News
SpaceX has all the Starlink funding needed for an “operational constellation”
Upper-level wind shear has unfortunately scrubbed SpaceX’s first dedicated Starlink launch attempt, pushing Falcon 9 B1049’s third liftoff to no earlier than 10:30 pm EDT (02:30 UTC), May 16th.
A few hours prior to the launch attempt, SpaceX CEO Elon Musk hosted a conference call with members of the press and answered a number of questions about Starlink, providing the best look yet into the company’s newest endeavor. Topics included the advanced technologies on each Starlink satellite, their extremely unorthodox deployment method, SpaceX’s ultimate goals for the constellation, and even a few brief comments on funding.
Funding, secured
Perhaps the single most important thing Musk noted in the hour-long media briefing was his belief that SpaceX already has “sufficient capital to build an operational constellation.” It’s possible that that statement is heavily qualified, as Musk did not delve into greater detail, but it is still an incredible claim that could mean Starlink is far ahead of competing constellations and far more capital-efficient than OneWeb.
As previously discussed on Teslarati, in the last four years, OneWeb has raised $3.4B of funding, while SpaceX – a company primarily focused on building and launching rockets – has raised $2B, half of which is known to be dedicated to Starlink. OneWeb’s constellation (either 650 or 2650 satellites) cost estimate has grown quite a bit recently and stands at ~$5B. Assuming all $2B of the funding SpaceX has raised is dedicated to Starlink, that would translate to a per-satellite cost – including all infrastructure and launch – of $450,000 for the first phase (~4400 satellites).
Musk’s contextual definition of an “operational constellation” is probably more in line with the twelve 60-satellite launches he described as necessary to provide “significant [broadband] coverage”. It could also refer to the entire tranche of ~1600 Starlink satellites planned for the lower 550 km (340 mi) orbit this first batch of 60 is headed for, a number that Musk stated would offer “decent global coverage”. Either way, Starlink is almost certainly far more capital-efficient than OneWeb, LeoSat, Telesat, or any other satellite constellation with serious intentions.
The most obvious explanation for this – regardless of the satellites themselves – is simple: SpaceX owns its own closed-loop launch capability, including pads, integration facilities, an established cross-country transport network, and the rockets (Falcon) themselves. For any of the proposed satellite constellations to succeed, the manufacturers will almost invariably need to find build satellites so affordably that the cost of launch outweighs the cost of its payload. This ultimately means that launches alone could account for something like 50% of the cost of an entire satellite constellation.
Assuming Block 5 boosters can be reused at least 5-10 times each, the only real cost of an internal SpaceX launch is the hours worked, recovery fleet operations, and the expended upper stage and fairing – likely less than $30M altogether. As such, SpaceX may already be achieving its satellite cost targets on its first launch.
Deploying satellites “like spreading a deck of cards”
Meanwhile, Musk also offered some detail on the deeply unorthodox method SpaceX has chosen for spacecraft deployment once in orbit. Apparently, Starlink satellites will be deployed from Falcon 9’s upper stage by rotating the stage (presumably along its vertical axis) and simply letting go of the spacecraft. Musk used the analogy of spreading a deck of cards on a table, seemingly suggesting that they will either be released simultaneously (perhaps by stack) or with a stagger measured in milliseconds. This could create a fairly spectacular visual, forming an evenly-spaced spiral of satellites spreading out from the Falcon upper stage.
Above all else, Musk mainly seemed to be excited about Starlink, whether discussing the constellation’s long-term goals or the technology utilized on each individual satellite. Some miscellaneous facts and tidbits taken from the Q&A can be found below:
- Aside from Ka-band antennas and inter-satellite laser links, these 60 Starlink spacecraft are very close to the final spacecraft design.
- “It’s one of the hardest engineering projects that I’ve ever seen done.” – Elon Musk
- Starlink v0.9 is SpaceX’s heaviest payload ever by a huge margin, weighing in around 18,500 kg (40,800 lb). Crew Dragon is most likely in second-place, with a launch mass estimated to be around 13,500 kg.
- Combined, the solar arrays on the 60 Starlink spacecraft will produce up to 50% more power than the International Space Station’s football field-sized panels. This translates to ~180 kW, with each spacecraft thus producing around 3 kW total with an unusual single-panel array.
- Two solar array deployment mechanisms will be tested on this mission.
- “We see this as a way to generate revenue to develop more advanced rockets and spaceships. Starlink is a key component for establishing a presence on the moon and Mars.” – Elon Musk
- SpaceX sided with krypton-fueled Hall effect thrusters due to krypton costing 5-10x less than more traditional xenon propellant. SpaceX’s internally-designed and built thrusters will have an ISP of ~1500s.
- “[SpaceX has built] the most advanced phased array antenna[s] that I am aware of.” – Elon Musk
- These first 60 satellites alone will have a combined bandwidth of 1 terabit per second (125 GB/s), averaging around 17 Gbps per satellite.
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News
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.
News
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
