

News
SpaceX Starlink satellite internet tested in the field in Antarctica
SpaceX’s Starlink internet continues to find success in Antarctica, Earth’s icy southernmost continent and has spread beyond McMurdo Station.
The company first reported that Starlink reached Antarctica as part of a National Science Foundation experiment in September 2022. The milestone also marked the satellite internet network’s arrival on all seven continents.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
A series of lasers
Just ~5% of the almost 3400 working Starlink satellites currently in orbit make coverage of Antarctica (and the Arctic) possible. SpaceX currently has 181 polar-orbiting satellites in operational orbits, likely providing a decent amount of coverage in polar regions. But that’s only a third of the 520 polar satellites SpaceX’s Starlink Gen1 constellation will have once complete, meaning that coverage is likely intermittent for the time being.
Those polar satellites must also use optical interlinks (lasers) to connect Antarctic users to ground stations hundreds or thousands of miles away, as the vast and sparsely populated continent has no Starlink ground stations. Instead, users are connected to the internet via space lasers that route their communications to and from ground stations in South America, Australia, New Zealand, and other nearby locales.
Studying the oldest ice on Earth
The general purpose of the Center for Oldest Ice Exploration (COLDEX) field experiment Starlink is aiding is to find the oldest ice on Earth. That old ice allows scientists to peer back tens of thousands, hundreds of thousands, or even millions of years back into Earth’s past. Most importantly for the modern era, that ice can contain shockingly detailed information about the history of Earth’s climate.
Researchers like Dr. Neff collect ice cores by drilling miles into Antarctic ice sheets. Once removed, packaged, and carefully shipped by plane to labs around the world, the data extracted from those ice cores can tell researchers how the Earth has responded in the past to major and minor changes in climate. Knowing how it has responded and behaved before has helped scientists around the world determine with near certainty that human greenhouse gas emissions are causing average global temperatures to increase at a relatively rapid pace. Further studies, like those being done now, may help specify what kind of changes we can expect as climates warm; allowing cities, countries, and humanity as a whole to prepare for the worst while (hopefully) trying to prevent those outcomes.
COLDEX began testing Starlink in the field in early December 2022. It’s not entirely clear if that testing is still ongoing, but Dr. Peter Neff appears to be optimistic either way. In a January 21st tweet, the assistant professor and field research director said that he was excited “to see how [Starlink] & other modes of high-speed connectivity can advance [science] communication [and]…alter how we do science on the ice.”
Finding a balance
The National Science Foundation has been a part of both Antarctic Starlink experiments, thus far, and finds itself in a unique position. Through funding and other means, the government agency is aiding efforts to test the limits of the SpaceX network and discover how it can benefit science (and improve life) in some of the harshest environments on Earth. Simultaneously, NSF holds a sort of supervisory role over other aspects of SpaceX’s Starlink constellation.
For the most part, that relationship is on an even keel and SpaceX has been highly forthcoming and happy to cooperate. Even without any explicit legal requirement, SpaceX has made wide-reaching changes to its satellites and continues to experiment with ways to reduce their brightness to ground observers and limit their impact on astronomy. Nonetheless, the FCC’s decision to tie SpaceX’s next-generation Starlink Gen2 constellation license with its cooperation with the NSF has given the latter agency a bit more regulatory power than it had before.
That arguably makes the involvement of the NSF (or NSF-funded researchers) in testing Starlink’s ability to benefit science even more important. Knowing firsthand how impactful the ability to access high-bandwidth internet can be in the field and at remote camps, the NSF should be better suited to make the kind of cost-benefit analyses required to determine how much of an impact (on the night sky and astronomy) is acceptable relative to the benefits Starlink can provide.
News
Tesla Robotaxi wins over firm that said it was ‘likely to disappoint’
Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.”

Tesla Robotaxi recently won over a Wall Street firm that had recently said the platform was “likely to disappoint.” The ride-hailing service has been operating for about a month, and driverless rides have been offered to a small group of people that continues to expand nearly every day.
JPMorgan went to Austin to test the Tesla Robotaxi platform, and it did so just a few weeks after listing Tesla as one of its “six stocks to short” in 2025. Highlighting the loss of the EV tax credit and labeling the Robotaxi initiative as one that was “likely to disappoint,” despite Tesla’s prowess in its self-driving software.
Analyst Ryan Brinkman has been skeptical of Tesla for some time, even stating that the company’s “sky-high valuation” was not in line with other stocks in the Magnificent Seven.
However, a recent visit to Texas that was made by JPMorgan analysts proved that the Robotaxi platform, despite being in its earliest stages, was enough for them to change their tune, at least slightly. The firm gave its props to the Tesla Robotaxi platform in a note by stating it was “certainly solid and felt like a safe ride at all times.”
It’s always nice to hear skeptics report positive experiences, especially as Robotaxi continues to improve and expand.
Tesla has already expanded its geofence for the Robotaxi suite in Austin, picking a very interesting shape for its newest boundaries:
Tesla’s Robotaxi expansion wasn’t a joke, it was a warning to competitors
As Robotaxi expands, Tesla is dealing with competition from Waymo, another self-driving ride-hailing service that is operating in Austin, among other areas. After Tesla’s expansion, which brought its accessible area to a greater size than Waymo’s, it responded by doubling its geofence.
Waymo’s expansion surpassed Tesla’s size considerably, and it seems Tesla is preparing to expand its geofence in the coming weeks.
Waymo responds to Tesla’s Robotaxi expansion in Austin with bold statement
The Robotaxi platform is not yet available to the public, but Tesla has been inviting more people to try it with every passing day. Currently, the map is roughly 42 square miles, but many believe Tesla is able to broaden this by a considerable margin whenever it decides.
Investor's Corner
Tesla needs to confront these concerns as its ‘wartime CEO’ returns: Wedbush
Tesla will report earnings for Q2 tomorrow. Here’s what Wedbush expects.

