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SpaceX’s Starlink satellites spark fights between astronomy, spaceflight fans
Just a handful of hours after SpaceX successfully placed all 60 of its first Starlink v0.9 satellites in orbit, ground observers began capturing and sharing spectacular nighttime views of the spacecraft. Soon after, fans and practitioners of astronomy and spaceflight began bickering.
The topic of concern: light pollution, not from lights on the ground but from sunlight-reflecting satellites in orbit. Immediately after launch, the ‘train’ of 60 Starlink satellites were undeniably spectacular, easily visible to the eye and as bright or brighter than the brightest stars in the sky. For the most part, reactions seemed to lean more towards awe than concern, but it didn’t take long for people to begin extrapolating from 60 satellites to Starlink’s peak of ~11,900 (an increase of 200X), and some responses began to paint SpaceX’s constellation in a more negative light.
Fans, communicators, and practitioners of astronomy quickly grew into the loudest voice in the room, as fans of SpaceX and Elon Musk started to engage, ultimately making it clear that low Earth orbit (LEO) megaconstellations could soon become a highly controversial topic for unexpected reasons. As is typical of humans in the age of social media, the gentlest hint of controversy and criticism swelled into stone-throwing between two crystallized sides unwilling to breathe and engage in civil debate.
Meanwhile, barely 24-48 hours had elapsed since the first Starlink satellite reached orbit – not their final orbit (550 km) but an insertion orbit at ~450 km. Almost immediately, serious observers noted that the Starlink satellites were rapidly spreading out and dimming as they got to work raising their orbits with onboard ion thrusters. Situated in an urban area, Teslarati photographer Tom Cross described the Starlink ‘train’ as “way too faint to capture” on the evening of May 25th, although they were still subtly visible to the naked eye.
From a practical perspective, it should come as little to no surprise that Starlink satellites are visible – even highly visible – from the ground, particularly in areas with minimal light pollution. SpaceX’s flat-panel design and the location of their antennas means that each satellite will have a metallic, shiny surface constantly facing towards the ground, perfect for reflecting sunlight. Additionally, every satellite has a fairly large solar array, likely measuring about 3m by 12m (10ft by 40 ft). Combined, the 60 satellites have a collective solar array area of more than 2000 square meters (21,500 ft^2), nearly the same size as the International Space Station’s football field-sized arrays.
Here’s a 30 second long exposure of #starlink satellites marching across the sky. I saw them, framed this up, and started it as quickly as I could so there is zero creativity or planning here but I GOT THEM! Aghhhh. @elonmusk — you seen your satellites overhead yet? pic.twitter.com/91KzFKOUq1— ?Trevor Mahlmann (@TrevorMahlmann) May 25, 2019
An astronomical disruption?
However, the visibility of SpaceX’s Starlink satellites for laypeople was never the most contentious concern or a leader of vitriolic responses. Rather, even if the ~12,000 proposed Starlink satellites are minimally visible to the naked eye, they will almost certainly still appear in the sort of long-exposure images used by astronomers to catalog, track, and better understand the universe. This is a reasonable concern and one that should come as little to no surprise, given that astronomy already deals with the thousands of operational and defunct satellites, rocket upper stages, and pieces of large space debris already in Earth orbit.
The problem with giant LEO constellations is that satellites in LEO can appear far brighter and far larger than the traditional geostationary satellites used to provide communications services. This is a critical benefit for the spacecraft, as geostationary distances (~36,000 km, 22,000 mi) create major latency (lag) problems for communications networks.
Will Starlink (alongside other constellations from Telesat, OneWeb, and LeoSat) destroy the night sky as we know it, ruining the perfectly untouched cosmos for the rest of eternity? Will Starlink immediately create a global utopia by affordably connecting every single human on Earth to the internet, all while being completely invisible and undetectable from the ground? No, no, no, and no. As with 99.99% of things, the reality will fall somewhere in the middle and its consequences and benefits will be far more grey than black and white.
Update: Elon Musk addresses the controversy over Starlink light pollution
As more levelheaded spaceflight fans and astronomers thankfully point out, we need to wait weeks – if not months or even years – to actually understand the potential impact LEO mega-constellations might have on science and society. It would likely be beneficial for SpaceX – thus far silent – to open a dialogue with those concerned about those potential impacts. It would also serve astronomy well to find ways to cope with space-based infrastructure meant to eventually benefit tens of millions to billions of people, ranging from astronomers themselves to underprivileged members of developing societies. To accept tradeoffs and make compromises is to be human.
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Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
