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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.
Elon Musk has firmly denied recent media reports suggesting that SpaceX has reduced its target valuation for an upcoming initial public offering.
The denial came directly from the SpaceX and Tesla frontman on his social media platform X, where he responded with a single word, “False,” to a post from ZeroHedge that cited Bloomberg sources.
This swift rebuttal underscores Musk’s ongoing effort to manage speculation surrounding one of the most anticipated market debuts in recent history.
False
— Elon Musk (@elonmusk) May 29, 2026
According to the disputed reports, SpaceX had lowered its IPO valuation goal to at least $1.8 trillion from previous ambitions exceeding $2 trillion.
The claims emerged amid growing anticipation for the company’s confidential S-1 filing, which positions it for a potential public listing as early as June.
Some had pointed to strong revenue growth, particularly from the Starlink satellite internet service, which contributed heavily to the firm’s 2025 figures of $18.7 billion. Yet challenges persist in other areas, including substantial investments and losses tied to ambitious projects like Starship development and artificial intelligence initiatives, which plan to make life multiplanetary eventually.
Musk’s response highlights a pattern in which he actively counters what he views as inaccurate portrayals of his companies’ trajectories.
SpaceX, already valued privately at extraordinary levels, stands as a cornerstone of Musk’s empire alongside Tesla and xAI. The entrepreneur has long emphasized the transformative potential of reusable rockets and global broadband access, factors that fuel investor enthusiasm despite operational hurdles.
By rejecting the valuation downgrade narrative, Musk signals confidence in SpaceX’s fundamentals and its readiness for public markets on terms favorable to its long-term vision. People have been waiting a very long time to invest in SpaceX, and the valuation, as well as the introductory share price, is not going to need adjusting.
They’ll have plenty of suitors.
This episode reflects broader dynamics in the technology sector, where rumors often swirl around high-profile entities. Musk’s direct engagement with media narratives serves to maintain transparency and control the narrative around his ventures.
As SpaceX prepares for greater scrutiny in public markets, the founder’s denial reinforces optimism about its prospects. Supporters argue that the company’s innovative edge positions it for enduring success, far beyond short-term valuation debates. With the denial now public, attention turns to forthcoming regulatory filings that could provide clearer insights into SpaceX’s strategy and financial health.
The coming weeks promise to reveal more about how SpaceX will transition into a publicly traded powerhouse.
Tesla’s dreams of operating a fully autonomous ride-hailing platform just took a massive step toward reality, as two separate events have indicated the company is perhaps closer than ever to achieving self-driving as a product.
On Thursday, Tesla was granted authorization by the State of Texas to operate driverless vehicles in a commercial manner. On May 28, Senate Bill 2807, passed by the 89th Texas Legislature, took effect after being passed back on September 1, 2025.
The bill establishes a statewide regulatory framework requiring authorization from the Texas Department of Motor Vehicles for companies to operate automated vehicles commercially on Texas roads.
This covers driverless, or SAE Level 4+, operations for passenger transport, meaning Robotaxi, or freight.
Tesla and other companies can self-certify their vehicles and tech as long as they:
- Operate in compliance with Texas traffic laws
- Maintain proper registration, title, and insurance
- Use compliant automated driving systems
- Record onboard activity and handle system failures and glitches safely.
The new authorization, which was first reported by James Stephenson on X, allows companies to utilize their own processes to determine if their vehicles are ready to operate without drivers.
🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA pic.twitter.com/KSJdsvlaW5— James Stephenson (@ICannot_Enough) May 28, 2026
It is a rule that expedites the entire approval process, keeping agencies out of a usually long, lengthy, and frustrating task that is essential to technological advancements. It essentially means Tesla can launch commercial Robotaxi operations at this point.
On the very same day, Tesla continued the momentum as CEO Elon Musk shared a video of Cybercab units autonomously driving off the property at Gigafactory Texas. This is a major step in the story of the Cybercab.
Mass production of the Cybercab started at Giga Texas in April, and it is already heading out of the factory on its own.
Cybercab driving itself out of the GigaTexas factory pic.twitter.com/EwAMVVDjYy
— Elon Musk (@elonmusk) May 28, 2026
These two major events mark a drastic step forward in Tesla’s progress toward Cybercab and the permissions it needs to operate a self-driving ride-hailing service. Tesla is now able to operate autonomously under Texas law by self-certifying, and with the potentially imminent rollout of Cybercab, Tesla’s autonomous dreams are starting to take serious shape.
Elon Musk
The Tesla and SpaceX merger everyone is talking about is quietly building
Tesla and SpaceX may be closer to merging than Wall Street or either company is admitting.
Elon Musk has reportedly discussed merging Tesla and SpaceX with people close to him, according to CNBC, which cited sources familiar with the conversation. Tesla employees have long expected such a transaction and the topic is openly discussed internally, according to internal sources. With SpaceX is days away from kicking off its Wall Street roadshow for what could be the largest IPO in market history, this would be the first time the company will have public market currency to execute a stock-for-stock deal with Tesla.
The financial logic for a merger would make sense. A combined SpaceX and Tesla would create a conglomerate spanning rockets, satellites, electric vehicles, AI infrastructure, and energy storage valued at roughly $3.35 trillion to $3.6 trillion based on SpaceX’s IPO target range and Tesla’s current market capitalization. The two companies are already more intertwined than most people realize. SpaceX bought $697 million worth of Tesla Megapack systems for xAI data centers and $131 million worth of Cybertrucks. Tesla invested $2 billion in xAI, which subsequently merged with SpaceX. Past transactions also include Tesla selling solar equipment and parts to SpaceX, and SpaceX helping with Cybertruck materials.
Will Tesla join the fold? Predicting a triple merger with SpaceX and xAI
Musk himself signaled where this was heading in November 2025 when he posted on X, “My companies are, surprisingly in some ways, trending towards convergence.” Tesla and SpaceX announced a joint semiconductor fabrication facility in Austin called Terafab on the Gigafactory Texas campus, covering two advanced chip factories, with one serving Tesla’s AI needs for vehicles and Optimus robots, the other targeting space-based data centers under SpaceX’s infrastructure vision.
Wedbush analyst Dan Ives places the probability of a merger at 80% to 90% with a target completion in the first half of 2027. The mechanics of a deal became possible the moment SpaceX filed its S-1. Legal experts said a merger likely would not spark antitrust issues but would raise concerns among shareholders in each company, with questions around which company would be the parent, how a stock swap would take place, and who determines the appropriate price. Musk holds about 20% of Tesla’s equity but controls 85.1% of SpaceX’s voting power through a super-voting share class, meaning he would largely be negotiating the terms with himself.
Not everyone is convinced the timing is imminent. Traders on Kalshi place only 33% odds that a merger will happen before May 2027. The more immediate concern for Tesla shareholders is whether the SpaceX IPO pulls capital and Musk’s attention away from Tesla before any merger consolidates the upside for both.
What is clear is that the structural groundwork is already being laid. The Terafab announcement, the xAI merger, the shared supply chain, the cross-company balance sheet transactions, and now the IPO all point in the same direction. Whether the merger follows in 2027 or later, the two companies are already operating more like divisions of a single entity than independent competitors.
Elon Musk strikes down reports on SpaceX IPO rumors
Tesla’s Robotaxi dreams just took a massive step toward reality
