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SpaceX board member says Starlink prototype satellites “are working wonderfully”
Speaking in a Satellite Innovation 2018 keynote, long-time SpaceX investor and board member Steve Jurvetson made a quiet but significant comment about the company’s Starlink satellite constellation efforts, stating that the first two prototype spacecraft – currently in orbit – “are working wonderfully.”
Standing in contrast to recent speculation that SpaceX’s Starlink project had experienced major failures with on-orbit hardware, Jurvetson may be a biased source but still has a major vested interest in SpaceX’s long-term success – supporting billions dumped into a satellite constellation with no real returns in sight would serve to seriously harm his significant investments in the company.
He would say that? Maybe, but @dfjsteve Jurvetson, early @SpaceX & @planet investor, told Satellite Innovation conference Oct 10, regarding SpaceX's two Starlink test sats launched in February: pic.twitter.com/WHzJlPUEPA
— Peter B. de Selding (@pbdes) October 12, 2018
Perhaps the most trustworthy source of SpaceX information outside of the company itself, Jurvetson expressed considerable confidence in SpaceX’s Starlink achievements thus far.
“I personally think SpaceX is in the lead [with Ku- and Ka-band phased arrays that could make (global LEO satellite broadband) possible] … Tintin 1 and 2 [are working wonderfully].” – Steve Jurvetson, Satellite Innovation 2018
Previously discussed on Teslarati, SpaceX’s growing experience with phased array antennas is undoubtedly a boon for the company’s proposed Starlink internet constellation, just one of several companies actively pursuing the increasingly competitive low Earth orbit (LEO) satellite broadband market. Fundamentally, phased array antennas will eventually take over nearly all multipurpose orbital communications thanks to the sheer simplicity and potential technical superiority of the technology.
Phased array antennas get their name from the fact that they have no moving parts – rather than moving a physical dish or angling dedicated ‘beams’, phased arrays actively use signal interference to very precisely shape, direct, and regulate line-of-sight communications beams. Currently quite immature, the draw of the technology is the sheer simplicity and reliability of antennas that require no moving parts, eliminating a major mode of failure and the inherent physical limitations of current antenna tech. Without something like phased arrays, LEO communications satellites would struggle to accurately and reliably track ground stations and gateways while traveling multiple kilometers per second.
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- Traditional geostationary commsats like Telstar 19V feature dish-style antennas. The weird lumps and bumps on each dish are there by design, enabling the oddly specific coverage footprints seen to the right. (Telstar)
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- Telstar 19V’s coverage map. Each coverage blob is there by design and is accomplished by physically shaping the antenna dish.
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- LEO communications satellites like Iridium’s NEXT constellation feature totally flat panels of phased array antennas, capable of forming beams digitally. (Harris)
Large communications satellites in geostationary orbit do not face this problem. Thanks to their inherently fixed positions over ground targets (hence “geostationary“), designers and manufacturers have learned to quite literally mold each satellite’s on-orbit antennas to explicitly prioritize certain areas on the ground. This process tends to involve a prior determination of markets where demand for satellite communications is or will be highest, while also avoiding wasted coverage over areas with no need for it. However, once the antenna is launched, its beams are almost completely permanent. If markets change, the satellite simply cannot adapt.
Phased arrays, on the other hand, can almost entirely change where their many beams are directed, how much bandwidth is dedicated to certain locations, and all while accurately tracking moving targets with very few limitations. As a result, satellites with phased array antennas are sort of the communications jacks of all trades, capable of offering high-bandwidth connectivity to stationary user terminals, large ground stations, and moving vehicles simultaneously from with the same antenna array.
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural launch, showing off a thoroughly utilitarian bus and several advanced components. (SpaceX)
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- Patent diagrams like this show various subcomponents of a sandwiched phased array antenna, comprised of multiple printed circuit boards. (SpaceX)
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- The technical term for this is “science rectangle.” In all seriousness, this is actually an extraordinary glimpse at custom silicon developed in-house at SpaceX, in this case a semiconductor die. (SpaceX)
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- One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage in February 2018. (SpaceX)
If SpaceX can perfect this, they will be the only company in the world to have done so on-orbit, while other satellite operators like Iridium have managed to build and launch low-bandwidth phased arrays but have yet to attempt to do so with the bands optimal for broadband internet or at a scale that might work for constellations of hundreds or even thousands of satellites. If Jurvetson is to be believed, SpaceX’s first foray into dedicated communications satellites and specialized hardware design and manufacturing has been a major success.
Even if the orbits of Tintin A and B do suggest that some difficulties were had with at least one satellite’s electric propulsion thrusters, it’s obvious that the experience and data derived from testing the vast majority of each satellite’s non-propulsion-related systems were invaluable and well worth the effort. Another group of prototypes will likely be launched according to Elon Musk, but that’s simply how SpaceX develops complex systems – build, launch, learn, and repeat.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
