News
How Starlink & T-Mobile’s partnership will impact 5G for the better for AI cameras
Starlink and T-Mobile’s partnership will be revolutionary for cellular service and Smarter AI CEO Chris Piche had some thoughts on how the new partnership will impact 5G capability for the automotive industry.
Chris, who has created services including AT&T TV, BBM Video, Poly Video, and STUN/TURN/ICE shared his thoughts on the effect of 5G on vehicles and telecommunications in an interview with Teslarati.
AI Cameras, Tesla, Starlink & autonomous vehicles
Before founding Smarter AI, the Top 40 under 40 entrepreneur’s company created a technology that BlackBerry licensed to enable voice and video calling. This gave Chris a front-row seat to witness the speed at which technology can transform markets.
Smarter AI is a software platform for artificial intelligence cameras.
“Smarter AI is to cameras as Android and iOS are to phones,” he told me. The company’s first vertical market is focusing on transportation. Vehicle camera systems such as dash cams or other camera systems for larger vehicles are in this market.
“The connection here with Tesla, Starlink, and T-Mobile is all around autonomous transportation. Today’s autonomous transportation whether it’s in Tesla or another kind of vehicle all relies on line of sight situational awareness. In Tesla’s case, they rely on some cases exclusively and other cases primarily on cameras and computer vision to try to understand what’s happening around the car.”
“Many of their competitors use LiDAR and don’t rely on cameras. But in both cases, it’s all based on line of sight. What they can actually see in a straight line.”
Seeing beyond the line of sight
Chris told me that one of the new technologies that Smarter AI and other companies are developing is called vehicle to vehicle (V2V) or vehicle to everything else (V2X).
“These technologies enable cars to see beyond line of sight. Imagine you’re coming to an intersection and are planning to take a turn.”
Instead of waiting to see what’s ahead of you on the street, you’re turning on to, the technology will tell you exactly what is ahead. There could be a stopped car, a pedestrian about to jaywalk, or some type of temporary obstruction that you are unaware of.
“Imagine if there was a camera system located at the intersection. Imagine that as your vehicle is approaching that intersection, your vehicle could communicate with the camera and the camera could tell your vehicle that there’s some sort of obstacle.”
An autonomous vehicle would use this information to determine whether or not it can make that turn. This technology, Chris told me, relies on high-capacity and high-availability communications networks such as 5G.
Starlink & T-Mobile’s partnership could help with the challenges of implementing V2V and V2X
“One of the challenges with implementing technologies like V2V or V2X on top of 5G is that 5G deployments tend to be pretty good and getting better in large urban areas.”
5G is pretty spotty in Baton Rouge and personally, 4G LTE works faster than 5G does for me although there’s a tower across the street from me. Chris, who is in Las Vegas, said that the coverage is pretty good for his friend with AT&T. He doesn’t have AT&T and his coverage is pretty spotty like mine is.
“But this agreement with Starlink and T-Mobile has the promise or the potential to either eliminate or significantly reduce the spottiness in the 5G coverage and that will enable technologies that are designed on top of 5G such as V2V and V2X to work either more reliably in urban areas where 5G is already available but is a little bit spotty,” he said.
“It would also enable these technologies to work in other areas where there is no 5G. We think this is a really significant announcement in terms of the promise of autonomous transportation and bringing it much closer to being a reality.”
How V2V and V2X could improve Tesla’s Autopilot
Chris told me he’s been using Tesla’s Autopilot for around five years.
“It’s so good. It’s to the point that for the things it can see, it’s a way better driver than I am,” he said adding that when he drives for over a couple of minutes, he engages Autopilot. However, there are a couple of things that it lacks.
“It can’t see that far ahead and it lacks context. Sometimes, if there’s a car making a turn in front of my car, the Autopilot won’t understand the context that maybe this other car is momentarily in front of mine. And if I was driving, I’d keep driving. I wouldn’t take my foot off the accelerator or slam on the brakes unless I could see that something was going wrong with the turn that the other car was making.”
One way to improve Autopilot is through V2V or V2X, Chris explained.
“In V2V, my car would talk to the car that’s making the turn in front of me and they would orchestrate the speed and direction of both of the cars so that the car in front of me could make its turn and my car could continue driving without slamming on the brakes.”
“With V2X, that would enable my car to talk to the cameras, traffic lights, and intersections to gain situational awareness about either other cars that aren’t equipped with the same technology or about other objects such as bicycles, pedestrians, or other obstacles on the street.”
