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SpaceX makes the vast majority of Falcon 9 in-house and appears set on continuing that strategy with Starlink. SpaceX makes the vast majority of Falcon 9 in-house and appears set on continuing that strategy with Starlink.

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SpaceX to in-house mass production of Starlink internet satellite hardware

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SpaceX is rapidly expanding it’s Starlink internet constellation development to prepare for full-scale production and aims to bring nearly every major piece of satellite and network hardware and software in-house, according to details revealed in dozens of job postings.

While not explicit, this appears to indicate a significant convergence of multiple possible paths to an operational constellation. Put simply, SpaceX now intends to build every single major component of its 4400+ satellite network in-house. It’s almost easier to list the things SpaceX does not mean to build themselves, but here’s a stab at the components to be built in-house: satellite structures, laser (optical) data interlinks, on-orbit phased array antennae, digital signal processor (DSPs) software and hardware to aim those antennae, solar arrays, battery systems, power electronics, custom integrated circuitry and systems on a chip (SoCs), user terminals and larger gateways, network operations, production automation, autonomous satellite constellation management, and much, much more.

While entire articles could be spent describing the complexities of every single one of the above subsystems, the point is that SpaceX appears to have gone all-in on building its own satellite constellation, departing from stances in the past that appeared to leave room for subcontracting and outsourcing the production of major parts of the network, particularly with respect to ground terminals and gateways. Postings for ground station and user terminal engineers describe a goal of medium to high volume in-house production of the critical network and customer-facing hardware, and an entry into the production of high volume consumer technology would be a truly eclectic and unprecedented step for a company theoretically focused on launch vehicle development and production and sustainable Mars colonization.

If anything, they speak to the truly vertical nature of SpaceX. Many technology development production companies would simply accede and accept the best subcontractor/outsourcing bid when entering into new territory truly outside of their internal expertise. SpaceX engineers and managers, however, seem to have concluded that the vast majority of hardware and corporate expertise they could co-opt is just not satisfactory for the purpose of building a paradigm-shifting satellite constellation; or as CEO Elon Musk noted in 2015, to “revolutionize the satellite side of things, just as we’ve done with the rocket side of things.”

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This new (and, in retrospect, unsurprising) trailblazing attitude also helps to explain the marginal delay to Musk’s original 2015 schedule, which estimated initial constellation operations (i.e. a few hundred satellites launched) would begin around 2020. Approximately a year later, SpaceX had built rough prototypes in the form of the original Microsat 1A and 1B twins. This initial foray into independent, long-term communications smallsats was shuttered fairly quickly, and neither of the demo satellites were launched. Instead, SpaceX dove back into prototype design and development, culminating roughly two years later with the March 2018 launch of two dramatically improved prototypes, known as Tintin A and B (or Microsats 2A and 2B in FCC licenses).

It seems probable that the source of this delay lay in an internal decision to dramatically reconfigure the internet constellation for far more in-house development, whereas the original Microsats were likely pieced together from a range of components derived from SpaceX’s Cargo Dragon program or more simply from commercial off-the-shelf (COTS) offerings. Instead, SpaceX’s Starlink development offices in Redmond, Washington and throughout California are staffed with as many as 400 to 500 employees dedicated in large part to the nascent program, similar (if not larger) in scale to OneWeb, the only noteworthy satellite internet competitor at present.

If SpaceX’s decision to push back Starlink’s operational debut by a few years in order to bring in-house almost every single critical subcomponent of Starlink pays off, the company could begin launching finalized satellites en masse as early as late 2019/early 2020, with a goal of offering limited service by 2021 per comments made by CEO Elon Musk. Starlink is likely being brought almost entirely in-house because Musk or other high-level executives and engineers see major room for improvement, improvements that could lower the cost of and improve the performance of lightweight communications satellites by an order of magnitude.

