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.”
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Investor's Corner
Tesla Robotaxi gets a massive upgrade in Nevada
Nevada regulators just approved a massive expansion of Tesla’s robotaxi fleet across the entire county.
Tesla’s robotaxi footprint in Nevada just grew by roughly 500 times in a single regulatory vote.
The Nevada Transportation Authority approved Tesla’s full Autonomous Vehicle Network Company permit on Thursday, clearing the way for the company to deploy up to 5,000 driverless vehicles across Clark County over the next 12 months. The decision came during a four hour general session meeting that Tesla investor Sawyer Merritt watched live and reported on X, noting the vote replaces the interim order that had limited Tesla to just 10 robotaxis on a narrow stretch of the Las Vegas Strip.
EXCLUSIVE: Tesla has just officially received approval for its full Autonomous Vehicle Network Company permit in Nevada, clearing the way for Tesla to launch a paid public Robotaxi service in Las Vegas.
This officially allows @Tesla to deploy up to 5,000 robotaxis over the next… pic.twitter.com/DPs5UtUlrE
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
That earlier cap, covered here after it surfaced on August 13, came with restrictions that looked stricter than what Tesla runs in Austin: a 45 mph speed ceiling, no airport pickups, and a geofence confined to the Strip corridor. The new approval extends Tesla’s operating authority to all of Clark County, with room to request an even wider geofence across the state.
Tesla representatives at the meeting said they have no intention of putting 5,000 cars on the road right away. Commercial rides are expected to start within 30 days, pending vehicle inspections, insurance filings, and fare approval, the standard steps every robotaxi operator in Nevada has had to clear.
Tesla’s own Robotaxi account replied to the news with a short line, The golden future is upon us.
The timing lines up with Tesla’s broader robotaxi push this month. The company is preparing to open Cybercab rides to the public in Austin as soon as this month, and it opened a sweepstakes for riders to win a seat at the launch event. Tesla filed its original application for a 5,000 vehicle Nevada fleet back in June, a request regulators trimmed to 10 vehicles when they issued the interim order in July. Thursday’s vote effectively grants the number Tesla asked for from the start.
Zoox, the Amazon owned robotaxi operator, has run in Nevada since 2025 and was capped at 100 vehicles before Thursday’s decision. Tesla’s new ceiling puts it well ahead of that comparison on paper, though the company has said its actual fleet size will depend on how quickly FSD v15 rolls out, the software update executives have called the gateway to scaling unsupervised robotaxi operations nationwide.
News
Tesla admits to slow Model Y Robotaxi integration, but for a good reason
Tesla welcomed JPMorgan analysts to one of its factories earlier this month, with the Wall Street firm highlighting its findings in a new note to investors. One of the more pertinent pieces of information is that Tesla admitted to slowly integrating Model Y vehicles into its Robotaxi fleet, but it has a good reason.
JPMorgan analysts recently toured Tesla’s Fremont Factory and met with the company’s investor relations team, emerging with a clearer picture of the automaker’s Robotaxi strategy. According to the bank’s note, Tesla is intentionally limiting the addition of Model Y vehicles to its existing Robotaxi fleet.
The firm’s analysts said:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change in performance, comparable to the leap from V13 to V14. The V15 upgrade encompasses seven core technologies, with ~40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging.”
JPMorgan after meeting with Tesla recently in Fremont:
“Tesla indicated it is intentionally holding back on adding Model Y units to the robotaxi fleet, expressing confidence in its ability to scale Cybercab in the near-term. On FSD V15, Tesla views this release as a step-change… pic.twitter.com/W9yGCWRT3C
— Sawyer Merritt (@SawyerMerritt) August 20, 2026
Far from signaling delays or doubts about autonomy, the move reflects strong management confidence in the near-term scalability of the purpose-built Cybercab.
Tesla has operated its Robotaxi service primarily with modified Model Ys since launching in Austin and expanding to other markets. Yet the company is now deliberately holding back further Model Y conversions. The rationale is straightforward: leadership believes the Cybercab, a two-seat, steering-wheel- and pedal-free vehicle optimized for high utilization, can ramp production and deployment more efficiently in the coming months.
