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SpaceX just won its first Falcon 9 launch contract of the year
SpaceX has won its first Falcon 9 launch contract of 2020, adding to an already substantial backlog of missions scheduled to launch over the next several years.
Commercial Egyptian satellite communications provider Nilesat reportedly awarded SpaceX the contract on January 21st and announced the news the following day. Nilesat previously revealed plans to purchase an upgraded communications satellite from European company Thales Alenia Space in December 2019 – a contract likely worth around $50-100 million.
Nilesat 301 will replace Nilesat 201 and is expected to weigh around 4.1 metric tons (9050 lb) when it launches in 2022, meaning that SpaceX should easily be able to perform the mission with a Falcon 9 rocket and still be able to recover the booster by drone ship.
Back in February 2018, SpaceX Vice President of Build and Flight Reliability Hans Koenigsmann revealed that the company’s backlog of launches was valued at more than $12 billion. Generously assuming an average cost of $80M per backlogged mission, that would translate to more than 150 separate launches — strongly implying either that she was including the company’s own Starlink missions or that SpaceX has silently won several major constellation-class launch contracts in recent years.
Based on public info, SpaceX has roughly 55 customer launches on its manifest. The company also intends to launch as many as 24 dedicated Starlink missions this year and will need at least another 40-50 on top of that to complete the first phase of the broadband internet satellite constellation (~4400 spacecraft). Meanwhile, SpaceX has won at least nine separate launch contracts – two Falcon Heavy missions and seven Falcon 9s – in the last 18 months, but has launched 22 customer payloads in the same period.
In fewer words, SpaceX is effectively launching its existing commercial missions much faster than it’s receiving new contracts. In 2019, for example, the company launched only 11 commercial missions – 13 total including two internal 60-satellite Starlink launches. SpaceX launched 21 times in 2018, a record the company initially hoped to equal or even beat last year, but – for the first time ever – the launch company was consistently ready before its customers were.
Thankfully, while at least slightly concerning from a more traditional launch provider perspective, the fact that SpaceX is lately launching more commercial missions than it wins contracts for is being dealt with in a way no company has before. By designing and manufacturing its own Starlink satellite constellation, ultimately meant to include tens of thousands of spacecraft in orbit, SpaceX will very soon become its own biggest launch customer.
By continuing to launch a dozen or so commercial missions annually and picking up the slack with anywhere from one to several dozen additional Starlink launches, SpaceX may find a way to more or less subsidize its own launch needs and ensure that it almost always has substantial revenue coming in. That set-up almost certainly can’t last forever, but if SpaceX can launch a few thousand Starlink satellites in the next few years, there is a good chance that the company’s income as an Internet Service Provider (ISP) services can make the constellation self-sustaining – perhaps even profitable.
At the same time, SpaceX is also equally – if not more so – focused on lowering the operational cost of its Falcon 9 and Falcon Heavy launch vehicles by heavily leaning on reusability. Once fairing recovery and reuse is more routine, SpaceX could feasibly perform orbital-class launches with a material cost of $25 million or less, giving the company the option of both cutting costs and raising its profit margins. By lowering Falcon 9 launch contract costs, it’s possible that SpaceX will actually be able to significantly expand the market for orbital launch services.
All things considered, SpaceX’s launch business is entering new and exciting territory and it’s hard to say or know what exactly is going to happen in the next several years. For now, January 22nd’s seemingly routine Nilesat 301 launch contract award is hopefully just the tip of the 2020 iceberg.
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Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.
Tesla’s Full Self-Driving (Supervised) system has now surpassed 8.4 billion cumulative miles.
The figure appears on Tesla’s official safety page, which tracks performance data for FSD (Supervised) and other safety technologies.
Tesla has long emphasized that large-scale real-world data is central to improving its neural network-based approach to autonomy. Each mile driven with FSD (Supervised) engaged contributes additional edge cases and scenario training for the system.
The milestone also brings Tesla closer to a benchmark previously outlined by CEO Elon Musk. Musk has stated that roughly 10 billion miles of training data may be needed to achieve safe unsupervised self-driving at scale, citing the “long tail” of rare but complex driving situations that must be learned through experience.
The growth curve of FSD Supervised’s cumulative miles over the past five years has been notable.
As noted in data shared by Tesla watcher Sawyer Merritt, annual FSD (Supervised) miles have increased from roughly 6 million in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and 4.25 billion in 2025. In just the first 50 days of 2026, Tesla owners logged another 1 billion miles.
