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SpaceX preparing salvo of polar Starlink launches from West and East coasts
SpaceX has unexpectedly filed regulatory documents requesting permission to perform at least half a dozen polar Starlink satellite launches from its East Coast facilities, hinting at a two-pronged approach as work continues to reactive SpaceX’s lone West Coast launch pad.
Known as Space Launch Complex 4 (SLC-4), SpaceX last used its Vandenberg Air/Space Force Base (VAFB) pad to launch a joint primarily European Earth observation satellite in November 2020 – itself the site’s first launch since June 2019. In April 2021, comments made by SpaceX President and COO Gwynne Shotwell revealed plans to return its VAFB site to active use as early as “summer” 2021 – July, in other words.
Over the next two months, a new Port of Long Beach lease for West Coast drone ship operations, FCC launch application requests, and the westbound shipment of a Falcon 9 booster strongly supported Shotwell’s claim. Most recently, drone ship Of Course I Still Love You (OCISLY) completed the first leg of its journey from Florida to California, arriving at the Panama Canal’s Atlantic locks on June 20th. That progress has all but guaranteed that SpaceX’s West Coast launch resurgence will have a drone ship to support booster recoveries – pad, rocket, and satellites permitting – well before the end of July.
Now, though, new SpaceX FCC permit applications suggest that the company intends to begin dedicated polar launches from the East Coast as early as July 26th. That means that SpaceX could theoretically complete its first two dedicated polar Starlink launches next month if things go smoothly. Given that SpaceX’s East Coast launch facilities are already active and have been running like a well-oiled machine over the last ~12 months, plans to simultaneously begin polar Starlink launches from the East and West coasts could also serve as a hedge against any delays that might crop up while reactivating SLC-4E.
In the event of delays, SpaceX would thus still have a feasible path to complete its first dedicated polar Starlink launch before the end of the month, potentially leaving it on track to complete around a dozen such missions before the end of the year.
Just last month, Starlink passed a major milestone with SpaceX’s 28th successful launch of v1.0 satellites, effectively completing the constellation’s first orbital ‘shell’ of ~1600 spacecraft. Technically, around 1100 of those satellites are operational and the other ~530 are still in the processing of boosting themselves to their final orbits, but that’s just a matter of time. Once all of spacecraft already in orbit complete that process, the Starlink constellation will be able to deliver uninterrupted internet to almost anybody on Earth.
Another identical semi-equatorial batch of ~1584 satellites is planned to flesh out the Starlink Phase 1 constellation and improve bandwidth density but to achieve true global coverage, another ~1250 polar Starlink satellites are necessary. In Starlink’s first ~4400-satellite phase, those polar-orbiting spacecraft are split between three ‘shells’ with slightly different orbits and inclinations to increase the breadth of their coverage as much as possible. Notably, polar Starlink satellites will offer truly uninterrupted coverage anywhere on Earth – not just land-based users outside of polar latitudes.
With laser interlinks installed, those polar satellites will also allow Starlink to break into the lucrative in-flight and maritime communications markets and serve unprecedentedly high-quality internet to people in the air and at sea. They’ll also open up Starlink to many of the four million or so people living in the Arctic Circle.
While East Coast polar Starlink launches will be less efficient and likely have to carry fewer satellites, simultaneously flying from the East and West Coast could allow SpaceX to launch the constellation’s ~1250 polar satellites in just 12-18 months while still performing regular equatorial launches at the same time.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
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Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Tesla won dual categories in the Euro NCAP Best in Class awards, with the Model 3 being named the safest Large Family Car and the Model Y being recognized as the safest Small SUV.
The feat was highlighted by Tesla Europe & Middle East in a post on its official account on social media platform X.
Model 3 and Model Y lead their respective segments
As per a press release from the Euro NCAP, the organization’s Best in Class designation is based on a weighted assessment of four key areas: Adult Occupant, Child Occupant, Vulnerable Road User, and Safety Assist. Only vehicles that achieved a 5-star Euro NCAP rating and were evaluated with standard safety equipment are eligible for the award.
Euro NCAP noted that the updated Tesla Model 3 performed particularly well in Child Occupant protection, while its Safety Assist score reflected Tesla’s ongoing improvements to driver-assistance systems. The Model Y similarly stood out in Child Occupant protection and Safety Assist, reinforcing Tesla’s dual-category win.
“The company’s best-selling Model Y proved the gold standard for small SUVs,” Euro NCAP noted.
Euro NCAP leadership shares insights
Euro NCAP Secretary General Dr. Michiel van Ratingen said the organization’s Best in Class awards are designed to help consumers identify the safest vehicles over the past year.
Van Ratingen noted that 2025 was Euro NCAP’s busiest year to date, with more vehicles tested than ever before, amid a growing variety of electric cars and increasingly sophisticated safety systems. While the Mercedes-Benz CLA ultimately earned the title of Best Performer of 2025, he emphasized that Tesla finished only fractionally behind in the overall rankings.
“It was a close-run competition,” van Ratingen said. “Tesla was only fractionally behind, and new entrants like firefly and Leapmotor show how global competition continues to grow, which can only be a good thing for consumers who value safety as much as style, practicality, driving performance, and running costs from their next car.”
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Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
Tesla will be ending one-time purchases of its Full Self-Driving (FSD) system after Valentine’s Day, transitioning the feature to a monthly subscription-only model.
Tesla CEO Elon Musk confirmed the upcoming update in a post on social media platform X.
No more FSD one-time purchases
As per Elon Musk in his post on X, “Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.” This marks a shift in how Tesla monetizes its FSD system, which can now be purchased for a one-time fee or accessed through a monthly subscription.
FSD’s subscription model has been $99 per month in the United States, while its one-time purchase option is currently priced at $8,000. FSD’s one-time purchase price has swung wildly in recent years, reaching $15,000 in September 2022. At the time, FSD was proficient, but its performance was not on par with v14. This made its $15,000 upfront price a hard sell for consumers.
Tesla’s move to a subscription-only model could then streamline how the company sells FSD. It also lowers the entry price for the system, as even price-conscious drivers would likely be able to justify FSD’s $99 monthly subscription cost during periods when long-distance travel is prevalent, like the holidays.
Musk’s compensation plan and FSD subscription targets
Tesla’s shift to a subscription-only FSD model comes amidst Musk’s 2025 CEO Performance Award, which was approved by Tesla shareholders at the 2025 Annual Shareholders Meeting with roughly 75% support. Under the long-term compensation plan, Musk must achieve a series of ambitious operational milestones, including 10 million active FSD subscriptions, over the next decade for his stock awards to vest.
The 2025 CEO Performance Award’s structure ties Musk’s potential compensation to Tesla’s aggressive targets that span market capitalization, vehicle deliveries, robotics, and software adoption. Apart from his 10-million active FSD subscription target, Musk’s compensation is also tied to Tesla producing 20 million vehicles cumulatively, delivering 1 million Tesla bots, and having 1 million Robotaxis in operation. He must also lead Tesla to a market cap of $8.5 trillion.
If successful, Elon Musk’s 2025 CEO Performance Award could make him the world’s first trillionaire. It could also help Tesla become the world’s most valuable company by market cap by a notable margin.
Tesla Model 3 and Model Y dominates U.S. EV market in 2025
Tesla Model 3 and Model Y earn Euro NCAP Best in Class safety awards