The rocket displays its gritty, beautiful suit of soot ahead of its final launch. (Pauline Acalin)

A flight-proven Falcon 9 prepares for launch in May 2018. SpaceX will likely launch at least one more pair of Starlink demo satellites from the West coast later this year (Pauline Acalin)

It will likely take a bit longer than initially expected, but SpaceX may yet still pave their path to Mars colonization with profits derived from a wildly successful and disruptive entrance into the broadband market.

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla wins over Netflix’s Selling Sunset star, who’s now ditching his Bentley

Selling Sunset’s Jason Oppenheim swapped his Bentley for a Tesla and promised ten for employees.

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Jason Oppenheim, the luxury real estate broker best known as the star of Netflix’s Selling Sunset, has parked his Bentley for good and moved into a Tesla Model Y, and he says Full Self-Driving (Supervised) is the reason.

Oppenheim, who founded The Oppenheim Group, the Los Angeles brokerage at the center of the show, posted a video to X on Saturday evening that he called “the most important video I’ve ever posted.” In it, he rides from Newport Beach to his firm’s Los Angeles office, a trip he put at roughly an hour and 15 minutes, while FSD handles the drive and parks the car without him touching the wheel or the accelerator. He said he handed the Bentley to his father because he no longer has any use for it.

Tesla shared the clip from its main account on X about two hours later, pulling out the quote that has since spread well beyond the Tesla community:

“[FSD Supervised] is life-changing. I was on the phone with my brother last night, and I made him buy one. He literally bought one while we were talking. I’m buying 10 of my employees a Tesla with FSD. It’s 8x safer than the average driver. There’s nothing more important than the safety of you and your loved ones.”

Oppenheim was candid about why the safety pitch landed with him. He admitted in the video that he is a distracted driver who answers emails and texts behind the wheel, and framed the employee purchases as a way to keep his team off their phones while driving. Elon Musk posted “Tesla FSD feels like magic” less than half an hour after the video went live.

The endorsement lands at a convenient moment for Tesla. The company delivered 486,532 vehicles in Q3, beating Wall Street’s estimates and marking its best quarter ever without the $7,500 federal EV tax credit.

Tesla FSD has been subscription only in the U.S. since February at $99 per month, and Tesla said in its Q2 update that active subscriptions hit 1.48 million, up 56 percent year over year, with more than 55 percent of new North American deliveries leaving with FSD attached. That attach rate is the figure Ron Baron cited last month when he told CNBC “the time to buy the stock is now.” At current pricing, Oppenheim’s 10 employee cars alone would add $990 a month, or about $11,880 a year, in FSD revenue.

Tesla AI head Ashok Elluswamy said in July that FSD had logged more than 12 billion miles while going roughly twice as far between collisions as manual driving. FSD also remains a supervised system, so Oppenheim and his employees are still required to watch the road, even as Tesla rolls out v14.3.10 with Automatic Collision Evasion, which can steer or brake on its own to avoid a frontal crash.

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Elon Musk follows Trump’s lead, says a SpaceX name change is coming

Elon Musk says SpaceXAI will become SpaceXSI, marking its second rebrand in under three months.

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Elon Musk wants to rename his artificial intelligence company again, less than three months after its last rebrand.

In a string of posts on X early Sunday morning, Musk wrote “No more AI,” followed by “SI” and “It’s better.” He then added, “SpaceX is a super intelligence company.” When a user asked whether SpaceXAI could become SpaceXSI, Musk replied, “Yes, we will make that change.”

The posts extend a terminology push that began at the White House last week. On September 29, President Donald Trump signed an executive order directing federal agencies to replace “artificial intelligence” and “AI” with “Super Intelligence” and “SI” on government websites, policy documents and press releases. The same day, Musk sat beside Trump as the heads of the largest AI companies signed a voluntary safety accord, as Teslarati reported. Speaking to reporters afterward, Musk caught himself mid sentence: “I think it is worth highlighting the positive benefits of A.I. … S.I., pardon me.”

