News
SpaceX unveils next-gen Starlink V2 Mini satellites ahead of Monday launch
SpaceX has released official specifications and photos of its next-generation Starlink V2 Mini satellites, which are set to launch for the first time as early as Monday, February 27th.
The new satellites are the future of SpaceX’s Starlink constellation, and the information the company revealed helps demonstrate why.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
SpaceX’s confusingly-named Starlink 6-1 mission will carry the first 21 Starlink V2 satellites into low Earth orbit (LEO) as early as 1:38 pm EST (18:38 UTC) on Monday, February 27th. The satellites will operate under SpaceX’s Starlink Gen2 FCC license, which currently allows the company to launch up to 7,500 of a nominal 29,998 satellites. At the same time as it continues to fill out its smaller 4,408-satellite Starlink Gen1 constellation with smaller V1.5 satellites, SpaceX has already begun launching the same smaller V1.5 satellites under the Gen2 license.
Eventually, those smaller and less capable satellites will likely be replaced with larger V2 satellites, but SpaceX appears to have decided that quickly adding suboptimal capacity is better than waiting for an optimal solution. In theory, that optimal solution is larger Starlink V2 satellites. As discussed in a previous FCC filing, SpaceX intends to operate up to three different types of Starlink satellites in its Starlink Gen2 constellation. The first variant is likely identical to the roughly 305-kilogram (~673 lb) Starlink V1.5 satellites that make up most of its Starlink Gen1 constellation.
Meanwhile, SpaceX has already built and delivered dozens of full-size Starlink V2 satellites to Starbase, Texas. Those more optimal spacecraft reportedly weigh anywhere from 1.25-2 tons (2750-4400 lb) each, offer almost 10 times more bandwidth than V1.5 satellites, and are so large and ungainly that they can only be launched by SpaceX’s next-generation Starship rocket. Starship is substantially delayed, however, so SpaceX chose to develop a third Starlink satellite variant combining many of the full-size V2 benefits into a package that can be launched by SpaceX’s existing Falcon 9 rocket.
Prior to SpaceX’s February 26th tweets, all that was known about those Starlink “V2 Mini” satellites were a few specifications included in a response to the FCC. The new information provided by SpaceX appears to confirm some of those specifications. For example, knowing that Falcon 9 will carry 21 V2 Mini satellites and that the rocket’s current payload record is 17.4 tons, each V2 Mini satellite likely weighs no more than 830 kilograms (~1830 lb). That’s very close to the 800-kilogram estimate provided in the October 2022 filing.
More importantly, SpaceX revealed that each Starlink V2 Mini satellite will have more powerful antennas and access to a new set of frequencies. Combined, each satellite will have up to “~4x more capacity…than earlier iterations” like Starlink V1. Compared to current V1.5 satellites, that means that Starlink V2 Mini could squeeze approximately 50% more network capacity out of each unit of satellite mass. As a result, even though the larger V2 Mini design has reduced the number of satellites Falcon 9 can launch almost threefold, the 21 V2 Mini satellites it can launch will add ~50% more bandwidth than the ~57 V1.5 satellites it would have otherwise launched.
The larger satellites mean that it will take three times as many Falcon 9 launches to expand Starlink V2 coverage, but the areas that are covered will have the capacity to serve several times more customers or deliver much higher bandwidth to the same number of customers.
SpaceX also announced that it has developed a new argon-fueled Hall effect thruster for Starlink V2 satellites. To avoid the high costs of xenon propellant, the most common choice of fuel for electric propulsion systems, SpaceX already developed a first-of-its-kind krypton Hall effect thruster for Starlink V1 and V1.5 satellites. Spread over the almost 4000 Starlink V1.x satellites SpaceX has launched since May 2019, the relatively low cost of krypton (roughly $500-1500/kg vs. $3000-10,000+/kg for xenon) has likely saved the company hundreds of millions of dollars.
