News
SpaceX to in-house mass production of Starlink internet satellite hardware
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.
Remote camera has been retrieved, wet with morning dew…and WITH images! Awesome launch by SpaceX. @teslarati #SpaceX #Paz #Starlink pic.twitter.com/tDTXxZErN4
— Pauline Acalin (@w00ki33) February 22, 2018
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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- SpaceX’s first Starlink prototypes launched in late February aboard a flight-proven Falcon 9 booster. (Pauline Acalin)
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- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
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- Falcon 9 roars into the dark California sky with PAZ and Starlink. (Pauline Acalin)
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.
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.
Elon Musk
Musk bankers looking to trim xAI debt after SpaceX merger: report
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. A new financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year.
Elon Musk’s bankers are looking to trim the debt that xAI has taken on over the past few years, following the company’s merger with SpaceX, a new report from Bloomberg says.
xAI has built up $18 billion in debt over the past few years, with some of this being attributed to the purchase of social media platform Twitter (now X) and the creation of the AI development company. Bankers are trying to create some kind of financing plan that would trim “some of the heavy interest costs” that come with the debt.
The financing deal would help trim some of the financial burden that is currently present ahead of the plan to take SpaceX public sometime this year. Musk has essentially confirmed that SpaceX would be heading toward an IPO last month.
The report indicates that Morgan Stanley is expected to take the leading role in any financing plan, citing people familiar with the matter. Morgan Stanley, along with Goldman Sachs, Bank of America, and JPMorgan Chase & Co., are all expected to be in the lineup of banks leading SpaceX’s potential IPO.
Since Musk acquired X, he has also had what Bloomberg says is a “mixed track record with debt markets.” Since purchasing X a few years ago with a $12.5 billion financing package, X pays “tens of millions in interest payments every month.”
That debt is held by Bank of America, Barclays, Mitsubishi, UFJ Financial, BNP Paribas SA, Mizuho, and Société Générale SA.
X merged with xAI last March, which brought the valuation to $45 billion, including the debt.
SpaceX announced the merger with xAI earlier this month, a major move in Musk’s plan to alleviate Earth of necessary data centers and replace them with orbital options that will be lower cost:
“In the long term, space-based AI is obviously the only way to scale. To harness even a millionth of our Sun’s energy would require over a million times more energy than our civilization currently uses! The only logical solution, therefore, is to transport these resource-intensive efforts to a location with vast power and space. I mean, space is called “space” for a reason.”
The merger has many advantages, but one of the most crucial is that it positions the now-merged companies to fund broader goals, fueled by revenue from the Starlink expansion, potential IPO, and AI-driven applications that could accelerate the development of lunar bases.
News
Tesla pushes Full Self-Driving outright purchasing option back in one market
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
Tesla has pushed the opportunity to purchase the Full Self-Driving suite outright in one market: Australia.
The date remains February 14 in North America, but Tesla has pushed the date back to March 31, 2026, in Australia.
NEWS: Tesla is ending the option to buy FSD as a one-time outright purchase in Australia on March 31, 2026.
It still ends on Feb 14th in North America. https://t.co/qZBOztExVT pic.twitter.com/wmKRZPTf3r
— Sawyer Merritt (@SawyerMerritt) February 13, 2026
Tesla announced last month that it would eliminate the ability to purchase the Full Self-Driving software outright, instead opting for a subscription-only program, which will require users to pay monthly.
If you have already purchased the suite outright, you will not be required to subscribe once again, but once the outright purchase option is gone, drivers will be required to pay the monthly fee.
The reason for the adjustment is likely due to the short period of time the Full Self-Driving suite has been available in the country. In North America, it has been available for years.
Tesla hits major milestone with Full Self-Driving subscriptions
However, Tesla just launched it just last year in Australia.
Full Self-Driving is currently available in seven countries: the United States, Canada, China, Mexico, Australia, New Zealand, and South Korea.
The company has worked extensively for the past few years to launch the suite in Europe. It has not made it quite yet, but Tesla hopes to get it launched by the end of this year.
In North America, Tesla is only giving customers one more day to buy the suite outright before they will be committed to the subscription-based option for good.
The price is expected to go up as the capabilities improve, but there are no indications as to when Tesla will be doing that, nor what type of offering it plans to roll out for owners.
Elon Musk
Starlink terminals smuggled into Iran amid protest crackdown: report
Roughly 6,000 units were delivered following January’s unrest.
The United States quietly moved thousands of Starlink terminals into Iran after authorities imposed internet shutdowns as part of its crackdown on protests, as per information shared by U.S. officials to The Wall Street Journal.
Roughly 6,000 units were delivered following January’s unrest, marking the first known instance of Washington directly supplying the satellite systems inside the country.
Iran’s government significantly restricted online access as demonstrations spread across the country earlier this year. In response, the U.S. purchased nearly 7,000 Starlink terminals in recent months, with most acquisitions occurring in January. Officials stated that funding was reallocated from other internet access initiatives to support the satellite deployment.
President Donald Trump was aware of the effort, though it remains unclear whether he personally authorized it. The White House has not issued a comment about the matter publicly.
Possession of a Starlink terminal is illegal under Iranian law and can result in significant prison time. Despite this, the WSJ estimated that tens of thousands of residents still rely on the satellite service to bypass state controls. Authorities have reportedly conducted inspections of private homes and rooftops to locate unauthorized equipment.
Earlier this year, Trump and Elon Musk discussed maintaining Starlink access for Iranians during the unrest. Tehran has repeatedly accused Washington of encouraging dissent, though U.S. officials have mostly denied the allegations.
The decision to prioritize Starlink sparked internal debate within U.S. agencies. Some officials argued that shifting resources away from Virtual Private Networks (VPNs) could weaken broader internet access efforts. VPNs had previously played a major role in keeping Iranians connected during earlier protest waves, though VPNs are not effective when the actual internet gets cut.
According to State Department figures, about 30 million Iranians used U.S.-funded VPN services during demonstrations in 2022. During a near-total blackout in June 2025, roughly one-fifth of users were still able to access limited connectivity through VPN tools.
Critics have argued that satellite access without VPN protection may expose users to geolocation risks. After funds were redirected to acquire Starlink equipment, support reportedly lapsed for two of five VPN providers operating in Iran.
A State Department official has stated that the U.S. continues to back multiple technologies, including VPNs alongside Starlink, to sustain people’s internet access amidst the government’s shutdowns.
Musk bankers looking to trim xAI debt after SpaceX merger: report
SpaceX launches Crew-12 on Falcon 9, lands first booster at new LZ-40 pad
