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Starlink shines in FL after Hurricane Milton: ‘A game changer’ [Exclusive]
“So Starlink has been a game changer,” the CFO of Florida Jimmy Patronis, told Teslarati in a recent interview. Patronis was in a vehicle during our conversation visiting the areas in Florida impacted by Hurricane Milton. He had just left a part of Florida that was ravaged by at least 30 tornadoes during the hurricane.
“I think it had a lot of use. I bought the Starlink. I built a harness on the back of our car and we were traveling down the road with the Starlink. And I was doing TV interviews, going down the highway at 60 miles an hour and the communication was really impressive,” the CFO of Florida added.
Preparing for Hurricane Milton with Starlink
My interview with Patronis was ironic and interesting, to say the least. While he was in the car traveling to people affected by Milton, I was on the other side of the world, preparing for Typhoon Kristine, the third storm that would hit my home over the last 3-4 months.
I know how important communication lines are during a hurricane. In some cases, it is your only lifeline, and Patronis was well aware of that.
“My own personal experience, I went ahead and decided to buy a Starlink the week before Hurricane Milton made landfall,” Patronis told me.
“When a storm hits, being able to facilitate phone calls, content sharing, interviews, reports, it’s critical. People want to know what is happening. But unless you have dependable communication, it’s very difficult to do that. And we found Starlink to be invaluable when it came to providing those up-to-date communications for our first responders, for our state of operations…” he elaborated.
The internet was our only connection to the rest of the world when the first hurricane hit our house and flooded the streets of our neighborhood and our car. The second time, the water reached about 7 feet high and flooded our car and house. My family in New Jersey were on the phone talking to me as I hurried up the stairs with stuff, trying to beat the rising water rushing into our yard—and eventually into our house.
From my experience, floods are the worst part of hurricanes—and the scariest. I knew we were in trouble when we saw our neighbors asking for rescue through the HOA Facebook group. In the Philippines, people often call for help through social media posts during hurricanes, so the internet is critical.
First responders often use the internet or cellular lines to see if anyone needs help. It was no different during Hurricane Milton in Florida.
“So my office also coordinates all urban search and rescue where our first responders are on the field literally minutes after the storm has made landfall. They depend on Starlink. They will have Starlink out in the field with them. This is how they’re communicating, which homes they have visited, if there’s any need for any other assistance, equipment, help, you name it. If they just need more urban rescue first responders to show up,” Patronis told me.
Starlink delivering Peace of Mind after Hurricane Milton
The CFO of Florida and everyone in his office has been working non-stop, preparing for Hurricane Milton’s arrival and now helping people get their lives back together. He told me of one couple in their 70s who had recently married and moved into a new home just six days before Milton made landfall.
Unfortunately, a tornado dropped a dumpster on top of their house. Despite the situation they found themselves in, Patronis told me that the couple were not deterred by the damage caused by Hurricane Milton. They didn’t let Milton take away their happiness and were eager to rebuild.
Rebuilding is probably the hardest thing to do after a hurricane but is unavoidable and necessary. After the second hurricane flooded our home and car, my husband and I immediately acted. We got our car to a mechanic and the cleaners—again. We fortified our gates so less water would enter our lot. The one thing we should have done but didn’t do was prepare to be cut off from the world.
As I said earlier, during the interview with Patronis, Typhoon Kristine was entering the Philippines. The internet connection was already spotty as I talked to him. At one point, our call was abruptly dropped because I lost internet connection. I should have known then that we were in for a rough ride.
A day after my interview with Patronis, Typhoon Kristine’s relentless rain over the Philippines caused the river near our neighborhood to overflow for the third time. The water rose fast; within 20 minutes, it was waist-high from street level. Luckily, our reinforced gates held fast. However, our internet and cellular connection were so bad we couldn’t contact our families or get any updates about the typhoon.
The most terrifying thing about a hurricane is being unable to communicate during or after it. It fills you with dread, and fear, and unfathomable thoughts. Information is a crucial part of natural disasters to stop the fear, focus on something else, and get through it. Otherwise, it feels endless.
Starlink provided people in Florida with information during and after Hurricane Milton and Hurricane Helene. Something I wish I had during Hurricane Kristine.
“So you know we’re very committed to using cellular, but in some cases, the Starlink has been a provider of information that…it’s been priceless.
“We were also able to—with the help of T-Mobile—get the FCC to open up a full-blown texting in Florida via satellite and Starlink,” Patronis told me.
Are you rebuilding after Hurricane Milton?
