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SpaceX VP says Starlink is almost ready to revolutionize in-flight internet
Speaking on a panel at an aviation conference, a senior SpaceX sales executive says that the company is in talks with “several…airlines” to provide in-flight internet to passengers with its Starlink satellite constellation.
Unlike all current in-flight connectivity (IFC) providers, which rely on a handful of satellites in geostationary orbits ~36,000 km (~22,500 mi) above the Earth, SpaceX’s Starlink constellation is currently made up of ~1600 spacecraft just 550 km (340 mi) up – known as low Earth orbit (LEO). Aside from guaranteeing that any uncontrolled spacecraft or debris reenter in just a few years instead of millennia, Starlink’s home in LEO also means that the network can offer far superior latency (also known as ping).
Being more than 50 times closer to the Earth’s surface also makes it much easier for SpaceX to deliver far more bandwidth to a single vehicle. In simple terms, once the Starlink network is decently reliable and its aviation-optimized ‘conformal’ antennas have been refined, qualified, and certified by the FCC and FAA, conditions could quickly become very uncomfortable for incumbents like Gogo and Viasat.
Perhaps not so coincidentally, Gogo’s stock price dropped more than 11% after The Verge’s Joey Roulette first reported on SpaceX’s IFC comments. Closing in on annual revenue close to $1B before the coronavirus pandemic took a sledgehammer to commercial airline travel, Gogo has dominated the western in-flight internet market for about as long as it’s existed. Unfortunately, COVID-19 has not been kind to the IFC industry and Gogo sold off its in-flight internet business to Intelsat – ironically in the midst of bankruptcy proceedings – in late 2020.
For the handful of ailing IFC providers responsible for most in-flight internet services, the arrival of a new competitor – let alone one as promising as Starlink – could scarcely be less welcome. Starlink competitor OneWeb also plans to offer IFC services as early as mid-2022 but the company has been so slow to deploy its already small ~650-satellite constellation that it’s unclear when it will actually be ready to support a significant presence in satellite internet markets.
Starlink, on the other hand, already has more than a thousand operational satellites in orbit, tens of thousands of fixed beta customers actively using the network, and multiple demonstrations of in-flight operations already complete. Notably, while testing just 60 Starlink v0.9 satellite prototypes, SpaceX successfully delivered bandwidth of more than 600 Mbps to a single military aircraft in flight. In comparison, the most cutting-edge Gogo terminal currently promises “speeds of 70+ Mbps” – an order of magnitude less bandwidth saddled with massive latency constraints.
With Starlink’s performance, hundreds of passengers on a single plane could simultaneously stream videos, whereas modern IFC almost invariably prevents even a single paying passenger from streaming video of any kind. Additionally, thanks to the network’s far lower latency, aircraft with Starlink WiFi could feasibly allow passengers to teleconference, make video calls, and even play latency-sensitive multiplayer games while in flight (though whether passengers should be allowed to do so is, of course, a different story).
It remains to be seen when SpaceX might be ready (and certified) to begin connecting commercial airlines to its Starlink network. However, the company has been working on “aeronautical terminals” for more than 16 months and has the distinct benefit of controlling all aspects of its vertically integrated constellation – which is to say that Starlink could be ready for IFC markets far sooner than later.
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Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and robotaxi operations.
A report from South Korea has suggested that Samsung Electronics is set to begin supplying 5G automotive modems to Tesla. If accurate, this would mark a major expansion of the two companies’ partnership beyond AI chips and into vehicle connectivity.
The move signals Tesla’s growing focus on supply-chain diversification and next-generation communications as it prepares to scale its autonomous driving and Robotaxi operations.
Samsung’s 5G modem
As per industry sources cited by TheElec, Samsung’s System LSI division has completed development of a dedicated automotive-grade 5G modem for Tesla. The 5G modem is reportedly in its testing phase. Initial supply is expected to begin in the first half of this year, with the first deployments planned for Tesla’s Robotaxi fleet in Texas. A wider rollout to consumer vehicles is expected to follow.
Development of the modem began in early 2024 and it required a separate engineering process from Samsung’s smartphone modems. Automotive modems must meet stricter durability standards, including resistance to extreme temperatures and vibration, along with reliability over a service life exceeding 10 years. Samsung will handle chip design internally, while a partner company would reportedly manage module integration.
The deal represents the first time Samsung has supplied Tesla with a 5G vehicle modem. Tesla has historically relied on Qualcomm for automotive connectivity, but the new agreement suggests that the electric vehicle maker may be putting in some serious effort into diversifying its suppliers as connectivity becomes more critical to autonomous driving.
Deepening Tesla–Samsung ties
The modem supply builds on a rapidly expanding relationship between the two companies. Tesla previously selected Samsung’s foundry business to manufacture its next-generation AI6 chips, a deal valued at more than 22.7 trillion won and announced in mid-2025. Together, the AI chip and 5G modem agreements position Samsung as a key semiconductor partner for Tesla’s future vehicle platforms.
