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SpaceX “intends” to start launching next-generation Starlink satellites in March
In a new Q&A with the Federal Communications Commission (FCC), SpaceX says it still “plans” and “intends” to begin launching the next generation of Starlink satellites as early as March 2022.
In August 2021, SpaceX filed an application modification request with the FCC in a bid to change its plans for the next-generation “Gen2” Starlink constellation, which still aims to drastically improve and expand upon its first few phases. SpaceX filed the first unmodified Gen2 Starlink application with the FCC in May 2020, requesting permission to launch an unprecedented 30,000 satellites. While the size of the proposed constellation is extraordinary, the FCC has also been exceptionally slow to process it. Only five months after SpaceX submitted its Starlink Gen2 modification request and nineteen months after its original Gen2 application did the FCC finally accept it for filing, which means that it has taken more than a year and a half to merely start the official review process.
That extremely slow pace of work could pose problems for SpaceX’s characteristically ambitious deployment schedule.
In a January 7th, 2022 electronic filing in which SpaceX answered a dozen questions from the FCC, the company didn’t outright criticize the extreme sluggishness with which it was reviewing the application but the sentiment was still just below the surface throughout it. After noting that the FCC continues to ask for far more information from SpaceX than it does from other constellation applications, some of which have recently received licenses in spite of that, SpaceX states that it while it “filed its Gen2 Application more than nineteen months ago…and its Amendment nearly five months ago, they were accepted for filing only two weeks ago.”
It’s perhaps no coincidence that that inexplicable delay only came to an end two weeks after FCC Chairwoman Jessica Rosenworcel – who SpaceX notes recently acknowledged a “need to speed the processing of applications to keep pace with…innovation” – was finally confirmed by the US Senate.
Most importantly, though, SpaceX used its extensive Q&A to reveal that it downselected to one of the two similar constellation configurations proposed in its Gen2 application modification. Specifically, SpaceX says it will continue to develop Configuration 1 only, which is designed and organized to take full advantage of the company’s next-generation Starship launch vehicle. That should simplify the licensing process for many Starlink competitors, which have sought to hobble SpaceX’s application with bizarre requests to the FCC and complained ad nauseam about how much of a burden analyzing two potential constellation layouts was for them. Now they will only have to consider one constellation layout, making SpaceX’s Gen2 constellation a more traditional – if still massive – proposal.
Clearly lacking a great deal of self-awareness about the irony of such of a question, the FCC also saw fit to ask SpaceX for “any updates regarding the expected timing of launches for the Gen2 system.” The timing of Starlink Gen2 launches is obviously unequivocally contingent upon FCC approval more than 19 months after SpaceX first submitted an application for said approval. Nonetheless, SpaceX politely answered the question, revealing that it had “informed Commission staff before filing its Amendment” in August 2021 that it “plans to have Gen2 satellites prepared for launch as soon as March 2022” and “still intends to begin launching [Starlink Gen2 satellites] as early as March 2022.”
Many readers and industry followers interpreted this as an implicit claim that Starship will be ready to launch Starlink Gen2 satellites as early as March 2022 – just another of the company’s detached-from-reality schedule estimates, in other words. That’s simply not the case, though. While SpaceX does confirm that it’s settling on a Starlink Gen2 configuration that will explicitly depend upon Starship for the full 29,988-satellite constellation’s timely, cost-effective deployment, FCC deployment and operations licensing are almost inherently unconcerned with how the constellation gets into space. For example, the original Gen2 application SpaceX modified last August never mentioned which launch vehicle would be responsible for launching tens of thousands of satellites. So long as the rocket is compliant with FCC regulations and has an active permit for any given launch, which is also the responsibility of a different bureau, the FCC is effectively indifferent about which rockets launch a given constellation.
In other words, while SpaceX has made it clear that Starlink Gen2 Configuration 1 is optimized for Starship, SpaceX will be free to launch Gen2 satellites on any rocket it wants if or when the FCC approves the constellation. Assuming that Starlink Gen2 satellites will still be able to fit inside a 5.2m (17 ft) wide payload fairing, that includes Falcon 9. Further, in early 2018, the FCC allowed SpaceX to launch the first two Starlink satellite prototypes before it had issued the company a license for the full constellation, making it clear that with the right paperwork, prospective constellation operators can launch and test prototype satellites before their full constellations are approved.
This is to say that there is nothing theoretically preventing SpaceX from again pursuing permission to launch a few prototype Starlink satellites (this time Gen2) before the FCC has finished reviewing and approving the whole constellation. In fact, anything less would actually be surprising and unusual for the company. When SpaceX says in January 2022 that it plans to have Gen2 satellites ready for launch by March 2022, it’s thus not hard to believe that that’s the truth. Perhaps it will take a month or two longer than planned to complete the prototypes, secure temporary FCC approval, and build and license a new E-band ground station, but it’s still believable that SpaceX will be ready and able to launch the first few Starlink Gen2 satellites on Falcon 9 within the next several months. Above all else, unless SpaceX has explicitly designed Starlink Gen2 satellites such that they no longer fit inside a Falcon fairing, nothing is forcing SpaceX to wait for Starship if Gen2 prototypes are ready to launch before the next-gen rocket.
