

News
SpaceX’s third Starlink launch in three weeks is just around the corner
SpaceX is just a few days away from Falcon 9’s third Starlink internet satellite launch in 22 days, also the second commercial Starlink rideshare mission in two weeks.
If successfully, Starlink v1.0 L9 mission will mark nearly six hundred internet satellites launched by SpaceX since the company began dedicated missions in May 2019, as well as ~530 operational v1.0 spacecraft launched since November 2019. According to SpaceX executives, the company can begin rolling out internet service to customers via “UFO on a stick” user terminals once 14 v1.0 launches have been completed, meaning that the constellation could be just five launches away from generating consistent revenue after the next batch of satellites are safely in orbit.
Meanwhile, SpaceX debuted a separate method of generating revenue from Starlink launches just ten days ago when it successfully launched three Planet imaging satellites on top of 58 new Starlink spacecraft. While the revenue from booking a few satellites to launch on Starlink missions is likely nowhere close to covering the actual material cost to SpaceX, it can certainly help offset the extraordinarily capital-intensive process of constellation build-out. Less than two weeks after SpaceX’s Starlink rideshare debut, the very next launch is scheduled to include two commercial imaging satellites – this time for BlackSky Global.
Built by Washington startup LeoStella, the two imaging satellites scheduled to launch on Starlink-9 arrived in Cape Canaveral, Florida on June 1st in time to be processed and installed on top of a stack of either 58 or 60 Starlink internet satellites.
Approximately half as large as the three ~110 kg (240 lb) SkySats SpaceX launched on June 13th, LeoStella’s first two BlackSky satellites are believed to weigh around 55 kg (~120 lb) each and are capable of imaging the Earth’s surface at a resolution of ~1m per pixel from a nominal 500 km (310 mi) orbit. BlackSky’s LeoStella contract includes another 18 such satellites, all of which could (but probably wont) launch on future Starlink missions.
Smallsat constellation operators typically aim for diversity when launching more than a handful of satellites, ensuring that a hypothetical launch vehicle failure wont delay or destroy an entire constellation. Still, according to competitor Planet, SpaceX’s rideshare pricing is so good that it has actively changed how the prolific satellite operator thinks about constellation expansion. Planet, for reference, managed to launch three SkySats – weighing ~330 kg (~730 lb) – for something like $3 million, at least 5-7 times cheaper than launching the same spacecraft on three dedicated Rocket Lab Electron rockets.
Supporting Planet’s high praise, SpaceX recently announced that it had already secured launch contracts for more than 100 small satellites less than ten months after the program debuted, potentially injecting an impressive $50 to $100 million in revenue. A large portion of those satellites are likely scheduled to launch on one of SpaceX’s dedicated semi-annual rideshare missions, the first of which is aiming to launch in December 2020, but at least one or several dozen are probably manifested on Starlink launches.


According to CEO Elon Musk, the ultimate cost of a flight-proven Falcon 9 launch can be as low as $15 million – excluding overhead but including a new upper stage, booster recovery, propellant, and other miscellaneous costs. As such, a single 60-satellite Starlink launch likely costs SpaceX less than $30 million total, meaning that an average of five small satellites (base price: $1 million per slot) manifested on a Starlink launch would save SpaceX ~17% every time.
Regardless, Falcon 9 booster B1051 is scheduled to become the third SpaceX rocket to launch five times when it lifts off for Starlink-9 no earlier than (NET) 4:39 pm EDT (20:39 UTC) on June 25th, a delay of three days from the original June 22nd target.
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Elon Musk
Elon Musk echoes worries over Tesla control against activist shareholders
Elon Musk has spoken on several occasions of the “activist shareholders” who threaten his role at Tesla.

Elon Musk continues to raise concerns over his control of Tesla as its CEO and one of its founders, as activist shareholders seem to be a viable threat to the company in his eyes.
Musk has voiced concerns over voting control of Tesla and the possibility of him being ousted by shareholders who do not necessarily have the company’s future in mind. Instead, they could be looking to oust Musk because of his political beliefs or because of his vast wealth.
We saw an example of that as shareholders voted on two separate occasions to award Musk a 2018 compensation package that was earned as Tesla met various growth goals through the CEO’s leadership.
Despite shareholders voting to award Musk with the compensation package on two separate occasions, once in 2018 and again in 2024, Delaware Chancery Court Judge Kathaleen McCormick denied the CEO the money both times. At one time, she called it an “unfathomable sum.”
Musk’s current stake in Tesla stands at 12.8 percent, but he has an option to purchase 304 million shares, which, if exercised, after taxes, he says, would bump his voting control up about 4 percent.
However, this is not enough of a stake in the company, as he believes a roughly 25 percent ownership stake would be enough “to be influential, but not so much that I can’t be overturned,” he said in January 2024.
I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control. Enough to be influential, but not so much that I can’t be overturned.
Unless that is the case, I would prefer to build products outside of Tesla. You don’t seem to understand…
— Elon Musk (@elonmusk) January 15, 2024
Musk’s concerns were echoed in another X post from Thursday, where he confirmed he has no current personal loans against Tesla stock, and he reiterated his concerns of being ousted from the company by those he has referred to in the past as “activist shareholders.”
The CEO said during the company’s earnings call in late July:
“That is a major concern for me, as I’ve mentioned in the past. I hope that is addressed at the upcoming shareholders’ meeting. But, yeah, it is a big deal. I want to find that I’ve got so little control that I can easily be ousted by activist shareholders after having built this army of humanoid robots. I think my control over Tesla, Inc. should be enough to ensure that it goes in a good direction, but not so much control that I can’t be thrown out if I go crazy.”
The X post from Thursday said:
Just fyi I don’t have personal loans at this time against Tesla stock.
Also, the taxes on the options are ~45%, so net gain in voting control is more like 4%.
It is worrying in that I don’t want to build millions of robots and then potentially be ousted by activists and…
— Elon Musk (@elonmusk) July 31, 2025
There is a concern that Musk could eventually put his money where his mouth is, and if politicians and judges are able to limit his ownership stake as they’ve been able to do with his pay package, he could eventually leave the company.
The company’s shareholders voted overwhelmingly to approve Musk’s pay package. A vast majority of those who voted to get Musk paid still want him to be running Tesla’s day-to-day operations. Without his guidance, the company could face a major restructuring and would have a vastly new look and thesis.
News
People are already finding value in Tesla Robotaxi services
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area.

