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 Cybercab gets a for sale date at last
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Elon Musk
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Investor's Corner
Tesla reports Q3 Earnings today: here’s what to expect
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.