News
SpaceX building almost 1500 Starlink satellites per year
SpaceX has revealed a few key details about its burgeoning Starlink satellite internet constellation in a recent regulatory presentation, touching on overall investment, user terminal development, and its spacecraft manufacturing capabilities.
Already the single largest satellite constellation in the world by a factor of three or more, Starlink is more than 500 operational satellites strong after just nine months of launches, and the company has at least 5-8 more missions planned between now and the end of 2020. To further expand the world’s largest satellite constellation, though, SpaceX also needs to be the world’s most prolific satellite manufacturer by at least an order of magnitude.
Ever since SpaceX’s first dedicated Starlink launch in May 2019, the company has remained extremely secretive about the unprecedented satellite production infrastructure it also had to develop. Aside from a few comments by CEO Elon Musk and the occasional tidbit from regulatory documents or spaceflight conferences, very little is known and not a single photo has been released. An FCC ex parte presentation with a few specific details thus came as a surprise, revealing that SpaceX is building at least 120 Starlink satellites per month in its Redmond, Washington factory.
Based on past analysis of SpaceX’s Redmond facilities, the company has about 150,000 square feet (14,000 m^2) to work with, of which a third to half is likely dedicated to a satellite assembly line. Despite the relatively small facilities, SpaceX says it is actively building 120 satellites per month – equivalent to at least 1440 spacecraft annually. By mass, it means that SpaceX is churning out more than 30 metric tons (~69,000 lb) of satellites every single month, a figure almost certainly unprecedented in the history of satellite manufacturing.
Sustained over 12 months, that would equate to ~360 metric tons (10% heavier than a fully-fueled Falcon 9 V1.0 rocket) of satellites built every year. In short, with an extremely small (and thus efficient) base of operations, SpaceX is regularly producing a vast quantity of satellites – enough to indefinitely sustain two full Starlink launches per month. At that rate, SpaceX could fairly easily complete the Starlink constellation’s first ~4400-satellite phase in just three years.
Production capacity or efficiency would need to expand significantly for SpaceX to complete the second (~12,000 satellites) and third (~40,000 satellites) phases of the Starlink constellation, By then, though, the first phase would likely be generating substantial revenue, optimistically allowing SpaceX to self-fund future growth or at least dramatically reducing the need for fundraising.
Along those lines, the same FCC ex parte presentation included a note that “SpaceX has invested hundreds of millions of dollars in Starlink to date,” including “over $70 million developing and producing thousands of user terminals per month.” In other words, SpaceX has apparently spent less – and possibly much less – than $1 billion designing, manufacturing, and launching almost 600 satellites. For comparison, competitor OneWeb apparently spent more than $3.4 billion and filed for bankruptcy before it had launched even 100 satellites.
That exceptional efficiency will, as CEO Elon Musk has noted several times, hopefully make Starlink the first low Earth orbit (LEO) satellite internet constellation in history to not go bankrupt. The company hopes to begin rolling out a much wider Starlink beta test after the 14th v1.0 satellite launch – currently four launches away. If all goes well during that beta test, Starlink could become the first LEO internet constellation in history to begin generating significant revenue not long after.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
News
New EV tax credit rule could impact many EV buyers
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date. However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
Tesla owners could be impacted by a new EV tax credit rule, which seems to be a new hoop to jump through for those who benefited from the “extension,” which allowed orderers to take delivery after the loss of the $7,500 discount.
After the Trump Administration initiated the phase-out of the $7,500 EV tax credit, many were happy to see the rules had been changed slightly, as deliveries could occur after the September 30 cutoff as long as orders were placed before the end of that month.
However, there appears to be a new threshold that EV buyers will have to go through, and it will impact their ability to get the credit, at least at the Point of Sale, for now.
Delivery must be completed by the end of the year, and buyers must take possession of the car by December 31, 2025, or they will lose the tax credit. The U.S. government will be closing the tax credit portal, which allows people to claim the credit at the Point of Sale.
🚨UPDATE: $7,500 Tax Credit Portal “Closes By End of Year”.
