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SpaceX CEO Elon Musk hints at Starlink’s global reach at Tesla shareholder event
Speaking at Tesla’s annual shareholder meeting, CEO Elon Musk – also CEO of SpaceX – briefly segued to his spaceflight company’s ambitious Starlink program and discussed how he believes the satellite constellation can support no more than 3-5% of the global population.
On May 23rd, SpaceX successfully launched 60 “v0.9” Starlink satellites – weighing as much as 18.5 tons (~41,000 lb) – into LEO, a first step unmatched in ambition in the history of commercial satellites. Delivered to an orbit of ~450 km (280 mi), all but four of the 60 spacecraft have managed to successfully power up their electric ion thrusters and 55 have already raised their orbits to ~500 km (310 mi). For what is effectively a technology/partial-prototype demonstration mission, the record of Starlink v0.9 performance is extremely impressive and bodes well for a quick and relatively easy design optimization (to “v1.0”) before true mass production can begin.
In general, Musk was more than willing to acknowledge some of the potential limitations of a Low Earth Orbit (LEO) broadband satellite constellation at Tesla’s 2019 shareholder meeting. Most notably, he bluntly noted that Starlink is not designed to service densely populated areas and will predominately be focused on low to medium-density populaces. Triggered by an investor’s question about the possibility of integrating Starlink into future Tesla cars, Musk reiterated that SpaceX’s first-generation Starlink user terminals (i.e. ground antennas) will be roughly the size of a “medium pizza”.
Although pizza sizing is not exactly ISO-certified, Starlink’s user antennas will presumably be around 12-14 inches (30-36 cm) wide and come in a square form factor. Thanks to the use of what Musk believes are the most advanced phased array antennas in the world, neither the antennas on Starlink satellites or user terminals will need to physically move to maintain a strong signal. Still, as Musk notes, an antenna the size of medium pizza box would still stick out like a sore thumb on the typically all-glass roof of an of Tesla’s consumer cars, although built-in Starlink antennas might actually make sense on Tesla Semis.
Elon Musk’s specific comment indicated that Starlink – at least in its current iteration – was never meant to serve more than “3-5%” of Earth (population: ~7.8 billion), with most or all of its users nominally located in areas with low to medium population densities. This generally confirms technical suspicions that Starlink (and other constellations like OneWeb and Telesat) is not really capable of providing internet to everyone per se.
For SpaceX, each Starlink satellite – per official statements that the first 60 satellites represent more than 1 terabit of bandwidth – likely offers bandwidth of roughly 17-20 gigabits per second. In simpler terms, this means that one Starlink satellite overhead could theoretically support as many as 4000 users simultaneously streaming YouTube videos at 1080p/30fps, a figure that sounds impressive but glosses over the sheer number of people that live in cities. Importantly, every single Starlink satellite at ~550 km will likely have a service radius of several thousand – if not tens of thousands of – square kilometers.

Even though the US is exceptionally large and spread out relative to most other countries, a single square kilometer of New York City, Los Angeles, San Francisco, Boston, Miami, Seattle, or dozens of other cities could effortlessly saturate a Starlink satellite’s bandwidth. Even the smallest of towns and cities could easily use most or all of ~20 Gbps at peak hours. In short, Starlink is going to be extremely bandwidth-constrained. Even if SpaceX can double or triple each satellite’s bandwidth and have 10-100 satellites overhead and capable of delivering internet at any given moment, it’s hard to imagine that Starlink will ever be able to serve every person that falls under its coverage area.
Additionally, this means that there is a strong chance that Starlink internet customers will be subject to relatively strict bandwidth limitations and throttling at peak hours. Thankfully, these limitations will be made entirely out of technical necessity, standing in stark contrast to the arbitrary, greed-motivated carriers and ISPs Americans are almost universally accustomed to. In an absolute worst-case scenario, Starlink’s already-connected US customers would get roughly the same quality of service they are used to at roughly the same price. However, they would be able to rest assured that their money was going to SpaceX instead of filling the pockets of the robber-baron-esque shareholders and executives that run American ISPs.