At the current pace, the fleet is trending towards hitting about 10 billion FSD Supervised miles this year. The increase has been driven by Tesla’s growing vehicle fleet, periodic free trials, and expanding Robotaxi operations, among others.
With the fleet now past 8.4 billion cumulative miles, Tesla’s supervised system is approaching that threshold, even as regulatory approval for fully unsupervised deployment remains subject to further validation and oversight.
Elon Musk
Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Elon Musk fired back at Wikipedia co-founder Jimmy Wales after the longtime online encyclopedia leader dismissed xAI’s new AI-powered alternative, Grokipedia, as a “ridiculous” idea that is bound to fail.
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Wales made the comments while answering questions about Wikipedia’s neutrality. According to Wales, Wikipedia prides itself on neutrality.
“One of our core values at Wikipedia is neutrality. A neutral point of view is non-negotiable. It’s in the community, unquestioned… The idea that we’ve become somehow ‘Wokepidea’ is just not true,” Wales said.
When asked about potential competition from Grokipedia, Wales downplayed the situation. “There is no competition. I don’t know if anyone uses Grokipedia. I think it is a ridiculous idea that will never work,” Wales wrote.
After Grokipedia went live, Larry Sanger, also a co-founder of Wikipedia, wrote on X that his initial impression of the AI-powered Wikipedia alternative was “very OK.”
“My initial impression, looking at my own article and poking around here and there, is that Grokipedia is very OK. The jury’s still out as to whether it’s actually better than Wikipedia. But at this point I would have to say ‘maybe!’” Sanger stated.
Musk responded to Sanger’s assessment by saying it was “accurate.” In a separate post, he added that even in its V0.1 form, Grokipedia was already better than Wikipedia.
During a past appearance on the Tucker Carlson Show, Sanger argued that Wikipedia has drifted from its original vision, citing concerns about how its “Reliable sources/Perennial sources” framework categorizes publications by perceived credibility. As per Sanger, Wikipedia’s “Reliable sources/Perennial sources” list leans heavily left, with conservative publications getting effectively blacklisted in favor of their more liberal counterparts.
As of writing, Grokipedia has reportedly surpassed 80% of English Wikipedia’s article count.
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Tesla Sweden appeals after grid company refuses to restore existing Supercharger due to union strike
The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons.
Tesla Sweden is seeking regulatory intervention after a Swedish power grid company refused to reconnect an already operational Supercharger station in Åre due to ongoing union sympathy actions.
The charging site was previously functioning before it was temporarily disconnected in April last year for electrical safety reasons. A temporary construction power cabinet supplying the station had fallen over, described by Tesla as occurring “under unclear circumstances.” The power was then cut at the request of Tesla’s installation contractor to allow safe repair work.
While the safety issue was resolved, the station has not been brought back online. Stefan Sedin, CEO of Jämtkraft elnät, told Dagens Arbete (DA) that power will not be restored to the existing Supercharger station as long as the electric vehicle maker’s union issues are ongoing.
“One of our installers noticed that the construction power had been backed up and was on the ground. We asked Tesla to fix the system, and their installation company in turn asked us to cut the power so that they could do the work safely.
“When everything was restored, the question arose: ‘Wait a minute, can we reconnect the station to the electricity grid? Or what does the notice actually say?’ We consulted with our employer organization, who were clear that as long as sympathy measures are in place, we cannot reconnect this facility,” Sedin said.
The union’s sympathy actions, which began in March 2024, apply to work involving “planning, preparation, new connections, grid expansion, service, maintenance and repairs” of Tesla’s charging infrastructure in Sweden.
Tesla Sweden has argued that reconnecting an existing facility is not equivalent to establishing a new grid connection. In a filing to the Swedish Energy Market Inspectorate, the company stated that reconnecting the installation “is therefore not covered by the sympathy measures and cannot therefore constitute a reason for not reconnecting the facility to the electricity grid.”
Sedin, for his part, noted that Tesla’s issue with the Supercharger is quite unique. And while Jämtkraft elnät itself has no issue with Tesla, its actions are based on the unions’ sympathy measures against the electric vehicle maker.
“This is absolutely the first time that I have been involved in matters relating to union conflicts or sympathy measures. That is why we have relied entirely on the assessment of our employer organization. This is not something that we have made any decisions about ourselves at all.
“It is not that Jämtkraft elnät has a conflict with Tesla, but our actions are based on these sympathy measures. Should it turn out that we have made an incorrect assessment, we will correct ourselves. It is no more difficult than that for us,” the executive said.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”
