News
SpaceX Starlink user terminals tested by board members as beta nears
SpaceX’s nascent Starlink user terminal technology – the consumer hardware that will connect customers to a vast space-based internet constellation – is being put through its paces in a series of closed tests with employees, board members, and investors.
This news comes around the same time as SpaceX took two significant steps towards a beta debut for Starlink internet service, completing the eighth successful launch of Starlink v1.0 satellites and opening a new web portal where anyone can sign up for updates on service availability in their region. According to COO and President Gwynne Shotwell, SpaceX means to begin rolling out Starlink internet service once 14 launches are completed and ~840 satellites are in orbit. Whether or not that figure includes SpaceX’s first launch of 60 ‘v0.9’ Starlink satellites back in May 2019, it’s safe to say that that 14-launch milestone is just two or three months away if the company can sustain and average of two to three launches per month.
Regardless of the spectacular, well-publicized launch component of SpaceX’s Starlink internet satellite constellation, apparent user terminal testing helps shed light on the customer-facing side of the venture. While currently just shy of invisible, the user terminal is at least as difficult and important a problem to solve as Starlink satellite production and launch – if not more important and more challenging.
As previously discussed on Teslarati, user terminals could easily make or break Starlink regardless of dozens of successful launches or the quality of satellites, ground stations, or the network in general.
“Aside from the quality, reliability, and usability of the network itself (can it stream YouTube/Netflix videos? Game? Teleconference?), the user terminals customers need in order to access said network will also be under the microscope. If SpaceX is unable to mass-produce millions of high-quality, reliable user terminals and ensure that they are easy and intuitive to use, the quality of the Starlink satellite network itself would be effectively irrelevant.
The problem is familiar for users of ISPs (i.e. a majority of humans): your WiFi router and modem can be top-of-the-line but bad internet service makes the quality of your home network irrelevant. Vice-versa, a bad router or modem will also make high-quality internet service effectively irrelevant. In other words, SpaceX fundamentally needs to ensure that neither component threatens the user experience.”
Teslarati.com – April 23rd, 2020
In other words, low-quality, buggy user terminals that are hard to set up or require frequent babysitting to ensure a stable connection would make the quality of the satellites SpaceX launches and the ground-based infrastructure it installs irrelevant. Hence the closed focus group-style testing like that described above by investor Steve Jurvetson.
According to Jurvetson, board members (him included) were invited to SpaceX on June 11th or 12th to try out Starlink user terminal prototypes the company is in the midst of developing. Specifically, each board member was given a terminal and asked to set it up themselves in a friendly race to the finish line (establishing an internet connection). Steve ultimately said that the prototype he set up offered the “simplest out-of-box experience imaginable.”
In fact, SpaceX has already been performing similar tests for several months according to a virtual seminar hosted by data company Tape Ark earlier this month, performing a similar setup test but with dozens of employees’ spouses rather than board members. While board members of a high-tech rocket company and families of its employees aren’t exactly a random sample of American (or worldwide) consumers, all non-employees tested thus far have been able to set up Starlink terminals and establish an internet connection without issue. That’s no mean feat when one considers that the alternative is setting up a modem and router and activating internet service through an ISP like Comcast, a task that can easily destroy the sanity of even technically-savvy users.
CEO Elon Musk himself has always made it clear that simplicity is a priority for Starlink user terminals, recently stating that the final product should be even simpler than the prototypes that board and family members alike had zero difficulty setting up, requiring customers to simply “plug [it] in & point [it] at [the] sky”. Given that SpaceX could be ready to roll out Starlink internet service in some capacity as early as August or September, it’s safe to say that the mysterious “UFO-on-a-stick” user terminal wont remain a secret for much longer.
Specs-wise, the same virtual seminar revealed that a normal level of connectivity for a user terminal will be around 100 megabits per second (mbps) down and 40 mbps up. According to Musk, Starlink internet latency (often known as ping) might actually be better than fiber internet, offering ~20 ms for Version 1 and ~8 ms when Version 2 debuts (ETA unknown).
