

News
SpaceX seeks approval for Starlink internet tests on high-performance govt. planes
According to updated regulatory documents and recent Aviation Week interviews with the US Air Force Research Laboratory, it can be all but guaranteed that the USAF has begun working with SpaceX to test the feasibility of using the company’s planned Starlink satellite internet constellation for military communications purposes.
In early August, SpaceX updated regulatory documents required by the Federal Communications Commission (FCC) for the company to be permitted to experimental test its two prototype Starlink internet satellites, named Tintin A and B. Launched roughly six months ago as a copassenger on one of SpaceX’s own Falcon 9 rockets, the satellite duo has been quietly performing a broad range of tests on orbit, particularly focused on general satellite operations, orbital maneuvering with SpaceX’s own custom-built electric propulsion, and – most importantly – the experimental satellites’ cutting-edge communications capabilities.
The orbit histories of @SpaceX's Tintin A/B Starlink prototype satellites, launched in February! Some thoroughly intriguing differences in behavior over the six months they've spent on-orbit. Data and visualizations generated by the lovely https://t.co/xKOdbP89tz. pic.twitter.com/a8CfQaZJep
— Eric Ralph (@13ericralph31) August 9, 2018
Per a public summary of the application update, SpaceX is awaiting FCC permission to begin a new series of tests of its prototype satellite internet network, this time highlighting an intriguing interest in applying Starlink connectivity to moving aircraft in order to provide them an exceptionally flexible and powerful suite of communications capabilities.
“SpaceX seeks to modify its experimental authorization to allow testing of two different antennas, both of which will operate on the ground and one of which will also operate from a moving aircraft.”
In those same documents, the company states that it is “working with a manufacturer of conformal antennas for tactical aircraft” to design and build “a custom installation kit consisting of mechanical plates for the low-profile antennas and fairings reducing wind drag”, seemingly indicating that SpaceX itself intends to supply the phased array antennae itself. Normally, this sort of testing would be fairly mundane and expected for any global satellite network, as one of the largest markets for satellite internet connectivity happens to be commercial aviation, particularly airlines and passenger entertainment.
- SpaceX’s first Starlink prototypes launched in late February aboard a flight-proven Falcon 9 booster. (Pauline Acalin)
- (SpaceX)
- One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage in February 2018. (SpaceX)
However, the plot thickens beyond that extent thanks to a few select phrases. Most tellingly, the company writes that it “will perform a series of tests with the integrated airborne prototype terminal … varying motion for representative roll and pitch rates of a high-performance aircraft“, later also describing the program the update as a request for permission for “additional test activities undertaken with the federal government.”
It just so happens that the US Air Force’s Research Laboratory (AFRL) spoke with Aviation Week earlier this year (just weeks after SpaceX’s first prototype satellites had launched, in fact) about a nascent program exploring the potential utility of a spate of commercial Low Earth Orbit satellite internet constellations proposed for launch in recent years.
“To explore the art of the possible, AFRL is planning to contract with at least one commercial internet provider for a set of antennas that can be mounted onto Air Force test aircraft, Beal says. The team will then fly the aircraft … directly under the associated satellites and establish a communications path.” – Lara Seligman/AviationWeek

As of publishing then (March 2018) and now, SpaceX is the only company in the world to have launched a pair of functional demonstration satellites as a part of its proposed megaconstellation, meaning that it’s the only company that has a (technically) operational network with which they can test inter-satellite connectivity, connection hand-offs between different satellites, and multi-satellite operations.
While it’s currently unclear how that series of tests transpired and if they were or are officially connected to the AFRL’s own program, the briefest thought of the USAF (and thus the Department of Defence) as a prospective anchor customer for SpaceX’s Starlink constellation is extraordinarily exciting, especially given the apparent difficulties and costs associated with actually deploying even the first wave (~900 satellites) of such a massive constellation (~4500 satellites total).
News
Elon Musk sets definitive Tesla Cybercab production date and puts a rumor to rest
“The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year.” -Elon Musk

Tesla CEO Elon Musk finally set a definitive date for Tesla Cybercab production and, at the same time, put a substantial rumor regarding the vehicle that has been circulating within the community to rest.
Tesla’s Cybercab was unveiled last October as the company’s two-seater, affordable option that would ultimately be the car used for autonomous travel. It was initially slated for production in late 2025 or early 2026.
Tesla is ramping up its hiring for the Cybercab production team
However, Tesla has finally said it will start production of the Cybercab in Q2 2026, a more concrete date for the company, as it has moved the entire project forward in recent weeks by testing it at the Fremont Test Track and conducting crash safety assessments.
Musk said on the Q3 2025 Earnings Call:
“The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year. That’s really a vehicle that’s optimized for full autonomy. It, in fact, does not have a steering wheel or pedals and is really an enduring optimization on minimizing cost per mile for fully considered cost per mile of operation.”
In that quote, Musk also put a rumor that has been circulating within the community to rest. Some started to speculate whether Cybercab would be sold with a steering wheel and pedals, as many of the elements of the car seemed to hint toward not being exclusively autonomous, including side mirrors being equipped, among other things.
🚨 The 🐐 @JoeTegtmeyer caught this Tesla Cybercab strolling around Giga Texas —
— with a steering wheel?! pic.twitter.com/PUvmpFp3Re
— TESLARATI (@Teslarati) February 24, 2025
It has been interesting to see some consider whether Tesla would sell the vehicle with the elements that would enable human control, especially as there have been a handful of images of the vehicle on company property with a steering wheel spotted.
However, Musk doubled down on the autonomous nature of the Cybercab with this confirmation during the earnings call, something that many investors likely wanted to hear because it was, in a way, a vote of confidence for the company’s path to autonomy.
Investor's Corner
Tesla (TSLA) Q3 2025 earnings: Wall Street’s reactions
Tesla’s third-quarter 2025 results delivered the highest quarterly revenue in company history, and Wall Street analysts are taking notice.

