News
SpaceX Starlink a step closer to internet service and Elon Musk has beta test details
SpaceX’s successful April 22nd Starlink launch has brought the nascent constellation another step closer to serving customers internet and CEO Elon Musk has revealed the first significant beta test details.
SpaceX kicked off 60-satellite Starlink launches with its revolutionary flat-pack design in May 2019, a mission that served as a beta test for the new design and launched “v0.9 spacecraft”. The company finalized the “v1.0” Starlink satellite design shortly thereafter and began its operational launch campaign in November 2019. In the five subsequent months, SpaceX has completed six Starlink v1.0 launches, placing 360 satellites in orbit for a total of 422 as of today. Of the 422 spacecraft launched, ~415 remain operational and a small handful have been deorbited in the last few months.
The ultimate purpose of Starlink, of course, is to serve high-quality internet to customers anywhere on Earth, ranging from the deep winter Arctic to the middle of the Australian outback – places that are fundamentally underserved. Eventually, SpaceX may seek to open service to other less challenged locations and the extraordinarily ambitious final constellation – ~40,000 satellites strong – could easily serve the needs of tens or hundreds of millions, but the initial targets will, in SpaceX’s own words, be places where internet is “unreliable, expensive, or completely unavailable.” Finally, thanks to CEO Elon Musk, we have a more specific idea of when customers could begin using the Starlink constellation.
According to Musk, SpaceX could begin beta-testing its burgeoning Starlink satellite constellation as few as three months from now, potentially kicking off a “private beta” at some point in Q3 2020. “Private” means that it will almost certainly be reserved for SpaceX and Tesla employees and their families. Just like Tesla currently trials early software builds on employee cars, those customers would serve as much more regimented guinea pigs, likely offering detailed feedback throughout their trial of Starlink internet.
SpaceX has a lot of work to do along those lines. Aside from the quality, reliability, and usability of the network itself (can it stream YouTube/Netflix videos? Game? Teleconference?), the same aspects of the user terminal customers will need to access said network will also be under the microscope. If SpaceX is unable to mass-produce millions of high-quality, reliable user terminals and ensure that they are easy and intuitive to use, the quality of the Starlink satellite network itself would be effectively irrelevant.
The problem is familiar for users of ISPs (i.e. a majority of humans): your WiFi router and modem can be top-of-the-line but bad internet service makes the quality of your home network irrelevant. Vice-versa, a bad router/modem also makes high-quality internet service effectively irrelevant. In other words, SpaceX fundamentally needs to ensure that neither component becomes a bottleneck for performance or user experience.
Hence starting with a private beta test. New consumer devices and services – let alone something as ambitious, complex, and new as Starlink – will almost invariably have many, many bugs in the early stages of functionality. To the average consumer, internet is simply a commodity that they expect to “just work” in most cases, so that average customer simply isn’t fit to judge or constructively criticize an early prototype.
Once a majority of the most disruptive bugs and kinks have been worked out, though, SpaceX can begin what Musk described as a “public beta” as few as six months from now – Q4 2020. A public beta would most likely involve interested customers in the right geographic locations applying online and getting on a waitlist.
For now, it’s unknown how many testers those private and public betas will require. More likely than not, the private round will include around 1000-10,000 individuals, while it would be unusual if the public beta didn’t involve at least 10,000+ testers. There’s also a good chance that the public beta will gradually turn into full constellation operations, meaning that anyone (within reason) who wants Starlink internet would be able to join the network fairly quickly. Stay tuned for updates as SpaceX – launch by launch – gets ever closer to the goal of delivering customers internet from space.
Elon Musk
SpaceX issues statement on Starship V3 Booster 18 anomaly
The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX has issued an initial statement about Starship Booster 18’s anomaly early Friday. The incident unfolded during gas-system pressure testing at the company’s Massey facility in Starbase, Texas.
SpaceX’s initial comment
As per SpaceX in a post on its official account on social media platform X, Booster 18 was undergoing gas system pressure tests when the anomaly happened. Despite the nature of the incident, the company emphasized that no propellant was loaded, no engines were installed, and personnel were kept at a safe distance from the booster, resulting in zero injuries.
“Booster 18 suffered an anomaly during gas system pressure testing that we were conducting in advance of structural proof testing. No propellant was on the vehicle, and engines were not yet installed. The teams need time to investigate before we are confident of the cause. No one was injured as we maintain a safe distance for personnel during this type of testing. The site remains clear and we are working plans to safely reenter the site,” SpaceX wrote in its post on X.
