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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 has quietly opened a public interest form for companies that want to buy fleets of its purpose-built Cybercab robotaxis, marking the first official channel for commercial purchases of the two-seat autonomous vehicle. The form went live on September 3, the same day Tesla hosted an invite-only Cybercab launch event in Austin, Texas.
Tesla titled the page “Help Us Build Our Robotaxi Network.” Applicants provide name, email, phone number, company name, and deployment region. They then select one or more categories: Cybercab fleet vehicle purchasing, mobility hubs and infrastructure, event collaboration, or other. Tesla says a representative will follow up with those who express commercial interest.
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: https://t.co/Ut0yoiEyXD pic.twitter.com/uuaCXmksIO
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
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Until now, the company had no public ordering path for the vehicle, which was first shown as a concept at the October 2024 “We, Robot” event.
The Cybercab is designed from the ground up for unsupervised operation. It has no steering wheel and no pedals.
Regulatory filings list a 48-kilowatt-hour battery, a single 219-horsepower front motor, a curb weight of 3,113 pounds, and an EPA-adjusted range near 290 to 300 miles. Tesla has already registered dozens of the vehicles with Texas authorities and has been testing them on public streets around Austin.
Tesla Cybercab sightings broaden well outside of Austin with autonomy in focus
The company’s existing Robotaxi service, which currently uses modified Model Y vehicles in parts of Texas and Florida, is expected to add Cybercabs as production ramps up at Gigafactory Texas.
The form signals that Tesla is preparing to treat the Cybercab as more than an in-house fleet asset. Investors and operators have discussed buying groups of the vehicles and placing them on Tesla’s ride-hailing network, with Tesla taking a platform fee. High-profile figures have publicly stated plans to acquire fleets if Tesla allows third-party ownership.
The new page gives those parties a direct way to register interest rather than waiting for a conventional configurator.
Whether the form leads quickly to firm purchase agreements remains unclear. Regulatory approval for widespread unsupervised operation still varies by state, and Tesla has not published pricing or delivery timelines for fleet customers. The company has previously discussed a target price near $25,000 to $30,000 per vehicle.
For now, the form is an early signal that Tesla wants partners to help scale the network rather than operate every Cybercab itself.
Pairing the launch of the Cybercab fleet form with the Austin event is no coincidence. Tesla is inviting businesses to participate in the next phase of its Robotaxi plan at the moment the production vehicle first appears in public.
Tesla has updated its Robotaxi app so riders can pick which vehicle they want before they book. The latest in-app screens now show two options side by side: the two-seat Cybercab and the four-seat Model Y.
A screenshot circulating Thursday shows the change in practice. In Austin, a rider could choose a gold Cybercab for two people or a Model Y for four. Tesla’s updated description calls Cybercab “our first purpose-built autonomous vehicle,” designed for safety, accessibility, and comfort, and says the lineup is available only through the Robotaxi app.
Tesla has updated their Robotaxi page in the App Store. You’ll be able to select if you want a Cybercab or Model Y Robotaxi.
“Our Robotaxi vehicle lineup now includes Cybercab, our first purpose-built autonomous vehicle. Designed for safety, accessibility and comfort, Cybercab… pic.twitter.com/Jff4klilDr
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
The distinction is more than cosmetic, and it’s important to note that Robotaxi refers to the platform, while Cybercab refers to a vehicle.
Model Y Robotaxis have carried the service since it opened in Austin in mid-2025 and later expanded to Dallas, Houston, and parts of Florida. Those vehicles are converted production SUVs that still have steering wheels and pedals.
Cybercab is different. It has no driver controls, butterfly doors, a low seat height meant to work with wheelchairs, extra trunk space for assistive devices, and braille on the handles. Tesla has registered dozens of the two-seaters with Texas regulators in the days leading up to its September 3 Austin event.
Giving riders a choice lets Tesla match the vehicle to the trip. Most rides involve one or two people, which is where Cybercab is meant to be cheaper and more efficient to operate. Groups of three or four, or anyone who needs more space, can still request a Model Y.
The same app handles booking, payment, cabin settings, and, on Cybercab, features such as phone-based door opening and in-cabin voice controls.
The update does not mean every city suddenly has both cars available. Cybercab support is listed for Austin first, and the purpose-built fleet is still small compared with the existing Model Y roster. Even so, the app change marks a shift from a single-vehicle pilot to a mixed fleet.
Riders can now choose between the compact, purpose-built robotaxi and the familiar SUV that launched the service.
Tesla Cybercab sightings are broadening far and wide, well outside of downtown Austin, Texas, with autonomy in focus as the company plans to launch the all-electric, two-seater this evening in the Lone Star State.
Tesla is set to launch Cybercab to a small group of people this evening in a dedicated event in Austin, Texas. Public details on the event are relatively slim.
However, Tesla’s focus on Cybercab falls well outside of the downtown Austin area and is expanding well across the United States as things continue to move quickly with the company’s autonomous efforts in 2026. Today, various images of Cybercab fleets in interesting locations have started to circulate.
The most notable is a fleet of at least 20 Cybercabs at Miami International Airport in Florida. Spotted last night, the fleet is expansive and is indicative of a looming release of Cybercabs once regulatory boxes are checked off.
Tesla has already been operating the Robotaxi platform in Miami for several months, but this Cybercab fleet at the airport could be joining the ride-hailing platform as approvals arrive:
20+ Cybercabs spotted near Miami international airport. pic.twitter.com/ORLsw8yFhf
— Sawyer Merritt (@SawyerMerritt) September 3, 2026
Another fleet of Cybercabs was spotted at the Devon, PA showroom just outside of Philadelphia. We have seen several Cybercab units testing around the Philadelphia Metro Area, which is interesting considering Tesla does not have any active Robotaxi geofence in Pennsylvania.
Cybercab at the Devon location in PA has multiplied over the weekend. Seeing a few more test vehicles in the lot 👀 pic.twitter.com/DhJT4P1EkU
— Billy (@billykyle) August 22, 2026
Philadelphia would be an ideal location to test ride-hailing due to its dense tourist population, large, sprawling city layout, and to compete with other ride-hailing companies that operate in the city.
Expansive fleets of Cybercabs will be popping up in and around major cities throughout the rest of the year, if we were betting on it. Tesla has made it obvious that the Cybercab rollout will be aggressive and fast-paced, but within reason. Tesla is still prioritizing safety, so these testing phases will likely go on for some period of time before more members of the public are able to snag a Cybercab for a personal chariot.
Tesla hints its already prepping for Cybercab fleet orders
Tesla Robotaxi riders will face the best dilemma when booking a ride