I understand that rebuilding after a hurricane can be difficult. Patronis told me about predators that have been coercing people to sign over their insurance benefits while they try to rebuild their lives and move forward.
The CFO of Florida’s office handles insurance fraud cases and also helps people with their insurance claims. You may seek help by calling 1877-My-FL-CFO or visiting PrepareFL.com.
The best thing you can do after going through a calamity is to ask for help.
What’s your experience with Starlink Cellular? Please share them with me through maria@teslarati.com
If you have any tips, contact me at maria@teslarati.com or via X @Writer_0100110.
In a striking revelation that underscores the lucrative crossover between Big Tech and space exploration, Alphabet Inc., Google’s parent company, disclosed a massive $94.1 billion equity stake in SpaceX following the rocket company’s blockbuster initial public offering earlier this year.
The disclosure came in Alphabet’s quarterly filing, marking the first time the long-held private investment has been publicly valued at market prices. Google was an early backer, investing alongside Fidelity in 2015 with roughly $500-900 million at a time when SpaceX was valued around $12 billion.
That bet has delivered extraordinary returns, roughly a hundredfold, transforming a strategic play on satellite internet and launch capabilities into one of Alphabet’s largest assets.
Google, $GOOGL, has said they hold $94 billion in SpaceX, $SPCX, shares after IPO.
— unusual_whales (@unusual_whales) July 23, 2026
Of the total holding, approximately $80 billion remains subject to short-term post-IPO lockup restrictions, preventing near-term sales. An additional $14.1 billion faces longer-term restrictions, extending into the third quarter of 2027. This structure limits immediate liquidity but protects against market volatility as SpaceX transitions into public trading.
The SpaceX position contributed significantly to gains in Alphabet’s broader investment portfolio, which also includes a major stake in AI leader Anthropic. Combined, these holdings helped drive nearly $100 billion in investment gains during the second quarter, providing a substantial boost to net income amid ongoing AI spending pressures.
Analysts view the disclosure as validation of Alphabet’s venture strategy beyond its core search and cloud businesses. The investment aligns with deeper ties, including reported multi-billion-dollar deals for AI computing capacity on SpaceX infrastructure. As SpaceX advances Starship flights, Starlink expansion, and ambitious Mars goals under Elon Musk, Google’s stake positions it to benefit from the commercialization of space.
For Alphabet, the windfall highlights how patient, forward-looking bets in transformative sectors can yield outsized rewards. While lockups temper short-term impact, the holding cements SpaceX as a cornerstone of Alphabet’s diversified portfolio in an era where aerospace, AI, and connectivity increasingly intersect. Investors will watch closely as restrictions lift and SpaceX’s public performance unfolds.
In early 2026, Tesla made a bold strategic pivot: it largely eliminated the option to purchase Full Self-Driving (FSD) software outright and shifted to a subscription-only model. The change, effective around mid-February, ended the one-time fee that had previously ranged as high as $15,000 and later dropped to $8,000. Instead, customers would access FSD (Supervised) for $99 per month in the U.S.
At the time, skeptics questioned whether locking customers into recurring payments would hurt adoption or alienate buyers who preferred ownership of the feature. Tesla bet that a lower barrier to entry, seamless integration at purchase, and the ability to cancel at any time would drive higher uptake.
The results from Q2 2026 speak for themselves: the decision has been a resounding success, delivering the largest quarterly growth in FSD subscriptions in the company’s history.
Tesla FSD subscriptions went up 56% in Q2 2026 to 1.48 million, an increase of 200,000 from Q1 2026.
Tesla added more FSD subscribers in Q2 than in any quarter in its history. pic.twitter.com/jTciTD2JqW
— Sawyer Merritt (@SawyerMerritt) July 22, 2026
According to Tesla’s Q2 shareholder update, active FSD subscriptions reached 1.48 million globally by the end of June 2026. That represents a 56 percent increase year-over-year and a 15.6 percent jump from the prior quarter. Tesla added roughly 200,000 new subscriptions in the period alone—the biggest single-quarter gain on record.
North America led the charge, with more than 55 percent of new vehicle deliveries including an FSD subscription at the time of purchase, a record attach rate for the region.
Tesla explicitly noted that “more customers [are] opting for subscription at the time of vehicle purchase,” crediting the model shift and prominent placement of the option in the ordering process. Subscriptions now contribute meaningfully to ancillary revenue, helping offset pressure elsewhere in the business.
