy.
Reuters noted that two entities were formed in Nevada on January 21 to facilitate a potential transaction for the possible SpaceX-xAI merger. The discussions remain ongoing, and a transaction is not yet guaranteed, however.
AI and space infrastructure
A potential merger with xAI would align with Musk’s stated strategy of integrating artificial intelligence development with space-based systems. Musk has previously said that space-based infrastructure could support large-scale computing by leveraging continuous solar energy, an approach he has framed as economically scalable over time.
xAI already has operational ties to Musk’s other companies. The startup develops Grok, a large language model that holds a U.S. Department of Defense contract valued at up to $200 million. AI also plays a central role in SpaceX’s Starlink and Starshield satellite programs, which rely on automation and machine learning for network management and national security applications.
Musk has previously consolidated his businesses through share-based transactions, including Tesla’s acquisition of SolarCity in 2016 and xAI’s acquisition of X last year. Bloomberg has also claimed that Musk is considering a merger between SpaceX and Tesla in the future.