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SpaceX’s first Starlink V2 satellites spotted at Starbase
On Monday, SpaceX was spotted loading some of the first Starlink V2 satellite prototypes into a custom mechanism designed to refill Starship’s magazine-like payload bay.
While it’s not the first time SpaceX has used the dispenser, the photos captured by photographer Kevin Randolph for the YouTube channel ‘What about it!?’ are the first to clearly show real prototypes of the next generation of Starlink satellites. According to CEO Elon Musk, those Starlink Gen2 or V2 satellites will be “at least 5 times better”, “an order of magnitude more capable,” and about four times heavier than current (V1.5) Starlink satellites.
The potential of the new satellite bus design paired with Starship’s massive fairing and lift capacity could dramatically improve the viability and cost-effectiveness of SpaceX’s Starlink constellation. First, though, the company needs to launch and qualify prototypes of the new satellite design and verify that all associated ground support equipment works as expected.
Due to the designs SpaceX has settled on for both Starlink V2.0 satellites and the Starship hardware that will deploy them in orbit, that ground support equipment and the general path each satellite will take from its arrival at the launch facilities to liftoff on a Starship are wildly different than anything done before. July 18th’s photos (and screenshots from a recent factory tour) confirm that the next-gen satellites are basically enlarged versions of their smaller predecessors, which are also narrow rectangles.
The new spacecraft have a very similar aspect ratio but are around seven meters long and three meters wide (23′ x 10′) instead of approximately 3m x 1.5m (10′ x 5′). They also appear to be about twice as thick and reportedly weigh ~1,250 kilograms to V1.5’s estimated 310 kilograms (~2,750 lb vs ~680 lb). As a result, the V2.0 bus will have about 7-10 times more usable volume than V1.0 and V1.5. It should be no surprise, then, that each next-gen satellite could offer almost magnitude more usable bandwidth.
Assuming that Starship launch costs are roughly the same as Falcon 9 and that Starship can only launch a similar 50-60 satellites at once, an almost 10x performance improvement from a satellite that only weighs five times as much relative to V1.5 would make Starlink V2.0 constellation deployment at least twice as cost-efficient to deploy even if Starship could only launch the same mass (~16 tons) as Falcon 9. In fact, a recent SpaceX render suggests that Starship will be able to carry 54 Starlink V2.0 satellites initially. As a result, even if Starship costs five times more to launch than Falcon 9 (~$75M), it will still be cheaper per unit of bandwidth launched. If Starship eventually reaches marginal launch costs as low as Falcon 9 (~$15M), the cost of Starlink launches (not including satellite cost) could plummet from about $15,000 per gigabit per second (Gbps) to around $1,500-2,500 per Gbps depending on individual satellite bandwidth.
The total cost of the network will be higher, of course, and dependent on more variables, but the combination of Starship and V2.0 satellites could eventually reduce the relative cost of Starlink launch operations by a factor of 5-10. If Starlink V2.0 satellites are actually cheaper to manufacture per unit of throughput than V1.5 satellites, which is not implausible once mass-production begins, those savings will deepen. If Starship can quickly mature and becomes fully and efficiently reusable, the equation could become even more favorable.
Still, loading Starship with satellites is going to be no minor feat and will add a significant amount of complexity and risk relative to the methods SpaceX currently uses for Falcon 9 Starlink launches. SpaceX’s initial Starship payload bay design is a roughly square enclosure that slots just above the ship’s uppermost tank dome and below its inward-curving nosecone. Per a render of the mechanism released last month, it measures about nine meters (30 ft) tall and eight meters (26 ft) wide, can store up to 54 Starlink V2.0 satellites, and dispenses pairs of satellites through a relatively tiny payload bay door that’s only wide enough for the task at hand.
Starship’s airframe is almost exclusively welded together. Once the nosecone and payload bay are installed on top of a ship, the only way to access the interior of the bay is through the dispenser door or an even smaller human-sized access port. SpaceX’s solution: build a mobile satellite storage box that will be lifted by crane (or launch tower arms) dozens to hundreds of feet off the ground and use the payload bay’s own dispenser mechanism in reverse to load satellites like bullets into a giant magazine. If that sounds simple, which it shouldn’t, it’s not.
It’s great, then, to see SpaceX apparently practicing that process with some of the first Starlink V2.0 prototypes. In photos captured on July 18th, workers were spotted loading several satellites into the only existing ‘loader’ inside one of Starbase’s three main factory tents. Each satellite was lifted using a load-spreader device that was presumably required to prevent the extremely long and thin satellites from bending too much in the middle during the lift. It’s unclear whether SpaceX is solely practicing the process or if it’s actually installing satellites well in advance for loading onto a Starship prototype.
Starship S24 is in the middle of preflight testing and has already been greeted by the satellite loader once before, possibly to load a prototype or mockup before ground testing began. Starship S25 appears to be at least a month or two away from completion, though its nose and payload bay section are much closer.
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Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever
With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.
Tesla Full Self-Driving v14.2.2.5 hit my car back on Valentine’s Day, February 14, and since I’ve had it, it has become, in my opinion, the most confusing release I’ve ever had.
