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SpaceX wants to offer Starlink internet to consumers after just six launches
SpaceX has created a brand new website dedicated to its Starlink satellite constellation, a prelude to offering Internet service to consumers after as few as six launches.
Additionally, Starlink.com reiterated CEO Elon Musk’s estimate that SpaceX will conduct 2-6 dedicated Starlink launches – carrying at least 60 satellites each – in 2019 alone. In other words, a best-case satellite deployment scenario could mean that SpaceX will be able to start offering Starlink service to consumers “in the Northern U.S. and Canadian latitudes” as early as this year, while commercial offerings would thus be all but guaranteed in 2020. A step further, SpaceX believes it will be able to offer coverage of the entirety of the populated world after as few as 24 launches (~1500 Starlink satellites).
“Starlink is targeted to offer service in the Northern U.S. and Canadian latitudes after six launches, rapidly expanding to global coverage of the populated world after an expected 24 launches. SpaceX is targeting two to six Starlink launches by the end of this year.” — SpaceX, Starlink.com
This quiet announcement of SpaceX’s expected initial operational capability (IOC) confirms that the company’s plans to offer communications services to consumers are just as ambitious as its 60-satellite, 18.5 ton (~40,000 lb) Starlink launch debut. Assuming an average of 60 Starlink satellites per launch, SpaceX wants to begin serving customers in the US and Canada as soon as ~360 spacecraft are in orbit, a milestone that could occur as early as late 2019. Sometime in the first half of 2020 is arguably far more likely, but the fact alone that service could be offered in 2019 illustrates just how far SpaceX is ahead of its competitors, of which only OneWeb seems to pose an actual threat.
On February 27th, OneWeb launched its first six satellites – down from a planned ten, already ~20 satellites short of a ‘full’ launch – as a mix between its first orbital test and the first launch of operational spacecraft. OneWeb’s initial constellation will feature 648 satellites, potentially rising to 900 and eventually ~2000 in the years to come, pending commercial success and investor interest. The company currently has plans to begin a monthly launch campaign of ~20 Soyuz rockets no earlier than than August or September 2019, likely completing the first phase of its constellation sometime in 2021.
“OneWeb and its satellite manufacturing partner Airbus Defence and Space have crammed 10 gigabits per second of capacity into spacecraft the size of dishwashers. Tom Enders, Airbus Group’s outgoing CEO, said Feb. 14 that OneWeb satellites cost $1 million each to produce, and that the companies will be able to complete 350 to 400 satellites annually from their joint venture OneWeb Satellite’s $85 million Florida factory opening in April. The first batches of Florida-built satellites should be delivered to OneWeb toward the end of the third quarter, Airbus spokesman Guilhem Boltz said.”
SpaceNews, March 2019
Assuming SpaceX aims to launch one dedicated 60-satellite Starlink mission every 6-8 weeks, the company could easily have a constellation of more than 600 satellites in orbit by the end of 2020. Compared to OneWeb, each Starlink satellite weighs about 40% more (~150 kg vs. ~230 kg) but also offers almost double the usable throughput (~17-20 Gbps vs. OneWeb’s ~10 Gbps). In short, SpaceX should be able to offer the same capacity of coverage and service as soon – if not far sooner – than OneWeb, while constellation hopefuls like Telesat, LeoSat, and Amazon’s Project Kuiper are likely 2-5 years away from launching their first satellites, let alone offering service.
SpaceX’s foray into satellite design
Aside from revealing SpaceX’s tentative schedule for its Starlink service offerings, Starlink.com included excellent, surprisingly detailed renders of satellite hardware, ranging from Dragon-heritage star trackers to the world’s first flightworthy ion thrusters powered by krypton. These renders simply confirm what was already clear: SpaceX has gone against the grain of traditional satellite design at almost every turn, producing a bus (the general structure and form factor) that is unlike almost anything that came before it.
As a complete layperson to spacecraft design, it’s hard to describe SpaceX’s first internally designed satellite bus as anything less than elegant. Thanks to their uniquely flat form factor, the satellites can be packed into a Falcon 9 fairing with extreme efficiency, making SpaceX’s first dedicated Starlink launch the company’s heaviest payload ever at more than 18.5 tons (~40,000 lb). For comparison, OneWeb plans to launch approximately 30×150 kg satellites per Soyuz 2.1 launch with a traditional cylindrical adapter, itself weighing ~1000 kg.
For Starlink, the method the 60 satellites use to securely attach to each other remains a minor mystery, only hinted at by photos and renders that show three metal rings/connectors per satellite. However it works, it appears that SpaceX has found a way to launch and deploy dozens of fairly large spacecraft while wasting little to no mass on a dedicated dispenser. Altogether, it appears that SpaceX has already begun to surpass the technological capabilities of its competitors, while also taking large risks with highly innovative, largely unprecedented design choices. All of those characteristics will help as SpaceX pushes to deploy Starlink and begin serving customers as quickly as possible.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.
Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.
News
Tesla China delivery centers look packed as 2025 comes to a close
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Tesla’s delivery centers in China seem to be absolutely packed as the final days of 2025 wind down, with photos on social media showing delivery locations being filled wall-to-wall with vehicles waiting for their new owners.
Needless to say, it appears that Tesla China seems intent on ending 2025 on a strong note.
Full delivery center hints at year-end demand surge
A recent image from a Chinese delivery center posted by industry watcher @Tslachan on X revealed rows upon rows of freshly prepared Model Y and Model 3 units, some of which were adorned with red bows and teddy bears. Some customers also seem to be looking over their vehicles with Tesla delivery staff.
The images hint at a strong year-end push to clear inventory and deliver as many vehicles as possible. Interestingly enough, several Model Y L vehicles could be seen in the photos, hinting at the demand for the extended wheelbase-six seat variant of the best-selling all-electric crossover.
Strong demand in China
Consumer demand for the Model Y and Model 3 in China seems to be quite notable. This could be inferred from the estimated delivery dates for the Model 3 and Model Y, which have been extended to February 2026 for several variants. Apart from this, the Model Y and Model 3 also continue to rank well in China’s premium EV segment.
From January to November alone, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 are still priced at a premium compared to some of their rivals, such as the Xiaomi SU7 and YU7.
With delivery centers in December being quite busy, it does seem like Tesla China will end the year on a strong note once more.
Tesla officially publishes Q4 2025 vehicle delivery consensus
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