Ultimately, the estimates provided above are exceptionally conservative and generally assume worst-case scenarios. SpaceX could very well beat expectations and develop unique and innovative ways of efficiently using its available bandwidth, while also tirelessly working to improve its technology and expand the carrying capacity of newer satellites. In general, CEO Elon Musk’s comments serve as an excellent temper to the hype surrounding Starlink. SpaceX isn’t going to initially be breaking the backs of Comcast or Time Warner but there’s no reason to believe that that day will never come.
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Tesla improves Dashcam playback with awesome addition
Tesla has improved Dashcam playback with an awesome new addition, as the company has launched a web-based version that is potentially easier to navigate and operate.
The tool is available at dashcam.tesla.com and will be enabled as your vehicle receives the 2026.20 Software Version. Clips that are captured by your Tesla will be available on the Online Dashcam Clip Viewer once the files on your car’s storage drive are encrypted.
Not a Tesla App first noticed the new feature, and states that once your Tesla updates to 2026.20, the car will automatically protect the clips with an encryption key that is uniquely tied to your owner account.
Tesla Launches New Web-Based Dashcam Viewer https://t.co/AlJKXYxujJ pic.twitter.com/4igicYpvkX
— Not a Tesla App (@NotATeslaApp) June 2, 2026
The web-based viewer should be easier to operate for most. All you will do is head over to dashcam.tesla.com and log in using your account credentials.
Ensure your vehicle is updated to 2026.20 in order for the web-based viewer tool to fetch your vehicle’s saved dashcam clips.
Currently, only a small percentage of owners are updated to this, so it may be a couple of weeks until a majority of owners in the fleet are able to access this feature.
Watching Dashcam clips on the Tesla smartphone app is quick and convenient, as they can also be easily downloaded and stored right on your smartphone.
However, the clips are sometimes tougher to navigate, and in order to get details like self-driving activation, speed, and turn signals, owners have to screen record the Tesla app and crop out the rest of the screen.
It could also be a massive storage saver as you’ll be able to download the Dashcam clips from the online viewer and save them to your laptop, desktop, a flash drive, or even an external hard drive. This will keep all your clips in one place.
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Tesla Full Self-Driving attempts 150-mile stress test: the good and the bad
I recently took my Tesla Model Y running Full Self-Driving (Supervised) v14.3.3 over 150 miles on the Pennsylvania Turnpike in an effort to truly put the system under a stress test. There were a lot of good moments, and some bad, but overall, Full Self-Driving impressed me.
Last Thursday, I decided it was time to visit the Flight 93 National Memorial near Shanksville, PA. I go a few times a year, and it was a beautiful day. Others have taken some pretty lengthy drives using FSD, but I haven’t had the opportunity to really do something lengthy in quite a few months on an older version. I decided it was the perfect opportunity to try some things out.
I recorded the entire ride there on a GoPro, edited to highlight the crucial moments, and shared them on our social media accounts. If you want to watch them, I’ll share them throughout the piece, but I did not get to do a real breakdown of what I felt about its performance.
Overall Thoughts
I realize it is probably better to do a summation of its performance toward the end of the piece, but I feel like it is also reasonable to lead with this because I was overly impressed with how well it handled everything. The only moments where I felt a little bit of reason to touch the wheel, at least while traveling on the Turnpike and Rt. 30, were due to other drivers and their behaviors.
I have taken many drives to the Memorial over the past several years, and although it’s not incredibly long, it is a tiring drive. It’s about five hours both ways, close to 300 miles, and I think most of the exhaustion comes from the toll of sitting in the car and then visiting something that is pretty heavy to take in.
This was the first time I’ve ever taken the ride and not felt like I needed to avoid my vehicle after I got home. In the past, I could not even think about driving after I finally arrived at my house, but this was simply different.
It was nice to have something else take the drive for me, while I still had the freedom to take over if I chose to. It made the entire trip more enjoyable.
