News
SpaceX’s ultimate ace in the hole is its Starlink satellite internet business
In a 2018 report on the current state of the satellite industry, the rationale behind SpaceX’s decision to expand its business into the construction and operation of a large satellite network – known as Starlink – was brought into sharp contrast, demonstrating just how tiny the market for orbital launches is compared with the markets those same launches create.
First and foremost, it must be acknowledged that SpaceX’s incredible strides in launch vehicles over the last decade or so have been explicitly focused on lowering the cost of access to orbit, the consequences of which basic economics suggests should be a subsequent growth in demand for orbital access. If a sought-after good is somehow sold for less, one would expect that more people would be able and willing to buy it. The launch market is similar, but also very different in the sense that simply reaching orbit has almost no inherent value on its own – what makes it valuable are the payloads, satellites, spacecraft, and humans that are delivered there.
-
- An overview of space industry in 2017, produced by Bryce Space & Technology for the 2018 State of Satellite Industry Report.
-
- SpaceX’s first two Starlink prototype satellites are pictured here before their inaugural Feb. 2018 launch, showing off a utilitarian design. (SpaceX)
As a consequence, if the cost of access to orbit plummets (as SpaceX hopes to do with reusability) but the cost of the cargo still being placed there does not, there would essentially be no reason at all for demand for launches to increase. For there to be more demand for cheaper launches, the cost of the satellites that predominately fuel the launch market also needs to decrease.
One of the first two prototype Starlink satellites separates from Falcon 9’s upper stage, March 2018. (SpaceX)
Enter Starlink, SpaceX’s internal effort to develop – nearly from scratch – its own highly reliable, cheap, and mass-producible satellite bus, as well as the vast majority of all the hardware and software required to build and operate a vast, orbiting broadband network. Add in comparable companies like OneWeb and an exploding landscape of companies focused on creating a new generation of miniaturized satellites, and the stage has truly begun to be set for a future where the cost of orbital payloads themselves wind up dropping just as dramatically as the cost of launching them.
Just by sheer numbers alone, stepping from launch vehicle and spacecraft production and operations into the satellite manufacturing, services, and connectivity industries is a no-brainer. Bluntly speaking, the market for rocket launches makes up barely more than one-sixtieth – less than 2% – of the entire commercial satellite industry, while services (telecommunications, Earth observation, science, etc.) and equipment (user terminals, GPS receivers, antennae, etc) account for more than 93%. Even the satellite manufacturing industry taken on its own is more than three times as large as the launch industry – $15.5b versus $4.6b in 2017.
In other words, even if SpaceX was to drop the cost of Falcon 9, Heavy, and BFR launches by a factor of 10 and the market for launches expanded exponentially as a result (say 50-100x), the market for launches would still be a tiny fraction of the stagnant, unchanged, unimproved satellite services and production industries. Put simply, there is scarcely any money to be made in rocket launches when compared with literally any other space-related industry.
-
- An overview of just the commercial aspects of the satellite industry. (SIA)
-
- Falcon Heavy’s inaugural launch, February 2018. (Tom Cross)
While far from a done deal, Starlink is thus without a doubt the most promising established method for SpaceX to dramatically increase its profitable income, income which could thus be invested directly in launch vehicles, space resource utilization, sustainable interplanetary colonies, and more, all while potentially revolutionizing global freedom of connectivity.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
News
Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
Tesla’s decision to tighten its Full Self-Driving (FSD) transfer promotion has ignited fierce debate among owners and enthusiasts.
The company quietly updated its terms in late February 2026, changing the eligibility from “order by March 31, 2026” to “take delivery by March 31, 2026.”
What began as a flexible incentive to boost sales, allowing buyers to transfer their paid FSD (Supervised) to a new vehicle, now excludes many, particularly Cybertruck owners facing delivery delays into summer or later.
Tesla maintains it will honor transfers for orders with initial delivery windows before the deadline and offers full deposit refunds otherwise, citing longstanding fine print that the program is “subject to change at any time.”
The reversal has polarized the Tesla community, with accusations of a “bait-and-switch” clashing against defenses of corporate pragmatism. Many owners who placed orders under the original wording feel betrayed, especially as production backlogs and new unsupervised FSD rollout complicate timelines.
However, Tesla has allowed them to cancel their orders and receive a refund.
Critics of the decision argue that the change disadvantages loyal customers who helped fund FSD development, calling it poor communication and a revenue grab as Tesla pivots toward subscriptions.
Popular influencers have amplified the divide. Whole Mars Catalog struck a measured but firm tone, acknowledging the original “order by” language but emphasizing Tesla’s right to adjust terms. He has continued to defend Tesla in this particular issue:
Sad to see so many fans trashing Tesla with such extreme language.
