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SpaceX to livestream private BFR Moon mission “in high-def VR” with Starlink satellites
Following a detailed update to SpaceX’s BFR plans and the first privately contracted mission to the Moon, CEO Elon Musk has tweeted that the company intends to stream the entire six-day journey in “high def VR”, a plan that would demand unprecedented communications capabilities between the Moon and the Earth.
Musk further confirmed that “Starlink should be active by [2023]”, suggesting – at a minimum – that the SpaceX-built and SpaceX-launched internet satellite constellation will have reached what is known as ‘initial operating capability’, pegged for Starlink at roughly 800 satellites launched.
Moon mission will be livestreamed in high def VR, so it’ll feel like you’re there in real-time minus a few seconds for speed of light
— Elon Musk (@elonmusk) September 18, 2018
No small task
To give some rough context for what Musk wants, streaming in high-enough quality for a good virtual reality (VR) experience on a deep space voyage around the Moon will demand a sea of bandwidth that’s difficult to find even on the surface of Earth, let alone in space. A 2017 estimate pegged the bandwidth requirements for 4K VR streaming around 300 megabits per second (Mbps), while a solution more fitting for five years of iterative improvement between now and 2023 might demand almost a magnitude greater bandwidth (~3000+ Mbps).
For context, the average American internet connection hovers around 15-20 Mbps while the average 4K YouTube video takes about 25 Mbps to stream, meaning that BFR’s communications link between the ~390,000 km (240,000 mi) Earth-Moon gap would need to be anywhere from 10 to more than 100 times faster than typical Earthly connectivity. While NASA has already completed a successful tech demonstration of laser communications from the Moon to the Earth, maxing out at a rather impressive ~620 Mbps in 2013, that one-off test concluded years ago, and there simply is no infrastructure available to achieve the sort of capabilities SpaceX will need to stream a lunar voyage in VR.
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Starlink to the rescue
The only possible way SpaceX could accomplish this sort of technical feat is by having their own high-bandwidth satellite constellation at least partially operational, needs that mesh reasonably well SpaceX’s public planning schedule for their Starlink constellation. Speaking in late-2017, SpaceX VP of Satellite Government Affairs Patricia Cooper laid out a timeline that would see ~800 satellites launches sometime in the early 2020s, followed later by the remaining ~3600 spacecraft in the Phase 1 constellation. Those launches would take place between 2019 and 2024.
Since then, Musk has indirectly hinted that Starlink’s schedule has slipped or stretched 6-12 months, unsurprising for such a massive technical task at hand. This still leaves a fair amount of time for some sort of initial operational capability to be realized, even if it is little more than the skeleton necessary for Musk’s high-def VR-streaming ambitions. Although the tweet response that triggered it was deleted, Musk confirmed in the comments of his original tweet that Starlink would be the relay network of choice – having an Earth network already installed would certainly minimize the need for global ground stations to receive a BFR spaceship’s continuous lunar downlink.
Yeah, Starlink should be active by then
— Elon Musk (@elonmusk) September 18, 2018
Evidenced by previous comments from Musk and NASA execs expressing interest in developing a commercial communications relay between Earth and Mars, the thought is at least there that the Starlink satellite bus may sooner or later be called upon to serve as deep space communications relays throughout the solar system, beginning with the Moon and Mars.
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
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- SpaceX’s updated BFR spaceship seen cresting over the Moon’s limb. (SpaceX)
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- Falcon 9 B1049 returns to Cape Canaveral, 09/12/18. (Tom Cross)
It’s possible that those distinct space environments would necessitate changes to the spacecraft’s hardware and software, but the fundamental goal of mass-producing Starlink satellites at an unprecedented scale and cost means that a few off-the-shelf satellites could plausibly be placed in relay positions under the assumption that they will die faster than those in Earth orbit. At just a few hundred kilograms apiece, Falcon 9 would have no problems launching a handful to the Moon or elsewhere, and they could potentially be included as copassengers on BFR launches, acting as a sort of a la carte communications relay for the spaceship.
Time will tell, but SpaceX fans certainly have an incredible amount of things to look forward too from the last 48 hours alone, regardless of whether the #dearMoon BFR mission’s 2023 launch target slips (spoiler: it probably will).
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SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Elon Musk
Another Tesla SpaceX merger prediction by ARK Invest has Elon Musk talking
Elon Musk again denies a Tesla China split as new SpaceX merger speculation resurfaces quickly.
Elon Musk restated that Tesla has no plans to separate its China business from the rest of the company, responding to a new round of merger speculation from ARK Invest.
On the firm’s “Brainstorm” podcast, Cathie Wood’s team, including chief futurist Brett Winton and research director Nick Grous, argued a Tesla and SpaceX combination remains likely, with an announcement possible before the end of the year even if the deal itself would not close that quickly. Winton called Tesla’s Shanghai operations a “small ish wrinkle” for a merger rather than a real obstacle, since SpaceX’s national security work with the U.S. government sits uneasily next to Tesla’s manufacturing base in China.
Musk pushed back on the framing directly. “China is awesome. I strongly encourage people to visit,” he wrote on X. He also repeated language he first used in late July, when the Wall Street Journal reported that Tesla executives had been told to prepare for a possible spinoff, sale, or closure of the China business ahead of a SpaceX tie up. Musk called that report “absurdly fake news” at the time, adding that a separation had “never even come up in a discussion ever,” a line he echoed again this week.
The repeated denial has not settled the underlying question, because Shanghai’s role in Tesla’s business is exactly what makes a merger complicated. Gigafactory Shanghai still ships more than half of Tesla’s global deliveries and functions as the company’s main export hub for Europe and Asia. Teslarati previously reported on Musk’s initial denial, and the merger conversation itself has been building since SpaceX’s IPO gave it public shares to use as acquisition currency.
Wedbush’s Dan Ives has pegged the odds of a Tesla SpaceX merger at 80 to 90 percent by early 2027, and ARK’s prediction of a year end announcement adds another data point to that timeline, even as Musk keeps rejecting the specific mechanics reporters have described. Neither position rules out the other. Musk can deny a China spinoff was ever discussed while analysts still expect some form of combination to move forward, since ARK and Ives are both describing convergence at the corporate level, not necessarily the internal restructuring the Journal described in July.
For now, Tesla’s China business remains intact, and Musk’s comments this week make clear he has no interest in publicly walking that position back, no matter how often the merger question resurfaces.
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SpaceX AI investment gamble will make it a big winner, firm says
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
