News
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.
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.
Tesla confirms that it finally solved its 4680 battery’s dry cathode process
Tesla Giga Texas to feature massive Optimus V4 production line