Industry observers have stated that the collaboration aligns with Tesla’s broader effort to reduce reliance on Chinese and Taiwanese suppliers. Geopolitical risk and long-term supply stability are believed to be driving the shift in no small part, particularly as Tesla prepares for large-scale Robotaxi deployment.
Stable, high-speed connectivity is essential for Tesla’s Full Self-Driving system, supporting real-time mapping, fleet management, and continuous software updates. By pairing in-vehicle AI computing with a new 5G modem supplier, Tesla appears to be tightening control over both its hardware stack and its global supply chain.
Tesla’s new Full Self-Driving pricing strategy will eliminate one recurring complaint that many owners have had in the past: FSD transfers.
In the past, if a Tesla owner purchased the Full Self-Driving suite outright, the company did not allow them to transfer the purchase to a new vehicle, essentially requiring them to buy it all over again, which could obviously get pretty pricey.
This was until Q3 2023, when Tesla allowed a one-time amnesty to transfer Full Self-Driving to a new vehicle, and then again last year.
Tesla is now allowing it to happen again ahead of the February 14th deadline.
The program has given people the opportunity to upgrade to new vehicles with newer Hardware and AI versions, especially those with Hardware 3 who wish to transfer to AI4, without feeling the drastic cost impact of having to buy the $8,000 suite outright on several occasions.
Now, that issue will never be presented again.
Last night, Tesla CEO Elon Musk announced on X that the Full Self-Driving suite would only be available in a subscription platform, which is the other purchase option it currently offers for FSD use, priced at just $99 per month.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Having it available in a subscription-only platform boasts several advantages, including the potential for a tiered system that would potentially offer less expensive options, a pay-per-mile platform, and even coupling the program with other benefits, like Supercharging and vehicle protection programs.
While none of that is confirmed and is purely speculative, the one thing that does appear to be a major advantage is that this will completely eliminate any questions about transferring the Full Self-Driving suite to a new vehicle. This has been a particular point of contention for owners, and it is now completely eliminated, as everyone, apart from those who have purchased the suite on their current vehicle.
Now, everyone will pay month-to-month, and it could make things much easier for those who want to try the suite, justifying it from a financial perspective.
The important thing to note is that Tesla would benefit from a higher take rate, as more drivers using it would result in more data, which would help the company reach its recently-revealed 10 billion-mile threshold to reach an Unsupervised level. It does not cost Tesla anything to run FSD, only to develop it. If it could slice the price significantly, more people would buy it, and more data would be made available.
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Tesla Model 3 and Model Y dominates U.S. EV market in 2025
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Tesla’s Model 3 and Model Y continued to overwhelmingly dominate the United States’ electric vehicle market in 2025. New sales data showed that Tesla’s two mass market cars maintained a commanding segment share, with the Model 3 posting year-to-date growth and the Model Y remaining resilient despite factory shutdowns tied to its refresh.
The figures were detailed in Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report.
Model 3 and Model Y are still dominant
According to the report, Tesla delivered an estimated 192,440 Model 3 sedans in the United States in 2025, representing a 1.3% year-to-date increase compared to 2024. The Model 3 alone accounted for 15.9% of all U.S. EV sales, making it one of the highest-volume electric vehicles in the country.
The Model Y was even more dominant. U.S. deliveries of the all-electric crossover reached 357,528 units in 2025, a 4.0% year-to-date decline from the prior year. It should be noted, however, that the drop came during a year that included production shutdowns at Tesla’s Fremont Factory and Gigafactory Texas as the company transitioned to the new Model Y. Even with those disruptions, the Model Y captured an overwhelming 39.5% share of the market, far surpassing any single competitor.
Combined, the Model 3 and Model Y represented more than half of all EVs sold in the United States during 2025, highlighting Tesla’s iron grip on the country’s mass-market EV segment.
Tesla’s challenges in 2025
Tesla’s sustained performance came amid a year of elevated public and political controversy surrounding Elon Musk, whose political activities in the first half of the year ended up fueling a narrative that the CEO’s actions are damaging the automaker’s consumer appeal. However, U.S. sales data suggest that demand for Tesla’s core vehicles has remained remarkably resilient.
Based on Kelley Blue Book’s Q4 2025 U.S. Electric Vehicle Sales Report, Tesla’s most expensive offerings such as the Tesla Cybertruck, Model S, and Model X, all saw steep declines in 2025. This suggests that mainstream EV buyers might have had a price issue with Tesla’s more expensive offerings, not an Elon Musk issue.
Ultimately, despite broader EV market softness, with total U.S. EV sales slipping about 2% year-to-date, Tesla still accounted for 58.9% of all EV deliveries in 2025, according to the report. This means that out of every ten EVs sold in the United States in 2025, more than half of them were Teslas.
Tesla taps Samsung for 5G modems amid plans of Robotaxi ramp: report
Tesla Full Self-Driving pricing strategy eliminates one recurring complaint