Note: Johnna is a Tesla shareholder and supports its mission.
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SpaceX reported its third-quarter 2026 financial results on October 20, posting the company’s first solidly profitable quarter since going public earlier in the year under the ticker $SPCX.
Revenue reached $14.58 billion, up 161 percent year-over-year from $5.6 billion, and well ahead of consensus estimates in the $12.7 to $12.9 billion range. The results highlight a rapid shift in SpaceX’s center of gravity toward artificial intelligence/super intelligence, while Starlink and traditional space operations continue to show robust progress.
Here are the key financial results for the quarter:
- Revenue of $14.58 billion (+161% YoY)
- Adjusted EBITDA of $8.8 billion (+306% YoY)
- GAAP net income of $4.4 billion (versus a $1.1 billion net loss in the prior-year quarter)
- Adjusted EPS of approximately $0.35 (versus roughly $0.13–0.16 expected)
- Income from operations of $2.8 billion
The AI/SI segment generated $7.56 billion in revenue, an 830 percent year-over-year increase, making it the company’s largest segment for the first time. Growth was primarily driven by the activation of major cloud services agreements, the integration of Cursor (acquired earlier in 2026), and rising usage of Grok models and the newly introduced Grok Bot personal agent.
🚨 SpaceX just reported earnings! Here are some highlights:
Financial:
Revenue $14.58B (+161% YoY) vs. consensus ~$12.7–12.9B
Adjusted EBITDA $8.8B (+306% YoY)
GAAP net income $4.4B (vs. prior-year loss; first solidly profitable quarter post-IPO)
Adjusted EPS ~$0.35 vs. ~$0.13–0.16 expectedSegments:
Super Intelligence (SI, formerly AI): $7.56B (+830% YoY) — now the largest segment, driven by cloud contracts, Cursor, and Grok.
Connectivity (Starlink): $5.25B (+69% YoY).
Space: $1.77B.Other highlights:
Starlink subscribers: 13.6M (+89% YoY).
Nameplate compute: 1.7 GW.
Capex: $19.6B (majority AI infrastructure).
Cash & marketable securities: ~$90B.
First revenue-generating Starship mission (26 V3 Starlink satellites, ~10× Falcon 9 downlink capacity per launch).— TESLARATI (@Teslarati) October 20, 2026
SI adjusted EBITDA reached $5 billion, and nameplate compute capacity stood at 1.7 GW at quarter-end, up from 1.4 GW in June and 0.6 GW a year earlier. Capital expenditures totaled $19.6 billion, with the majority allocated to AI infrastructure, including continued expansion of the Colossus facilities.
The Connectivity segment, which primarily surrounds Starlink, produced $5.25 billion in revenue, a 69 percent year-over-year and 22 percent sequentially. These are pleasant results to see and expected, considering how many airlines have adopted Starlink over the past year.
Starlink consumer subscribers reached 13.6 million, an 89 percent increase from the prior year, and a sequential gain of 1.6 million. Consumer average revenue per user improved to $69. Meanwhile, Enterprise and Government revenue also grew strongly, and Starlink is now installed on more than 3,800 aircraft, making internet more accessible and better performing than previous options.
The Space segment also performed well and contributed $1.77 billion in revenue, up 6 percent year-over-year and 84 percent sequentially. A major milestone was the successful first revenue-generating Starship mission (Flight 14), which deployed 26 V3 Starlink satellites. Those satellites added roughly 10 times the downlink capacity of a typical Falcon 9 Starlink launch.
SpaceX completed 12 customer launches during the quarter, including NASA’s Nancy Grace Roman Space Telescope mission, and continued to grow its backlog of crewed, national security, and commercial flights.
CFO commentary noted that the combination of launch leadership, recurring Starlink revenue, and rapid SI expansion is producing meaningful operating leverage.
The company ended the quarter with roughly $90 billion in cash and marketable securities, providing substantial resources for ongoing investment while targeting an investment-grade balance sheet. Sequential revenue nearly doubled from the $7.81 billion reported in the second quarter, illustrating the pace of the AI-driven acceleration. Things are looking strong for SpaceX.
What’s incredibly striking is the fact that SI has grown to be larger than the rest of the company in such a short amount of time. CEO Elon Musk said on the earnings call that Grok Bot is the “fastest-growing product I’ve ever seen,” so it seems that it could be a true keystone of SpaceXSI over the next few years.
SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
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