News
SpaceX VP says Starship is already winning commercial launch contracts
A SpaceX executive says that the company’s next-generation, fully-reusable Starship rocket has already secured multiple commercial launch contracts.
Set to debut no earlier than (NET) the first quarter of 2022 with a semi-orbital launch that aims to send Starship about 85% of the way around the Earth, Starship has a ways to go before it’s ready to routinely launch payloads. Nonetheless, SpaceX is confident enough in Starship’s eventual success to have effectively made it the foundation of every one of the company’s future goals – both in the short and long term.
Today, SpaceX’s Falcon rockets have become a spectacularly successful revolution in cost-effective launch through reusability and vertical integration, among other things. Thanks to that unprecedented affordability, SpaceX has been able to kick off the deployment of its Starlink internet constellation, launching more than 1800 satellites and becoming the largest satellite operator in history in less than two and a half years. Where competition is possible, Falcon 9 dominates the global commercial launch market for both small and large satellites. And yet despite its staggering success, Falcon 9 remains at least one or two magnitudes too expensive and too performance-constrained to realize SpaceX’s grander ambitions.
Those overarching goals are simple enough and directly related. First, SpaceX – through Starlink – aims to blanket the Earth’s surface with high-quality, affordable satellite internet that is either indistinguishable from or better than ground-based alternatives, ultimately connecting tens or even hundreds of millions of people to the internet. Second, SpaceX’s founding goal has always been to make humanity a multiplanetary species by enabling the creation of one or several permanent, self-sustaining cities on Mars. For the latter goal, Starship or a fully reusable rocket like it has always been essential – without which it would be prohibitively expensive to launch the sheer mass and volume of supplies needed to build a city on another world.
Recently, if SpaceX’s often hyperbolic CEO is to be believed, Starlink’s success has also become dependent on Starship, with Musk stating in a company-wide memo that SpaceX as a whole could face bankruptcy if Starship isn’t ready to launch 200+ Starlink satellites per month by the end of 2022. While it’s simply untrue that SpaceX is at risk of bankruptcy, there might be some truth behind Musk’s statement. Fearmongering aside, the gist of Musk’s argument is that Starlink is “financially weak” under the current paradigm, where Falcon 9 delivers approximately 50 300-kilogram (~650 lb) satellites to orbit with each launch.
In the same vein as Starship, Musk believes that next-generation “Starlink V2” satellites – several times larger than V1 satellites – will drastically improve the cost-effectiveness of the constellation by allowing SpaceX to squeeze much more network capacity out of every unit of satellite mass. However, making Starlink V2 satellites several times larger would reduce the efficiency of launching them on Falcon 9 by an equal degree – hence the apparently dire need for Starship.
Contrary to Musk’s apocalyptic vision, even if it might be significantly slower and more expensive to deploy, it’s quite likely that a full Starlink V1 constellation launched by Falcon 9 could still be economically viable. What it probably wouldn’t be, though, is exceptionally profitable, which has long been SpaceX’s main plan for funding its multiplanetary dreams. With a Starship capable of achieving its design goals, that could change.
According to Musk and other SpaceX executives, the true cost – before payloads – of a flight-proven Falcon 9 launch is somewhere between $15M and $28M. At an estimated cost of $250-500k apiece, 50-60 Starlink V1 satellites raise the total cost of a Starlink launch to approximately $30-60M – the range between marginal and total cost. In a partially reusable configuration, Falcon 9 is capable of launching about ~16 tons (~35,000 lb) to low Earth orbit (LEO).
Starship, however, is designed to launch at least 100 tons (~220,000 lb) and possibly up to 150 tons (~330,000 lb) to LEO for a marginal cost of as little as $2M. Even if SpaceX is a magnitude off of that target and never gets beyond 100t to LEO, a $20M Starship launch fully loaded with Starlink satellites would still cost five times less than Falcon 9 per unit of satellite mass launched. At 150 tons to LEO for $10M, Starship would cost 15 times less. If SpaceX one day perfects full reusability and marginal costs do fall to $2M, a 150-ton Starship launch could be up to 70 times cheaper than Falcon 9.
For the exact same reasons it could radically improve the cost-efficiency of Starlink deployment and finally make humanity’s expansion beyond Earth affordable enough to be viable, Starship would also inherently revolutionize access to space for all other launch customers – not just SpaceX.
According to SpaceX Vice President of Commercial Sales Tom Ochinero, Starship has already begun to make inroads with SpaceX’s healthy list of existing Falcon customers. While relatively minor and inevitable, it’s still an important symbolic step for SpaceX and Starship as it attempts to deliver a launch vehicle so cheap and capable that it ushers the company’s own Falcon rockets into retirement.
News
Tesla scores major court win as judge rejects race bias class action
The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers.
Tesla scored a significant legal victory in California after a state judge reversed a class certification in a high-profile race harassment case involving 6,000 Black workers at its Fremont plant. The ruling means the 2017 lawsuit cannot proceed as a class action because plaintiff attorneys were unable to secure testimony commitments from at least 200 workers ahead of a 2026 trial, a threshold the judge viewed as necessary to reliably represent the full group.
