SpaceX recently introduced some updates to its official Starlink website. And while the private space company formally dropped the “Beta” wording for its satellite internet service, SpaceX also warned customers that the ongoing worldwide chip shortage is delaying orders.
The potential delays resulting from the chip shortage were outlined by SpaceX in Starlink’s new Support/FAQ section. As noted in a PCMag report, the new section was added to the official Starlink website last Thursday night. “Silicon shortages have delayed production which has impacted our ability to fulfill orders. Please visit your Account page for the most recent estimate on when you can expect your order to be fulfilled,” SpaceX wrote.
The ongoing chip shortage has adversely affected numerous industries worldwide, so it is not surprising that SpaceX’s production of its Starlink kits is seeing some delays as well. That being said, Elon Musk-led companies have a pretty good track record with regards to handling the chip shortage crisis, with EV maker Tesla weathering the ongoing supply issues better than its peers from traditional auto.
Interestingly enough, SpaceX’s recent updates to the Starlink website also indicated that the satellite internet system had exited its beta phase. This is in line with CEO Elon Musk’s estimates back in September, when he noted that Starlink would likely exit its beta in October. With the beta now done, Starlink’s advertised speeds have also been updated, with the service’s website now stating that customers could expect “download speeds between 100Mbps and 200Mbps and latency as low as 20ms in most locations.”
SpaceX had previously listed Starlink’s estimated speeds at “50Mbps to 150Mbps and latency from 20ms to 40ms in most locations.”
It should be noted that the Starlink website now includes some new fun sections on its FAQ page. As could be seen in a section describing the circumstances when Starlink could be used, SpaceX made it a point to note that the satellite internet service is not designed for potentially apocalyptic events or extinct creatures. “Starlink is not designed to handle hurricanes, tornadoes, earthquakes, meteors, dinosaurs, or other extreme forces of nature,” the new Starlink FAQ noted.
On a more serious note, Starlink’s expected shipment times have been pushed to late 2022 or early 2023 in some parts of the United States. That being said, the Starlink website still reports expected service times of “early to mid-2022” in other areas, however.
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Tesla is overhauling its Full Self-Driving subscription for easier access
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Tesla is overhauling its Full Self-Driving subscription and how it markets it to customers after several owners and fans of the company complained about the accessibility of the monthly access to its driver assistance suite.
Tesla Full Self-Driving is the automaker’s semi-autonomous driving suite, which is widely regarded as the most robust and capable on the market today. Owners can purchase the suite outright for $8,000, or they can subscribe to the program for $99 per month, an option it enabled a few years ago.
However, it is not super easy to subscribe to the subscription model, nor is it even recognized on the company’s Online Design Studio. Without some research or prior knowledge, a consumer might not even know they could pay monthly to experience Full Self-Driving.
That is set to change, according to Tesla’s AI/IT Infrastructure, Cybersecurity, IT Apps, and Vehicle Service head Raj Jegannathan, who said the company is planning to change that.
Instead of having customers only have the option to pay outright for the suite, Tesla is now planning to offer the subscription model in its Online Design Studio, making it easier to activate that option:
Yes, will optimize the design to offer both full purchase, subscriptions(with free trial) on the configurator.
— Raj Jegannathan (@r_jegaa) August 24, 2025
It will be the second major change Tesla makes to how it sells Full Self-Driving to customers, the first being videos of real-life operation of FSD in the Design Studio. Previously, the site only showed animations of Full Self-Driving’s capabilities.
Tesla added the videos of FSD handling some tricky situations, as well as general operation of the suite, to the Design Studio in recent weeks.
Tesla makes big change to encourage Full Self-Driving purchases
The subscription model is more accessible to many owners, as it is reasonably priced and offers the option to take a month off from using it if they are interested in saving money.
Many cannot justify paying for the suite outright, especially as it adds $8,000 to the cost of their car. After they experience its capabilities for themselves, they might.
Both moves appear to be an effort to increase the take rate of Full Self-Driving, particularly as autonomy takes center stage at Tesla.
With the rollout of Robotaxi and some teased capabilities of the upcoming v14 iteration of Full Self-Driving, Tesla is gearing up to continue advancing its self-driving technology.
Tesla (NASDAQ: TSLA) recently talked about a variety of topics with Wall Street firm Piper Sandler, as the firm released a new note on Friday about their meeting with the company’s Investor Relations team.
According to the note from Piper Sandler, Tesla talked in detail about the Semi program, Optimus, and its potential valuation given its capabilities, the rollout of Robotaxi in Austin, and Full Self-Driving progress in the United States.
Tesla Semi Ramp
The Tesla Semi is set to enter mass production in 2026 at a dedicated factory near the company’s Gigafactory in Reno, Nevada.