With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.
It has been about three weeks of driving on v14.2.2.5; I’ve used it for nearly every mile traveled since it hit my car. I’ve taken short trips of 10 minutes or less, I’ve taken medium trips of an hour or less, and I’ve taken longer trips that are over 100 miles per leg and are over two hours of driving time one way.
These are my thoughts on it thus far:
Speed Profiles Are a Mixed Bag
Speed Profiles are something Tesla seems to tinker with quite frequently, and each version tends to show a drastic difference in how each one behaves compared to the previous version.
I do a vast majority of my FSD travel using Standard and Hurry modes, although in bad weather, I will scale it back to Chill, and when it’s a congested city on a weekend or during rush hour, I’ll throw it into Mad Max so it takes what it needs.
Early on, Speed Profiles really felt great. This is one of those really subjective parts of the FSD where someone might think one mode travels too quickly, whereas another person might see the identical performance as too slow or just right.
To me, I would like to see more consistency from release to release on them, but overall, things are pretty good. There are no real complaints on my end, as I had with previous releases.
In a past release, Mad Max traveled under the speed limit quite frequently, and I only had that experience because Hurry was acting the same way. I’ve had no instances of that with v14.2.2.5.
Strange Turn Signal Behavior
This is the first Full Self-Driving version where I’ve had so many weird things happen with the turn signals.
Two things come to mind: Using a turn signal on a sharp turn, and ignoring the navigation while putting the wrong turn signal on. I’ve encountered both things on v14.2.2.5.
On my way to the Supercharger, I take a road that has one semi-sharp right-hand turn with a driveway entrance right at the beginning of the turn.
Only recently, with the introduction of v14.2.2.5, have I had FSD put on the right turn signal when going around this turn. It’s obviously a minor issue, but it still happens, and it’s not standard practice:
How can we get Full Self-Driving to stop these turn signals?
There’s no need to use one here; the straight path is a driveway, not a public road. The right turn signal here is unnecessary pic.twitter.com/7uLDHnqCfv
— TESLARATI (@Teslarati) February 28, 2026
When sharing this on X, I had Tesla fans (the ones who refuse to acknowledge that the company can make mistakes) tell me that it’s a “valid” behavior that would be taught to anyone who has been “professionally trained” to drive.
Apparently, if you complain about this turn signal, you are also claiming you know more than Tesla engineers…okay.
Nobody in their right mind has ever gone around a sharp turn when driving their car and put on a signal when continuing on the same road. You would put a left turn signal on to indicate you were turning into that driveway if that’s what your intention was.
Like I said, it’s a totally minor issue. However, it’s not really needed, and nor is it normal. If I were in the car with someone who was taking a simple turn on a road they were traveling, and they signaled because the turn was sharp, I’d be scratching my head.
I’ve also had three separate instances of the car completely ignoring the navigation and putting on a signal that is opposite to what the routing says. Really quite strange.
Parking Performance is Still Underwhelming
Parking has been a complaint of mine with FSD for a long time, so much so that it is pretty rare that I allow the vehicle to park itself. More often than not, it is because I want to pick a spot that is relatively isolated.
However, in the times I allow it to pull into a spot, it still does some pretty head-scratching things.
Recently, it tried to back into a spot that was ~60% covered in plowed snow. The snow was piled about six feet high in a Target parking lot.
A few days later, it tried backing into a spot where someone failed the universal litmus test of returning their shopping cart. Both choices were baffling and required me to manually move the car to a different portion of the lot.
I used Autopark on both occasions, and it did a great job of getting into the spot. I notice that the parking performance when I manually choose the spot is much better than when the car does the entire parking process, meaning choosing the spot and parking in it.
It’s Doing Things (For Me) It’s Never Done Before
Two things that FSD has never done before, at least for me, are slow down in School Zones and avoid deer. The first is something I usually take over manually, and the second I surprisingly have not had to deal with yet.
I had my Tesla slow down at a school zone yesterday for the first time, traveling at 20 MPH and not 15 MPH as the sign suggested, but at the speed of other cars in the School Zone. This was impressive and the first time I experienced it.
I would like to see this more consistently, and I think School Zones should be one of those areas where, no matter what, FSD will only travel the speed limit.
Last night, FSD v14.2.2.5 recognized a deer in a roadside field and slowed down for it:
🚨 Cruising home on a rainy, foggy evening and my Tesla on Full Self-Driving begins to slow down suddenly
FSD just wanted Mr. Deer to make it home to his deer family ❤️ pic.twitter.com/cAeqVDgXo5
— TESLARATI (@Teslarati) March 4, 2026
Navigation Still SUCKS
Navigation will be a complaint until Tesla proves it can fix it. For now, it’s just terrible.
It still has not figured out how to leave my neighborhood. I give it the opportunity to prove me wrong each time I leave my house, and it just can’t do it.
It always tries to go out of the primary entrance/exit of the neighborhood when the route needs to take me left, even though that exit is a right turn only. I always leave a voice prompt for Tesla about it.
It still picks incredibly baffling routes for simple navigation. It’s the one thing I still really want Tesla to fix.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