Given that Starship will have to wait until at least March 2022 for its first orbital test flight after FAA review delays, it’s obviously implausible that the rocket will be ready to launch Starlink prototypes by then. Starship S20 – currently said by CEO Elon Musk to be the first space-bound prototype – doesn’t even have a payload bay. Unless SpaceX wants to wait several more months after that to kick off the flight-testing phase of Starlink Gen2 development, it’s likely that the first few satellites will launch on Falcon 9 – either alongside routine Starlink V1.5 launches or on their own.
Tesla has added a notable improvement to its Dashcam feature after complaints from owners have pushed the company to make a drastic change.
Perhaps one of the biggest frustrations that Tesla owners have communicated regarding the Dashcam feature is the lack of ability to retain any more than 60 minutes of driving footage before it is overwritten.
It does not matter what size USB jump drive is plugged into the vehicle. 60 minutes is all it will hold until new footage takes over the old. This can cause some issues, especially if you were saving an impressive clip of Full Self-Driving or an incident on the road, which could be lost if new footage was recorded.
This has now been changed, as Tesla has shown in the Release Notes for an upcoming Software Update in China. It will likely expand to the U.S. market in the coming weeks, and was first noticed by NotaTeslaApp.
The release notes state:
“Dashcam Dynamic Recording Duration – The dashcam dynamically adjusts the recording duration based on the available storage capacity of the connected USB drive. For example, with a 128 GB USB drive, the maximum recording duration is approximately 3 hours; with a 1 TB or larger USB drive, it can reach up to 24 hours. This ensures that as much video as possible is retained for review before it gets overwritten.”
Tesla Adds Dynamic Recording
Instead of having a 60-minute cap, the new system will now go off the memory in the USB drive. This means with:
- 128 GB Jump Drive – Up to Three Hours of Rolling Footage
- 1TB Jump Drive – Up to 24 Hours of Rolling Footage
This is dependent on the amount of storage available on the jump drive, meaning that if there are other things saved on it, it will take away from the amount of footage that can be retained.
While the feature is just now making its way to employees in China, it will likely be at least several weeks before it makes its way to the U.S., but owners should definitely expect it in the coming months.
It will be a welcome feature, especially as there will now be more customization to the number of clips and their duration that can be stored.
With the news of a merger between SpaceX and xAI being confirmed earlier this week by CEO Elon Musk directly, the first moves of an umbrella company that combines all of the serial tech entrepreneur’s companies have been established.
The move aims to combine SpaceX’s prowess in launches with xAI’s expanding vision in artificial intelligence, as Musk has detailed the need for space-based data centers that will require massive amounts of energy to operate.
It has always been in the plans to bring Musk’s companies together under one umbrella.
“My companies are, surprisingly in some ways, trending toward convergence,” Musk said in November. With SpaceX and xAI moving together, many are questioning when Tesla will be next. Analysts believe it is a no-brainer.
SpaceX officially acquires xAI, merging rockets with AI expertise
Dan Ives of Wedbush wrote in a note earlier this week that there is a “growing chance” Tesla could be merged in some form with the new conglomeration over the next 12 to 18 months.
“In our view, there is a growing chance that Tesla will eventually be merged in some form into SpaceX/xAI over time. The viewis this growing AI ecosystem will focus on Space and Earth together… and Musk will look to combine forces,” Ives said.
Let’s take a look at the potential.
The Case for Synergies – Building the Ultimate AI Ecosystem
A triple merger would create a unified “Musk Trinity,” blending Tesla’s physical AI with Robotaxi, Optimus, and Full Self-Driving, SpaceX’s orbital infrastructure through Starlink and potential space-based computer, and xAI’s advanced models, including Grok.
This could accelerate real-world AI applications, more specifically, ones like using satellite networks for global autonomy, or even powering massive training through solar-optimized orbital data centers.
The FCC welcomes and now seeks comment on the SpaceX application for Orbital Data Centers.
The proposed system would serve as a first step towards becoming a Kardashev II-level civilization and serve other purposes, according to the applicant. pic.twitter.com/TDnUPuz9w7
— Brendan Carr (@BrendanCarrFCC) February 4, 2026
This would position the entity, which could ultimately be labeled “X,” as a leader in multiplanetary AI-native tech.
It would impact every level of Musk’s AI-based vision for the future, from passenger use to complex AI training models.
Financial and Structural Incentives — and Risks
xAI’s high cash burn rate is now backed by SpaceX’s massive valuation boost, and Tesla joining the merger would help the company gain access to private funding channels, avoiding dilution in a public-heavy structure.
The deal makes sense from a capital standpoint, as it is an advantage for each company in its own specific way, addressing specific needs.
Because xAI is spending money at an accelerating rate due to its massive compute needs, SpaceX provides a bit of a “lifeline” by redirecting its growing cash flows toward AI ambitions without the need for constant external fundraising.
Additionally, Tesla’s recent $2 billion investment in xAI also ties in, as its own heavy CapEx for Dojo supercomputers, Robotaxis, and Optimus could potentially be streamlined.