The shift from krypton to argon could be similarly beneficial. Relative to krypton, the argon required to fuel Starlink V2 satellites will be practically free. 99.999%-pure argon can be purchased in low volumes for just $5 to $17 per kilogram, and each Starlink V2 Mini satellite will likely need less than 80 kilograms. SpaceX likely spent around $50 million (+/- $25M) on krypton for the almost 4000 Starlink V1 satellites it’s launched to date. As a result, even if every Starlink V2 satellite needs an excessive 200 kilograms of argon, fueling its next constellation of almost 30,000 V2 satellites could cost SpaceX less than fueling 4000 V1 satellites.
Tune in below around 1:30 pm EST (18:30 UTC) to watch SpaceX’s first Starlink V2 launch live.
Tesla has its answer to grow its automotive sales over the next few years, TD Cowen analyst Itay Michaeli says, but it just has to bring it to the U.S.
On Thursday, Michaeli reiterated his $490 price target and the ‘Buy’ rating he already held on Tesla stock (NASDAQ: TSLA). However, its automotive division has struggled to show sequential growth over the past few years, mostly due to its focus on AI and Full Self-Driving. Tesla already axed two of its lower-volume vehicles with the Model S and Model X earlier this year.
However, Tesla does not need to engineer an entire new vehicle to trigger an upward tick in sales; it just has to bring it from China to the U.S., Michaeli said.
He is talking about the Model Y L, a slightly larger version of the all-electric crossover that is already available in China. U.S. customers have been pleading with CEO Elon Musk to bring it to the country since its launch in Asia last year, but he’s not convinced of it because of the advent of self-driving and its importance in this particular market.
The problem is that Tesla owners have been requesting something larger that could fit a typical American family. The Model Y L is slightly larger than the standard Model Y, but some are concerned that it could still be too small to fit what most people might need.
Instead, they have asked for a full-size SUV from Tesla.
Tesla gives big hint that it will build Cyber SUV, smaller Cybertruck
Nevertheless, the Model Y L still presents a great opportunity for Tesla in the U.S., and Michaeli says that there is an additional sales opportunity of about 100,000 units, with demand potential falling somewhere between 60,000 and 135,000 units.
TD Cowen’s note to investors also analyzed that Tesla’s growth could come from a stock perspective as well, positively impacting the stock price, as it has been widely reliant on vehicle sales, even though Tesla has truly phased itself away from that being an important metric.
Tesla stands to gain greatly from the introduction of the Model Y L in the U.S., but only if Elon Musk sees it as a viable fit for the market. Families may need to see Tesla bring something larger to the U.S., or they might be forced to buy from another automaker that offers something that fits is needs for more interior space to haul around the kids.
Tesla Hardware 3 owners are set to get a new Full Self-Driving version this month as the company plans to release what it is referring to as v14 Lite.
The rollout is not yet confirmed for June, but Tesla executives have stated on several occasions that this more refined FSD iteration will work with their cars and increase its capabilities.
This comes after Tesla admitted during its last Earnings Call that these Hardware 3 vehicles would not be able to achieve Full Self-Driving, something that they did not know when they bought these cars. We regularly receive messages from Hardware 3 owners asking when v14 Lite will come out, what they should expect, and whether it is worth it to upgrade the self-driving computer or buy a new car altogether.
Following future rollout of FSD V14 Lite for HW3 vehicles in the US, we plan on expanding V14 Lite to additional international markets.
This update ensures that HW3 vehicle owners will continue to benefit from ongoing software updates.
Since international rollout is subject to…
— Tesla (@Tesla) April 29, 2026
It is hard not to feel for them; Tesla CEO Elon Musk said at the company’s 2019 Autonomy Day that all vehicles produced at the time, including Hardware 3 cars, had “all the hardware necessary, compute and otherwise, for Full Self-Driving.”
Musk also said in March of that year that, “Anyone who purchased Full Self-Driving will get FSD computer upgrade for free.”
Anyone who purchased full self-driving will get FSD computer upgrade for free. This is the only change between Autopilot HW2.5 & HW3. Going forward “HW3” will just be called FSD Computer, which is accurate. No change to vehicle sensors or wire harness needed. This is v important. https://t.co/lICMpT7xnX
— Elon Musk (@elonmusk) March 29, 2019
However, during the Q1 2026 Earnings Call, Musk admitted that Hardware 3 vehicles would not be capable of FSD, as “It has only 1/8th the memory bandwidth of Hardware 4, and memory bandwidth is one of the key elements needed for unsupervised FSD.”