Incident and aftermath
Livestream footage from LabPadre showed Booster 18’s lower half crumpling around the liquid oxygen tank area at approximately 4:04 a.m. CT. Subsequent images posted by on-site observers revealed extensive deformation across the booster’s lower structure. Needless to say, spaceflight observers have noted that Booster 18 would likely be a complete loss due to its anomaly.
Booster 18 had rolled out only a day earlier and was one of the first vehicles in the Starship V3 program. The V3 series incorporates structural reinforcements and reliability upgrades intended to prepare Starship for rapid-reuse testing and eventual tower-catch operations. Elon Musk has been optimistic about Starship V3, previously noting on X that the spacecraft might be able to complete initial missions to Mars.
Investor's Corner
Tesla analyst maintains $500 PT, says FSD drives better than humans now
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Tesla (NASDAQ:TSLA) received fresh support from Piper Sandler this week after analysts toured the Fremont Factory and tested the company’s latest Full Self-Driving software. The firm reaffirmed its $500 price target, stating that FSD V14 delivered a notably smooth robotaxi demonstration and may already perform at levels comparable to, if not better than, average human drivers.
The team also met with Tesla leaders for more than an hour to discuss autonomy, chip development, and upcoming deployment plans.
Analysts highlight autonomy progress
During more than 75 minutes of focused discussions, analysts reportedly focused on FSD v14’s updates. Piper Sandler’s team pointed to meaningful strides in perception, object handling, and overall ride smoothness during the robotaxi demo.
The visit also included discussions on updates to Tesla’s in-house chip initiatives, its Optimus program, and the growth of the company’s battery storage business. Analysts noted that Tesla continues refining cost structures and capital expenditure expectations, which are key elements in future margin recovery, as noted in a Yahoo Finance report.
Analyst Alexander Potter noted that “we think FSD is a truly impressive product that is (probably) already better at driving than the average American.” This conclusion was strengthened by what he described as a “flawless robotaxi ride to the hotel.”
Street targets diverge on TSLA
While Piper Sandler stands by its $500 target, it is not the highest estimate on the Street. Wedbush, for one, has a $600 per share price target for TSLA stock.
Other institutions have also weighed in on TSLA stock as of late. HSBC reiterated a Reduce rating with a $131 target, citing a gap between earnings fundamentals and the company’s market value. By contrast, TD Cowen maintained a Buy rating and a $509 target, pointing to strong autonomous driving demonstrations in Austin and the pace of software-driven improvements.
Stifel analysts also lifted their price target for Tesla to $508 per share over the company’s ongoing robotaxi and FSD programs.
Elon Musk
SpaceX Starship Version 3 booster crumples in early testing
Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
SpaceX’s new Starship first-stage booster, Booster 18, suffered major damage early Friday during its first round of testing in Starbase, Texas, just one day after rolling out of the factory.
Based on videos of the incident, the lower section of the rocket booster appeared to crumple during a pressurization test. Photos of the incident’s aftermath suggest that Booster 18 will likely be retired.
Booster test failure
SpaceX began structural and propellant-system verification tests on Booster 18 Thursday night at the Massey’s Test Site, only a few miles from Starbase’s production facilities, as noted in an Ars Technica report. At 4:04 a.m. CT on Friday, a livestream from LabPadre Space captured the booster’s lower half experiencing a sudden destructive event around its liquid oxygen tank section. Post-incident images, shared on X by @StarshipGazer, showed notable deformation in the booster’s lower structure.
Neither SpaceX nor Elon Musk had commented as of Friday morning, but the vehicle’s condition suggests it is likely a complete loss. This is quite unfortunate, as Booster 18 is already part of the Starship V3 program, which includes design fixes and upgrades intended to improve reliability. While SpaceX maintains a rather rapid Starship production line in Starbase, Booster 18 was generally expected to validate the improvements implemented in the V3 program.
Tight deadlines
SpaceX needs Starship boosters and upper stages to begin demonstrating rapid reuse, tower catches, and early operational Starlink missions over the next two years. More critically, NASA’s Artemis program depends on an on-orbit refueling test in the second half of 2026, a requirement for the vehicle’s expected crewed lunar landing around 2028.
While SpaceX is known for diagnosing failures quickly and returning to testing at unmatched speed, losing the newest-generation booster at the very start of its campaign highlights the immense challenge involved in scaling Starship into a reliable, high-cadence launch system. SpaceX, however, is known for getting things done quickly, so it would not be a surprise if the company manages to figure out what happened to Booster 18 in the near future.
SpaceX issues statement on Starship V3 Booster 18 anomaly
Tesla analyst maintains $500 PT, says FSD drives better than humans now