Tesla’s third-quarter 2025 results delivered record quarterly revenues, and Wall Street is taking notice.
The automaker reported $28.1 billion in revenue, topping estimates of $26.4 billion, while non-GAAP EPS landed at $0.50 versus $0.54 expected. Despite the slight earnings miss, Tesla’s free cash flow surged to nearly $4.0 billion and total cash on hand jumped to $41.6 billion, a new high.
The following are some of Wall Street’s reactions to Tesla’s third-quarter results.
Mizuho
Mizuho analyst Vijay Rakesh maintained an “Outperform” rating on Tesla and raised the firm’s price target to $485 from $460 per share, pointing to Tesla’s next-generation autonomy roadmap. “We see 2026E better with stronger FSD traction and deliveries. TSLA is focusing on AI5/HW5 with ~40x gains gen/gen, while ramping Robotaxis and FSD into 2026E–27E.”
Rakesh also highlighted that Mizuho sees Tesla as “well-positioned” to lead “physical AI with Cybercab/FSD traction, humanoid longer term, offset by near-term demand headwinds.”
Wedbush
Wedbush analyst Dan Ives reiterated his “Outperform” rating and $600 price target on Tesla. As per the analyst, “Tesla reported its FY3Q25 results featuring beats on the top-line while missing bottom-line expectations as the company benefitted from a pull-forward in its delivery segment with greater strength across EMEA and APAC while making gradual progress with its autonomous and energy businesses.”
He also pointed to Musk’s upcoming compensation vote as a key inflection point: “We believe it will be approved by a wide margin despite some opposition,” Ives noted. “That will be incremental to keeping Musk as a war-time CEO as the company enters a critical AI expansion phase.”
Baird
Baird analyst Ben Kallo reiterated his “Outperform” rating and $548 per share price target for Tesla following the company’s Q3 2025 earnings results. He praised Tesla’s energy segment for delivering record results.
“Energy demand is particularly high given grid constraints in several regions and a rapid build-out of infrastructure. We expect this piece of the business to capture more attention in the remainder of 2025 and moving into 2026 with the tipping points for longer-term initiatives (Optimus, robotaxi, etc.) more opaque,” Kallo noted.
Deepwater
Meanwhile, Deepwater’s Gene Munster struck a more measured tone. “The September numbers and earnings call were largely uneventful,” Munster said, adding that Tesla’s decision to move cautiously with robotaxis in Austin is the right one.
“Shares of TSLA traded down following Elon’s comment that he remains paranoid about the safety of Robotaxi given any accidents would represent a significant step back in terms of the public’s confidence in the fleet,” he wrote. Munster, however, emphasized that Tesla’s cash position is a major strength: “They have enough cash to will Elon’s vision into reality. It may take a lot longer than many expect, but they’ve got the cash to get there.”
Investor's Corner
Tesla’s massive Q3 update reaffirms it’s not just a car company anymore
From record global deliveries to new AI breakthroughs, Megablock energy tech & next-gen Superchargers, Tesla showed why it’s still miles ahead.

Tesla’s third-quarter update showcased a flurry of milestones across its vehicles, AI, and energy divisions. The company achieved record deliveries and energy storage deployments while launching new products in North America, EMEA, and Asia-Pacific.
Tesla also emphasized its focus on scaling AI-powered autonomy and virtual power plant technology as part of its push towards Master Plan Part IV.
Global product rollouts and record regional performance
Tesla’s Q3 highlights revealed strong traction across multiple continents. In North America, the automaker launched the new Model 3 and Model Y Standard variants, each offering over 300 miles of range and starting below $40,000. The Model Y Performance also debuted, highlighting Tesla’s focus on sheer performance and driving dynamics.
In Europe and the Middle East, Model Y topped sales charts in Norway, Switzerland, Iceland, and Finland while reaching number one in the Netherlands and Denmark in September. Giga Berlin celebrated production of its 100,000th refreshed Model Y, including the first European-built Performance units. Tesla confirmed it’s working toward regulatory approval for its FSD Supervised software in Europe.
Across Asia-Pacific, Tesla introduced the Model YL in China, an extended wheelbase, six-seat version of its best-selling crossover SUV, and achieved record deliveries in South Korea, Taiwan, Japan, and Singapore. The company also began Model Y deliveries in India, launched FSD Supervised in Australia and New Zealand, and confirmed South Korea is now its third-largest global market.
AI, charging, and energy divisions
Tesla’s AI division rolled out version 14 of FSD Supervised, integrating key elements of its Robotaxi model and improving responses to complex driving scenarios. The company expanded its Austin Robotaxi fleet and launched a Bay Area ride-hailing pilot while announcing a U.S. semiconductor manufacturing deal with Samsung to boost AI compute capacity.
Tesla also introduced Grok, an AI vehicle companion, alongside new vehicle software like Low Power Mode and Light Sync. The company also introduced minor but notable convenience improvements, such as the ability to order food directly from the vehicle at the Tesla Diner in LA.
Meanwhile, Tesla’s energy business achieved record storage deployments and revealed “Megablock,” a next-generation industrial product built around Megapack 3s, slated for production in Houston by 2026. The Superharger Network grew 18% year-over-year as well, adding over 3,500 Supercharger stalls and debuting V4 cabinets capable of 500 kW passenger charging and up to 1,200 kW for Tesla Semi trucks.
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