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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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Elon Musk
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Fort Bend County approved four incentive agreements Thursday for Tesla’s proposed $10.1 billion solar factory.
Fort Bend County commissioners on Thursday approved a package of tax incentives for Tesla’s proposed $10.1 billion solar cell factory near Needville, Texas, giving the company one of the last local approvals it needs before it decides where to build. All four Tesla agreements passed 4 to 0.
The votes covered a property tax abatement inside Reinvestment Zone No. 34, a Chapter 381 economic development agreement, a foreign trade zone non-objection paired with payments in lieu of certain taxes, and a separate payment in lieu of taxes “true up” agreement, according to agenda notes from the Fort Bend Commissioners Court meeting.
The project, known internally as “Project Crystal Sun,” would make solar cells and finished modules on roughly 3,000 acres near FM 762 and FM 1994, south of the Brazos River. As Teslarati reported when the filing first surfaced in August, Tesla’s application under the state’s JETI Act splits the investment into $1.5 billion in real property and $8.6 billion in equipment, with 9,712 permanent jobs projected by 2033 and commercial operations targeted for the first quarter of 2029. The plant would handle the full chain from ingot and wafer production through cell testing.
Inside Tesla’s secretive $10 Billion “Project Crystal Sun” filing
Thursday’s approval does not lock in the site. Tesla has told the Texas Comptroller it is still weighing other locations, and site selection adviser David Dennison told Lamar Consolidated ISD trustees in September that the race had narrowed to Fort Bend and one out of state rival with a “very compelling package,” according to the Houston Chronicle. Tesla hopes to decide before the end of 2026, and the incentives still need sign off from the Comptroller and the Governor’s office.
Local officials have now done nearly everything within their control. Commissioners created the reinvestment zone in an August 24 special meeting, with Interim County Judge Daniel Wong formally withdrawing himself over his engineering firm’s past work with Tesla. Lamar CISD trustees voted 7 to 0 on September 15 to advance a JETI agreement that would tax Tesla’s qualifying property at 50 percent of its value for maintenance and operations from 2029 through 2038.
The plant lines up with a target Elon Musk set on Tesla’s Q4 2025 earnings call in January, when he said the company would “work toward getting 100 GW a year of solar cell production, integrating across the entire supply chain from raw materials all the way to finished solar panels.” In March, Tesla was reported to be negotiating a $2.9 billion purchase of Chinese solar manufacturing equipment bound for Texas. The Houston area already hosts Tesla’s Megafactory in Brookshire, where Megapack 3 production has started. Tesla said on its Q3 call that Megapack supply for 2027 is nearly sold out, and Musk wrote on X Thursday that the company is “increasing production of Megapacks as much as possible,” as demand from data centers climbs.
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing.
On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to be seriously challenging for Tesla’s AI team to resolve.
Tesla’s Head of AI, Ashok Elluswamy, said in response to the question:
“You’re totally right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as OneMoreMap. We are building an entirely new architecture with essentially AI-based mapping and navigation.”
He continued:
“It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it, ask for different routes. It’s going to learn your personalized preferences, plus the fleet preferences. The collective intelligence of all the cars is going to flow into making the maps and navigation super cool.”
Elluswamy said this issue should be confronted, and the mapping should be available for people by the time the v15 release starts deploying to customers.
“And over the next several months,” he added, “it’s just going to take over all of the navigation functions, parking, destination handling. And it will know you better than you know yourself in some regard for the driving task, and then handle it fully.”
Tesla Summon got insanely good in FSD v14.3.2 — Navigation? Not so much
Navigation is perhaps the most notable complaint with FSD, and although it has gotten better, it is still flawed. Much of the time, FSD will take people on routes that are not preferred by the driver, but Tesla tried to combat this with a routing feature in the Summer 2026 Update.
Tesla currently relies on Google for map data, but it is sort of counterintuitive to believe the company would rely on a third party for this. These improvements will be welcome, as routing and navigation have been such a pain point for so many owners for so long.
Quotes via Motley Fool
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas
Tesla is building its own maps to fix Navigation issues
