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ViaSat asks FCC to halt SpaceX Starlink launches because it can’t compete

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Under the hollow pretense of concern for the environment, Starlink satellite internet competitor ViaSat has asked the Federal Communication Commission (FCC) to force SpaceX to stop Starlink launches and threatened to take the matter to court if it doesn’t get its way.

A long-time satellite internet provider notorious for offering expensive, mediocre service with strict bandwidth restrictions, ViaSat has also been engaged in a years-long attempt to disrupt, slow down, and even kill SpaceX’s Starlink constellation by any means necessary. That includes fabricating nonsensical protests, petitioning the FCC dozens of times, and – most recently – threatening to sue the agency and federal government as the company becomes increasingly desperate.

The reason is simple: even compared to SpaceX’s finicky, often-unreliable Starlink Beta service, ViaSat’s satellite internet is almost insultingly bad. With a focus on serving the underserved and unserved, SpaceX’s Starlink beta users – many of which were already relying on ViaSat or HughesNet internet – have overwhelmingly described the differences as night and day.

In simple terms, if given the option, it’s extraordinarily unlikely that a single public ViaSat subscriber would choose the company’s internet over SpaceX’s Starlink. While Starlink currently requires subscribers to pay a substantial upfront cost – ~$500 – for the dish used to access the satellite network, ViaSat internet costs at least as much per month. Currently, new subscribers would pay a bare minimum of ~$113 per month for speeds up to 12 Mbps (akin to DSL) and an insultingly small 40GB data cap. For a 60GB cap and 25 Mbps, subscribers will pay more than $160 per month after a three-month promotion.

ViaSat’s internet plans as of 2021.

With a fixed cost of $99 per month, truly unlimited data, and uncapped speeds that vary from 50 to 200+ Mbps, any ViaSat “silver” subscriber would receive far better service by switching to Starlink and save enough money to pay off the $500 dish in less than a year. While Starlink is currently in beta and often unstable and unreliable as a result, users continue to notice major improvements in speeds and uptime as SpaceX works to continuously improve the network.

In the US, ViaSat has less than 600,000 household internet subscribers, all of which are almost certainly liable to switch to better alternatives. Short of local and state governments actually standing up for their citizens and forcing monopolistic ground-based internet service providers (ISPs) to fairly serve rural customers, Starlink is currently the only real hope for rural Americans who are tired of settling for second-class internet service.

ViaSat began its latest push to hamstring a looming competitor with regulation when it asked the FCC to perform an environmental review of Starlink’s impact last December. The FCC unsurprisingly failed to heed the company’s spurious, nakedly self-serving demands. Since then, the FCC approved a long-standing SpaceX request to modify its Starlink constellation by lowering thousands of satellites, thus improving service and drastically decreasing the debris risk posed by satellite failures, which would take a few years to reenter from 550 kilometers instead of decades for spacecraft orbiting at 1000+ kilometers.

To a very small extent, there are some real questions worth asking about the environmental impact of megaconstellations. A few recent studies have begun to do so, though it’s such a new field of inquiry that virtually nothing is known with any confidence. However, ViaSat is transparently disinterested in the actual environmental impact given that its petition for the FCC to immediately halt all Starlink launches focuses on Starlink alone and not competitor OneWeb – also in the process of launching satellites – or prospective constellations being developed by Telesat and Amazon.

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What ViaSat actually wants is for the FCC to catastrophically hamstring Starlink, thus saving the profit-focused company from having to actually work to compete with an internet service provider that is all but guaranteed to capture most of its subscribers on an even playing field. Incredibly, ViaSat actually removes its greenwashing mask in the very same FCC request [PDF], stating that it “will suffer competitive injury” if Starlink is allowed to “compete directly with Viasat in the market for satellite broadband services.”

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Google just picked SpaceX for its first step into orbital AI

Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.

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Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.

The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.

The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.

MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.

SpaceX and Google mull massive partnership on Musk’s orbital data dream: report

Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.

The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.

Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”

Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.

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Tesla Cybercab gets initial tie-in to localized, in-house cathode plant

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Credit: Tesla

Tesla has taken another concrete step toward owning its battery supply chain, and it’s doing so with what is perhaps the most important vehicle in its short-but-storied history.

