News
SpaceX installs Starlink dish on upgraded Starship prototype
In the latest in a long line of twists, SpaceX has requested permission from the FCC to operate a Starlink internet antenna installed on Starship serial number 15 (SN15).
The first in a planned batch of four or more upgraded Starship prototypes, SN15 was rolled a mile down the road from SpaceX’s South Texas factory to its suborbital launch pad late last week. Around the same time that its aft tank section was being prepped for nose installation on April 3rd, some of the first 360-degree views of the rocket revealed an unusual porthole-esque addition just above the Starship’s forward tank dome. As far back as Starhopper in 2019, Starships have used that space between tank and nosecone as an installation point for avionics, Tesla batteries, and a number of radio and GPS antennas, among other things.
The new hardware generally fell under the radar but most that took note assumed it was some kind of antenna upgrade. As it turns out, that speculation was almost certainly correct – but not in the way most expected.
When SN15’s new antenna first appeared, the author speculated that it bore a striking resemblance to a SpaceX Starlink dish. However, another forum user argued that it was more likely an upgraded S-band antenna akin to those used on SpaceX’s Falcon rockets. The author later noted that the S-band antenna pass-through located on the interstage of Falcon boosters was almost the same size as the new antenna and shroud visible on Starship SN15, seemingly closing the case.
Nine days later, SpaceX asked the FCC for permission to operate a Starlink dish (user terminal) in Boca Chica “at altitudes not to exceed 12.5 km” during operations “on the ground or during test flights.” In other words, the antenna installed on Starship SN15 is almost certainly a Starlink dish. Surrounded by an aerodynamic shroud, the antenna is firmly fixed on the rocket and would rely entirely upon cutting-edge phased array beamforming to electronically ‘steer’ itself to both transmit and receive from one or more of almost a thousand operational Starlink satellites currently in orbit.
In SpaceX’s FCC Special Temporary Authority (STA) request, the company curiously asked for the 60-day test period to begin on April 20th. Even if the FCC moves extremely quickly and grants the STA within a few days to a week of SpaceX’s April 9th request, it’s unlikely that the company would delay Starship SN15 test or launch plans by almost ten days to wait for permission to use the rocket’s new Starlink antenna. In other words, while SN15 is the first Starship to have a Starlink antenna installed, there’s a decent chance it won’t be the first to actually put that capability to the test – both on the ground or during a launch.
While unlikely, the fact that SpaceX’s Starship SN15 Starlink antenna installation is almost the same size as Falcon 9’s reliable but far more basic S-band setup also begs the question of whether success on Starship test flights could eventually lead to the addition of Starlink dishes on future Falcon boosters. Regardless, Starship SN15 is on track to kick off a busy week of qualification testing in South Texas. If the rocket suffers any significant delays, as has admittedly been the norm for Starship prototypes, there’s a good chance SN15 could begin testing its Starlink dish around the middle of next week.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