Full Self-Driving Recognizes Lane-Ending Arrows on Road
After traveling in the fast lane for a little while, FSD noticed the arrows on the road indicating the lane was coming to an end ahead. The car was also in the process of making a pass on a slower vehicle in the middle lane, but aborted this maneuver and backed off to get behind the vehicle.
I was really impressed by this because I thought that the car would absolutely try to make the pass, only to get in front of the other car, and then slow back down to 75 MPH:
WATCH: Tesla Full Self-Driving v14.3.3 recognizes lane-ending arrows, aborts pass of slower traffic, and gets in line https://t.co/1dxvTOw5Cn pic.twitter.com/SOpuj9ZHyP
— TESLARATI (@Teslarati) June 2, 2026
Full Self-Driving Notices Veering Tractor Trailer, Adjusts Lane Positioning
My two rules of the road are never cruise in the fast lane and never drive next to a tractor-trailer. This clip is a perfect example as to why.
FSD v14.3.3 recognized this tractor-trailer attempting to change lanes while we were still next to it. The car shifted its lane positioning to the shoulder slightly to make room for the merging semi, executed the pass safely, and on we went.
I will admit this one made me a little nervous, but more so because of the 18-wheeler, and not because of the Tesla:
WATCH: Tesla Full Self-Driving v14.3.3 notices tractor-trailer veering into lane, shifts lane positioning to create space, completes pass safely https://t.co/1dxvTOw5Cn pic.twitter.com/E35UrP79CH
— TESLARATI (@Teslarati) June 2, 2026
Full Self-Driving Follows the Rules of Tunnel Travel
Many people who are not familiar with Full Self-Driving and its capabilities are pretty limited in what they know about the really simple things it does well. Part of supervising FSD is being aware of things it might make mistakes with, and anticipating maneuvers it might want to make at the wrong time.
Entering the Blue Mountain Tunnel on the Turnpike, I was ready for FSD to attempt to get back into the right lane after making a pass on a tractor-trailer, but I was pleasantly surprised. Several signs outside the tunnel advise drivers to stay in the lane they’ve chosen while driving through the tunnel; this eliminates the possibility of an accident caused by lane changes, which would impede traffic on a crucial logistics route.
I was happy to see that Tesla Full Self-Driving v14.3.3 did not make this mistake:
WATCH: Tesla Full Self-Driving follows rules of tunnel travel, recognizes double lines, and does not change lanes https://t.co/1dxvTOw5Cn pic.twitter.com/L6eEP5bCE9
— TESLARATI (@Teslarati) June 2, 2026
Full Self-Driving Navigates Toll Plazas with Ease
I was interested to see how FSD would handle toll plazas, including the speed at which it would travel through them, and whether it would stop on the Turnpike at these booths, which have since been transitioned to a “Toll by Plate” system, which mails you a bill.
It was flawless:
WATCH: Tesla Full Self-Driving v14.3.3 seamlessly handles toll plaza, smoothly merges back onto Turnpike https://t.co/1dxvTOw5Cn pic.twitter.com/XmwY7rkj9J
— TESLARATI (@Teslarati) June 2, 2026
Full Self-Driving Still Struggles with Parking from Time to Time
Since I took delivery in late August, I’ve never had a single instance of my Tesla struggling to park at a Supercharger. Other spots at the mall, market, or gym are another story.
This was the first time it did such a terrible job of backing into a spot. This required me to take over and manually park at another charger:
Tesla Full Self-Driving v14.3.3 had trouble backing into the Fort Littleton, PA Supercharger, even though it was the only vehicle there.
This required manual parking. https://t.co/1dxvTOw5Cn pic.twitter.com/7xgqH2Z0ye— TESLARATI (@Teslarati) June 2, 2026
Full Self-Driving Gets Confused After Arriving at Its Destination
This was the first time I have ever experienced FSD getting confused and just circling the lot. The navigation continued to reroute to try to resolve the issue, but after four laps, I decided it was time to overtake the car’s controls and park manually:
Experienced the same thing a few days ago
I think one of the big features a lot of people would appreciate is parking preferences or spot selection https://t.co/RCVwUOMxoY pic.twitter.com/U9f1wW2np9
— TESLARATI (@Teslarati) May 31, 2026
This was a baffling behavior that I truly couldn’t explain. Other owners communicated that they have also experienced this issue.