Tesla’s Robotaxi service is still in its earliest days, but some consumers are already finding surprising value in the autonomous ride-hailing system.
This was hinted at in recent comments on social media platform X.
Robotaxi Ramp
Tesla initially launched its Robotaxi service in Austin, though the company more recently launched it in the Bay Area. Tesla’s geofence for its Robotaxi service in the Bay Area is massive, covering several times the area that is currently serviced by rival Waymo.
As noted by the EV community members on social media, going end-to-end in Tesla’s Bay Area geofence would likely take over an hour’s worth of driving. That’s an impressive launch for the Robotaxi service in California, and considering Tesla’s momentum, its California geofence will likely grow substantially in the coming months.
Secret Advantage
As noted by Tesla owner and photographer @billykyle, the Tesla Robotaxi service actually has key advantages for people who travel a lot for their work. As per the Tesla owner, using a Robotaxi service would give back so much of his time considering that he gets about 5-7 shoots per day at times.
“I’ve been reflecting on how much of a game changer this is. As a photographer that runs my own business, servicing clients all around the Philadelphia area, I could ditch having a car and let an autonomous vehicle drive me between my 5-7 shoots I have per day. This would give me so much time back to work and message clients,” the photographer wrote in a post on X.
The Tesla owner also noted that the Robotaxi service could also solve issues with parking, as it could be tricky in cities. The Robotaxi service’s driverless nature also avoids the issue of rude and incompetent ride-hailing drivers, which are unfortunately prevalent in services such as Uber and Lyft. Ultimately, just like Unsupervised FSD, Tesla’s Robotaxi service has the potential to reclaim time for consumers. And as anyone in the business sphere would attest, time is ultimately money.
News
Tesla Robotaxi and Supercharger Diner are killing a dreaded consumer tradition
Tesla is still just charging strictly for its services–while asking for zero tips.

Tesla’s Robotaxi service and its newly launched Supercharger Diner are killing a longtime but increasingly dreaded consumer tradition in the United States. Based on videos taken of consumers using the Robotaxi service in the Bay Area, Tesla is still just charging strictly for its services–while asking for zero tips.
Tesla Services with Zero Tips
When Tesla launched the Robotaxi pilot in Austin, users quickly noticed that the company was not allowing riders to leave a tip for the service. If one were to try leaving a tip after a Robotaxi ride, the app simply flashes an image of Tesla’s meme hedgehog mascot with a “Just Kidding” message.
At the time, this seemed like a small tongue-in-cheek joke from the electric vehicle maker. The initial Robotaxi pilot in Austin was rolled out on a small scale, after all, and some social media users speculated that tipping may eventually just be introduced to the service.
But upon the opening of the Tesla Supercharger Diner, consumers also observed that the facility does not allow tipping. Tesla’s notice is simple: “Gratuity: Tesla covers tipping for staff.” This means that employees who work at the Tesla Diner make enough to not rely on gratuities from consumers.
And with the launch of the Robotaxi service in the Bay Area, users observed once more that Tesla is still not allowing tipping. This was highlighted by longtime Tesla owner @BLKMDL3, who shared a video of the Tesla Robotaxi app also briefly displaying the hedgehog mascot with a “Just Kidding” message when he tried leaving a tip.
Out of Control
As noted in a report from The Guardian, tipping has been a longstanding business practice in the United States, were service workers typically make less than the federal minimum wage. With this system in place, service workers end up relying on gratuities to make ends meet. This was understandable, but after the pandemic, tipping culture ended up going out of control.
On platforms such as Reddit, users have also complained about services like Uber asking for large tips for using their services. Consumers have also shared shocking experiences involving some services that ask for tips. These include self-checkout counters, drive-throughs, hotdog stands, drug stores, a bottled water stall at a jazz festival, an airport vending machine, a used bookstore, a cinema box office, and a children’s arcade, among others.
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