Starlink execs meet India’s Commerce Minister (2025)

Starlink is advancing its India entry plans, with senior executives meeting Commerce Minister Piyush Goyal.

Starlink senior executives and Minister Goyal discussed investments and partnerships in India. The talks are pivotal for Starlink’s entry into the Indian market. Starlink’s delegation, including Vice President Chad Gibbs and Senior Director Ryan Goodnight, met Goyal on Wednesday.

“Discussions covered Starlink’s cutting-edge technology platform, their existing partnerships & future investment plans in India,” Goyal posted on X.

The meeting with Starlink executives marked the first official engagement with an Indian Minister and underscores SpaceX’s commitment to the region, reported ET. As of this writing, Starlink has not announced future meetings with Communications Minister Jyotiraditya Scindia.

SpaceX has already started preparing to bring its satellite internet service to the Indian market. The aerospace company has secured deals with India’s top wireless carriers, Bharti Airtel and Jio Platforms, to distribute Starlink equipment and services through their outlets.

Bharti Airtel announced its partnership with Starlink first, followed by Jio Platforms. Both wireless carriers aim to leverage Starlink’s technology to expand internet access in India and their customer base. SpaceX is also in discussions with Vodafone Idea Ltd.

“We are in exploratory talks with various Satcom providers, including Starlink,” commented Vodafone.

These partnerships position Starlink to tap India’s vast telecom market, with potential for further collaboration. Despite these strides, Starlink still awaits regulatory approval to operate in India.

As of November 2024, the company must fully comply with the government’s security regulations, particularly on data storage, to secure its license. The pending approval highlights the complexities of entering India’s tightly regulated telecom sector, where compliance is critical.

Starlink’s push into India aligns with its global expansion strategy, leveraging its satellite constellation to deliver high-speed internet to underserved regions. The partnerships with Bharti Airtel and Jio Platforms, combined with ongoing talks with Vodafone Idea, signal strong local support for SpaceX’s technology.

However, regulatory hurdles remain a key challenge. As Starlink navigates India’s security requirements, its investments and carrier tie-ups could reshape the nation’s internet landscape, offering a new era of connectivity if approval is granted.

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Tesla announced earlier today that it has already launched an abbreviated version of what will eventually be launched as its Robotaxi fleet in both Austin and the San Francisco Bay Area. It is available to employees, Tesla said.

The automaker did not specify exactly how long it has been operating the fleet, which uses the company’s Full Self-Driving (Supervised) suite, but it did indicate that it has completed over 1,500 trips, totaling 15,000 miles of driving.

FSD Supervised ride-hailing service is live for an early set of employees in Austin & San Francisco Bay Area.

We’ve completed over 1.5k trips & 15k miles of driving.

This service helps us develop & validate FSD networks, the mobile app, vehicle allocation, mission control &… pic.twitter.com/pYVfhi935W

— Tesla AI (@Tesla_AI) April 23, 2025

As seen in the video shared by the company, there is a human driver still responsible for keeping tabs on the car and its movements. It is not the version that Tesla plans to eventually roll out in June, which would be completely unsupervised.

Tesla said that using this service has helped develop and validate Full Self-Driving networks. It will also be used to create a mobile app that will facilitate ride requests, vehicle allocation, mission control, and remote assistance operations.

The app appears to be somewhat similar to the images Tesla shared of a mock-up version of the platform last year.

Right around this time in 2024, Tesla shared images of what would be the ride-hailing app for the company, enabling passengers to request a ride from a driverless robotaxi:

Tesla gives first look at Robotaxi-powered ride-hailing service app

We also know, according toTesla App Updates on X, that Tesla will simply integrate this ride-hailing portion of the platform directly into the app the company already operates. There will be no dedicated app for requesting a ride:

🚨 Tesla will integrate Robotaxi ride-sharing directly into the app, there will be no specific and separate app for ride-hailing. https://t.co/bhq3aZcUcc pic.twitter.com/Rb8fFJdh2b

— TESLARATI (@Teslarati) April 23, 2025

The company said in 2024 when teasing the app:

“We have been investing in the hardware and software ecosystems necessary to achieve vehicle autonomy and a ride-hailing service. We believe a scalable and profitable autonomy business can be realized through a vision-only architecture with end-to-end neural networks, trained on billions of miles of real-world data.”

