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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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Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
