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SpaceX might launch first Starlink Gen2 satellites next week
Update: It no longer appears that SpaceX’s last Starlink launch of the year will carry true V2 or V2 Mini satellite prototypes for its next-generation Starlink constellation. That has only deepened the layers of mystery surrounding the mission.
SpaceX has told the US Federal Communications Commission (FCC) that it plans to begin launching its first next-generation Starlink Gen2 satellites before the end of 2022.
The FCC only just granted SpaceX partial approval of its Starlink Gen2 constellation, which has been under review since May 2020, in late November 2022. Just a week or two later, in several filings asking the FCC to expedite Special Temporary Authority (STA) requests that would allow it to fully test and communicate with its first next-generation satellite prototypes, SpaceX said [PDF] that it “anticipates that it will begin launching Gen2 satellites before the end of December 2022.”
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
In most of the main STA requests filed in early December, SpaceX appears to be asking the FCC to add Starlink Gen2 satellites as approved points of communication for user terminals and ground stations that are already licensed. Those include its new high-performance dishes, newer base-model dishes (both fixed and in motion), and first-generation (round) dishes. While the FCC’s recent actions on Starlink do not raise confidence in its consistency, objectivity, and rationality, these requests should be shoe-ins.
SpaceX also wants permission to activate Very High Frequency (VHF) beacons that are meant to be installed on all Starlink Gen2 satellites. Those beacons would serve as a backup to existing telemetry, tracking, and command (TT&C) antennas and decrease the odds of a total loss of control by ensuring that SpaceX can remain in contact with Gen2 satellites regardless of their orientation – an ability that would obviously improve the safety of Starlink orbital operations.
Given how unusually long it took the FCC to review SpaceX’s Starlink Gen2 applications and how arbitrarily strict it was with its partial Gen2 license grant, it’s hard to say if the FCC will grant these STA requests or how long it will take if it does. SpaceX finds itself in a strange position where the FCC has given it permission to begin launching up to 7500 Starlink Gen2 satellites, but has not granted SpaceX permission to use those satellites to communicate with user terminals.
To the FCC’s credit, a constellation operator has never been ready to launch satellites less than one month after launches were approved, and it’s likely that the processes to ensure those satellites can be properly used after launch are ongoing. Additionally, because of the FCC’s arbitrary license restrictions, SpaceX is not allowed to launch or operate any Starlink Gen2 satellites outside of a narrow range of altitudes (475-580 km). After launch, Starlink Gen2 satellites will likely take around two or three months to reach those operational orbits, only after which can SpaceX begin using them in earnest. As long as the FCC approves most of SpaceX’s December 2022 STA requests, the disruption to Starlink Gen2 deployment and on-orbit testing should thus be limited.
Next week?
While SpaceX’s schedule targets can often be easily dismissed for future projects, there is evidence that SpaceX will actually attempt to launch the first Starlink Gen2 satellites before the end of the year. Earlier this month, SpaceX received permission to communicate with a Falcon 9 rocket for a mission called Starlink 5-1. One of five orbital ‘shells’ that make up SpaceX’s first-generation Starlink constellation does technically have zero satellites and is awaiting its first launch. But that shell (Group 5) is polar, meaning that its satellites will orbit around Earth’s poles, and the STA license the FCC granted indicates that this launch will be to a more equatorial inclination, which would not make sense for a Group 5 launch.
It’s thus possible that SpaceX decided to repurpose the STA for its first Starlink Gen2 launch, which the company cannot currently launch to an inclination other than 53 degrees – roughly the same trajectory indicated by the document. Starlink Gen1 has two 53-degree shells, Group 1 and Group 4, and both are nearly complete and would likely be called Starlink 1-XX or 4-XX in FCC filings. Combined with SpaceX stating in its VHF beacon STA request that initial Starlink Gen2 launches will start in “late December 2022,” and unofficial manifests indicating that SpaceX has a Starlink launch scheduled as early as December 28th, it certainly appears that first Gen2 satellites will reach orbit later this year.
More likely than not, they will be Starlink “V2 Mini” satellites – a downsized variant created to maximize the efficiency of Falcon 9 Starlink Gen2/V2 launches while SpaceX’s next-generation Starship rocket remains stuck on the ground. The Starship-optimized Starlink V2 satellites SpaceX initially hoped would be the only version reportedly weigh about 1.25 tons (~2750 lb) and measure roughly 6.5 by 2.7 meters (21 x 9 ft). According to an October 2022 FCC filing, Starlink V2 Mini satellites will still be several times larger than today’s Starlink V1.5 satellites, weighing up to 800 kilograms (~1750 lb) and measuring 4.1 by 2.7 meters (13.5 x 9 ft).
SpaceX says Starlink V2 Mini satellites will also have a pair of massive solar arrays with a total array of 120 square meters (~1300 sq ft). Assuming V2 Mini satellites are roughly as power-efficient as V1.5 satellites and use similarly efficient solar arrays, that indicates that could offer around 3-4 times more usable bandwidth per satellite. Assuming SpaceX has again found a way to use all of Falcon 9’s available performance, each rocket should be able to carry up to 21 Starlink V2 Mini satellites to low Earth orbit.
Tesla analyst Gary Black of The Future Fund claims that the company is making a big mistake getting rid of the Model S and Model X. Instead, he believes another vehicle within the company’s lineup should be discontinued: the Cybertruck.
Black divested The Future Fund from all Tesla holdings last year, but he still covers the stock as an analyst as it falls in the technology and autonomy sectors, which he covers.
In a new comment on Thursday, Black said the Cybertruck should be the vehicle Tesla gets rid of due to the negatives it has drawn to the company.
The Cybertruck is also selling in an underwhelming fashion considering the production capacity Tesla has set aside for it. It’s worth noting it is still the best-selling electric pickup on the market, and it has outlasted other EV truck projects as other manufacturers are receding their efforts.
Black said:
“IMHO it’s a mistake to keep Tesla Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully autonomous?”
IMHO it’s a mistake to keep $TSLA Cybertruck which has negative brand equity and sold 10,000 units last year, and discontinue S/X which have strong repeat brand loyalty and together sold 30K units and are highly profitable. Why not discontinue CT and covert S/X to be fully…
— Gary Black (@garyblack00) January 29, 2026
On Wednesday, CEO Elon Musk confirmed that Tesla planned to transition Model S and Model X production lines at the Fremont Factory to handle manufacturing efforts of the Optimus Gen 3 robot.
Musk said that it was time to wind down the S and X programs “with an honorable discharge,” also noting that the two cars are not major contributors to Tesla’s mission any longer, as its automotive division is more focused on autonomy, which will be handled by Model 3, Model Y, and Cybercab.
Tesla begins Cybertruck deliveries in a new region for the first time
The news has drawn conflicting perspectives, with many Tesla fans upset about the decision, especially as it ends the production of the largest car in the company’s lineup. Tesla’s focus is on smaller ride-sharing vehicles, especially as the vast majority of rides consist of two or fewer passengers.
The S and X do not fit in these plans.
Nevertheless, the Cybertruck fits in Tesla’s future plans. Musk said the pickup will be needed for the transportation of local goods. Musk also said Cybertruck would be transitioned to an autonomous line.
In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
Tesla analyst claims another vehicle, not Model S and X, should be discontinued
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
