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SpaceX drone ship sails through Panama Canal on the way to California
For the third time ever, one of SpaceX’s “autonomous spaceport drone ships” has successfully transited the Panama Canal on its way to a new home port.
This time around, similar to drone ship Just Read The Instructions’ (JRTI) original 2015 journey from a Louisiana shipyard to Port of Los Angeles, drone ship Of Course I Still Love You (OCISLY) headed west through the Panama Canal on June 25th, 2021. Unlikely JRTI, though, OCISLY was already operational and had supported almost four dozen successful Falcon booster landings before SpaceX decided to move the storied drone ship from Port Canaveral, Florida to Port of Long Beach, California.
A bit less than four years after Just Read The Instructions debuted on the West Coast, SpaceX sent the drone ship back east in August 2019, leaving the company’s Vandenberg Air/Space Force Base (VAFB) launch pad without an at-sea booster recovery capability ever since. Perhaps unsurprisingly, SpaceX has only launched once out of VAFB in the last two years. Now, though, the company intends to restart West Coast launches with a vengeance – and soon.
SpaceX’s primary motivation: a growing need to deliver a large number of Starlink satellites to polar – rather than semi-equatorial – orbits. Just last month, SpaceX’s 28th dedicated Starlink launch carried the constellation past the 1600-satellite milestones for the first time ever. Comprised of a little over 4400 satellites split between five orbital ‘shells,’ that milestone meant that the Starlink constellation’s first phase is now more than a third complete.
It also means that SpaceX has effectively finished the first of those five shells once all ~1584 satellites finish raising their orbits. A second nearly identical shell of 1584 satellites will eventually complete the constellation’s semi-equatorial foundation. In principle, those two shells of ~3200 satellites are enough to serve internet to ~99% of humanity.
Polar satellites will allow SpaceX to truly provide internet anywhere on Earth. Perhaps most importantly, polar Starlink satellites with optical (i.e. laser) interlinks would allow the constellation to serve uninterrupted, high-quality internet to all aircraft and ships – two major connectivity markets currently trapped with solutions that are either offer a terrible user experience or are extraordinarily expensive (and still mediocre).
Once operational on the West Coast, drone ship OCISLY should allow SpaceX to begin fleshing out Starlink’s polar shells with dedicated launches almost immediately. OCISLY is currently on tracked to arrive at Port of Long Beach around July 6th, leaving SpaceX more than three weeks to prepare for a polar Starlink launch before the month is out. Recently, FCC filings have also indicated that SpaceX intends to perform dedicated polar Starlink launches from California and Florida – though the latter missions will take a significant performance hit to make that happen.
According to Musk, Starlink is about six weeks away from achieving uninterrupted global coverage (excluding the poles) and six months away from offering uninterrupted coverage anywhere on Earth. It’s unclear how much of Starlink’s three polar shells will have to be completed before the constellation can truly provide uninterrupted coverage to those living in Earth’s polar regions but it’s likely that achieving that feat in six months will be a challenge.
Accounting for the inherently less efficient nature of polar launches and assuming approximately 50 Starlink satellites per polar launch, SpaceX will likely need to complete 12-20 polar missions to achieve full global coverage. Though unlikely, both of SpaceX’s first dedicated polar Starlink launches from the East and West Coasts could potentially occur in late July or early August.
Elon Musk
Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
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Tesla AI team burns the Christmas midnight oil by releasing FSD v14.2.2.1
The update was released just a day after FSD v14.2.2 started rolling out to customers.
Tesla is burning the midnight oil this Christmas, with the Tesla AI team quietly rolling out Full Self-Driving (Supervised) v14.2.2.1 just a day after FSD v14.2.2 started rolling out to customers.
Tesla owner shares insights on FSD v14.2.2.1
Longtime Tesla owner and FSD tester @BLKMDL3 shared some insights following several drives with FSD v14.2.2.1 in rainy Los Angeles conditions with standing water and faded lane lines. He reported zero steering hesitation or stutter, confident lane changes, and maneuvers executed with precision that evoked the performance of Tesla’s driverless Robotaxis in Austin.
Parking performance impressed, with most spots nailed perfectly, including tight, sharp turns, in single attempts without shaky steering. One minor offset happened only due to another vehicle that was parked over the line, which FSD accommodated by a few extra inches. In rain that typically erases road markings, FSD visualized lanes and turn lines better than humans, positioning itself flawlessly when entering new streets as well.
“Took it up a dark, wet, and twisty canyon road up and down the hill tonight and it went very well as to be expected. Stayed centered in the lane, kept speed well and gives a confidence inspiring steering feel where it handles these curvy roads better than the majority of human drivers,” the Tesla owner wrote in a post on X.
Tesla’s FSD v14.2.2 update
Just a day before FSD v14.2.2.1’s release, Tesla rolled out FSD v14.2.2, which was focused on smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. According to the update’s release notes, FSD v14.2.2 upgrades the vision encoder neural network with higher resolution features, enhancing detection of emergency vehicles, road obstacles, and human gestures.
New Arrival Options also allowed users to select preferred drop-off styles, such as Parking Lot, Street, Driveway, Parking Garage, or Curbside, with the navigation pin automatically adjusting to the ideal spot. Other refinements include pulling over for emergency vehicles, real-time vision-based detours for blocked roads, improved gate and debris handling, and Speed Profiles for customized driving styles.
Starlink passes 9 million active customers just weeks after hitting 8 million
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