On September 23, Tesla announced that it has officially built the first Cybercab with cathode material produced in-house at the company’s first cathode plant in the U.S., and the first in the U.S. overall.

Active cathode material is the most expensive piece of a lithium-ion battery cell, and it often accounts for more than a third of cell cost. For years, the industry sourced a majority of it from Asia, but Tesla’s decision to make it in the United States bodes well for the Cybercab project. This is the latest chapter in Tesla’s vertical integration strategy, which began in public at Battery Day in 2020.

At the Battery Day Event, Elon Musk said the company would build a North American cathode plant and overhaul the process to cut costs and waste, while also making some of the most powerful and long-lasting cells in the industry.

The Austin facility took years to appear. Tesla filed permits for “Project Cathode” in 2022 on land near Giga Texas. By mid-2022, the building frame was up and Tesla later invested hundreds of millions of dollars as part of a larger expansion of the Giga Texas plant. The company stated it was operating the first large-scale cathode production facility in North America to supplement 4680 cell production.

One month later, that material reached a finished Cybercab.

The timing of this breakthrough is monumental for the Cybercab program. As Tesla officially launched the first Cybercab rides to the public earlier this month, production of the ride-hailing-geared vehicle is moving forward on the planned S-curve that CEO Elon Musk told everyone to expect.

Nevertheless, packs of Cybercab units have been spotted throughout the United States, in an effort to potentially activate the fleet as soon as the company gains regulatory approval in various geographic areas.

On top of that, Tesla owning the cathode step and pairing it with its own in-house lithium from the Gulf Coast refinery shortens the supply chain that once stretched thousands of miles and subjects every pack to fewer external price shocks and geopolitical risks.

Tesla is not yet independent of all of its foreign suppliers, as some precursor metals come from mines and chemical plants. But the first in-house cathode Cybercab shows the company is closing the most expensive and most concentrated gap in its battery production efforts. For a vehicle like Cybercab to operate at a high utilization within the Robotaxi network, that control over cost is so crucial.

It is arguably as important as the software that drives it.

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Tesla leaks Semi customers ahead of handover event

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Credit: Tesla

Tesla is set to inaugurate its dedicated Semi factory in Sparks, Nevada, this evening, but drone footage has already started to show who is expected on the handover stage.

Zanegler, a drone operator who regularly documents Tesla Semi operations in Nevada, filmed a row of new-generation Semi units parked outside of the plant with customer branding applied. The liveries visible in the video include companies like PepsiCo, U.S. Foods, Einride, DHL, WattEV, and others that have committed to utilizing Tesla’s Class 8 electric truck in their fleets.

Several of those company names already sit within Tesla’s public ordering book, including PepsiCo, which has been the program’s primary anchor customer since the first Semi deliveries in December 2022. PepsiCo now runs dozens of Tesla Semi units in daily service, with drivers completing regional routes.

Einride placed a 500-unit order in August, which was, at the time, the largest single Semi commitment. First deployments of their Semi units are planned for this month and will eventually span across California, Texas, New Jersey, Illinois, and Georgia. Meanwhile, IMC Logistics announced a 50-truck California order this week.

Tesla Semi lands the biggest electric truck deal in U.S. history

Other names, like LTS, OK Produce, and HMD, have not been widely confirmed as firm buyers, but their presence on the lot is perhaps the clearest signal that Tesla intends to expand on that list this evening at the event.

Tesla first unveiled the Semi back in 2017 with a 2019 production target.

Limited pilot builds reached PepsiCo in late 2022, and high-volume production began at the new 1.7-million-square-foot plant that sits logically positioned next to Tesla’s Gigafactory Nevada. Tesla Semi program director Dan Priestley has said that Tesla expects to build “many thousands” of Semi units this year, but as with every Tesla release, there have been set expectations of an S-curve ramp.

Outside estimates still put 2026 deliveries in the 5,000-to-15,000 range, but it will ultimately depend on Tesla’s readiness to put those units out, as well as how smoothly production is moving internally.

Tesla’s Semi Rollout event is set to start tonight at the Sparks factory, and it will be livestreamed on X starting at 6 p.m. PDT / 9 p.m. ET.

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