News
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.
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.
- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
- SpaceX’s updated BFR spaceship seen cresting over the Moon’s limb. (SpaceX)
- 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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Elon Musk
Elon Musk confirms SpaceX is not developing a phone
Despite many recent rumors and various reports, Elon Musk confirmed today that SpaceX is not developing a phone based on Starlink, not once, but twice.
Today’s report from Reuters cited people familiar with the matter and stated internal discussions have seen SpaceX executives mulling the idea of building a mobile device that would connect directly to the Starlink satellite constellation.
Musk did state in late January that SpaceX developing a phone was “not out of the question at some point.” However, He also said it would have to be a major difference from current phones, and would be optimized “purely for running max performance/watt neural nets.”
Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets.
— Elon Musk (@elonmusk) January 30, 2026
While Musk said it was not out of the question “at some point,” that does not mean it is currently a project SpaceX is working on. The CEO reaffirmed this point twice on X this afternoon.
Musk said, “Reuters lies relentlessly,” in one post. In the next, he explicitly stated, “We are not developing a phone.”
Reuters lies relentlessly
— Elon Musk (@elonmusk) February 5, 2026
We are not developing a phone
— Elon Musk (@elonmusk) February 5, 2026
Musk has basically always maintained that SpaceX has too many things going on, denying that a phone would be in the realm of upcoming projects. There are too many things in the works for Musk’s space exploration company, most notably the recent merger with xAI.
SpaceX officially acquires xAI, merging rockets with AI expertise
A Starlink phone would be an excellent idea, especially considering that SpaceX operates 9,500 satellites, serving over 9 million users worldwide. 650 of those satellites are dedicated to the company’s direct-to-device initiative, which provides cellular coverage on a global scale.
Nevertheless, there is the potential that the Starlink phone eventually become a project SpaceX works on. However, it is not currently in the scope of what the company needs to develop, so things are more focused on that as of right now.
News
Tesla adds notable improvement to Dashcam feature
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
Elon Musk
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.

Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.


