Update #2: SpaceX has successfully delivered Starlink 4-4 – batch of 52 new satellites – to low Earth orbit (LEO), completing the first of three back-to-back Falcon 9 launches scheduled less than three days apart.
Starlink 4-4 marks the 98th successful Falcon landing, the first time SpaceX has performed a non-polar Starlink launch from its West Coast pad, and the first time a Falcon 9 booster has completed 11 orbital-class launches and spaceflights. Up next, SpaceX is scheduled to launch Turkey’s Turksat 5B geostationary communications satellite out of its Cape Canaveral, Florida LC-40 pad. Falcon 9 could lift off as early as 10:58 pm EDT, Saturday, December 18th (03:58 UTC 19 Dec) – just 15 hours after Starlink 4-4. Set in September 2021, SpaceX’s current record is two launches in ~44 hours.
Update: SpaceX’s second dedicated West Coast Starlink launch has slipped to no earlier than (NET) 1:24 am PDT (09:24 UTC) on Saturday, December 18th. Headed to an orbit unusual for a Vandenberg Space Force Base launch, Starlink 4-4 could now lift off just 18 hours before a different SpaceX mission – Turksat 5B – lifts off from the opposite side of the country.
Barring delays to Cargo Dragon’s CRS-24 space station resupply mission, which remains scheduled for 5:06 am EDT on December 21st, that means that SpaceX is now on track to launch three Falcon 9 rockets in three days (less than 73 hours).
SpaceX appears to be on track to round out a record-breaking year with three Falcon 9 launches in four days.
With the diverse trio of missions, SpaceX will orbit another batch of laser-linked Starlink satellites, deliver a large communications satellite to geostationary transfer orbit (GTO), send a Dragon to space for sixth time this year, and break at least two company records. The first mission, known as Starlink 2-3, could occur as early as the morning of December 17th, kicking off an incredibly busy period of launches – and not just for SpaceX.
Starlink 2-3
Referring to the fact that the mission will be the third launch for the second distinct group or ‘shell’ of Starlink satellites, Starlink 2-3 will actually be the second dedicated launch to a semi-polar orbit, leapfrogging Starlink 2-2 for unknown reasons after Starlink 2-1’s successful September launch. Originally scheduled to launch in mid-October, SpaceX was forced to stand down just a few days before liftoff for unknown reasons and at least a week or two of delays soon put Starlink 2-3 at risk of clashing with the company’s upcoming NASA DART launch, which unsurprisingly took precedence. SpaceX successfully launched the Double Asteroid Redirection Test (DART) mission on November 24th.
Late on December 13th, tugboat Scorpius likely departed Port of Long Beach with SpaceX drone ship Of Course I Still Love You (OCISLY) in tow – a fairly airtight confirmation that a SpaceX launch is just a handful of days away. Based on safety Notices to Airmen and Mariners (NOTAMs/NOTMARs), Starlink 2-3 is scheduled to launch sometime between 12am and 6am PDT (UTC-8) on Friday, December 17th. If accurate and SpaceX stays on schedule, Falcon 9 could lift off from the company’s Vandenberg SLC-4E launch pad with Starlink 2-3 in tow just 22 days after a different Falcon 9 rocket launched DART – smashing the pad’s current 36-day turnaround record by almost 40%.
Aside from drastically increasing the maximum theoretical launch cadence SpaceX’s West Coast pad is capable of supporting, Starlink 2-3 is also expected – as it was in October – to fly on Falcon 9 booster B1051, potentially making the mission the first time a liquid rocket booster has completed eleven orbital-class launches. B1051 debuted in March 2019, sending an uncrewed Crew Dragon on its way to orbit for the first time. Before SpaceX’s Starlink launch cadence fell off a cliff in the second half of 2021, B1051 completed its tenth launch on May 9th, 2021, averaging one launch every ~80 days over a two-year career. Starlink 2-3 will be B1051’s first launch in 7 months and eleventh launch in 33 months.
Turksat 5B
As early as 11:58 pm EDT (UTC-5) on Saturday, December 18th, another Falcon 9 rocket is scheduled to launch Turkey’s Turksat 5B geostationary communications satellite from SpaceX’s Cape Canaveral LC-40 pad. There’s a good chance that former Falcon Heavy booster B1052 – recently converted into a Falcon 9 after more than two years in storage – will be assigned to the mission, which is set to be SpaceX’s 30th orbital launch in 2021.
