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SpaceX Starlink factory building satellites four times faster than closest competitor
An executive says that SpaceX’s Seattle-based Starlink factory is building satellites up to four times faster than OneWeb, the company’s closest competitor in the new low Earth orbit (LEO) internet space race.
Speaking at the SATELLITE 2020 Conference on March 9th, Jonathan Hofeller – VP of Starlink and Sales – revealed SpaceX’s extraordinary Starlink production rate just days before the company’s sixth planned 60-satellite launch. Now two days away from liftoff with Falcon 9 and its satellite stack already vertical at the launch pad, SpaceX will likely end the week with some 350 operational satellites in orbit – around twice as many as any other public or private constellation in history.
While SpaceX will have soon attempted five 60-satellite Starlink launches in four months, CEO Elon Musk recently revealed that the company is still building spacecraft faster than it can launch them. At a reported production rate of six satellites per day, that news is now incredibly unsurprising given that it means SpaceX could theoretically build the world’s second-largest satellite constellation (excluding Starlink) in a single month. To be clear, though, the company has created one of the best possible problems the Starlink program could have.
First revealed in late 2019 and reiterated in recent months, SpaceX executives have consistently noted that the company plans to attempt some 20-24 dedicated Starlink launches in 2020 alone. As previously noted on Teslarati, 20-24 launches could put enough Starlink satellites in orbit for SpaceX to realistically begin serving customers almost anywhere on Earth.
“In recent months, SpaceX has indicated that Starlink will need at least 24 dedicated launches – 1440 satellites – to achieve uninterrupted global coverage, while as few as six launches (300 satellites) could enable service for customers in the northern US and southern Canada.
COO and President Gwynne Shotwell believes SpaceX can begin serving customers as early as mid-2020, ultimately maturing into an experienced internet service provider (ISP) in 2021. With almost 120 satellites already in orbit, if SpaceX can manage an average of 1.5 to 2 Starlink launches per month in 2020, the broadband internet constellation should have near-global coverage by the end of the year.”
Teslarati.com — December 20th, 2019
Two and a half months into 2020, it’s entirely possible that SpaceX already has several launches worth of Starlink satellites waiting for their Falcon rockets. Weather and hardware-related delays have impacted each of the three 2020 Starlink launches SpaceX has completed thus far, pushing its internal manifest back by at least several weeks. SpaceX could be strategically slowing work at its factory based on predictions of rocket availability in the next few months, avoiding a massive stockpile of Starlink satellites. Still, it’s just as likely that its Seattle HQ has been churning out several satellites per day for weeks or even months. Even if SpaceX has only averaged four satellites per day over the last three months, it would likely have a backlog of 4+ launches (~240 satellites).
Bigger, cheaper, faster
Compared to OneWeb, SpaceX Starlink satellites thus weigh 75% more, offer at least 50% more bandwidth for internet services, can be manufactured for less than half the cost in a quarter of the time, and likely cost – per satellite – at least three times less to launch. These are the fundamental, unavoidable benefits of SpaceX’s preferred strategy of vertical integration writ large. End-product quality and functionality held equal, it’s numerically impossible for a more traditional company like OneWeb to compete head-to-head with a vertically-integrated competitor like SpaceX.
Thankfully, though, the supply for LEO-based internet services is currently so small – and the demand so large – that OneWeb will almost certainly be able to find a niche and survive. For now, the fact remains that SpaceX is all but guaranteed to continue building and launching far more satellites than OneWeb — all for a dramatically lower cost.
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Starlink passes 9 million active customers just weeks after hitting 8 million
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
SpaceX’s Starlink satellite internet service has continued its rapid global expansion, surpassing 9 million active customers just weeks after crossing the 8 million mark.
The milestone highlights the accelerating growth of Starlink, which has now been adding over 20,000 new users per day.
9 million customers
In a post on X, SpaceX stated that Starlink now serves over 9 million active users across 155 countries, territories, and markets. The company reached 8 million customers in early November, meaning it added roughly 1 million subscribers in under seven weeks, or about 21,275 new users on average per day.
“Starlink is connecting more than 9M active customers with high-speed internet across 155 countries, territories, and many other markets,” Starlink wrote in a post on its official X account. SpaceX President Gwynne Shotwell also celebrated the milestone on X. “A huge thank you to all of our customers and congrats to the Starlink team for such an incredible product,” she wrote.
That growth rate reflects both rising demand for broadband in underserved regions and Starlink’s expanding satellite constellation, which now includes more than 9,000 low-Earth-orbit satellites designed to deliver high-speed, low-latency internet worldwide.