This is bad news for pending Tesla buyers (MYP) looking to lock in the $7,500 Tax Credit.
“it looks like the portal closes by end of the year so there be no way for us to guarantee the funds however, we will try our… pic.twitter.com/LnWiaXL30k
— DennisCW | wen my L (@DennisCW_) December 15, 2025
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date.
However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
If not, the order can still go through, but the buyer will not be able to claim the tax credit, meaning they will pay full price for the vehicle.
This puts some buyers in a strange limbo, especially if they placed an order for the Model Y Performance. Some deliveries have already taken place, and some are scheduled before the end of the month, but many others are not expecting deliveries until January.
Elon Musk
Elon Musk takes latest barb at Bill Gates over Tesla short position
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
Elon Musk took his latest barb at former Microsoft CEO Bill Gates over his short position against the company, which the two have had some tensions over for a number of years.
Gates admitted to Musk several years ago through a text message that he still held a short position against his sustainable car and energy company. Ironically, Gates had contacted Musk to explore philanthropic opportunities.
Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’
Musk said he could not take the request seriously, especially as Gates was hoping to make money on the downfall of the one company taking EVs seriously.
The Tesla frontman has continued to take shots at Gates over the years from time to time, but the latest comment came as Musk’s net worth swelled to over $600 billion. He became the first person ever to reach that threshold earlier this week, when Tesla shares increased due to Robotaxi testing without any occupants.
Musk refreshed everyone’s memory with the recent post, stating that if Gates still has his short position against Tesla, he would have lost over $10 billion by now:
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
— Elon Musk (@elonmusk) December 17, 2025
Just a month ago, in mid-November, Musk issued his final warning to Gates over the short position, speculating whether the former Microsoft frontman had still held the bet against Tesla.
“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said. This came in response to The Gates Foundation dumping 65 percent of its Microsoft position.
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
Musk’s involvement in the U.S. government also drew criticism from Gates, as he said that the reductions proposed by DOGE against U.S.A.I.D. were “stunning” and could cause “millions of additional deaths of kids.”
“Gates is a huge liar,” Musk responded.
It is not known whether Gates still holds his Tesla short position.
Tesla made a change to the Cybertruck, and nobody noticed. But to be fair, nobody could have, but it was revealed by the program’s lead engineer that it was aimed toward simplifying manufacturing through a minor change in casting.
After the Cybertruck was given a Top Safety Pick+ award by the Insurance Institute for Highway Safety (IIHS), for its reputation as the safest pickup on the market, some wondered what had changed about the vehicle.
Tesla makes changes to its vehicles routinely through Over-the-Air software updates, but aesthetic changes are relatively rare. Vehicles go through refreshes every few years, as the Model 3 and Model Y did earlier this year. However, the Cybertruck is one of the vehicles that has not changed much since its launch in late 2023, but it has gone through some minor changes.
Most recently, Wes Morrill, the Cybertruck program’s Lead Engineer, stated that the company had made a minor change to the casting of the all-electric pickup for manufacturing purposes. This change took place in April:
We made a minor change on the casting for manufacturability in April. Our Internal testing shows no difference in crash result but IIHS only officially tested the latest version
— Wes (@wmorrill3) December 17, 2025
The change is among the most subtle that can be made, but it makes a massive difference in manufacturing efficiency, build quality, and scalability.
Morrill revealed Tesla’s internal testing showed no difference in crash testing results performed by the IIHS.
The 2025 Cybertruck received stellar ratings in each of the required testing scenarios and categories. The Top Safety Pick+ award is only given if it excels in rigorous crash tests. This requires ‘Good’ ratings in updated small and moderate overlap front, side, roof, and head restraints.
Additionally, it must have advanced front crash prevention in both day and night. Most importantly, the vehicle must have a ‘Good’ or ‘Acceptable’ headlights standard on all trims, with the “+ ” specifically demanding the toughest new updated moderate overlap test that checks rear-seat passenger protection alongside driver safety.
New EV tax credit rule could impact many EV buyers
Elon Musk takes latest barb at Bill Gates over Tesla short position
