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SpaceX Starlink job posting signals serious interest in a growing multi-billion dollar market
A new SpaceX Starlink job posting hints that the company is very interested in an established multi-billion dollar market for high-quality satellite internet – a use-case its Starlink constellation should be a perfect fit for.
One of the biggest sources for a recent boom in global demand for satellite broadband services, in-flight connectivity (IFC) is a rapidly growing market well on its way to multi-billion dollar annual revenues within the next few years. Almost anyone with any experience traveling by air is likely familiar with the promises and pitfalls offered by in-flight WiFi, which can often feel extremely convenient and futuristic while still bringing up old memories of DSL internet and flip-phones. Arguably, most – if not all – of the downsides of modern in-flight connectivity and the patchwork addition of onboard servers carrying limited offline entertainment options are caused by technical limitations in the existing IFC ‘pipeline’.
Meanwhile, SpaceX is just a few months into the years-long process of manufacturing and launching a vast constellation of thousands of Starlink internet satellites, designed to blanket every inch of the Earth with high-quality internet service. With internal goals stretching as high as ~40,000 satellites, Starlink could one day offer enough bandwidth to singlehandedly satisfy the internet needs of hundreds of millions – if not billions – of customers worldwide. In the interim, however, how and where SpaceX chooses to commercially deploy its nascent constellation will be critical in its first few years of operations, and in-flight connectivity is one such place where Starlink could theoretically crush existing options and come to dominate the growing market.
A few days ago, SpaceX published its first job posting exclusively dedicated to “aeronautical terminals”, referring to a type of Starlink user terminals (an antenna and associated hardware) optimized for installation on aircraft fuselages. Thanks to an almost $29 million Starlink contract awarded by the US Air Force Research Laboratory (AFRL) contract in 2018, SpaceX has already built and successfully tested aeronautical terminal prototypes on military aircraft, with even more ambitious tests soon to come. As such, it would be reasonable to assume than a new job posting for such terminals would be focused on SpaceX’s military work.
Instead, SpaceX’s February 21st listing explicitly refers to the new position as an opportunity to “[certify] Starlink aeronautical terminals [for] commercial and business jet aircraft…[and] play a critical role in deploying an industry-changing In-Flight Communications (IFC) service”, unequivocally confirming the company’s interest in entering the broader IFC market.
While SpaceX has already launched an incredible 240 Starlink v1.0 satellites in the last two months alone, the company has yet to reveal any specific information about the user terminals customers will use to connect to the orbiting network. Earlier this year, CEO Elon Musk did briefly mention that the terminal would look like a “thin, flat, round UFO on a stick”, while COO and President Gwynne Shotwell stated last year that the terminal would be “beautiful” at Musk’s request. Aside from those comments and a few even older ones, the no-less-critical Starlink component remains a bit of a mystery, although we do know that SpaceX intends to mass produce millions of the devices itself.
Still, SpaceX has made it clear that it’s already testing terminals with some success, noting late last year that it managed to deliver bandwidth of ~610 megabits per second (Mbps) to a US military aircraft through a single flight-optimized terminal. That testing was performed with 60 ‘v0.9’ satellites, meaning that all Starlink satellites launched after May 2019 should be able to offer even more bandwidth thanks to the addition of higher-capacity ‘Ka-band’ antennas.
While much is still unknown, the available details paint a fascinating picture of Starlink’s potential in the IFC market. Driven by unprecedentedly ambitious and strict cost targets, SpaceX already builds, owns, and operates its own Falcon rockets, Starlink satellites, and (soon) Starlink terminals – including variants optimized for consumer, aeronautical, and ground station use. In short, SpaceX is building the most vertically-integrated space-based service in the history of commercial space.
What can effectively be considered a very early pre-alpha of the Starlink satellites, terminals, and network has already demonstrated the ability to deliver bandwidth of more than 600 Mbps to a single in-flight aircraft, at least five times better than the best solutions currently available (~100 Mbps). Thanks to their location in low Earth orbit (LEO), Starlink satellites will also be able to offer latency (the gap between when you click and when something happens) as good as or better than what most people have access to on the ground.