No class action
In a late-Friday order, California Superior Court Judge Peter Borkon concluded that the suit could not remain a class action, stating he could not confidently apply the experiences of a much smaller group of testifying workers to thousands of potential class members. His ruling reverses a 2024 decision by a different judge who had certified the case under the belief that a trial of that size would be manageable, as noted in a Reuters report.
The lawsuit was originally filed by former assembly-line worker Marcus Vaughn, who alleged that Black employees at Tesla’s Fremont factory were exposed to various forms of racially hostile conduct, including slurs, graffiti, and instances of disturbing objects appearing in work areas. Tesla has previously said it does not tolerate harassment and has removed employees found responsible for misconduct. Neither Tesla nor the plaintiffs’ legal team immediately commented on the latest ruling.
Tesla’s legal challenges
While the decertification narrows the scope of this particular case, Tesla still faces additional litigation over similar allegations. A separate trial involving related claims brought by a California state civil rights agency is scheduled just two months after the now-vacated class trial date. The company is also contending with federal race discrimination claims filed by the U.S. Equal Employment Opportunity Commission, alongside several individual lawsuits it has already resolved.
For now, the reversal removes the large-scale exposure Tesla would have faced in a unified class trial, shifting the dispute back to individual claims rather than a single mass action. The case is Vaughn v. Tesla, filed in Alameda County Superior Court.
@teslarati With a pedestrian in the crosswalk, Tesla Full Self-Driving shows off its courtesy. Human drivers? Not so much. #tesla #teslafsd #fullselfdriving ♬ AMERICAN HEART – Maxwell Luke
News
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
Tesla’s Holiday Update is going to be on its way soon, and although we have no idea what the company is planning to implement into vehicles with the 2025 iteration.
However, the wishlist is extensive, and owners are hoping to get a vast array of new features, both useful and artificial. That’s the fun thing about owning a Tesla — not everything is necessary, and it’s okay for your car to be fun.
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
🚨 All I Want for Christmas (in the Tesla Holiday Update) is:
1. More streaming platforms
2. Summon for Cybertruck
3. Easier Navigation adjustment for a preferred route instead of the optimal choiceWhat else? pic.twitter.com/qapS1jXAuB
— TESLARATI (@Teslarati) November 16, 2025
In past years, Tesla has brought both useful things and fun things with the Holiday Update. The Custom Lock Sound, new Light Shows, and even High Fidelity Park Assist have all come in past updates, among many other things. But for 2025, people want even more, and here’s what we have seen most frequently thus far:
More Streaming Platforms
This is a personal request of ours, and it’s something that we feel is long overdue.
Sure, Netflix, Disney+, and Hulu are all great — but there’s a lot of meat left on that bone. HBOMax, Paramount+, and even YouTube TV would be a great option for those of us who have subscriptions and want to watch Live Events while Supercharging or eating in our cars.
The fact that Tesla has not added more platforms to its in-car Theater in a few years has been, dare I say, disappointing?
Full Self-Driving for Europe
This is something not even Santa can help with. Although his Elves are known for their high productivity, we’re not even sure they could convince European regulators to open the door for FSD’s entrance into the market.
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
FSD is definitely capable of handling European driving conditions, but regulators are truly dragging their feet through the mud with the approval process. Tesla has tested FSD in several countries in Europe, but nothing has been set in stone yet.
Deeper Grok Integration
Many owners have said something about how Grok is truly not super in-tune with the vehicles. This is something any owner will experience.
It seems Grok should be capable of handling all in-car requests; everything from changing the A/C to a specific temperature to adding a stop within the Navigation should be handled by Grok.
Instead, Grok cannot handle those things currently. You have to speak to the car itself using the microphone button on the steering wheel.
Interestingly, some vehicles already have the Grok logo replacing the microphone. It is likely the most realistic request of all.
‘Learn’ Mode for Full Self-Driving Arrival Options
Although it is great for public destinations, FSD still does not allow you to choose a set parking spot at your residence. It also does not allow you to choose preferences for parking in large parking lots.
Renters, and even those who live in purchased townhomes, often have assigned parking spots. Full Self-Driving v14 has done a great job of doing half the work, but there have been too many times when I’ve arrived home, the car pulls me into a spot, and I’m forced to manually back out and park in my assigned space.
Many people also do not like to park toward the entrance of a store, me included. Parking away from the front of a store eliminates parking congestion and usually is a safer bet for your vehicle to keep from being dinged by careless drivers who swing their doors open.
Navigation Adjustments
Sometimes you don’t want to turn left on the street the navigation chooses. Maybe you want to go a block down and check out that new Portuguese restaurant that just opened on the way to your next destination.
This is only possible currently by inputting a waypoint that would take you that way. Instead, the center screen could be opened, and the driver should be able to select an alternative route by simply touching a street they’d rather travel on.
Investor's Corner
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Tesla scores major court win as judge rejects race bias class action
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
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