This dedicated form factor promises better unit economics for the majority of rides, which typically involve one or two passengers, while freeing consumer Model Y inventory for retail sales.
Supporting this pivot is Full Self-Driving (FSD) software version 15, which Tesla describes as a genuine step-change in performance, comparable to the leap from V13 to V14. The update incorporates seven core technologies; roughly 40 percent are already undergoing real-world testing in the current Robotaxi fleet, with early feedback described as encouraging.
Tesla is carefully managing software development to minimize regressions in core driving functions as new capabilities are added. Management positions V15 as the primary gateway to scaling unsupervised FSD. Importantly, the existing AI and Hardware 4 stack is already capable of running V15 and supporting unsupervised operation.
Cybercab itself is only the first vehicle on the platform. Tesla reiterated that additional form factors will follow, pointing to concepts such as the earlier “Robovan” demonstration as examples of how the architecture can evolve.
Tesla’s mysterious Robovan makes a sneak peek with Optimus in Terafab video
Parallel progress continues on the Optimus humanoid robot, which remains on track for start of production in the coming months, with commercial sales possible as early as the second half of 2027. Generation 3 details will be revealed closer to production to preserve competitive advantages, while Generation 4 scope will draw on real-world Gen 3 experience.
JPMorgan left the meeting with a deeper appreciation for Tesla’s manufacturing automation and maintained its $475 price target. The decision to slow Model Y Robotaxi integration is therefore not a setback but a calculated prioritization of a more efficient, purpose-built solution that management believes is ready to scale.
Elon Musk
Elon Musk gives a timeline for SpaceX’s first Starship catch attempt
SpaceX CEO Elon Musk announced today that the company will likely attempt to catch the Starship upper stage with its launch tower arms “in a few months.”
In a post on X, Musk wrote, “Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.” He added that the first reflight of a Starship vehicle is expected by the end of 2026 or early 2027, describing it as “a fork in the road of history for consciousness reaching the stars.”
Looks like we will probably catch the ship with the tower in a few months. If there had been a tower out to sea where we practiced landing the ship, it would have been caught.
First reflight of the ship will be either end of this year or early next. That will be a fork in the… https://t.co/O5g9pqrzyo
— Elon Musk (@elonmusk) August 20, 2026
Musk’s prediction comes amid ongoing progress toward full reusability of the Starship system, a two-stage rocket designed for rapid turnaround and dramatically lower launch costs. Catching the upper stage, known simply as “ship,” with the Mechazilla tower’s mechanical arms would mark a major milestone. It would allow both stages to return directly to the launch site for quick refurbishment and reuse, eliminating the need for ocean recovery.
Musk has previously signaled plans for a ship catch. In July, shortly after SpaceX’s wildly successful Starship 13 mission, he stated that the company would attempt to catch the ship with the tower on the next flight unless problems emerged in the mission data review. Earlier comments also outline conditions such as successful soft ocean landings before attempting a land recovery to minimize risk.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
The latest update from Musk adjusts this timeline to a few months, reflecting the iterative nature of the test campaign.
SpaceX has already demonstrated the tower catch technique successfully with the Super Heavy booster on a couple of occasions. The first successful booster catch occurred during Flight 5 in October 2024, when the massive first stage returned to the Starbase pad in Texas and was plucked from the air by the tower arms.
Additional catches followed on later flights, including Flight 7, proving the concept for the booster and building confidence in the system as a whole.
Achieving a similar catch for the upper stage would represent a significant step forward. The ship returns from much higher speeds and greater heat loads after orbital or near-orbital flight. Success would advance SpaceX’s goal of full and rapid reusability, potentially reducing the cost of access to orbit by a factor of 100 or more and supporting ambitions for frequent satellite deployments, lunar missions, and eventual Mars flights.
Musk has long emphasized that true reusability, refueling rather than discarding hardware, is essential for making humanity a multi-planetary species.
As SpaceX continues refining Starship through successive test flights, the coming months will test whether the ambitious catch timeline can be met. The combination of prior booster successes and improving ship landing precision suggests the company is steadily closing in on this historic capability.