By building and owning every critical aspect of the complex pipeline needed for its Starlink network, SpaceX has full control from start to finish. With Falcon 9 rockets and Starlink satellites, this has meant that SpaceX can reach cost targets that are up to several times cheaper than competing solutions and do so while meeting or beating their technical capabilities. With in-flight connectivity, the rockets, satellites, terminals, and ground infrastructure needed to create a functional network all factor heavily into the prices that can be offered to end-users and as of 2020, there simply isn’t an IFC provider on Earth in a position to compete with the level of vertical integration SpaceX may be able to offer.
If SpaceX can launch several thousand satellites and figure out how to affordably mass-produce unprecedentedly high-performance terminals (still up for debate), it’s safe to say that Starlink is going to run through existing IFC providers like a brick wall. Aside from potentially beating them on cost, Starlink – offering perhaps 600-1000+ Mbps per plane – could theoretically allow 100-200 airline passengers to simultaneously stream videos, browse the web, and even game in flight as if they were on the ground. Existing providers are physically incapable of competing with something like that without extensive infrastructure upgrades.
According to Satellite Markets & Research, the annual revenue of passenger aircraft IFC broke $1 billion for the first time in 2018 and the overall market is expected to be worth at least $36 billion (~$3.5B/year) from 2019 to 2029. Major provider Inmarsat estimates that the IFC market could be worth up to $15 billion annually by 2035. With a bit of luck, SpaceX could easily secure a major portion of that pot within just a handful of years.
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Elon Musk
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Elon Musk confirms no automaker has ever accepted Tesla’s offer to license Full Self-Driving software.
Elon Musk gave a brief answer on X Monday that confirmed that Tesla’s standing offer to license Full Self-Driving to other automakers still has zero takers. Sawyer Merritt wrote that “Tesla has for years openly invited other automakers to license FSD. None of them have accepted,” responding to a prediction from Boom Supersonic founder Blake Scholl that Tesla would eventually open FSD the way it opened its Supercharger network to rival brands. Musk’s reply to Merritt was one word: “Exactly.”
It is not the first time Musk has made this point. He said something similar in November, when he called legacy automakers reluctance to adopt FSD “crazy,” and Tesla has floated the offer publicly since at least 2021. Scholl’s prediction touches on something real. Once NACS became the de facto charging standard, adoption from Ford, GM, Rivian and others followed within about a year. FSD licensing was supposed to work the same way once Tesla built enough of a lead that switching made sense for everyone.
Tesla has for years openly invited other automakers to license FSD. None of them have accepted. https://t.co/kgz4idpoUM
— Sawyer Merritt (@SawyerMerritt) September 22, 2026
The case for licensing now is stronger than it was two years ago. Waymo and Zoox are logging hundreds of thousands of unsupervised autonomous miles, along with Tesla’s own Robotaxi fleet. Every automaker still selling driver assist systems that lag FSD has given the robotaxi conversation to Tesla, Waymo and Zoox by default. Licensing FSD would let a GM or a Ford compete on the same field without spending a decade and billions of dollars building a stack from scratch, the same argument Tesla made when it opened the Supercharger network to bring more EVs onto its chargers.
But FSD is not a connector standard. As one reply to Musk’s post pointed out, licensing FSD is not a software license the way NACS was a plug spec. It requires adopting Tesla’s eight camera layout and its onboard compute architecture, meaning a licensee’s cars would effectively become Tesla hardware wearing someone else’s badge. That is the visible obstacle. The less visible one is data. A licensed FSD stack would report back the same telemetry Tesla collects from its own fleet, giving Tesla a continuous read on how a competitor’s cars are actually driven, where they struggle, and how often drivers intervene. For an automaker trying to build its own autonomy program, or simply trying to keep its build quality and safety record private, handing Tesla that visibility could be a bigger cost than the hardware bill. It is the reason the Supercharger comparison only goes so far. Opening a charging plug cost Tesla very little. Opening FSD would cost a rival something it cannot get back.
Tesla has reopened reservations for its long-delayed next-generation Roadster, asking buyers for a $50,000 deposit just days before an October 1 reveal event in Waco, Texas. The move revives a reservation process first launched in 2017 and later paused when Tesla pulled pricing from its website in 2021.