CRS-24 and more!
Finally, a different Falcon 9 (possibly B1062 or even a new booster entirely) is scheduled to launch a new Cargo Dragon 2 spacecraft on CRS-24 – potentially the company’s 23rd operational International Space Station (ISS) resupply run since October 2012. It will be Falcon 9’s sixth Dragon launch of 2021 – another record for SpaceX and the spacecraft. If the schedule holds, CRS-24 could lift off as early as 5:06 am EDT (UTC-5) on Tuesday, December 21st and would be SpaceX’s third Falcon 9 launch in roughly 100 hours (a little over four days). CRS-24 is expected to be SpaceX’s 31st and final launch of 2021, beating out the 26-launch record it set just last year.
However, the rest of the world isn’t quite finished. As early as the day after CRS-24, an Ariane 5 rocket is scheduled to launch the almost $10 billion, NASA-built James Webb Space Telescope (JWST). Decades in the making, JWST will be the single most expensive payload and the largest space telescope ever launched and is functionally irreplaceable and hard (but not impossible, if the political will is there) to repair, making it perhaps the most universally nerve-wracking uncrewed launch in the history of spaceflight.
Tesla shared a striking video showcasing the decommissioning of the original Model S and Model X assembly line at its Fremont Factory in Northern California. Completed in just 46 days, the teardown involved heavy machinery dismantling concrete pits, removing robotic arms and conveyors, and clearing the space for new production.
The post, captioned “End of an era,” captured both the end of a historic chapter and Tesla’s aggressive pivot toward its next major initiative, Optimus.
End of an era: Decommissioning the original Model S & X assembly line in just 46 days pic.twitter.com/kGEdfhl62h
— Tesla Manufacturing (@gigafactories) July 10, 2026
The decision to retire the Model S and Model X originated during Tesla’s Q4 2025 Earnings Call in late January 2026. CEO Elon Musk announced that production of the company’s flagship sedan and SUV would wind down by the end of Q2 2026, describing it as bringing the programs to an “honorable discharge.”
Custom orders ceased around early April 2026, with the final vehicles rolling off the line in early May. A special signature delivery ceremony on May 20 marked the emotional close for these vehicles, which had defined Tesla’s early success and luxury EV segment since the Model S launch in 2012.
The primary reason for tearing down the lines was to repurpose the valuable factory floor space for high-volume production of Tesla’s Optimus humanoid robot. Musk had indicated on Earnings Calls that the Fremont S/X line would be replaced by a dedicated Optimus manufacturing line targeting a capacity of one million units per year.
This move aligns with Tesla’s broader strategic shift from traditional vehicle manufacturing toward robotics and artificial intelligence, leveraging the company’s expertise in autonomy, AI training, and high-volume production.
Optimus, Tesla’s general-purpose humanoid robot, is designed to perform repetitive or dangerous tasks in factories, warehouses, and eventually homes. Powered by Tesla’s AI and Neural Networks, it aims to be a versatile, affordable platform. Production of Optimus Gen 3 is already underway in limited form at Fremont, with full-scale output on the converted line expected to begin in late July or August.
Tesla is targeting rapid scaling, with internal ambitions pointing toward tens or even hundreds of thousands of units annually by the end of 2026.
Longer-term, Tesla is constructing a much larger second-generation Optimus facility at Giga Texas, with potential capacity reaching millions of units per year. The company views Optimus as a transformative product that could eventually surpass its automotive business in scale and value, enabling widespread deployment of useful robots across industries. CEO Elon Musk has even predicted it would be the most popular product of all-time.
As one era closes at Fremont, another is rapidly taking shape.
Elon Musk posted a candid admission on his social media platform X on June 9, declaring that he had been “clearly wrong” about Anthropic. The statement marked a notable reversal from his earlier skepticism toward the AI company.
In September, Musk had written, “Winning was never in the set of possible outcomes for Anthropic,” reflecting his view at the time that the startup had lacked the foundation or even the trajectory to succeed in what is an incredibly intense race for advanced artificial intelligence.
Musk’s latest post came amid discussion of Anthropic’s reliance on external compute resources. He praised the company’s progress, stating that Anthropic is “obviously currently the leader in AI” and that “no company has released a model as good as Mythos/Fable,” with expectations of a strong follow-up in Mythos 2.
The tone shifted dramatically from dismissal to acknowledgement of superior performance.
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon.
