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SpaceX tweaks Starlink Gen2 plans to add Falcon 9 launch option
SpaceX says it has revised plans for its next-generation Starlink Gen2 constellation to allow the upgraded satellites to launch on its workhorse Falcon 9 rocket in addition to Starship, a new and unproven vehicle.
Set to be the largest and most powerful rocket ever flown when it eventually debuts, SpaceX’s two-stage Starship launch vehicle is also intended to be fully reusable, theoretically slashing the cost of launching payloads into and beyond Earth orbit. Most importantly, SpaceX says that even in its fully-reusable configuration, Starship should be capable of launching up to 150 tons (~330,000 lb) to low Earth orbit (LEO) – nearly a magnitude more than Falcon 9. However, once said to be on track to debut as early as mid-2021 to early 2022, it’s no longer clear if Starship will be ready for regular Starlink launches anytime soon.
In August 2021, SpaceX failed a major Starlink Gen2 revision with the FCC that started the company along the path that led to now. That revision revealed plans to dramatically increase the size and capabilities of each Gen2 satellite, boosting their maximum throughput from about 50 gigabits per second (Gbps) to ~150 Gbps. Just as importantly, SpaceX’s August 2021 modification made it clear that the company would prefer to launch the entire constellation with Starship, although it included an alternative constellation design that would lend itself better to Falcon 9 launches.
In January 2022, SpaceX chose to solely pursue the constellation optimized for Starship, strongly indicating that the company believed the rocket would be ready to support Starlink launches in the near future – or at least around the same time the constellation receives its Gen2 FCC license. With the benefit of technical Starlink Gen2 satellite details and renders provided by SpaceX and CEO Elon Musk in Q2 2022, a single Starship Gen2 launch using the current satellite and rocket designs and carrying 54 satellites could potentially deploy around 7-8 times more usable bandwidth than a Falcon 9 with Starlink V1.5, meaning that Starship could achieve similar deployment results with just a few launches per year.
In theory, that makes it at least somewhat easier for Starship to make a major impact even as SpaceX works to ramp up the brand-new rocket’s launch cadence, a task that has almost always taken several years.
However, additional changes made to its Starlink Gen2 FCC license application in August 2022 suggest that SpaceX has at least partially tempered that all-in bet on Starship. The most important modification: developing a different Starlink Gen2 satellite variant that will be optimized to fit inside Falcon 9’s much smaller payload fairing. According to SpaceX, despite the seemingly major form-factor changes required to make Gen2 fit, Starship and Falcon 9-optimized satellites will still be “technically identical.”
The implication is that the satellites launched on Falcon 9 will still offer the same performance as those launched on Starship, albeit in a different form factor. Nonetheless, the only thing SpaceX guarantees in the document is that the Falcon 9-launched Gen2 satellites won’t be more powerful than those launched on Starship, presumably preserving the applicability of existing analysis in the current Starlink Gen2 application. It’s thus possible that Falcon 9-optimized Starlink Gen2 satellites will have to sacrifice some of their performance relative to the unconstrained Starship-optimized variant.
With a usable diameter of 4.6 meters (~15 ft), Falcon 9’s payload fairing is about 50% narrower than the payload bay present on early Starship prototypes. Without a major redesign, Starlink Gen2 satellites optimized for Falcon 9 will likely need to sit vertically inside the fairing, the standard version of which stands 6.7 meters (~22 ft) tall before its conical tip begins curving inwards. Weighing about 1.25 tons (~2750 lb) and measuring 7 meters (~23 ft) long, Starlink Gen2’s design may only need a few moderate tweaks to fit on Falcon 9, but they’ll have to be stacked vertically instead of horizontally. Falcon 9’s established performance of roughly 16.5 tons (payload adapter included) to LEO means that the rocket will be limited to around 12 or 13 Gen2 satellites per launch, however, making the task somewhat easier.
If SpaceX can squeeze that many Starlink Gen2 satellites inside of Falcon 9’s existing reusable fairing, it could still boost the efficiency (total bandwidth per launch) of each Starlink mission by ~50% relative to the same rocket carrying 50-60 Starlink V1.5 satellites. It’s no surprise, then, that SpaceX appears to be doing everything it can to begin launching Starlink Gen2 as quickly as possible, whether or not Starship is ready to help.
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Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Tesla’s AI chief suggests the newest FSD v14 Lite build may finally go wide release.
Tesla’s head of AI, Ashok Elluswamy, noted on Sunday that the newest FSD v14 Lite build rolling out to Hardware 3 cars is likely the version that goes to wide release, the strongest signal yet that Tesla is near to closing out an early access phase that Hardware 3 owners have waited more than a year for.
Elluswamy made the comment in response to an extensive review from Tesla owner Zack, known on X as @BLKMDL3, who tested software version 2026.20.6.10 and detailed the changes in a lengthy post. “FSD v14 Lite (for Tesla AI3 hardware vehicles) review.
The update restarts a rollout that had stalled after its initial release. Tesla began pushing FSD v14 Lite to Hardware 3 early access drivers on June 29, bringing driving behavior learned on the newer Hardware 4 computer down to the more limited chip that has powered Tesla vehicles built between 2019 and early 2023. That release, as we covered in detail, gave roughly 4 million HW3 vehicles their first meaningful update since being frozen on version 12.6 in early 2025.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
The latest build adds features that bring Hardware 3 closer in line with what Hardware 4 owners already have. FSD can now start directly from park without a brake pedal confirmation, a change Zack called a small but meaningful quality of life improvement. The interface also picks up the blue “P” park icon, approaching destination alerts, and a dedicated Self-Driving app with streak tracking, all details previously exclusive to the AI4 branch of v14, as outlined in Tesla’s original release notes.