The reservation page requires an immediate $5,000 credit-card payment, described as fully refundable, followed by a $45,000 wire transfer due within 10 days, which is identical to what was expected previously. Reservations are not considered final until the wire clears.
The structure matches the 2017 terms Tesla used when it first collected deposits after unveiling a prototype. Tesla has not published a confirmed retail price or production start date on the order page.
Go buy a Roadster pic.twitter.com/n7rhouAmIS
— TESLARATI (@Teslarati) September 21, 2026
The October 1 event is scheduled in Waco, about 90 minutes north of Tesla’s Austin headquarters and near SpaceX’s McGregor rocket test site. Tesla sent invitations to existing reservation holders and posted a “Go for launch” teaser on September 12.
The Federal Aviation Administration (FAA) established a temporary flight restriction over the McGregor area from September 18 through October 2, consistent with plans for a demonstration involving SpaceX-designed cold-gas thrusters. Elon Musk has previously described the optional package as enabling extreme acceleration or brief hovering. Tesla has said the event will include pricing, specifications, and production targets.
The second-generation Roadster was first shown in November 2017 during Tesla’s Semi launch. Musk promised production in 2020, with claimed performance of 0-60 mph in 1.9 seconds, more than 250 mph top speed, and roughly 620 miles of range.
Those targets have slipped repeatedly.
Tesla later pointed to 2022, 2023, 2024, and 2025-2026 before indicating production would not begin until 2027 or 2028 at Gigafactory Texas. Design work has continued, with reports of a sharper, Cybertruck-influenced look replacing the original curvy prototype.
Original reservation holders who paid $50,000 in 2017, or $250,000 for the Founders Series, have waited nearly nine years without a production car. Some high-profile customers canceled. Tesla’s decision to reopen orders now, after previously shutting them down, tests whether new buyers will commit substantial funds before seeing a finalized production vehicle. The October 1 event is intended to answer remaining questions about what those buyers will actually receive and when.
Tesla’s Full Self-Driving (Supervised) is heading to Czechia after the Czech Ministry of Transport recognised the Dutch RDW’s provisional type approval, making the country the seventh EU member state to clear the system for public roads. Tesla Europe announced on 21 September 2026 that “FSD Supervised is now approved in Czechia” and that rollout “will begin soon.”
The decision marks a notable reversal. Earlier in 2026, Prague had declined to automatically recognise the Netherlands’ April approval, citing concerns over speed-limit compliance, traffic-sign recognition and driver-attention monitoring, and arguing that a coordinated EU approach was preferable. Officials said months of expert review, talks with Tesla and other member states, and real-world data from countries already using the system resolved those issues.
🚨 Tesla FSD heading to Czechia 🇨🇿 pic.twitter.com/mkzlM9QjrB
— TESLARATI (@Teslarati) September 21, 2026
“Safety remains the top priority,” the ministry stated.
FSD Supervised remains a Level 2 driver-assistance system: the driver must stay engaged and is legally responsible. Eligible vehicles need AI4, the company’s most up-to-date hardware version. Tesla is expected to push the feature over the air in the coming days, following the pattern seen after earlier national approvals.
Europe’s rollout began when Dutch regulator RDW issued a provisional EU type approval on 10 April 2026 after extensive testing. Mutual recognition then produced a rapid cascade: Lithuania (20 May), Estonia (29 May), Denmark (9 June), Belgium (10 June) and Slovenia (7 September). Czechia now completes that list of seven.
The approvals cover only a modest share of the EU population, but they add political weight ahead of a 6 October vote by the Technical Committee on Motor Vehicles. A qualified majority, at least 15 of 27 member states representing 65 percent of the EU population, could open the remaining markets, including large ones such as Germany, France, Italy and Spain that have so far preferred to wait for a bloc-wide decision.
For Czech Tesla owners, the immediate prize is access to the same supervised highway and city driving already available in the other six countries. For Tesla, each new market generates additional European driving data and strengthens the case that FSD Supervised can operate safely under the continent’s varied road rules. The Czech approval is therefore both a local milestone and another incremental step toward a wider European launch.
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Tesla Roadster is available for order once again following brief hold