The Semi has already been in pilot program testing, as Tesla has partnered with a few companies, like Frito-Lay and PepsiCo., to perform regional logistics. It has been met with excellent reviews from drivers, and it has helped give Tesla a good idea of what to expect when it makes its way to more companies in the coming years.
Piper Sandler said that it is evident Tesla is preparing for a “major ramp,” but it is keeping its expectations low:
“We’ve never expected much from this product, but we’d love to be proven wrong (Tesla is clearly prepping for a major ramp).”
Tesla Optimus and its value internally and externally
Optimus has been working in Tesla factories for some time, but its expectations as a product offering outside of the company internally have major implications.
Its role within Tesla factories, for now, is relatively low, but Optimus is still doing things to assist. By this time next year, Piper Sandler said Optimus should have bigger responsibilities:
“By this time in 2026, Optimus should be moving/staging parts within Tesla’s facilities.”
Outside of Tesla, Optimus could be a major beneficiary for companies as it could be a more affordable way to handle tedious tasks and manual labor. The firm believes that if Optimus can work 18-hour shifts, a cost of $100,000 per unit “would be justified.”
Tesla Robotaxi Expansion
The big focus of the firm with Robotaxi was Tesla’s expansion of the geofence in Austin this week. It was substantial, bringing the Robotaxi’s total service area to around 170 square miles, up from the roughly 90 square miles that rival Waymo is offering in the city.
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Tesla has doubled its geofence three times since its launch in late June, and it also revealed that its fleet of vehicles has expanded by 50 percent. It did not give a solid number of how many vehicles are operating in the fleet.
Tesla Full Self-Driving v14 launch
Tesla’s Full Self-Driving suite is set to have a fresh version, v14, rolled out in either September or October, and there are some pretty high expectations for it.
CEO Elon Musk said:
“The FSD release in about 6 weeks will be a dramatic gain with a 10X higher parameter count and many other improvements. It’s going through training & testing now. Once we confirm real-world safety of FSD 14, which we think will be amazing, the car will nag you much less.”
There is also some expectation that v14 could be the public release of what Tesla is running in Austin for Robotaxi. The firm confirmed this in their note by stating it “should enable Tesla owners to use software that is on par with Robotaxis in Austin.”
The only real hold up would be regulator skepticism, but Tesla can alleviate this with strong data.
The firm maintained its ‘Overweight’ rating and the $400 price target it holds on the stock.
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Tesla starts Full Self-Driving rollout to owners in Australia
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Tesla has already started rolling out its Full Self-Driving suite to owners in Australia after officially launching the driver assistance suite in the country yesterday.
Earlier this week, Tesla seemed to be moving toward the launch of Full Self-Driving (Supervised) in Australia after numerous media members received early access to test its performance.
Tesla officially launched Full Self-Driving (Supervised) in Australia yesterday. The company told media members who got early access to the suite that the rollout would begin with Hardware 4-equipped Model 3 and Model Y vehicles.
The release would be slow and gradual, with the process performed in stages.
The first stage of the rollout has already begun in Australia:
🚨 The first wave of Tesla Full Self-Driving is rolling out to owners in Australia
It’s here 🇦🇺 https://t.co/BQH8axjs0g pic.twitter.com/qsQUcG6lRx
— TESLARATI (@Teslarati) August 29, 2025
Tesla is reminding drivers in Australia who are using the suite for the first time that they must not become complacent while FSD is in operation. It is not fully autonomous and still requires the driver to remain attentive to road conditions and the vehicle’s surroundings.
Currently, the suite is only available to purchase outright, and it comes at a cost of $10,100. A subscription model is in the works, similar to the one in the United States, but Tesla has not yet announced its plans or pricing model for this.
Australia is the sixth country to receive Full Self-Driving (Supervised), or at least some version of it, as the United States, Canada, Mexico, China, and Puerto Rico all have access to the suite currently. In China, it is slightly different and is referred to as “City Autopilot” due to regulatory boundaries.
Early reviews of the suite have been very strong, as local media have also had the opportunity to try it, with one journalist saying, To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.”
Mainstream media’s review of @Tesla‘s FSD (Supervised) after using it public roads in Australia:
“To have this car drive me around Brisbane for an hour, we’re talking in the city, motorway, spaghetti bowl of on-ramps, it handled it so well. It was mind-blowing.” pic.twitter.com/Rjsh6yXk93
— Sawyer Merritt (@SawyerMerritt) August 29, 2025
Tesla is overhauling its Full Self-Driving subscription for easier access
Tesla talks Semi ramp, Optimus, Robotaxi rollout, FSD with Wall Street firm
Tesla starts Full Self-Driving rollout to owners in Australia
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