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SpaceX Starlink antennas spied at Starship factory for the first time ever
SpaceX’s mysterious Starlink ‘user terminals’ have been spotted in public for the first time ever at the company’s South Texas Starship factory.
Offering a first-ever glimpse of the hardware that individual customers will use to connect to SpaceX’s growing satellite internet network, the lone photo provides a bit more detail than it might initially seem. Effectively invisible up to now, the user terminal – a small antenna system – has been described by both SpaceX CEO Elon Musk and COO/President Gwynne Shotwell as a the single biggest challenge standing in the way of Starlink’s success.
For SpaceX, building a mass-market consumer electronics product more or less in-house was already guaranteed to be a major (and expensive) challenge. The complex requirements and limitations facing an antenna meant for a low Earth orbit (LEO) satellite internet constellation thus magnify a task that is already hard and turn it into a truly unprecedented feat of mass production. Regardless, SpaceX continues to persevere and the first public appearance of user terminals – as well as the consistent company position that service could begin rolling out just a few months from now – are encouraging signs.
The single biggest reason the user terminal component of Starlink is so daunting is relatively simple. Situated in low Earth orbit (LEO) to ensure that Starlink internet service offers latency (ping, response time, etc.) as good or better than fiber, the SpaceX satellites are moving quite rapidly, spending just a handful of minutes over any given spot on the Earth’s surface. Whereas existing satellite internet solutions are located in much higher orbits, including geostationary orbits where the spacecraft actually appear to hover above a fixed point on the ground, ground antennas for LEO internet constellations are much more challenging.
Instead of a literal dish tracking satellites as they streak across the sky, the only truly viable solution is an electronically-steered (phased array) antenna. The problem is that while phased array antennas have plummeted in price over the last five or so years, the going price for existing solutions puts them somewhere between one and two magnitudes too expensive mass-market consumer product. Even if customers loathe Comcast with all their hearts, the vast majority simply can’t rationalize spending thousands of dollars up front for comparable satellite service.
In other words, for Starlink to be viable regardless of the quality or affordability of the satellites themselves, SpaceX must somehow find a way to build millions of user terminals that are simultaneously far more capable than anything in their price range and as good or better than antennas that cost $5,000, $10,000, or even more. The challenge is amplified further by the fact that competing ground-based internet service providers (ISP) like Comcast incur nearly no material cost to add a customer to their network, while customers will typically already have the router and modem needed to gain access.
On top of being at least 5-10 times cheaper than comparable alternatives, Starlink user terminals must also be impressively reliable, bug-free, and easy to set up. Beyond that, though, the amount of room for improvement available to SpaceX is almost comical. Even mediocre customer service and vaguely transparent bills and pricing would likely paint Starlink in a favorable and highly preferable light when compared with the United States’ infamous ecosystem of monopolistic ISPs. Many consumers may happily spend several times more money than they’ve ever spent on internet-related technology just to gain access to Starlink and escape the yoke of their existing ISP.
According to Shotwell, SpaceX could begin rolling out Starlink internet to customers in the northern US and southern Canada once 14 batches – ~840 operational spacecraft – have been launched. SpaceX’s next Starlink v1.0 launch is scheduled as soon as June 23rd, meaning that an initial rollout could come as early as August or September.
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Tesla has officially launched public Robotaxi rides in Austin, Texas, without a Safety Monitor in the vehicle, marking the first time the company has removed anyone from the vehicle other than the rider.
The Safety Monitor has been present in Tesla Robotaxis in Austin since its launch last June, maintaining safety for passengers and other vehicles, and was placed in the passenger’s seat.
Tesla planned to remove the Safety Monitor at the end of 2025, but it was not quite ready to do so. Now, in January, riders are officially reporting that they are able to hail a ride from a Model Y Robotaxi without anyone in the vehicle:
I am in a robotaxi without safety monitor pic.twitter.com/fzHu385oIb
— TSLA99T (@Tsla99T) January 22, 2026
Tesla started testing this internally late last year and had several employees show that they were riding in the vehicle without anyone else there to intervene in case of an emergency.
Tesla has now expanded that program to the public. It is not active in the entire fleet, but there are a “few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors,” Ashok Elluswamy said:
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time. https://t.co/ShMpZjefwB
— Ashok Elluswamy (@aelluswamy) January 22, 2026
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
The Robotaxi program also operates in the California Bay Area, where the fleet is much larger, but Safety Monitors are placed in the driver’s seat and utilize Full Self-Driving, so it is essentially the same as an Uber driver using a Tesla with FSD.
In Austin, the removal of Safety Monitors marks a substantial achievement for Tesla moving forward. Now that it has enough confidence to remove Safety Monitors from Robotaxis altogether, there are nearly unlimited options for the company in terms of expansion.
