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SpaceX’s Starlink internet a step closer to customers as “user terminal” hiring ramps up
As SpaceX prepares to kick off an aggressive Starlink launch campaign in the next month or two, the company is also aggressively hiring build teams that will engineer and mass-produce crucial ground-based hardware, ranging from ground stations and mobile applications to the “user terminals” that will go in customer homes.
The proposed Starlink satellite internet constellation will be comprised of up to 12,000 satellites in low Earth orbit (LEO) and is designed to provide low latency high-speed broadband internet service the world over. Company CEO Elon Musk has previously discussed that a major focus of the constellation would be to provide reliable and fast internet service to rural and remote locations where existing service may be far too expensive or unreliable.
Over the last 6-12 months, an array of job listings have advertised well over a hundred new positions related to Starlink, with a recent trend towards prioritization of user terminal production at SpaceX’s Hawthorne, CA headquarters. SpaceX is also looking to expand its software development workforce to mature the software needed for user terminals and create a range of other customer-facing products, including a “Starlink Mobile” app for both Android and iOS devices.
Similar to current satellite TV and internet solutions, SpaceX’s Starlink internet service will require ground-based receivers – “user terminals” – at their location of use. By all appearances, SpaceX may also have plans to integrate a WiFi router directly into the terminal to make the user experience as seamless as possible, but it’s just as likely that SpaceX will simply include ports for users to connect their own routers. Musk has previously stated that the user terminals will use phased arrays antennas that will allow them to stay motionless on the ground while electronically ‘steering’ to ensure the best possible satellite connection.
The user terminals will be the connect-all hardware point that will “sit in (Starlink) customers’ homes” to “bridge the gap between OS software, flight software, antenna software, and modem software.” Presumably, the User Terminals will be far more advanced than current access modems and will also encompass a router that would allow satellite wifi service throughout the area of access. Past statements indicate that SpaceX intends for the terminals to be roughly the size of a small pizza box.
In line with user terminal planning, SpaceX has also begun hiring developers for a Starlink Mobile application. This will enable customers to enjoy “a seamless experience managing their accounts and internet access”, presumably offering something akin to the experience that current Tesla customers have with Tesla’s mobile apps.
The current Tesla app is a comprehensive experience that allows user monitoring and customization of every aspect of their Tesla products inclusing vehicles and Powerwall energy systems. The experience guides the user from set-up to everyday use of their various Tesla products.
From the senior software engineer job listing, it can be assumed that the Starlink Mobile app will be comparable to the Tesla app. The advertised position will “bring to life the mobile portal into Starlink.” It’s very likely that the Starlink Mobile app will allow the user to monitor device connections, download and upload speeds, and other customer-specific experiences such as account access and billing. The app will be built completely in-house and from the ground up to ensure that it is specified and tailored to meet the various requirements of a comprehensive and quality customer experience.
SpaceX is expected to ramp up the development and manufacturing of all Starlink supportive ground systems within the coming weeks and months. The advertised positions are all located in California – the software development and manufacturing of User Terminal Teams based in Hawthorne while the mobile application software engineer position is located in Los Angeles.
According to President and COO Gwynne Shotwell, SpaceX aspires to launch 2-4 more missions in 2019 and as many as 24 dedicated Starlink missions in 2020 alone, roughly translating to a Starlink launch ever two weeks. Customer launches would occur in the interim and SpaceX has made it clear that customers will come first, with Starlink missions then filling in the gaps left in SpaceX’s commercial manifest.
SpaceX ultimately believes that it can begin serving customers after as few as 6-8 launches with 60 Starlink satellites apiece, while initial global coverage will require 24 launches. Beyond those milestones, more launches (involving anywhere from 10,000 to 40,000+ additional satellites) would simply add bandwidth and allow SpaceX to expand its customer base and distribute additional capacity based on demand.
SpaceX’s next two Starlink missions are scheduled to launch no earlier than mid-November and December 2019.
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Tesla released the Full Self-Driving v14 ‘Lite’ suite to owners of Hardware 3 or AI3 vehicles today, adding several new features to the vehicles that were once believed to be capable of unsupervised self-driving.
Now, Tesla has released this modified suite to older Tesla vehicles, adding plenty of new features and capabilities.
Here are the full release notes for the suite:
- Distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that have been made to HW4 including Reinforcement Learning (RL) and offline models for HW3.
- Improved both proactive and reactive responsiveness across a wide variety of categories including navigation handling, merges and forks, pedestrian interactions, traffic lights, and vehicle cut-in scenarios.
- Improved general comfort in nominal scenarios through fewer false slowdowns, smoother steering and more consistent lane centering.
- Introduced parking, unparking, and reversing capabilities.
- Added Arrival Options for you to select where FSD should park: in a Parking Lot, on the Street, in a Driveway, or at the Curbside.
