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SpaceX’s first “next-gen” Starlink satellites are suspiciously familiar
In a strange twist, SpaceX says that its next Starlink mission will launch 54 satellites into low Earth orbit (LEO), implying that they’re roughly the same size as the V1.5 satellites it’s already launching – not the larger V2 or V2 Mini satellites discussed in recent FCC filings.
However, the data SpaceX provided also shows that those 54 satellites are headed to an orbit that only matches the company’s next-generation Starlink Gen2 (V2) constellation. While SpaceX quietly indicated that a V1.5-sized satellite was an option for early Gen2 launches in a supplemental October 2022 filing [PDF] with the FCC, it’s still unclear why SpaceX would prioritize launching V1.5-sized V2 satellites while its V1 constellation remains unfinished.
Adding to the confusion, in November 2021, CEO Elon Musk strongly implied that the inefficiencies of smaller Starlink V1.x satellites were so significant that they could risk bankrupting SpaceX if the company couldn’t start launching larger V2 satellites on its next-generation Starship rocket by the end of 2022. What, then, is the purpose of SpaceX’s imminent “Starlink G5-1” launch?
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
The name alone is confusing. Using the same shorthand as past Starlink V1 launches, “G5-1” refers to the first launch of “Group 5” of a constellation. “Group” here is synonymous with “shell,” which describes a set of satellites that share the same orbital inclination (the angle at which the orbit crosses the equator) and a similar orbital altitude. Of SpaceX’s three approved constellations, only one has five shells, and that shell can only exist at 97.6 degrees, not 43 degrees. SpaceX’s Gen2 constellation technically has nine planned shells, but the FCC has only partially approved three of those shells, one of which is at 43 degrees.
Ignoring the obtuse name, one possibility is that aspects of Starlink V2 satellite upgrades are not explicitly tied to the much larger size of those satellites and can be applied to SpaceX’s first-generation Starlink constellation without requiring a modified FCC license. If SpaceX wanted to add larger satellites to its V1 constellation or change the frequency bands they use, it would almost certainly have to seek a modified license from the FCC, which could take months.
There is no evidence SpaceX has done so, and any attempt would produce public documentation. The 43-degree inclination SpaceX’s mysterious “Starlink G5-1” launch is targeting also rules out any involvement in its V1 constellation, which only has approval for satellites between 53 and 97.6 degrees.
Aside from the unlikely possibility that details about the Starlink 5-1 mission are somehow incorrect or an artifact of a messy launch licensing process, there is at least one other unlikely explanation. In October 2018, the FCC granted SpaceX permission to launch a very low earth orbit (VLEO) constellation of 7518 Starlink satellites with dimensions similar to satellites that make up the 4408-satellite constellation the company is currently launching. More than four years later, SpaceX has yet to begin launching its approved VLEO constellation.
In November 2022, SpaceX told the FCC it intended to combine its Starlink VLEO and Starlink Gen2 constellations by adding V-band antennas to some of the almost 33,000 Gen2 satellites it hoped to launch – a move that would reduce the total number of Starlink satellites SpaceX needs to launch. Around the turn of the month, the FCC partially granted SpaceX’s Starlink Gen2 license, adding unprecedentedly strict requirements and only permitting the launch of 7500 of 33,000 planned Gen2 satellites to a limited set of inclinations (33, 43, and 53 degrees).
Perhaps, then, the uncertainty created by the FCC’s strange partial Gen2 grant made SpaceX change its mind about a dedicated Starlink VLEO constellation. However, without a license modification, SpaceX’s VLEO constellation is stuck with the same smaller (and potentially bankruptcy-inducing) satellites that its CEO believes make the first Starlink V1 constellation unsustainable. SpaceX also has less than two years until its VLEO constellation crosses its first deployment milestone, at which point the company will need to have launched half of it (3759 satellites) to avoid penalties from the FCC – up to and including the revocation of its license.
Despite the numerous reasons it wouldn’t make sense for Starlink 5-1 to be SpaceX’s first Starlink VLEO launch, almost 2500 of SpaceX’s approved VLEO satellites were intended to operate in a 336-kilometer (~209 mi) orbit inclined by 42 degrees – oddly similar to the 338-kilometer (~210 mi), 43-degree orbit SpaceX appears to be targeting with Starlink 5-1.
A surprise VLEO launch is a very unlikely explanation, but it’s only marginally stranger than the alternatives: that Starlink 5-1 is a V1-sized V2 launch with no prior mention or warning, a V1 launch to an orbit that would explicitly violate SpaceX’s Starlink V1 FCC license, or a paperwork error that has propagated so far that SpaceX distributed incorrect orbit information (which could threaten other satellites and rockets) less than two days before liftoff.
Thankfully, there is one last explanation – raised after this article was published – that appears to be much more likely. In response to a tweet summarizing these claims, astrophysicist Jonathan McDowell noted that SpaceX had, in fact, mentioned a third smaller Starlink V2 satellite variant in an October 2022 FCC filing that fell mostly under the radar. In that filing, SpaceX told that FCC it was developing three variants, not two. The smallest variant was said to weigh 303 kilograms and featured dimensions seemingly identical to SpaceX’s existing V1.5 satellites, which are estimated to weigh around 307 kilograms. SpaceX also stated that initial Falcon 9 launches will carry “approximately twenty to sixty satellites,” again confirming that V2 satellites could be about the same size and shape as V1.5 satellites.
SpaceX’s decision to develop a V1.5-sized version of V2 satellites makes little sense in the context of Musk’s implicit claims that problems inherent to its smaller V1 satellites threaten the company’s solvency. It’s clearer than ever that the SpaceX CEO may have been stretching the truth of the matter to craft an existential threat that might encourage employees to work longer hours. Still, developing and launching a V1.5-sized V2 satellite variant and beginning to launch those satellites while SpaceX’s Starlink Gen1 is more than 25% incomplete is confusing at best.