Starlink’s momentum
Starlink’s momentum has been building up. SpaceX reported 4.6 million Starlink customers in December 2024, followed by 7 million by August 2025, and 8 million customers in November. Independent data also suggests Starlink usage is rising sharply, with Cloudflare reporting that global web traffic from Starlink users more than doubled in 2025, as noted in an Insider report.
Starlink’s momentum is increasingly tied to SpaceX’s broader financial outlook. Elon Musk has said the satellite network is “by far” the company’s largest revenue driver, and reports suggest SpaceX may be positioning itself for an initial public offering as soon as next year, with valuations estimated as high as $1.5 trillion. Musk has also suggested in the past that Starlink could have its own IPO in the future.
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NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine.
NVIDIA Director of Robotics Jim Fan has praised Tesla’s Full Self-Driving (Supervised) v14 as the first AI to pass what he described as a “Physical Turing Test.”
After testing FSD v14, Fan stated that his experience with FSD felt magical at first, but it soon started to feel like a routine. And just like smartphones today, removing it now would “actively hurt.”
Jim Fan’s hands-on FSD v14 impressions
Fan, a leading researcher in embodied AI who is currently solving Physical AI at NVIDIA and spearheading the company’s Project GR00T initiative, noted that he actually was late to the Tesla game. He was, however, one of the first to try out FSD v14.
“I was very late to own a Tesla but among the earliest to try out FSD v14. It’s perhaps the first time I experience an AI that passes the Physical Turing Test: after a long day at work, you press a button, lay back, and couldn’t tell if a neural net or a human drove you home,” Fan wrote in a post on X.
Fan added: “Despite knowing exactly how robot learning works, I still find it magical watching the steering wheel turn by itself. First it feels surreal, next it becomes routine. Then, like the smartphone, taking it away actively hurts. This is how humanity gets rewired and glued to god-like technologies.”
The Physical Turing Test
The original Turing Test was conceived by Alan Turing in 1950, and it was aimed at determining if a machine could exhibit behavior that is equivalent to or indistinguishable from a human. By focusing on text-based conversations, the original Turing Test set a high bar for natural language processing and machine learning.
This test has been passed by today’s large language models. However, the capability to converse in a humanlike manner is a completely different challenge from performing real-world problem-solving or physical interactions. Thus, Fan introduced the Physical Turing Test, which challenges AI systems to demonstrate intelligence through physical actions.
Based on Fan’s comments, Tesla has demonstrated these intelligent physical actions with FSD v14. Elon Musk agreed with the NVIDIA executive, stating in a post on X that with FSD v14, “you can sense the sentience maturing.” Musk also praised Tesla AI, calling it the best “real-world AI” today.
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Tesla AI team burns the Christmas midnight oil by releasing FSD v14.2.2.1
The update was released just a day after FSD v14.2.2 started rolling out to customers.
Tesla is burning the midnight oil this Christmas, with the Tesla AI team quietly rolling out Full Self-Driving (Supervised) v14.2.2.1 just a day after FSD v14.2.2 started rolling out to customers.
Tesla owner shares insights on FSD v14.2.2.1
Longtime Tesla owner and FSD tester @BLKMDL3 shared some insights following several drives with FSD v14.2.2.1 in rainy Los Angeles conditions with standing water and faded lane lines. He reported zero steering hesitation or stutter, confident lane changes, and maneuvers executed with precision that evoked the performance of Tesla’s driverless Robotaxis in Austin.
Parking performance impressed, with most spots nailed perfectly, including tight, sharp turns, in single attempts without shaky steering. One minor offset happened only due to another vehicle that was parked over the line, which FSD accommodated by a few extra inches. In rain that typically erases road markings, FSD visualized lanes and turn lines better than humans, positioning itself flawlessly when entering new streets as well.
“Took it up a dark, wet, and twisty canyon road up and down the hill tonight and it went very well as to be expected. Stayed centered in the lane, kept speed well and gives a confidence inspiring steering feel where it handles these curvy roads better than the majority of human drivers,” the Tesla owner wrote in a post on X.
Tesla’s FSD v14.2.2 update
Just a day before FSD v14.2.2.1’s release, Tesla rolled out FSD v14.2.2, which was focused on smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. According to the update’s release notes, FSD v14.2.2 upgrades the vision encoder neural network with higher resolution features, enhancing detection of emergency vehicles, road obstacles, and human gestures.
New Arrival Options also allowed users to select preferred drop-off styles, such as Parking Lot, Street, Driveway, Parking Garage, or Curbside, with the navigation pin automatically adjusting to the ideal spot. Other refinements include pulling over for emergency vehicles, real-time vision-based detours for blocked roads, improved gate and debris handling, and Speed Profiles for customized driving styles.
Starlink passes 9 million active customers just weeks after hitting 8 million
NVIDIA Director of Robotics: Tesla FSD v14 is the first AI to pass the “Physical Turing Test”