Tesla said it still remains on track to launch a pilot version of the Robotaxi program in Austin in June, something the company has reiterated several times since the start of the new year.

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Wedbush Securities analyst Daniel Ives sees a brighter future for the automaker now that Elon Musk plans to reduce his time with the DOGE team. After the company’s latest earnings call, the long-time TSLA bull raised Tesla’s price target from $315 to $350 with a BUY rating.

“Last night was a pivotal conference call for Musk to turn the corner from this dark chapter as 1Q numbers [ending] a disaster quarter in which deliveries were very soft and Tesla missed the Street on basically every metric.

“More important than numbers, this was the time [Elon] Musk could pivot, speak to shareholders/employees, and take a turn away from the DOGE/Trump White House and recommit as CEO of Tesla…and he did it loudly and clearly in a conference call that we view as a turning point in the Tesla story,” Ives said after Tesla’s earnings call.

Before Tesla’s Q1 2025 earnings call, the Wedbush analyst said the company was at a crossroads. He listed six factors that might be affecting Tesla, which he believed the company should address. Number one on Ives’ list was Tesla’s ascension to a global political symbol associated with the Trump Administration and DOGE.

It must be noted that these are Ives’ opinions and do not apply to the entire public. Some groups separate Elon Musk and Tesla from President Trump and his administration.

During the recent TSLA earnings call, Elon Musk made the separation more apparent partly by announcing that he would significantly reduce his time with DOGE.

“And I think starting probably next month, May, my time allocation to Doge will drop significantly…But starting next month, I’ll be allocating far more of my time to Tesla and now that the major work of establishing the Department of Government Efficiency is done,” Musk said.

Musk also shared his stance on Trump’s auto tariffs, differentiating himself further from the U.S. President and the current administration.

“And I undoubtedly, I’m gonna get a lot of questions about tariffs. And I just wanna emphasize that the tariff decision is entirely up to the President of the United States. I will weigh in with my advice with the President, which he will listen to my advice. But then it’s up to him, of course, to make his decision.

“I’ve been on the record many times saying that I believe lower tariffs are generally a good idea for prosperity, but this decision is fundamentally up to the elected representative of the people being the President of the United States. So, you know, I’ll continue to advocate for lower tariffs rather than higher tariffs, but that’s all I can do,” Musk said.

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In its Q1 2025 Update letter, Tesla shared that all Model Y and Model 3 units delivered in America use 100% U.S.-built battery packs. The announcement reveals Tesla’s forward-thinking strategies and showcases how prepared it is to take on President Trump’s auto tariffs.

“Gigafactory Nevada achieved record battery pack production. Model 3 and Model Y deliveries in the U.S. are now made with 100% U.S.-built battery packs,” noted Tesla in its recent update letter.

During the TSLA Q1 2025 earnings call, Tesla’s Supply Chain Executive, Karn Budhiraj, noted that the company is regionalizing its batteries to mitigate supply chain risks.

“Building on our efforts to reduce supply risk, we have developed our 4680 supply to ensure each component is sourced from at least two countries of origin.” added Tesla in its letter.

Karn clarified that Tesla adopted its regionalization strategy before the pandemic and accelerated efforts after the pandemic. Tesla’s strategy to mitigate supply chain risks includes supply diversification, dual sourcing, vertical integration, advanced analytics, and local partnerships.

Elon Musk commented that Tesla might be the most vertically integrated car company since Henry Ford’s time. He pointed out that Tesla already has a lithium refinery in South Texas and a cathode refinery in Austin. He added that Tesla could have an anode refinery or figure out how to eliminate that part of the cell.

“That’s the dream, [for] lithium batteries to not have an anode. But either way, we better have the anode, the cathode, the lithium, and the electrolytes, and the separator to make a cell. But, there’s no other car company that is building lithium refineries and cathode refineries. Were ridiculously vertically integrated. And that’s our best position to protect against supply chain disruptions,” Musk said.

In its update letter, Tesla noted that its lithium refining and cathode production plants are on track to start production this year. The two Tesla refineries will on-shore production of critical battery materials in the United States, an essential task considering Trump’s auto tariffs.

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