- Speed Profiles are now available at all times, to further customize driving style preference.
These improvements, according to Tesla’s Head of AI, Ashok Elluswamy, help distill the driving behavior from AI4’s v14 series into both the camera and compute configurations of AI3.
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
He added:
“It includes destination options and speed profiles on city roads, but more importantly significantly improved safety. We hope you’ll enjoy it, once the build ships wide.”
FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.
This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination…
— Ashok Elluswamy (@aelluswamy) June 29, 2026
Tesla will continue to roll out the v14 Lite suite more widely in the coming weeks, the company said.
Tesla has finally released its Full Self-Driving v14 ‘Lite’ suite for older cars that equip the Hardware 3 or AI 3 chip, which have not been able to handle the newest versions of the company’s driver assistance software.
Tesla officially started releasing the v14 Lite suite to owners in the Early Access Program last night. The company’s Head of AI, Ashok Elluswamy, said that the rollout will continue over the next few weeks. The build distills the driving behavior from AI4’s v14 series into both the camera and compute configurations of an AI3 car.
🚨 Tesla is releasing v14 Lite for AI3 owners who are in early-access
This will give AI3 cars the ability to experience new FSD features like parking preferences. https://t.co/pp6Q5FOKoz pic.twitter.com/tqexMB8SVy
— TESLARATI (@Teslarati) June 29, 2026
It also includes a variety of new features that were available to AI4 cars running v14, including:
- Start Self-Driving from Park
- Arrival and Parking Options
- Speed Profiles
The release is highly anticipated because those owners with AI3 vehicles were early adopters into the FSD platform and were promised that their cars would be capable of achieving Full Self-Driving.
However, Tesla CEO Elon Musk admitted during the company’s recent Q1 Earnings Call that these vehicles would not be capable of achieving unsupervised Full Self-Driving, which is what Tesla had originally said.
Owners were not pleased with this answer, or the idea that their commitment to buying the suite outright for thousands of dollars would not yield the ability to drive without operating the car. Tesla gave some solutions for this, including a discount on a new car, or an upgrade to an AI4 or AI5 self-driving computer and new, upgraded cameras.
Tesla owners do not seem pleased with these options, as they require giving the company more money.
Nevertheless, it is important to note that Tesla came through for owners here by releasing v14 Lite before the end of Q2, something it had promised owners during the previous Earnings Call. Tesla has had trouble keeping up with timelines, but this is a big achievement for the team.
Tesla released what analysts believe the company will report in terms of deliveries and energy deployments for Q2, but the figures seem to confirm a long-standing theory on the company’s vehicle division.
For years, Tesla was just looked at as a car company. Now that it has established itself as a powerhouse in energy, AI, and tech as a whole, the company is now less hellbent on achieving quarterly growth, on a sequential basis, at least from a major standpoint.
Tesla topped out its annual deliveries in 2023 at 1.81 million, and in the two years since, the company has reported a decrease in deliveries for the entire 12-month term both times.
With Tesla delivering 358,023 cars in Q1, a 6.3 percent increase over Q1 2025, but falling short of Wall Street expectations at 365,000-370,000 units, the narrative around vehicle deliveries and their importance continued to change earlier this year. Some might say it is convenient, but others might say it is the typical evolution of a company that continues to change over time.
For Q2, Tesla’s delivery consensus estimates sit at 406,024 units, analysts believe. They were surveyed from Daiwa, DB, Wedbush, Cowen, Canaccord, Baird, Wolfe, BMP Paribas, Goldman Sachs, RBC, Evercore ISI, Barclays, Bank of America, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, JPM, Needham & Co., HSBC, and William Blair.
Credit: Tesla
Tesla is also expected to report deployments of 13.8 GWh this quarter.
The change to Tesla’s overall narrative now leans less on vehicle deliveries and more on its other projects. Most notably, Tesla’s Robotaxi project has taken the priority over most of its other business ventures, and investors and the public are more concerned about the deployment of vehicles into the fleet, the operation of a driverless ride-hailing service, Cybercab production and operation, and expansion into new cities.
Tesla analyst realizes one big thing about the stock: deliveries are losing importance
This big narrative switch happened when Tesla indicated it was looking at making transportation a service by launching a ride-hailing service that will operate using Tesla’s Full Self-Driving suite. Once unsupervised operation begins, Robotaxi could be a new way for people to get around, all without a driver in their car.
Instead, they will rely on the billions of miles Tesla has accumulated from its real-world fleet.
It is important to note that Tesla remains significant in the automotive sector, and deliveries must continue as they have for years. Tesla still has a strong automotive business and needs to execute further on all facets to keep its investors happy.
Tesla Full Self-Driving v14 ‘Lite’ Release Notes: new capabilities and features
Tesla Full Self-Driving v14 ‘Lite’ for older cars finally gets released
