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ViaSat asks FCC to halt SpaceX Starlink launches because it can’t compete
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.
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.
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.”
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
