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SpaceX's Elon Musk says Starlink user antennas will be like "UFOs on a stick"
SpaceX CEO Elon Musk has teased the first detailed description of the Starlink antennas (“user terminals”) customers will need to connect to the massive satellite internet constellation, revealing a few new and unexpected details about the critical hardware.
Although nearly all public focus is currently (and understandably) on the production and launch of Starlink satellites themselves, that perspective actually glosses over a second element of the constellation that is at least as important. Starlink, after all, is designed to delivered high-speed, low-latency broadband internet to customers around the world, and that service will not just magically appear in the houses of interested consumers. Similar to satellite TV, customers will gain access to their Starlink internet service with an antenna that will have to be installed somewhere on or around the premises.
The challenge that SpaceX faces with the grounded side of Starlink is that – unlike the geostationary satellites that provide satellite TV – satellites in low Earth orbit (LEO) are visible from a specific point on the ground for just a handful of minutes each. Whereas satellite TV dishes simply need to be pointed at one unmoving spot in the sky, Starlink ground antennas will need to constantly change where they are pointed (or at least track constantly-moving and changing satellites) and do so seamlessly and with incredible reliability.
A step further and even more importantly, while SpaceX unequivocally needs to make its Starlink user terminals extremely capable, simple, and reliable, it will also need to find a way to mass-produce millions (ultimately tens to hundreds of millions) of units and keep the cost to consumers unprecedentedly low. At least before Musk’s January 7th, 2020 comment, it was believed that Starlink user terminals would have to rely almost entirely on high-performance phased-array antennas, referring to antennas that are steered electronically – i.e. without physically moving.
100% phased-array steering would likely result in the best possible user terminal from the standpoint of reliability and performance. However, full phased-array antennas – while making rapid progress – are still extremely expensive to manufacture compared to more basic alternatives, meaning that it could be an immense challenge – possibly much harder than building and launching Starlink satellites themselves – to mass-produce affordable user terminals under that paradigm. It’s possible that SpaceX has actually come to the same conclusion and is choosing to compromise with its first-generation user terminals, prioritizing time to market and cost per unit at the expense of peak performance and optimal reliability.
Competitor OneWeb may actually have a step up on SpaceX on that front, having reportedly already made great progress developing an exceptionally cheap flat-panel phased-array antenna capable of at least decent throughput (10-50 Mbps). On January 7th, Musk revealed that the current iteration of Starlink user terminals look like a “thin, flat, round UFO on a stick” and features “motors to self-adjust [and ensure it’s at the] optimal angle to view [the] sky.”
The latter tidbit came as a bit of a surprise, given that nearly all cutting-edge phased-array antennas in development feature flat-panel designs and mounting hardware and pointedly avoid mechanical steering – one of the great benefits of phased arrays. It’s ultimately unclear what purpose a mechanical pointing motor would serve on a Starlink user terminal. If the terminal is centered around a true phased-array antenna, mechanical steering would be an almost vestigial addition. However, it’s possible that SpaceX has found a way to hybridize electronic (phased-array) and mechanical steering to produce user terminals that are exceptionally cheap and high-performance at the cost of a reliability risk (moving parts).
Ultimately, it looks like we will find out much sooner than later how exactly SpaceX’s Starlink user terminals work, among other details. Musk says that Starlink will be able to start serving customers in Canada and the Northern US with as few as four additional Starlink launches, meaning that some form of beta test could begin after Starlink V1 L6.
As of now, SpaceX has 1-2 more Starlink missions scheduled to launch later this month. If SpaceX averages two launches per month, Starlink could be serving its first customers as early as March or April 2020.
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Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”
Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.
His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’
Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.
He writes:
“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”
Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.
This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.
One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.
Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.
NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief
And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:
“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”
Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.
Elon Musk
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran.
Donald Trump has stated that he plans to speak with SpaceX CEO Elon Musk about restoring internet access in Iran, as authorities in the country implement an internet blackout amid nationwide anti-government protests.
