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SpaceX says Starship will launch the next generation of Starlink satellites
SpaceX has submitted an FCC application modifying what it calls Starlinks Generation 2 (Gen2) constellation and laying out plans to launch some 30,000 new satellites with its fully reusable Starship rocket.
SpaceX’s latest Starlink Gen2 modification request comes more than a year after the company first submitted an application for an FCC license for the launch of some 30,000 next-generation satellites and almost two years after SpaceX first officially floated the idea in October 2019. Now, some 18 months after kicking off significant Starlink Gen2 constellation and satellite design work, SpaceX has significantly modified its previous request and the design of the constellation to better adapt to the potential of Starship and the connectivity needs of the world.
These changes to Gen2 Starlink satellites were advanced a couple of weeks ago as @thesheetztweetz reported back then: https://t.co/LxXcp5Hpq4— Dark Energy ?️? (@Alejandro_DebH) August 19, 2021
Thanks to a number of details included in SpaceX’s modified Starlink Gen2 application, it’s possible to paint a fairly detailed picture of what the future constellation might look like. First and foremost, in its modification, SpaceX included two possible constellation “configurations”: one where Starship is ready for regular orbital launches in the near term and one in which Starlink Gen2 satellites are ready for flight before the next-generation rocket.
In the former configuration, Starship would launch virtually all Starlink Gen2 satellites. In the former, SpaceX would supplement Starship’s availability with Gen2 Falcon 9 launches. All told, both configurations max out around 29,990 Gen2 (2.0, V2.0, etc) Starlink satellites. It’s not entirely clear but it appears that both Config 1 and Config 2 constellations would rely on the same Gen2 satellite design, which SpaceX says will be significantly larger and more powerful than existing Starlink V1.0 satellites, which weigh approximately 260 kg (~570 lb) each, produce ~3 kW of solar power, and have a maximum bandwidth of ~18 gigabits per second (Gbps).
In contrast, Starlink Gen2 satellites, which SpaceX says Starship will launch on a single ‘plane’ basis (meaning one plane per launch), appear to be several times larger. Assuming Starship is capable of launching 100-150 tons (~220,000-330,000 lb) to the low Earth orbits Starlink Gen2 is targeting, each Starship will launch up to 120 satellites – each weighing approximately 850-1250 kg. SpaceX’s original June 2020 Gen2 filing implied that the next generation of Starlink satellites would have up to three times the maximum bandwidth of existing V1.0 satellites (~50+ Gbps). In its modified August 2021 Gen2 filing, SpaceX says those satellites will be even more capable, still.
In other words, SpaceX seems to be implying that future Starlink satellites will likely weigh around one ton (~2200 lb) each, be capable of a maximum individual bandwidth of some 60-80 Gbps, and have solar arrays capable of supplying something like 15-20 kilowatts to power an army of antennas. If SpaceX ultimately wins FCC approval, the ~30,000 satellite Starlink Gen2 constellation as proposed would have a total instantaneous bandwidth of at least 500 terabits per second (Tbps) over land (~1800 Tbps including ocean coverage). As of 2020, the total installed bandwidth of global internet infrastructure was estimated to be 600 Tbps.
Tesla stock (NASDAQ: TSLA) closed at an all-time high on Tuesday, jumping over 3 percent during the day and finishing at $489.88.
The price beats the previous record close, which was $479.86.
Shares have had a crazy year, dipping more than 40 percent from the start of the year. The stock then started to recover once again around late April, when its price started to climb back up from the low $200 level.
This week, Tesla started to climb toward its highest levels ever, as it was revealed on Sunday that the company was testing driverless Robotaxis in Austin. The spike in value pushed the company’s valuation to $1.63 trillion.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
It is the seventh-most valuable company on the market currently, trailing Nvidia, Apple, Alphabet (Google), Microsoft, Amazon, and Meta.
Shares closed up $14.57 today, up over 3 percent.
The stock has gone through a lot this year, as previously mentioned. Shares tumbled in Q1 due to CEO Elon Musk’s involvement with the Department of Government Efficiency (DOGE), which pulled his attention away from his companies and left a major overhang on their valuations.
However, things started to rebound halfway through the year, and as the government started to phase out the $7,500 tax credit, demand spiked as consumers tried to take advantage of it.
Q3 deliveries were the highest in company history, and Tesla responded to the loss of the tax credit with the launch of the Model 3 and Model Y Standard.
Additionally, analysts have announced high expectations this week for the company on Wall Street as Robotaxi continues to be the focus. With autonomy within Tesla’s sights, things are moving in the direction of Robotaxi being a major catalyst for growth on the Street in the coming year.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
Tesla stock closes at all-time high on heels of Robotaxi progress
Tesla needs to come through on this one Robotaxi metric, analyst says