Regardless of what it’s carrying or why, a SpaceX Falcon 9 rocket is scheduled to launch Starlink 5-1 out of Florida’s Cape Canaveral Space Force Station (CCSFS) no earlier than 4:40 am EST (09:40 UTC) on Wednesday, December 28th.
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Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever
With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.
Tesla Full Self-Driving v14.2.2.5 hit my car back on Valentine’s Day, February 14, and since I’ve had it, it has become, in my opinion, the most confusing release I’ve ever had.
With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.
It has been about three weeks of driving on v14.2.2.5; I’ve used it for nearly every mile traveled since it hit my car. I’ve taken short trips of 10 minutes or less, I’ve taken medium trips of an hour or less, and I’ve taken longer trips that are over 100 miles per leg and are over two hours of driving time one way.
These are my thoughts on it thus far:
Speed Profiles Are a Mixed Bag
Speed Profiles are something Tesla seems to tinker with quite frequently, and each version tends to show a drastic difference in how each one behaves compared to the previous version.
I do a vast majority of my FSD travel using Standard and Hurry modes, although in bad weather, I will scale it back to Chill, and when it’s a congested city on a weekend or during rush hour, I’ll throw it into Mad Max so it takes what it needs.
Early on, Speed Profiles really felt great. This is one of those really subjective parts of the FSD where someone might think one mode travels too quickly, whereas another person might see the identical performance as too slow or just right.
To me, I would like to see more consistency from release to release on them, but overall, things are pretty good. There are no real complaints on my end, as I had with previous releases.
In a past release, Mad Max traveled under the speed limit quite frequently, and I only had that experience because Hurry was acting the same way. I’ve had no instances of that with v14.2.2.5.
Strange Turn Signal Behavior
This is the first Full Self-Driving version where I’ve had so many weird things happen with the turn signals.
Two things come to mind: Using a turn signal on a sharp turn, and ignoring the navigation while putting the wrong turn signal on. I’ve encountered both things on v14.2.2.5.
On my way to the Supercharger, I take a road that has one semi-sharp right-hand turn with a driveway entrance right at the beginning of the turn.
Only recently, with the introduction of v14.2.2.5, have I had FSD put on the right turn signal when going around this turn. It’s obviously a minor issue, but it still happens, and it’s not standard practice:
How can we get Full Self-Driving to stop these turn signals?
There’s no need to use one here; the straight path is a driveway, not a public road. The right turn signal here is unnecessary pic.twitter.com/7uLDHnqCfv
— TESLARATI (@Teslarati) February 28, 2026
When sharing this on X, I had Tesla fans (the ones who refuse to acknowledge that the company can make mistakes) tell me that it’s a “valid” behavior that would be taught to anyone who has been “professionally trained” to drive.
Apparently, if you complain about this turn signal, you are also claiming you know more than Tesla engineers…okay.
Nobody in their right mind has ever gone around a sharp turn when driving their car and put on a signal when continuing on the same road. You would put a left turn signal on to indicate you were turning into that driveway if that’s what your intention was.
Like I said, it’s a totally minor issue. However, it’s not really needed, and nor is it normal. If I were in the car with someone who was taking a simple turn on a road they were traveling, and they signaled because the turn was sharp, I’d be scratching my head.
I’ve also had three separate instances of the car completely ignoring the navigation and putting on a signal that is opposite to what the routing says. Really quite strange.
Parking Performance is Still Underwhelming
Parking has been a complaint of mine with FSD for a long time, so much so that it is pretty rare that I allow the vehicle to park itself. More often than not, it is because I want to pick a spot that is relatively isolated.
However, in the times I allow it to pull into a spot, it still does some pretty head-scratching things.
Recently, it tried to back into a spot that was ~60% covered in plowed snow. The snow was piled about six feet high in a Target parking lot.
A few days later, it tried backing into a spot where someone failed the universal litmus test of returning their shopping cart. Both choices were baffling and required me to manually move the car to a different portion of the lot.
I used Autopark on both occasions, and it did a great job of getting into the spot. I notice that the parking performance when I manually choose the spot is much better than when the car does the entire parking process, meaning choosing the spot and parking in it.
It’s Doing Things (For Me) It’s Never Done Before
Two things that FSD has never done before, at least for me, are slow down in School Zones and avoid deer. The first is something I usually take over manually, and the second I surprisingly have not had to deal with yet.
I had my Tesla slow down at a school zone yesterday for the first time, traveling at 20 MPH and not 15 MPH as the sign suggested, but at the speed of other cars in the School Zone. This was impressive and the first time I experienced it.
I would like to see this more consistently, and I think School Zones should be one of those areas where, no matter what, FSD will only travel the speed limit.
Last night, FSD v14.2.2.5 recognized a deer in a roadside field and slowed down for it:
🚨 Cruising home on a rainy, foggy evening and my Tesla on Full Self-Driving begins to slow down suddenly
FSD just wanted Mr. Deer to make it home to his deer family ❤️ pic.twitter.com/cAeqVDgXo5
— TESLARATI (@Teslarati) March 4, 2026
Navigation Still SUCKS
Navigation will be a complaint until Tesla proves it can fix it. For now, it’s just terrible.
It still has not figured out how to leave my neighborhood. I give it the opportunity to prove me wrong each time I leave my house, and it just can’t do it.
It always tries to go out of the primary entrance/exit of the neighborhood when the route needs to take me left, even though that exit is a right turn only. I always leave a voice prompt for Tesla about it.
It still picks incredibly baffling routes for simple navigation. It’s the one thing I still really want Tesla to fix.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
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Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
