News
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.
Lifestyle
Tesla app update makes Robotaxi ownership make a lot more sense
Tesla’s app now shows a live indicator when your car is actively driving itself.
A recent Tesla app update, released last week (4.58.5), gives visibility on whether a vehicle is navigating in its semi-autonomous mode or being drive by a human driver. The updated app now displays a live “Self-Driving” indicator in bright blue text directly beneath the vehicle’s speed readout whenever Full Self-Driving is actively engaged, along with the signature glowing blue navigation path that FSD users see on the main touchscreen. It is a small visual update with meaningful implications for how Tesla owners monitor their vehicles remotely.
The feature was first spotted in the wild by X user Jordan Camina, who shared video of a Hardware 3 Model S displaying the new animation through the app while driving. That detail is significant because it confirms the update is not limited to newer HW4 vehicles. It works across hardware generations, and Tesla confirmed it will eventually support all vehicles regardless of chip platform once both the app and vehicle software are updated. The vehicle side requires software version 2026.20.6.1, which has reached nearly 40% of the fleet so far, as monitored by NotaTeslaApp.
The feature makes the most practical sense when viewed through the lens of Tesla’s expanding robotaxi operation. In a robotaxi context, the owner of a vehicle generating ride revenue has a direct financial and safety interest in knowing whether their car is operating under autonomous control at any given moment. The app’s new FSD indicator gives fleet owners exactly that visibility, the same way a logistics company monitors whether a delivery driver is following the planned route. It also carries implications for Tesla’s insurance model. Tesla’s own insurance product prices premiums in part based on FSD engagement rates, and real-time visibility into when FSD is active creates a feedback loop that could eventually tie directly into policy pricing. For individual owners who have opted their personal vehicles into the robotaxi network, the update effectively turns the Tesla app into a fleet management dashboard, one that tells you whether your car is earning money, whether it is driving itself to do it, and whether everything is operating the way it should from wherever you happen to be.
Tesla expands Robotaxi to Florida, marking its third state for autonomy
As Teslarati has reported, Tesla launched unsupervised robotaxi rides in Miami this summer, a milestone that makes a remote FSD status indicator significantly more practical than a cosmetic feature. When a vehicle is operating as a robotaxi without a driver present, the owner or fleet operator needs a reliable way to confirm autonomy is engaged. The app now provides exactly that.
As noted by NotATeslaApp, The update also arrived alongside a hint buried in the same app version that Tesla plans to use the cabin camera to verify driver identity before FSD can be activated. Pairing identity verification with a live autonomy status indicator points toward the infrastructure Tesla is building for a fleet of driverless vehicles that owners can monitor the way you would track a package delivery.
Elon Musk
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
California passed a $135 million EV incentive that rewards Rivian and Lucid while sidelining Tesla
California just drew a line in the EV incentive sand to put Tesla on the wrong side of it. The state recently passed a $135 million program offering first-time electric vehicle buyers a direct incentive with no application required, but the rules were written in a way that leaves Tesla at a structural disadvantage compared to Rivian and Lucid.
The program caps eligible vehicles at $50,000 for new EVs and $25,000 for used ones. That pricing threshold rules out a significant portion of Tesla’s lineup, though some lower-priced Model 3 and Model Y configurations would still qualify. California-based automakers are exempt from the price cap entirely, regardless of what their vehicles cost. Rivian, headquartered in Irvine, and Lucid, based in the San Francisco Bay Area, both benefit from that exemption. Rivian’s R2 starts at roughly $45,000 but has versions above the cap. Lucid’s Air and Gravity start at $70,990 and $79,990 respectively, well above any threshold a non-California company would face.
California hits Tesla Cybercab and Robotaxi driverless cars with new law
Tesla built its reputation and a significant portion of its early market share in California, where EV adoption has consistently led the nation. The company operates its original factory in Fremont, California, and the state was home to Tesla’s headquarters for most of its existence. That changed in 2021 when Tesla moved its corporate headquarters to Austin, Texas. Since then, the relationship between the company and California Governor Gavin Newsom has been openly adversarial, with Musk and Newsom trading public criticism on multiple occasions.
California’s EV incentive landscape has shifted repeatedly in recent years, and Tesla has previously lost eligibility for state-level programs as its vehicles exceeded income-adjusted price thresholds. The federal $7,500 EV tax credit, which Tesla models have qualified for and lost depending on policy cycles, is no longer available after it expired without renewal, making state-level programs more meaningful to buyers than they have been in years.
The practical impact for buyers is more nuanced than the headline suggests. California residents purchasing a Tesla under $50,000 for the first time can still access the incentive. But the exemption written for California-based manufacturers is a structural advantage that rewards where a company plants its headquarters flag rather than where it builds its products, and Tesla moved that flag to Texas.
Elon Musk
SpaceX’s newest logo confirms everything about what it’s become
SpaceX officially absorbed xAI under the SpaceXAI brand, completing the largest private merger in history.
SpaceX made its corporate transformation official in May 2026 when Elon Musk posted on X that xAI would cease to exist as a standalone company. “xAI will be dissolved as a separate company, so it will just be SpaceXAI, the AI products from SpaceX,” he wrote.
A new SpaceXAI logo was announced today, visually embedding the xAI letters inside the SpaceX identity, which can be seen as a deliberate design choice that signals the merger is not a partnership but a full absorption and XAi a core function of the same company. The same way Starlink is not a separate brand but a SpaceX product. The announcement closed the loop on a process that began February 2, 2026, when SpaceX acquired xAI in the largest private merger in history, valued at $1.25 trillion. SpaceX at $1 trillion and xAI at $250 billion.
We are now @SpaceXAI. pic.twitter.com/ema66xDWC9
— SpaceXAI (@SpaceXAI) July 6, 2026
The reason SpaceX bought xAI was stated plainly by Musk at the time of the deal: to build orbital data centers. SpaceX had simultaneously filed with the FCC to launch up to one million satellites designed to function as AI compute nodes in low Earth orbit, escaping what Musk described as the energy constraints limiting AI development on Earth.
xAI provided the AI software stack, with Grok, the X platform, and the Colossus supercomputer infrastructure in Memphis with over 220,000 NVIDIA GPUs, while SpaceX provided the rockets, Starlink, and the capital base to fund it. The two companies needed each other. xAI was burning $2.5 billion in losses on $250 million in revenue. SpaceX was generating an estimated $8 billion in profit on $15 billion in revenue and needed an AI narrative to command the valuation it was targeting for its IPO.
What SpaceX has done, regardless of how the orbital AI vision ultimately plays out, is walk into a public market as something no company has been before: a rocket manufacturer, satellite internet provider, AI software company, social media platform, and supercomputer operator under one ticker. Whether that combination is worth $2 trillion depends entirely on which of those businesses you believe in most.
Tesla app update makes Robotaxi ownership make a lot more sense
California snubs Tesla in its newly passed EV incentive that favors Rivian and Lucid