The stakes around Hardware 3 go beyond software polish. Tesla sold the Full Self-Driving package for years on the promise that every vehicle equipped with it had the hardware needed to eventually drive itself without supervision. That promise broke down during Tesla’s Q1 2026 earnings call, when Musk acknowledged HW3 cars could not run unsupervised FSD, prompting Tesla to offer trade-in discounts and hardware retrofits alongside the Lite software track.
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla has continued to frame v14 Lite as the primary path forward for the HW3 fleet, telling owners in April that international markets would follow the U.S. rollout once regulatory approvals came through. For now, HW3 owners in the early access group are the only ones running the new build. A broader rollout would mark the second major software delivery to the legacy fleet since Tesla first released FSD v14 to Hardware 4 vehicles, and the first sign since June that the Lite program is still moving rather than stuck in early access limbo.
In a pointed message on X, Elon Musk warned that firms maintaining significant short positions in SpaceX over time face “very low” survival probability.
The statement comes amid post-IPO volatility for the rocket company, now trading under the ticker $SPCX.
The survival probability of firms who maintain a significant short position in SpaceX over time is very low
— Elon Musk (@elonmusk) July 17, 2026
Five weeks after what was described as the largest IPO in history, the stock had fallen roughly 30% from its peak above $2.6 trillion, briefly surpassing Microsoft and Amazon in market value. Short sellers celebrated gains of about $8.7 billion, but Musk’s reply underscores his long-term conviction.
The warning directly echoes a detailed bullish analysis arguing that Starship’s cost reductions could unlock a multi-trillion-dollar space economy. Projects ranging from solar power beamed from orbit and asteroid mining to orbital data centers and Mars terraforming were projected to create over $100 trillion in new market capitalization.
In this vision, SpaceX acts as the essential infrastructure provider, akin to AWS for cloud computing, capturing monopoly-like revenues from launches, crew transport, and data traffic across a rapidly expanding frontier.
This is far from the first time Musk has targeted short sellers. With Tesla, he has repeatedly framed persistent bears as destined for major losses. In July 2024, Musk declared that once Tesla achieves full autonomy and volume production of Optimus robots, “anyone still holding a short position will be obliterated. Even Gates,” referencing Microsoft co-founder Bill Gates’ reported short bets.
Elon Musk reveals what Tesla stock surge could do to Bill Gates
Earlier, in 2018, he taunted shorts that they had “about three weeks before their short position explodes,” a remark followed by sharp stock gains. Musk has also called short selling “value destroying” and once suggested it “should be illegal,” viewing it as betting against innovation and progress.
Critics often dismiss Musk’s optimism as hype, especially when near-term metrics like quarterly deliveries or stock fluctuations disappoint.
Yet his pattern remains consistent: framing short positions against his companies as fundamentally misjudging exponential technological leaps. For SpaceX shorts, the message is clear: betting against multi-planetary ambitions and the infrastructure monopoly they enable carries existential risk for the firms involved.
As Musk and supporters see it, the space economy’s upside dwarfs Earth-bound valuation models, making today’s dips temporary in a decades-long ascent.
Tesla has evidently revealed which of its vehicle models will be the first to receive Starlink integration: the Cybercab.
Tesla’s Santana Row showroom now has a full-fledged display of the Cybercab, with an extensive bit of information hung around an exhibit that seems to reveal the vehicle’s newest feature: an integrated Starlink antenna that will enable secure and reliable internet access during trips.
Credit: @Starscream_SJC | X
Cybercab is geared toward autonomous ride-hailing for one or two passengers. The production units rolling off the lines at Gigafactory Texas are built without steering wheels or pedals, meaning when public rides begin, passengers will not need to interact with a human being or control the vehicle in any way outside of what appears on the center screen for their entertainment during the ride.
Tesla Santana Row will be reopening tomorrow with a full focus on self-driving. Everything in the showroom is about Robotaxi and Cybercab with stats and information about the technology. The Cybercab on display is the production model. pic.twitter.com/yIUYdOGFOp
— Shaun Cassidy (@Starscream_SJC) July 20, 2026
Along the display, Tesla wrote this message about Cybercab:
“Cybercab is built for autonomy. It has no steering wheel, no side mirrors, and no pedals. It goes where you tell it to go and how you want it to, so you can relax along the way. It is hyper aware and responsive to your surroundings, monitoring other drivers, responding to emergency vehicles, utilizing its expertise in the rarest scenarios to help keep you safe.”
Tesla has been teasing a potential Starlink integration for quite some time now. In December, the company hinted at potential Starlink internet terminal integration within its vehicles in a patent that described a vehicle roof assembly with integrated radio frequency (RF) transparency.
The company wrote in its patent application that a new roof design built with materials that differ from the standard metallic or glass elements used in today’s cars would allow it to integrate modern vehicular technologies, in particular, ones that require radio frequency transmission and reception.
Tesla suggested high-strength polymer blends, like Polycarbonate, Acrylonitrile Butadiene Styrene, or Acrylonitrile Styrene Acrylate.
This is the first time we’ve seen Tesla officially confirm the Starlink integration into the Cybercab. It’s not much of a surprise considering the company’s intention behind the Cybercab, which is to make travel autonomous.
Productivity will now be at a maximum during a work-related commute, while the center screen could be utilized for Netflix or potentially even live TV for those who are heading to dinner or to a fun activity.
Tesla’s AI Chief just hinted at something big for FSD v14 lite owners
Elon Musk sends first warning to SpaceX short sellers
