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Although each satellite is just a few square meters, they may be able to serve internet to thousands of people simultaneously. (SpaceX) Although each satellite is just a few square meters, they may be able to serve internet to thousands of people simultaneously. (SpaceX)

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SpaceX’s Starlink satellite internet was tested by the US Air Force and the results are in

A render of several Starlink satellites in orbit. SpaceX hopes to launch nearly 1500 of the spacecraft in 2020. (SpaceX)

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SpaceX President and Chief Operating Officer Gwynne Shotwell recently provided information about the company’s Starlink satellite internet constellation after a panel at the International Aeronautical Congress in Washington D.C. Shotwell spoke of a partnership with the U.S. military and just how far she believes Starlink is ahead of rival mega-constellation efforts.

While competitors are still developing very early prototypes and worrying about launch options, SpaceX has already launched 60 Starlink ‘v0.9’ satellite prototypes, 50 of which continue to successfully operate in low Earth orbit approximately half a year after launch. As part of a $29M contract awarded in late-2018, SpaceX is also working directly with the U.S. Air Force to test military applications of commercial space-based internet.

As previously reported by Teslarati, SpaceX was awarded a $29 million contract in December 2018 to collaborate with the U.S. Air Force Strategic Development Planning and Experimentation Office. Together, the organizations are testing potential military applications of Starlink satellite internet, as well as prospective constellations from other companies like Telesat.

From LEO to aircraft

The MC-12 is operated by the US military in a range of roles, including work as an avionics testbed. (USAF – Tiffany Trojca)

The technical viability and utility of beaming high speed, low-latency broadband internet directly into the cockpits of military aircraft is being tested under a program called Global Lightning. SpaceX has engaged the initiative and was awarded $29M to pursue development and testing, far more than any other contract recipient. In October 2019, SpaceX and the USAF began publicly discussing the latest results of that effort to test Starlink’s capabilities in the realm of in-flight connectivity. As reported by SpaceNews, SpaceX COO Gwynne Shotwell revealed that Starlink had successfully demonstrated a data link to the cockpit of a military aircraft with a bandwidth of 610 megabits per second (Mbps), equivalent to a gigabyte every ~13 seconds.

Following a previous speaking engagement on Oct. 15th at the Association of the U.S. Army’s annual conference, Shotwell and U.S. Army officials provided further insight regarding military applications of Starlink. Army officials spoke about the possibility of using Starlink satellite internet and other prospective constellations to support the military’s rapidly growing demand for high-speed communications.

During the panel with U.S. Army officials, Shotwell stated that “SpaceX is new to this forum and this service,” when addressing the possibilities that SpaceX could provide for the U.S. military. While working with the military is not a new concept to SpaceX, serving as a satellite communications provider would be unlike anything the company has yet attempted.

Up next, the USAF has plans to install Starlink terminals and test connectivity with an AC-130 gunship and a KC-135 tanker aircraft.

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Falcon 9 to support frequent Starlink launches – customers and rocket reusability benefit

While Shotwell acknowledged the potential of a partnership with the US. military, she also noted that Starlink is first and foremost a commercial business meant to enhance the internet experience globally and nominally provide connectivity to anyone that wants it. She further noted that Starlink would remain an “additive to [SpaceX’s] business,” implying that it will not supersede SpaceX’s current launch service business.

Intriguingly, this is utterly counter to forecasts SpaceX has provided investors over the last several years, in which Starlink – if successful – would almost certainly come to produce one or two magnitudes more income than launch services ever could. Shotwell – speaking to a variety of US military (and Air Force) officials – may have wanted to avoid sending the message that SpaceX’s launch services business – crucial to the US military – might soon be absolutely dwarfed by Starlink revenue.

A general overview of Starlink’s bus, launch stack, and solar array. (SpaceX)

Previously hinted at by CEO Elon Musk, SpaceX hopes that revenue from Starlink will enable the company to independently fund the development and mass-production of its next-generation Starship launch vehicle, eventually enabling a permanent, large-scale human presence on Mars.

Currently, SpaceX’s Starlink plans involve several distinct phases, beginning with ~1500 satellites around 500km, another ~2900 around 1000 km, and an additional ~7500 in the 300-400 km range. Finally, SpaceX recently revealed even longer-term plans for Starlink that could involve launching up to 42,000 satellites, all in the name of expanding network coverage and bandwidth – pending, of course, consumer demand. To accomplish that feat, SpaceX will have to push rocket reusability to the absolute limits, beginning with Falcon 9 boosters and fairings and ultimately moving to Starship. According to Shotwell, “(SpaceX’s) intent is to use Starlink to push the capability of those boosters and see how many missions they can do.”

SpaceX completed its first Starlink launch on May 23rd, flying B1049 for the third time. SpaceX's next Starlink launch will very likely mark the first time a booster has flown four orbital-class missions. (SpaceX)
SpaceX’s first Starlink v0.9 mission suffered two false-starts but was soon followed by a successful launch debut in May 2019. (SpaceX)

SpaceX’s next Starlink mission – also the company’s next mission and first launch in more than three months – will simultaneously attempt two new rocket reusability firsts, marking the first time that SpaceX has reused a Falcon payload fairing and the first time a single Falcon 9 booster has launched four times. Starlink-1 is scheduled to lift off no earlier than 9:55 am ET (14:55 UTC), November 11th.

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Tesla expands its branded ‘For Business’ Superchargers

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Credit: Francis Energy

Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.

Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.

It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.

Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.

“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.

Tesla launches its new branded Supercharger for Business with first active station

The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.

Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.

Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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