While it is hoping to launch the ride-hailing service in more cities across the U.S. this year, this is a much larger development than expansion, at least for now, as it is the first time it is performing driverless rides in Robotaxi anywhere in the world for the public to enjoy.
Tesla has scheduled its Earnings Call for Q4 and Full Year 2025 for next Wednesday, January 28, at 5:30 p.m. EST, and investors are already preparing to get some answers from executives regarding a wide variety of topics.
The company accepts several questions from retail investors through the platform Say, which then allows shareholders to vote on the best questions.
Tesla does not answer anything regarding future product releases, but they are willing to shed light on current timelines, progress of certain projects, and other plans.
There are five questions that range over a variety of topics, including SpaceX, Full Self-Driving, Robotaxi, and Optimus, which are currently in the lead to be asked and potentially answered by Elon Musk and other Tesla executives:
- You once said: Loyalty deserves loyalty. Will long-term Tesla shareholders still be prioritized if SpaceX does an IPO?
- Our Take – With a lot of speculation regarding an incoming SpaceX IPO, Tesla investors, especially long-term ones, should be able to benefit from an early opportunity to purchase shares. This has been discussed endlessly over the past year, and we must be getting close to it.
- When is FSD going to be 100% unsupervised?
- Our Take – Musk said today that this is essentially a solved problem, and it could be available in the U.S. by the end of this year.
- What is the current bottleneck to increase Robotaxi deployment & personal use unsupervised FSD? The safety/performance of the most recent models or people to monitor robots, robotaxis, in-car, or remotely? Or something else?
- Our Take – The bottleneck seems to be based on data, which Musk said Tesla needs 10 billion miles of data to achieve unsupervised FSD. Once that happens, regulatory issues will be what hold things up from moving forward.
- Regarding Optimus, could you share the current number of units deployed in Tesla factories and actively performing production tasks? What specific roles or operations are they handling, and how has their integration impacted factory efficiency or output?
- Our Take – Optimus is going to have a larger role in factories moving forward, and later this year, they will have larger responsibilities.
- Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
- Our Take – This is a good one and should get us some additional information on the FSD transfer plans and Subscription-only model that Tesla will adopt soon.
Tesla will have its Earnings Call on Wednesday, January 28.
Elon Musk shared an incredible detail about Tesla Cybercab’s potential efficiency, as the company has hinted in the past that it could be one of the most affordable vehicles to operate from a per-mile basis.
ARK Invest released a report recently that shed some light on the potential incremental cost per mile of various Robotaxis that will be available on the market in the coming years.
The Cybercab, which is detailed for the year 2030, has an exceptionally low cost of operation, which is something Tesla revealed when it unveiled the vehicle a year and a half ago at the “We, Robot” event in Los Angeles.
Musk said on numerous occasions that Tesla plans to hit the $0.20 cents per mile mark with the Cybercab, describing a “clear path” to achieving that figure and emphasizing it is the “full considered” cost, which would include energy, maintenance, cleaning, depreciation, and insurance.
Probably true
— Elon Musk (@elonmusk) January 22, 2026
ARK’s report showed that the Cybercab would be roughly half the cost of the Waymo 6th Gen Robotaxi in 2030, as that would come in at around $0.40 per mile all in. Cybercab, at scale, would be at $0.20.
Credit: ARK Invest
This would be a dramatic decrease in the cost of operation for Tesla, and the savings would then be passed on to customers who choose to utilize the ride-sharing service for their own transportation needs.
The U.S. average cost of new vehicle ownership is about $0.77 per mile, according to AAA. Meanwhile, Uber and Lyft rideshares often cost between $1 and $4 per mile, while Waymo can cost between $0.60 and $1 or more per mile, according to some estimates.
Tesla’s engineering has been the true driver of these cost efficiencies, and its focus on creating a vehicle that is as cost-effective to operate as possible is truly going to pay off as the vehicle begins to scale. Tesla wants to get the Cybercab to about 5.5-6 miles per kWh, which has been discussed with prototypes.
Additionally, fewer parts due to the umboxed manufacturing process, a lower initial cost, and eliminating the need to pay humans for their labor would also contribute to a cheaper operational cost overall. While aspirational, all of the ingredients for this to be a real goal are there.
It may take some time as Tesla needs to hammer the manufacturing processes, and Musk has said there will be growing pains early. This week, he said regarding the early production efforts:
“…initial production is always very slow and follows an S-curve. The speed of production ramp is inversely proportionate to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow, but eventually end up being insanely fast.”
BREAKING: Tesla launches public Robotaxi rides in Austin with no Safety Monitor
Tesla Earnings Call: Top 5 questions investors are asking