Trump points to Starlink
Speaking to reporters in Washington, Trump said Musk would be well-suited to help restore connectivity in Iran, citing his experience operating large-scale satellite networks, as noted in a Reuters report. “He’s very good at that kind of thing, he’s got a very good company,” Trump said.
Iran has experienced a near-total internet shutdown for several days, severely limiting the flow of information as protests escalated into broader demonstrations against the country’s rulers.
Starlink has previously been used in Iran during periods of unrest, allowing some users to access the global internet despite government blocks. Neither Musk nor SpaceX immediately commented on Trump’s remarks, but Musk has publicly supported efforts to provide Starlink access to Iranians during earlier periods of unrest.
Renewed Trump–Musk ties
Trump’s comments come amid a thaw in his previously strained relationship with Musk. The two had a public falling-out last year over domestic policy disagreements but have since appeared together publicly, including at Trump’s Mar-a-Lago resort. The renewed ties now intersect with foreign policy, as Starlink has become a strategic tool in regions facing censorship or conflict.
The satellite service has also played a prominent role elsewhere, most notably in Ukraine, highlighting both its potential impact and the political sensitivities surrounding its use. In Iran, Starlink support previously followed coordination between Musk and U.S. officials during protests in 2022.
The current internet blackout in Iran has drawn international attention, with rights groups estimating hundreds of deaths and thousands of arrests since demonstrations intensified late last year. Iranian authorities have not released official casualty figures, and outside verification remains limited due to restricted communications.
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Tesla China’s domestic sales fell 4.8% in 2025, but it’s not doom and gloom
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Tesla posted 625,698 retail vehicle sales in China in 2025, marking a 4.8% year-on-year decline as the EV maker navigated an increasingly competitive EV market and a major production transition for its best-selling vehicle.
Despite the full-year dip, Tesla finished the year with record domestic sales in December.
Retail sales slip amid Model Y transition
Tesla’s 2025 retail sales in China were down from 657,102 units in 2024, when the company ranked third in the country’s new energy vehicle (NEV) market with a 6.0% share. In 2025, Tesla’s share slipped to 4.9%, placing it fifth overall, as noted in a CNEV Post report.
Part of the decline seemed tied to operational disruptions early in the year. Tesla implemented a changeover to the new Tesla Model Y in the first quarter of 2025, which required temporary production pauses at Giga Shanghai. That downtime reduced vehicle availability early during the year, weighing on the company’s retail volumes in China and in areas supplied by Giga Shanghai’s exports.
China remained one of Tesla’s largest markets, accounting for 38.24% of its global deliveries of 1.64 million vehicles in 2025. However, the company also saw exports from Giga Shanghai fall to 226,034 units, down nearly 13% year-on-year. It remains to be seen how much of this could be attributed to the Model Y changeover and how much could be attributed to other factors.
Strong December 2025 finish
While the full-year picture showed some contraction, Tesla closed 2025 on a high note. According to data from the China Passenger Car Association (CPCA), Tesla China delivered a record 93,843 vehicles domestically in China in December, its highest monthly total ever. That figure was up 13.2% from a year earlier and 28.3% higher than November.
The surge was driven in part by Tesla prioritizing domestic deliveries late in the year, allowing buyers to lock in favorable purchase tax policies. In December alone, Tesla captured 7.0% of China’s NEV market and a notable 12.0% share of the country’s battery-electric segment.
On a wholesale basis, Tesla China sold 851,732 vehicles in 2025, down 7.1% year-on-year. From this number, 97,171 were from December 2025 alone. Tesla Model 3 wholesale figures reached 312,738 units, a year-over-year decrease of 13.12%. The Tesla Model Y’s wholesale figures for 2025 were 538,994 units, down 3.18% year-over-year.
Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’
Donald Trump turns to Elon Musk and Starlink amid Iran internet blackout
