News
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.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