Elon Musk and Trump are closer than ever, and Tesla could be the big winner

SpaceXSI would be the third name for the business since February. SpaceX acquired xAI on February 2 in a deal that valued the combined company at $1.25 trillion. In May, Musk said xAI would be dissolved as a separate company, and on July 6 the division adopted the SpaceXAI name and a new logo that placed the xAI letters inside the SpaceX identity.

Musk gave no timeline. He did not say whether SpaceXSI would be a legal name change or a branding update, whether the @SpaceXAI handle on X would change, or how the shift would apply to products like Grok. The company had not issued a formal announcement as of Sunday morning.

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The change would reach well beyond a chatbot. SpaceXAI now houses Grok, the X platform, the Colossus training clusters in Memphis and the coding tool Cursor, which SpaceX acquired in August. It also runs the orbital compute effort SpaceX is building around Nvidia hardware, which Musk said during the company’s first earnings call would be exclusive to Nvidia.

It’s unclear if rivals like Anthropic, OpenAI, Google, Meta and Nvidia have plans to also rename their companies or products. OpenAI CEO Sam Altman has continued to say “AI” in public, while Nvidia CEO Jensen Huang has gone partway, describing data centers as “super intelligence factories.”

The rename would also line up SpaceX’s AI branding with the federal government’s language as Musk takes on a new advisory role at the Pentagon, where he is helping lead the Project Meridian study on the future of warfare.

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Starlink launches Communities Program for passive income through internet sharing

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(Credit: Starlink | X)

Starlink is launching a new beta path for ordinary property owners and local operators to turn a single Starlink kit into a small shared-access business for passive income.

Under the Starlink for Communities program, a host installs one dish and router setup in a location with nearby demand: an apartment complex, campground, rural crossroads, or event site. Neighbors or local users can buy short-term passes rather than full individual subscriptions, giving the Starlink provider a potential path to passive income.

Hour, day, and week passes cover one device. A month pass covers up to four. Starlink handles account creation, payments, access controls, and the satellite link itself. The host’s role is mainly placement, power, and basic upkeep, with earnings tied to each paid connection.

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The model echoes the passive-income vision long attached to Tesla’s Robotaxi plans, and it seems like it’s something Musk has hinted toward in the past as he believes AI will make the need to work relatively optional. In both cases, the platform owns the hard parts of matching, billing, and network management, while an individual supplies a physical asset that sits idle much of the time.

A Starlink host’s dish can serve multiple nearby users without each household buying and installing its own terminal. A Tesla owner, under the stated Robotaxi concept, would leave a vehicle enrolled in the fleet during unused hours so the car generates rides while the owner is at work or asleep.

Both arrangements convert under-utilized hardware into a revenue stream. They also let the company scale coverage or capacity without owning every endpoint.

Differences are practical. A Starlink kit is a fixed, relatively low-cost terminal whose main constraint is local congestion and line-of-sight. A Tesla Robotaxi is a mobile, high-value vehicle whose earnings depend on demand density, utilization rates, insurance, cleaning, and charging.

Starlink’s program is already accepting host applications in multiple countries and describes the revenue split as ongoing. Tesla’s owner-network version remains more aspirational.

The company currently operates a limited company-controlled robotaxi service in select areas and has solicited interest from fleet buyers for Cybercab vehicles, while private Full Self-Driving owners have not yet been able to dispatch their own cars for paid rides at scale.

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Tesla primes Cybercabs for 4K streaming and high bandwidth gaming with Starlink integration

Starlink is a satellite broadband service operated by SpaceX that uses a constellation of low-Earth-orbit satellites to deliver internet to locations where terrestrial broadband is slow, expensive, or absent. It has grown to millions of subscribers worldwide by selling direct residential, mobile, and enterprise terminals, and have become widely available at a wide array at retail locations like Target and Best Buy.

The Communities program extends that reach by letting hosts resell short bursts of capacity to people nearby, while also providing high-speed internet access to those who are simply around a Starlink user.

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