Tesla (NASDAQ: TSLA) is set to report its earnings for the second quarter of 2025 tomorrow, and although Wall Street firm Wedbush is bullish as the company appears to have its “wartime CEO” back, it is looking for answers to a few concerns investors could have moving forward.
The firm’s lead analyst on Tesla, Dan Ives, has kept a bullish sentiment regarding the stock, even as Musk’s focus seemed to be more on politics and less on the company.
However, Musk has recently returned to his past attitude, which is being completely devoted and dedicated to his companies. He even said he would be sleeping in his office and working seven days a week:
Back to working 7 days a week and sleeping in the office if my little kids are away https://t.co/77cc6sRCFZ
— Elon Musk (@elonmusk) July 20, 2025
Nevertheless, Ives has continued to push suggestions forward about what Tesla should do, what its potential valuation could be in the coming years with autonomy, and how it will deal with the loss of the EV tax credit.
Tesla preps to expand Robotaxi geofence once again, answering Waymo
These questions are at the forefront of what Ives suggests Tesla should confront on tomorrow’s call, he wrote in a note to investors that was released on Tuesday morning:
“Clearly, losing the EV tax credits with the recent Beltway Bill will be a headwind to Tesla and competitors in the EV landscape looking ahead, and this cash cow will become less of the story (and FCF) in 2026. We would expect some directional guidance on this topic during the conference call. Importantly, we anticipate deliveries globally to rebound in 2H led by some improvement on the key China front with the Model Y refresh a catalyst.”
Ives and Wedbush believe the autonomy could be worth $1 trillion for Tesla, especially as it continues to expand throughout Austin and eventually to other territories.
In the near term, Ives expects Tesla to continue its path of returning to growth:
“While the company has seen significant weakness in China in previous quarters given the rising competitive landscape across EVs, Tesla saw a rebound in June with sales increasing for the first time in eight months reflecting higher demand for its updated Model Y as deliveries in the region are starting to slowly turn a corner with China representing the heart and lungs of the TSLA growth story. Despite seeing more low-cost models enter the market from Chinese OEMs like BYD, Nio, Xpeng, and others, the company’s recent updates to the Model Y spurred increased demand while the accelerated production ramp-up in Shanghai for this refresh cycle reflected TSLA’s ability to meet rising demand in the marquee region. If Musk continues to lead and remain in the driver’s seat at this pace, we believe Tesla is on a path to an accelerated growth path over the coming years with deliveries expected to ramp in the back-half of 2025 following the Model Y refresh cycle.”
Tesla will report earnings tomorrow at market close. Wedbush maintained its ‘Outperform’ rating and held its $500 price target.
Investor's Corner
Tesla (TSLA) Q2 2025 earnings call: What investors want to know

Tesla (NASDAQ:TSLA) is set to report its second-quarter 2025 financial results on Wednesday, July 23, after markets close. With this in mind, Tesla investors have aggregated their top questions for the company at its upcoming Q&A session.
The upcoming earnings report follows a mixed delivery quarter. Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally. In the energy segment, Tesla deployed 9.6 GWh of storage products, continuing momentum for its Megapack business. Tesla’s vehicle sales are currently down year-over-year, though a good part of this was due to the Model Y changeover in the first quarter.
Following are Tesla investors’ top questions for management, as aggregated in Say.
- Can you give us some insight (into) how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
- What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
- What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
- Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
- When do you anticipate customer vehicles to receive unsupervised FSD?
- Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
- Have any meaningful Optimus milestones changed for this year or next, and will thousands of Optimus be performing tasks in Tesla factories by year-end?
- Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years? We still do not know much about HW4.
- Cybertruck ramp is now a year in, but sales have lagged other models. How are you thinking through boosting sales of such an incredible product?
- When will there be a new CEO compensation package presented and considered for the next stage of the company’s growth?
Tesla will release its Q2 update letter on its Investor Relations website after markets close on Wednesday. A live Q&A webcast with management will then follow at 4:30 p.m. CT (5:30 p.m. ET) to discuss the company’s performance and outlook.
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