Tesla has made some effort to remedy these Hardware 3 owners by offering:
- Discounted trade-ins toward AI4 cars
- Hardware retrofits, which would replace the self-driving computer and upgrade all cameras
- Full Self-Driving v14 Lite
The issue is that many of these owners were led to believe their cars would be capable of unsupervised self-driving. Now, they’re left scrambling for options, and while there are several, they will all require more money out of their pockets.
Expectations for Tesla v14 Lite for Hardware 3 Owners
The big differences between the AI4 v14 and v14 Lite for Hardware 3 owners will stem primarily from hardware constraints. Tesla developed v14 Lite with an optimized frame of mind; the v14 neural nets are toned down to run on an HW3 computer.
Tesla v14 will use the same behavior, but its limits will be hardware-related, especially given that the cameras on HW3 vehicles are lower-resolution.
Tesla reveals its plans for Hardware 3 owners who are eager for updates
This will result in potentially more edge cases due to the lower quality perception and less long-range detection, but reaction time and overall confidence should be more refined.
There should also be a handful of additional features that are available on AI4 cars, such as:
- Starting Full Self-Driving from Park
- Auto Shift
- Streaks
- Speed Profiles
- Improved Dynamics, like Pulling Over for Emergency Vehicles
Tesla plans to release v14 Lite this month, but we are all familiar with how the company can be with timelines. Additionally, if v14 Lite has not proven to be ready for a wide release, Tesla will slam the brakes on the rollout.
We would anticipate that Tesla is testing v14 Lite internally, and likely has been for several months.
Elon Musk
SpaceXAI just launched into your kitchen with their new app
SpaceXAI just powered its first consumer app and it predicts what you want to buy.
SpaceXAI just made its first move into consumer AI, and it involves your grocery cart. On June 3, 2026, Gopuff and SpaceXAI announced the launch of Go, a Grok-powered shopping assistant built directly into the Gopuff app that predicts what you need before you even start searching for it.
Gopuff is an instant delivery platform that operates more than 400 micro-fulfillment centers across the U.S., delivering everyday essentials, snacks, drinks, and household items in as little as 15 minutes. It is not a restaurant delivery app or a marketplace. It owns its inventory, controls its warehouses, and handles its own logistics, which means it has built one of the most detailed consumer behavior datasets in retail over its 13-year history.
Go combines SpaceXAI’s advanced reasoning, voice, and image generation models with Gopuff’s dataset of hundreds of millions of orders and real-time cultural signals from X to prepare a suggested cart the moment a customer opens the app. It learns each shopper’s habits and automatically builds a personalized cart based on time of day, location, order history, and real-time indicators. Returning customers can check out with a single tap.
Rather than searching for specific items, users can describe a situation like a game-day party or the desire for a healthy breakfast and Go will assemble a cart automatically. It can also predict when shoppers are running low on items like coffee or paper towels and have them packed and delivered in under 15 minutes. Grok voice integration lets users talk to the app in plain conversational language and check out completely hands-free.
Gopuff co-founder and co-CEO Yakir Gola said: “Today, we believe the greatest friction left in commerce is not delivery or instantaneous access to the essentials customers need. It’s the moment before: the thinking, the deciding, the remembering. We’re combining Gopuff’s demand intelligence with xAI’s frontier reasoning to create an everyday shopping experience that feels like a true extension of you.”
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The timing carries context beyond the product launch. SpaceXAI was formed after SpaceX completed an all-stock merger with Elon Musk’s xAI earlier this year, folding one of the most advanced AI labs in the world into the same corporate structure as the company preparing what could be the largest IPO in history. SpaceXAI is dipping into consumer-focused AI just as it prepares for its public debut, and while Musk has openly discussed building an everything app, this launch uses Grok to power another company’s product rather than launching a standalone consumer platform. Every consumer-facing deployment of Grok ahead of the IPO roadshow adds tangible evidence that SpaceXAI is not just an infrastructure play but a direct competitor in the AI application layer where OpenAI and Google are already fighting for dominance.
Tesla has its answer to auto growth, it just has to bring it to the U.S.: analyst
Tesla Hardware 3 owners could be made whole this month
