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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 has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