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Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
News
Tesla starts Full Self-Driving rollout to owners in Australia
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Tesla has already started rolling out its Full Self-Driving suite to owners in Australia after officially launching the driver assistance suite in the country yesterday.
Earlier this week, Tesla seemed to be moving toward the launch of Full Self-Driving (Supervised) in Australia after numerous media members received early access to test its performance.
Tesla officially launched Full Self-Driving (Supervised) in Australia yesterday. The company told media members who got early access to the suite that the rollout would begin with Hardware 4-equipped Model 3 and Model Y vehicles.
The release would be slow and gradual, with the process performed in stages.
The first stage of the rollout has already begun in Australia:
🚨 The first wave of Tesla Full Self-Driving is rolling out to owners in Australia
It’s here 🇦🇺 https://t.co/BQH8axjs0g pic.twitter.com/qsQUcG6lRx
— TESLARATI (@Teslarati) August 29, 2025
Tesla is reminding drivers in Australia who are using the suite for the first time that they must not become complacent while FSD is in operation. It is not fully autonomous and still requires the driver to remain attentive to road conditions and the vehicle’s surroundings.
Currently, the suite is only available to purchase outright, and it comes at a cost of $10,100. A subscription model is in the works, similar to the one in the United States, but Tesla has not yet announced its plans or pricing model for this.
Australia is the sixth country to receive Full Self-Driving (Supervised), or at least some version of it, as the United States, Canada, Mexico, China, and Puerto Rico all have access to the suite currently. In China, it is slightly different and is referred to as “City Autopilot” due to regulatory boundaries.
Early reviews of the suite have been very strong, as local media have also had the opportunity to try it, with one journalist saying, To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Mainstream media’s review of @Tesla‘s FSD (Supervised) after using it public roads in Australia:
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.” pic.twitter.com/Rjsh6yXk93
— Sawyer Merritt (@SawyerMerritt) August 29, 2025
News
Tesla expands crazy new lease deal for insane savings on used inventory
Tesla was able to work through the hurdles in three states, expanding the deal to New York, New Jersey, and Florida.
Tesla has expanded its new lease deal, offering people insane savings on used inventory.
Last week, we reported on Tesla offering crazy good lease deals on some of its used inventory, as people were able to grab monthly payments for as little as $225 per month with no money down.
There was only one catch: the deal was only available in California and Texas.
Tesla offers new deal on used inventory that you won’t want to pass up
However, Tesla has been working hard to get the lease deal expanded, and it finally has. Last night, Tesla’s VP of Finance, Sendil Palani, confirmed the deal had made it to three additional states.
Palani explained that the deal was only available in California and Texas because the leasing process requires working through regulatory hurdles in each state. He said it “involves a nontrivial amount of work,” which makes things more difficult to iron out.
Tesla was able to work through the hurdles in three states, expanding the deal to New York, New Jersey, and Florida. It is currently active in those states, Palani said:
Tesla’s used lease deal has expanded to three new states: New York, New Jersey, and Florida
Expanding to new states requires “a nontrivial amount of work,” but more states could receive the deal soon! https://t.co/eT1niyIU3I
— TESLARATI (@Teslarati) August 29, 2025
Tesla is really making a concerted effort to push its inventory out the door, and many areas already are running low on both new and pre-owned inventory. It has cut prices on some new inventory, while offering these new lease deals on used vehicles that remain.
It is beneficial to the consumer for obvious reasons: cheaper payments and the ability to get a great deal on a car for no money down. Tesla is also getting rid of vehicles that were once thought to be intended for the Robotaxi fleet, but it appears these older hardware vehicles are no longer in the company’s plans for that purpose.
This is the first time Tesla has offered lease deals on used inventory, as it has only offered an outright purchase option in the past. In an effort to boost deliveries and rid itself of older cars, these lease deals are truly beneficial for both parties. It is only a wonder how long they will last.
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
Tesla starts Full Self-Driving rollout to owners in Australia
Tesla expands crazy new lease deal for insane savings on used inventory
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