Final Thoughts
I am so incredibly impressed by FSD that it has really made traveling stress-free. The two issues related to parking were not ideal, but to be fair, I usually take over when arriving at parking lots. However, this shortcoming is something Tesla has to make some serious progress with, because parking has truly stumped FSD at times.
Solving that will be a major breakthrough for autonomy, but Tesla has struggled with it for some time.
All in all, FSD v14.3.3 is unbelievably accurate and handles many of the more stressful maneuvers with ease, one of them being avoiding merging traffic on highways, which was shown above.
Some things that would be great to see improvements on are parking, Speed Profiles, which are relatively tough to adjust (I stayed in Standard for the duration of this drive), and, of course, navigation.
Elon Musk
SpaceX’s amended S-1 is sparking a major Tesla merger conversation
A single line in SpaceX’s amended S-1 just sent Tesla stock down 5% in one day.
A single line buried in SpaceX’s amended S-1 filing is doing more to move Tesla’s stock price than anything Tesla itself has announced in months. The clause, disclosed as SpaceX prepares for what could be the largest IPO in Wall Street history, states that the company “may issue a significant amount of equity in connection with future transactions.” While this may be seen as boilerplate language in S-1 filings, the historical ties between SpaceX and Tesla, and with Elon Musk reportedly discussing a possible merger with close colleagues, investors are interpreting it as something closer to a signal.
The concern among institutional investors like Gary Black, managing director of The Future Fund, pointed directly to the amended filing on X, saying it “strongly suggests more SPCX equity will be issued,” which could potentially be used to acquire Tesla. He estimated such a deal could be 28% dilutive to Tesla shareholders since SpaceX would likely command a significantly higher valuation multiple. Black added that institutional investors he knows hate the idea of a combination because they prefer pure plays over conglomerates, which he said “nearly always gravitate to the lowest common multiple.”
The Tesla and SpaceX merger everyone is talking about is quietly building
The bull case runs the math differently. Tesla influencer and retail shareholder advocate AleXandra Merz pushed back on what she called a widespread misunderstanding of how merger-of-equals deals actually work. Rather than simply splitting the difference between two market caps, a merger exchange ratio is negotiated based on relative fair market values, meaning the lower valued company typically sees its stock reprice upward toward the deal value.
Under her model, SpaceX enters at a $2.5 trillion valuation and Tesla at $1.6 trillion, producing a combined entity worth $4.1 trillion split evenly between both shareholder groups. That implies Tesla’s side of the deal would be valued at $2.05 trillion, a gain of roughly $450 billion from its current market cap. She cited Dow-DuPont and CBS-Viacom as historical examples of how markets reprice both companies toward the announced exchange ratio after a deal is unveiled.
What does a Merger of Equals mean to Elon’s compensation packages?
Well, it changes everything.
Enjoy https://t.co/uekCldyITw pic.twitter.com/kolq1C9qTu
— AleXandra Merz 🇺🇲 (@TeslaBoomerMama) June 1, 2026
The SpaceX S-1 amendments also revealed just how much financial infrastructure already binds the two companies together. As Teslarati has reported, SpaceX purchased $697 million in Tesla Megapacks, $131 million in Cybertrucks, and the two companies have shared supply chain resources, and semiconductor fabrication plans since well before any merger conversation became public. A retail poll by Tesla influencer Sawyer Merritt is finding that 36% of respondents do not plan to buy SpaceX shares at IPO and 15.3% saying their decision depends on the valuation.
Do you plan on buying @SpaceX stock at its IPO?
— Sawyer Merritt (@SawyerMerritt) June 1, 2026
Whether the merger happens or not, the amended filing is seemingly moving markets and sharpened a debate that is no longer theoretical. SpaceX is weeks away from trading publicly, and Tesla shareholders are now watching every word of every filing for clues about what Musk plans to do next.