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Ukraine will get 10,000+ more Starlink antennas Ukraine will get 10,000+ more Starlink antennas

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Starlink opens offices in Azerbaijan

Credit: Starlink

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Starlink opened offices in Azerbaijan in November.

Filings from the State Tax Service under the Ministry of Economy of Azerbaijan published earlier this week show that Starlink Azerbaijan, LLC, a subsidiary of Starlink, was registered in Baku City Khatai district, on November 8th with an authorized capital of $100.

Lauren Dreyer, the senior director for Starlink business operations at SpaceX, was appointed manager of the company, which is planning to start service sometime in 2023. The newly formed company has already begun accepting orders with a $99 deposit.

Osman Gunduz, President of Azerbaijan Internet Forum NGO, shared his thought about Starlink in Azerbaijan as an alternative source of internet access. In an interview with Turan, Gunduz pointed out that Ukraine’s experience and that of other nations confirmed Starlink’s value during crisis situations.

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“When it comes to Azerbaijan, its services may be useful in the liberated from occupation areas, as in the civil and military purposes.”

In 2019, Gunduz pointed out that Azerbaijan’s private providers and state institutions have been unable to use the state-owned able-channel system.

“Will private providers be able to provide users with fiber optic internet, or should we wait for SpaceX-Starlink or OneWeb providers?” he asked.

“Probably, our private providers will also have to wait for two Satellite Providers, such as SpaceX-Starlink or OneWeb.”

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“As it is known, both satellite providers plan to provide Internet anywhere in the world.
Large funds, billions of dollars, have been allocated to these projects. Thousands of small satellites are expected to be put into orbit for this purpose. About 700 satellites are enough to provide the entire Earth with the Internet,” he added.

In May 2022, the interactive map on the Starlink website showed that access to the internet would be available in Azerbaijan in 2023. Azer News noted that the nation has been making a lot of progress with the development of its broadband internet infrastructure, with an 80% rise in internet users within the past ten years.

SpaceX founder Elon Musk said in an interview over the summer that there are still people in the world without internet connectivity.

“A large portion of the world does not have internet connectivity or if they do, it’s very bad and extremely expensive.”

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“And Starlink can provide connectivity for a whole village of like 200 people type of thing, and then, in that case, it would be like 50 cents a month per person. I think that’s pretty affordable.”

Your feedback is welcome. If you have any comments or concerns or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.

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Johnna Crider is a Baton Rouge writer covering Tesla, Elon Musk, EVs, and clean energy & supports Tesla's mission. Johnna also interviewed Elon Musk and you can listen here

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Elon Musk

Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event

Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.

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Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.

The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”

Tesla launches 200mph Model S “Gold” Signature in invite-only purchase

The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.

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Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.

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Tesla launches its solution to rare but relevant Supercharger problem

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tesla supercharger
Credit: Tesla

Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.

Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.

Tesla launches solution to end Supercharger fights once and for all

It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’

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Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.

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Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.

In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:

Credit: Tesla

Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.

The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.

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Investor's Corner

Tesla Optimus is already benefiting investors, top Wall Street firm says

Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.

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Credit: Tesla China

Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.

Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.

Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.

This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.

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“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.

The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.

Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.

However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.

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Elon Musk reveals shocking Tesla Optimus patent detail

Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.

This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.

As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.

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The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.

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