The financial upside is substantial: At $99 per month, 1.48 million active subscriptions generate approximately $146.5 million in monthly recurring revenue. Over a full year, that equates to roughly $1.76 billion in annualized recurring revenue (ARR) from FSD subscriptions alone, assuming steady retention and no major pricing changes.
These figures represent pure, high-margin software revenue. Unlike vehicle sales, which carry production costs, warranty obligations, and supply-chain risks, FSD subscriptions flow largely to the bottom line once the software is developed and deployed over-the-air.
Tesla does not break out exact FSD subscription revenue in its filings (it sits within “Services and Other”), but the category grew 50 percent year-over-year in Q2, with executives highlighting subscriptions as a key driver.
The subscription model offers several structural advantages. It lowers the upfront cost of a new Tesla, potentially broadening the buyer pool and supporting vehicle demand, especially important amid fluctuating EV market conditions. It creates a predictable revenue stream that compounds as the fleet grows and more owners try (and stick with) the software.
Legacy one-time purchasers still exist, but new growth is overwhelmingly subscription-based following the February cutoff.
Early data also suggests improving retention and satisfaction, as well. Tesla has rolled out iterative FSD updates, including v14 features, and expanded availability to additional markets. Recent regulatory approvals in parts of Europe have further boosted interest, with owners in newly enabled countries eager to activate the software they had been waiting for.
FSD is still supervised; regulatory hurdles for true unsupervised autonomy persist in many regions, including the United States, and competition in advanced driver-assistance systems is intensifying. Yet the Q2 numbers validate Tesla’s bet: by removing the large upfront commitment and making FSD accessible via subscription, the company has accelerated adoption faster than many anticipated.
What began as a controversial switch-up has become a clear win. With nearly 1.5 million subscribers, record attach rates, and nearly $1.8 billion in potential annual recurring revenue already in view, Tesla’s FSD business is transitioning from a promised future to a tangible, fast-growing profit engine.
If the momentum continues, and especially if unsupervised capabilities unlock robotaxi opportunities, the subscription flywheel could become one of the most valuable assets in Tesla’s portfolio.
Tesla Robotaxi is among its biggest projects currently, but many have been quick to point out the fact that the company has definitely been slow to expand its fleet.
However, there is definitely a method to that madness. CEO Elon Musk answered several concerns during last night’s quarterly earnings call that some might have about that slow rollout of the Robotaxi suite, maintaining the company’s narrative on prioritizing safety and wanting to avoid injuries to anyone, including animals.
Musk said:
“With Robotaxi, our goals are very ambitious for Robotaxi, but we do need to be cautious about causing any accidents or causing any harm to anyone. Although there are, I think, 30,000 to 40,000 automotive deaths per year in the U.S. alone, most of those do not generate any press or maybe, you never really read about almost any of those. If we injure even one person, it’ll be worldwide headline news, and regulators will immediately clamp down on our activities.
We don’t want to injure anyone. We’re going as fast as humanly possible in scaling Robotaxi, but while trying to ensure that we do not harm anyone at all, and ideally do not even run over a pet. That’s really the constraint is we want to grow as fast as possible with Robotaxi without harm to anyone.”
Tesla has maintained an exemplary safety record with its Robotaxi suite, according to internal data. VP of AI, Ashok Elluswamy, said that the Robotaxi suite has driven more than 380,000 miles unsupervised without any incidents.
0 notable incidents across over 380,000 miles traveled by Robotaxi
— Tesla (@Tesla) July 22, 2026
Analyst Colin Langan of Bank of America also pushed Tesla executives for answers regarding the company’s decision to add cities across several states with dozens of vehicles “as opposed to hundreds.”
Elluswamy said there’s a bigger advantage to do it the way Tesla has been because it ensures that its software stack “is a very general one:”
“The reason we have been expanding across different cities instead of just doubling down on a single city, is that we want to make sure that our stack is a very general one. It is a general one. We just want to both prove to ourselves and to other folks that it is working across a lot of different cities without too much effort per city. That’s what we see internally.”
In the past, we have written about Tesla’s decision to be incredibly conservative with its Robotaxi rollout, especially with the incredibly small fleet size compared to competitors. However, there really is not a price anyone can put on safety for those utilizing the platform or pedestrians, so what Tesla is doing is justified.
A year into the Robotaxi program being active, Tesla has made major strides, but many investors and fans would like to see the fleet expand as quickly as the program has to other cities and states.
Google’s massive stake in SpaceX will shock you
Tesla’s switch-up on selling Full Self-Driving has paid off big time
