News
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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In a groundbreaking new report from Reuters, SpaceX is reportedly discussing merger possibilities with xAI ahead of the space exploration company’s plans to IPO later this year, in what would be a blockbuster move.
The outlet said it would combine rockets and Starlink satellites, as well as the X social media platform and AI project Grok under one roof. The report cites “a person briefed on the matter and two recent company filings seen by Reuters.”
Musk, nor SpaceX or xAI, have commented on the report, so, as of now, it is unconfirmed.
With that being said, the proposed merger would bring shares of xAI in exchange for shares of SpaceX. Both companies were registered in Nevada to expedite the transaction, according to the report.
On January 21, both entities were registered in Nevada. The report continues:
“One of them, a limited liability company, lists SpaceX and Bret Johnsen, the company’s chief financial officer, as managing members, while the other lists Johnsen as the company’s only officer, the filings show.”
The source also stated that some xAI executives could be given the option to receive cash in lieu of SpaceX stock. No agreement has been reached, nothing has been signed, and the timing and structure, as well as other important details, have not been finalized.
SpaceX is valued at $800 billion and is the most valuable privately held company, while xAI is valued at $230 billion as of November. SpaceX could be going public later this year, as Musk has said as recently as December that the company would offer its stock publicly.
The plans could help move along plans for large-scale data centers in space, something Musk has discussed on several occasions over the past few months.
At the World Economic Forum last week, Musk said:
“It’s a no-brainer for building solar-powered AI data centers in space, because as I mentioned, it’s also very cold in space. The net effect is that the lowest cost place to put AI will be space and that will be true within two to three years, three at the latest.”
He also said on X that “the most important thing in the next 3-4 years is data centers in space.”
If the report is true and the two companies end up coming together, it would not be the first time Musk’s companies have ended up coming together. He used Tesla stock to purchase SolarCity back in 2016. Last year, X became part of xAI in a share swap.
Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.
Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.
This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.
NEWS: For the first time, Tesla has revealed how many people are subscribed or have purchased FSD (Supervised).
Active FSD Subscriptions:
• 2025: 1.1 million
• 2024: 800K
• 2023: 600K
• 2022: 500K
• 2021: 400K pic.twitter.com/KVtnyANWcs— Sawyer Merritt (@SawyerMerritt) January 28, 2026
In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.
Musk said on X:
“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”
The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.
It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.
The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.
Tesla is shifting FSD to a subscription-only model, confirms Elon Musk
Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
SpaceX reportedly discussing merger with xAI ahead of blockbuster IPO
Tesla hits major milestone with Full Self-Driving subscriptions