Musk’s stake in Tesla and SpaceX, after the xAI merger, is also uneven. His ownership in Tesla equates to about 13 percent, only increasing as he achieves each tranche of his most recent compensation package. Meanwhile, he owns about 43 percent of the private SpaceX.
A triple merger between the three companies could boost his ownership in the combined entity to around 26 percent. This would give Musk what he wants: stronger voting power and alignment across his ventures.
It could also be a potential facilitator in private-to-public transitions, as a reverse merger structure to take SpaceX public indirectly via Tesla could be used. This avoids any IPO scrutiny while accessing the public markets’ liquidity.
Timeline and Triggers for a Public Announcement
As previously mentioned, Ives believes a 12-18 month timeline is realistic, fueled by Musk’s repeated hints at convergence between his three companies. Additionally, the recent xAI investment by Tesla only points toward the increased potential for a conglomeration.
Of course, there is speculation that the merger could happen in the shorter term, before June 30 of this year, which is a legitimate possibility. While this possibility exists but remains at low probability, especially when driven by rapid AI/space momentum, longer horizons, like 2027 or later, allow for key milestones like Tesla’s Robotaxi rollout and Cybercab ramp-up, Optimus scaling, or regulatory clarity under a favorable administration.
Credit: Grok Imagine
The sequencing matters: SpaceX-xAI merger as “step one” toward a unified stack, with a potential SpaceX IPO setting a valuation benchmark before any Tesla tie-up.
Full triple convergence could follow if synergies prove out.
Prediction markets are also a reasonable thing to look at, just to get an idea of where people are putting their money. Polymarket, for example, sits at between a 12 and 24 percent chance that a Tesla-SpaceX merger is officially announced before June 30, 2026.
Looking Ahead
The SpaceX-xAI merger is not your typical corporate shuffle. Instead, it’s the clearest signal yet that Musk is architecting a unified “Muskonomy” where AI, space infrastructure, and real-world robotics converge to solve humanity’s biggest challenges.
Yet the path is fraught with execution risks that could turn this visionary upside into a major value trap. Valuation mismatches remain at the forefront of this skepticism: Tesla’s public multiples are unlike any company ever, with many believing they are “stretched.” On the other hand, SpaceX-xAI’s private “marked-to-muth” pricing hinges on unproven synergies and lofty projects, especially orbital data centers and all of the things Musk and Co. will have to figure out along the way.
Ultimately, the entire thing relies on a high-conviction bet on Musk’s ability to execute at scale. The bullish case is transformative: a vertically integrated AI-space-robotics giant accelerates humanity toward abundance and multi-planetary civilization faster than any siloed company could.
News
IM Motors co-CEO apologizes to Tesla China over FUD comments
Liu said later investigations showed the accident was not caused by a brake failure on the Tesla’s part, contrary to his initial comments.
Liu Tao, co-CEO of IM Motors, has publicly apologized to Tesla China for comments he made in 2022 suggesting a Tesla vehicle was defective following a fatal traffic accident in Chaozhou, China.
Liu said later investigations showed the accident was not caused by a brake failure on the Tesla’s part, contrary to his initial comments.
IM Motors co-CEO issues apology
Liu Tao posted a statement addressing remarks he made following a serious traffic accident in Chaozhou, Guangdong province, in November 2022, as noted in a Sina News report. Liu stated that based on limited public information at the time, he published a Weibo post suggesting a safety issue with the Tesla involved in the crash. The executive clarified that his initial comments were incorrect.
“On November 17, 2022, based on limited publicly available information, I posted a Weibo post regarding a major traffic accident that occurred in Chaozhou, suggesting that the Tesla product involved in the accident posed a safety hazard. Four hours later, I deleted the post. In May 2023, according to the traffic police’s accident liability determination and relevant forensic opinions, the Chaozhou accident was not caused by Tesla brake failure.
“The aforementioned findings and opinions regarding the investigation conclusions of the Chaozhou accident corrected the erroneous statements I made in my previous Weibo post, and I hereby clarify and correct them. I apologize for the negative impact my inappropriate remarks made before the facts were ascertained, which caused Tesla,” Liu said.
Investigation and court findings
The Chaozhou accident occurred in Raoping County in November 2022 and resulted in two deaths and three injuries. Video footage circulated online at the time showed a Tesla vehicle accelerating at high speed and colliding with multiple motorcycles and bicycles. Reports indicated the vehicle reached a speed of 198 kilometers per hour.
The incident drew widespread attention as the parties involved provided conflicting accounts and investigation details were released gradually. Media reports in early 2023 said investigation results had been completed, though the vehicle owner requested a re-investigation, delaying the issuance of a final liability determination.
The case resurfaced later in 2023 following a defamation lawsuit filed by Tesla China against a media outlet. According to a court judgment cited by Shanghai Securities News, forensic analysis determined that the fatal accident was unrelated to any malfunction on the Tesla’s braking or steering systems. The court also ruled that the media outlet must publish an apology, address the negative impact on Tesla China’s reputation, and pay a penalty of 30,000 yuan.
Tesla adds notable improvement to Dashcam feature
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