And I would never cut them off in a way that hurt them badly, even as a competitor.…
— Elon Musk (@elonmusk) July 9, 2026
The context of Musk’s comments added significance. Anthropic has been operating under a recent compute deal with SpaceXAI, Musk’s AI infrastructure-focused venture. The pair entered a short-term GPU lease agreement initiated in May, providing Anthropic access to critical computing power for training and deploying its frontier models.
SpaceXAI signs agreement with Anthropic for massive AI supercomputer access
Some observers had speculated that Musk could leverage this dependency to disadvantage a rival. Musk directly addressed the possibility, writing, “I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style.”
To support his commitment to ethical competition, Musk referenced concrete examples from his other companies. Tesla famously open-sourced its entire portfolio of electric vehicle patents in 2014. The move was designed to accelerate the global adoption of sustainable transportation technology rather than protect proprietary advantages.
Tesla also made its Supercharger network available to competing electric vehicle manufacturers, transforming what could have remained an exclusive charging ecosystem into a shared infrastructure that benefits the broader industry and reduces barriers for EV adoption.
Musk further pointed to SpaceX’s practices, noting that the company launches satellites for competing commercial systems “with no increase in price or use of unfair terms.” He extended the principle to his social platform, observing that “even my worst enemies attack me on this platform,” underscoring preference for open discourse over retaliation.
These examples have illustrated Musk’s long-standing philosophy that long-term technological progress is best served by open competition and infrastructure sharing rather than leveraging market power to stifle rivals. In the fast-evolving AI sector, where compute resources and model capabilities determine leadership, Musk’s stance suggests a willingness to compete on innovation and performance alone.
Musk’s admission arrives as SpaceXAI itself advances its own frontier models while maintaining business relationships across the ecosystem. By publicly correcting his earlier assessment and reaffirming principles of fair play, Musk highlights a model of competition that prioritizes advancement of the field over short-term tactical advantages.
A Tesla analyst believes the company’s Full Self-Driving suite is close to an “inflection point,” where people will finally realize that it is more than what it appears, similar to how many view the iPhone.
Pierre Ferragu, an analyst who has covered Tesla for many years at New Street Research, says the Full Self-Driving suite is one piece of evidence supporting the view that a Tesla is more than a car. He compared it to the iPhone and noted that the high price tag seemed like a lot for a phone early on. Then people realized the iPhone was more than just something you make calls with. It made their lives simpler.
🚨 Analyst @p_ferragu says Tesla Full Self-Driving is at an “inflection point” in a recent commentary:
“A Tesla is not a car, the same way an iPhone was not a phone. As a tool that gets you to work peacefully every morning, it is not expensive. Give us 2 more quarters to see… pic.twitter.com/tm6xFrjVPV
— TESLARATI (@Teslarati) July 10, 2026
Suddenly, that price tag was justified.
Tesla offers several models under the average transaction price for a new vehicle, which was above $49,000, according to Kelley Blue Book. However, that does not take into account that many people can still not afford a $35,000 vehicle. Ferragu offers his thoughts:
“Remember when the addressable market of the iPhone was 10 million units? Then people realized how good it was, and now, nearly 250m are sold every year.
A similar evolution for Tesla is still on the table. A Tesla is not a car, the same way an iPhone was not a phone.
A model 3 at $35k + $100 per month is too expensive for most, but only as a car, the same way a $600 iPhone was too expensive for most, until most realized it was much more than a phone.
As a tool that gets you to work peacefully every morning, it is not expensive.”
This point is valid, especially considering the iPhone’s impact on the cell phone market. There are still a handful of players, but most people you know have an iPhone. The iPhone ties into Apple’s other ecosystem of products.
This is how Tesla plans to infiltrate the automotive market, and once the company offers a fully autonomous suite, or something that can allow for unsupervised self-driving, more and more people will flock to Tesla.
Ferragu believes Tesla needs two additional quarters of development before things will truly change. He didn’t elaborate on what will happen in two quarters, but he said it will give us all time to “see where this is heading.”
It is really quite interesting to see people’s reactions when they find out what a Tesla is capable of. Full Self-Driving is a great tool for taking stress out of travel; I use it daily, and it has made it really difficult to consider taking any other car on a drive of practically any length.
To me, it is really hard to believe that people will not at least seriously consider a Tesla as their next car if they experience Full Self-Driving. This is a major point for those who argue that Tesla should advertise in some way.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Elon Musk admits he was ‘clearly wrong’ about Anthropic