LIARS!!! PATHETIC!!! And if you aren’t as furious and angry as they are they are you’re “worshipping” and saying “they can do no wrong”.
Let’s get real here. They’re not liars. They offered FSD transfer to us… https://t.co/3Ay7vGaVR6
— Whole Mars Catalog (@wholemars) March 3, 2026
He criticized extreme backlash as “dramatization” and “spoiled kids,” noting the unsupervised FSD era and broader sales challenges make blanket transfers financially risky. Whole Mars advocated for polite outreach to CEO Elon Musk over the issue.
Rather than “calling them out”, I would simply say “Hey Elon, really hoped to be able to do FSD transfer on my cybertruck but the terms changed. Would really appreciate if Tesla could extend this to everyone who ordered before the terms changes”
that would probably work
— Whole Mars Catalog (@wholemars) March 3, 2026
In a contrasting perspective, Dirty TesLA voiced sharper frustration, posting that blocking transfers feels “crazy” and distancing himself from “people that want to worship a corporation and say they can do no wrong.” His stance resonated with owners who view the policy flip as disrespectful to early adopters.
Popular Tesla influencer Sawyer Merritt captured the frustration felt by thousands. In a widely shared thread viewed over 700,000 times, Merritt detailed how pre-change Cybertruck orders now risk losing FSD eligibility unless their initial delivery window falls before March 31.
It’s not a contradiction, it’s a change in policy that Tesla just made an hour ago. I am trying to check if the change is retroactive to all existing orders, including Cybertruck AWD orders, because if it is, that sucks big time.
— Sawyer Merritt (@SawyerMerritt) February 28, 2026
The controversy underscores deeper tensions—between Tesla’s need for revenue discipline and owners’ expectations of goodwill. As FSD evolves toward unsupervised capability, the community remains split: some see the change as necessary business, others as a broken promise. Whether Tesla reconsiders under pressure or holds firm remains to be seen, but it does not appear they are planning to budge.
News
Tesla Semi’s latest adoptee will likely encourage more of the same
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
The latest adoptee of the Tesla Semi will likely encourage more businesses in the same realm to adopt the all-electric Class 8 truck, as a new company utilizing the Semi has been spotted in Southern California.
A sleek, futuristic Tesla Semi truck branded for Ralph’s Supermarkets was spotted cruising a Los Angeles highway in a viral 13-second dashcam video posted March 2, by X user ChargePozitive.
Tesla Semi Truck in the wild pic.twitter.com/SnQY8ShMMJ
— ChargePozitive ⚡️➕ (@ChargePozitive) March 2, 2026
This sighting confirms Kroger’s March 2025 partnership with Tesla to deploy up to 500 autonomous electric Semis.
While the initial announcement targeted Midwest supply chains, the California appearance under the Ralph’s banner shows the program expanding to Kroger’s West Coast operations. Ralph’s, a staple for millions of Southern California shoppers, is now hauling groceries with the Semi, which has zero tailpipe emissions and claims up to 500 miles of range per charge.
Tesla Semi pricing revealed after company uncovers trim levels
The timing could not be better for sustainable logistics. Traditional trucking accounts for a massive share of retail emissions, but Tesla’s Semi slashes fuel and maintenance costs while leveraging full autonomy to ease driver shortages and improve safety.
Tesla’s expanding Megacharger network, including new sites along major freight corridors and partnerships like the recently-announced one with Pilot Travel Centers, is removing range anxiety and making nationwide scaling realistic. There’s still a long way to go, but things are moving in the right direction.
Public visibility matters. When shoppers see a trusted name like Ralph’s running clean, high-tech trucks on public roads, skepticism fades. Competitors such as Albertsons, which pre-ordered Semis years ago, and other chains chasing ESG targets now have proof that electric autonomy works in real-world grocery fleets.
PepsiCo’s successful pilots already demonstrated viability, and Ralph’s sighting adds retail credibility.
As Tesla ramps high-volume Semi production through 2026, this isn’t an isolated curiosity. Instead, it’s a catalyst. More grocers adopting the platform will accelerate industry-wide decarbonization, cut operating expenses, and deliver tangible environmental wins.
The future of sustainable supply chains is already on the highway, and Ralph’s just made it impossible to ignore.
Moving forward, Tesla hopes to expand the Semi program into other regions, including Europe, which CEO Elon Musk recently said is a total possibility next year.
Elon Musk: Tesla could be first to build AGI in humanoid form
Tesla influencers argue company’s polarizing Full Self-Driving transfer decision
