News
SpaceX’s Falcon 9 Block 5 boosters landing in great shape as competitors betray anxiety
SpaceX President and Chief Operating Officer Gwynne Shotwell has announced that the company’s upgraded Falcon 9 Block 5 rocket – debuted in May 2018 – is making its way through peak-stress launches, reentries, and landings in “much better shape than anticipated”, ultimately meaning that Falcon 9 booster refurbishment can now take as little as four weeks between flights.
At the same time, Shotwell’s industry peers and competitors continue to betray some level of real anxiety about SpaceX’s meteoric rise and technological step up with displays of hyperbolic overconfidence.
Shotwell: Falcon 9 first stages come back in much better shape than anticipated. Have refurbishment time down to four weeks; goal is still a one-day turnaround next year. #WSBW
— Jeff Foust (@jeff_foust) September 11, 2018
Speaking on a panel of launch providers at 2018’s Paris-based World Satellite Business Week conference, the discussion was rich with banter and comparatively heated comments from leaders of companies like Arianespace, ILS (International Launch Services, a commercial arm of Roscosmos), ULA, and Blue Origin, as well as SpaceX’s own Gwynne Shotwell. As effortlessly confident as ever, Shotwell’s presence and, perhaps, the general state of the industry appeared to trigger some rather brash and thoroughly entertaining fireworks from other executives.
United Launch Alliance’s Tory Bruno, CEO of a company that has literally never recovered or reused any flown hardware from one of its launches, noted that ULA’s wholly-unproven and untested strategy for reuse – unlikely to begin flight tests before the mid-2020s – would likely be superior to SpaceX’s own approach, apparently owing to the fact that the company has yet to reuse their Falcon 9 boosters dozens of times. ULA has yet to so much as announce the rocket engines it will use on its next-generation expendable rocket, known as Vulcan, expected to conduct its first-ever launch no earlier than the second half of 2020. Their current Atlas 5, Delta II, and Delta IV launch vehicles are and will remain 100% expendable up to the end of their careers.
ULA’s Tory Bruno talks up component (engine) recovery the company is planning; notes that despite SpaceX technical successes with landing and reuse, haven’t yet demonstrated ability to reuse stages large number (10-20) times. #WSBW
— Jeff Foust (@jeff_foust) September 11, 2018
Nevertheless, ILS President Kirk Pysher didn’t let Bruno steal all of the allotted braggadocio, making the humorous claim that “our customers don’t care about reusability” so long as “their launch is on time, reliable, and at the right price point”. Indeed, if one could actually launch a fully expendable rocket at a price point competitive with an organically-priced reusable rocket (i.e. no artificial inflation to recoup $1 billion of investment in the tech, which SpaceX is choosing to do), Pysher’s statement would be 100% accurate. Instead, ILS can lay claim to no more than a tiny fraction of commercial launch contracts today, dramatically hobbled by the fact that development of the company’s only potential competitive advantage – Proton Medium – has been indefinitely frozen, likely killing the rocket.
https://twitter.com/FDF/status/1039532650355204102
All things considered, Shotwell remains a breath of fresh air in an increasingly stale group, stoic, factual, and straightforward in the face of cantankerous and withering titans of the rocket industry. Speaking last week to a Masters of Business Administration class in Madrid, Spain, Shotwell bluntly and rather accurately stated that “with the advent of SpaceX, I think everyone in the industry is happy except other launch providers.” Much like other similar sessions at conferences earlier this year and otherwise, today’s conference panel of launch provider executives certainly serves to drive home just how correct the SpaceX President is.
https://twitter.com/FDF/status/1039530577454686209
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News
Tesla dispels reports of ‘sales suspension’ in California
“This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.”
Tesla has dispelled reports that it is facing a thirty-day sales suspension in California after the state’s Department of Motor Vehicles (DMV) issued a penalty to the company after a judge ruled it “misled consumers about its driver-assistance technology.”
On Tuesday, Bloomberg reported that the California DMV was planning to adopt the penalty but decided to put it on ice for ninety days, giving Tesla an opportunity to “come into compliance.”
Tesla enters interesting situation with Full Self-Driving in California
Tesla responded to the report on Tuesday evening, after it came out, stating that this was a “consumer protection” order that was brought up over its use of the term “Autopilot.”
The company said “not one single customer came forward to say there’s a problem,” yet a judge and the DMV determined it was, so they want to apply the penalty if Tesla doesn’t oblige.
However, Tesla said that its sales operations in California “will continue uninterrupted.”
It confirmed this in an X post on Tuesday night:
This was a “consumer protection” order about the use of the term “Autopilot” in a case where not one single customer came forward to say there’s a problem.
Sales in California will continue uninterrupted.
— Tesla North America (@tesla_na) December 17, 2025
The report and the decision by the DMV and Judge involved sparked outrage from the Tesla community, who stated that it should do its best to get out of California.
One X post said California “didn’t deserve” what Tesla had done for it in terms of employment, engineering, and innovation.
Tesla has used Autopilot and Full Self-Driving for years, but it did add the term “(Supervised)” to the end of the FSD suite earlier this year, potentially aiming to protect itself from instances like this one.
This is the first primary dispute over the terminology of Full Self-Driving, but it has undergone some scrutiny at the federal level, as some government officials have claimed the suite has “deceptive” naming. Previous Transportation Secretary Pete Buttigieg was vocally critical of the use of the name “Full Self-Driving,” as well as “Autopilot.”
News
New EV tax credit rule could impact many EV buyers
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date. However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
Tesla owners could be impacted by a new EV tax credit rule, which seems to be a new hoop to jump through for those who benefited from the “extension,” which allowed orderers to take delivery after the loss of the $7,500 discount.
After the Trump Administration initiated the phase-out of the $7,500 EV tax credit, many were happy to see the rules had been changed slightly, as deliveries could occur after the September 30 cutoff as long as orders were placed before the end of that month.
However, there appears to be a new threshold that EV buyers will have to go through, and it will impact their ability to get the credit, at least at the Point of Sale, for now.
Delivery must be completed by the end of the year, and buyers must take possession of the car by December 31, 2025, or they will lose the tax credit. The U.S. government will be closing the tax credit portal, which allows people to claim the credit at the Point of Sale.
🚨UPDATE: $7,500 Tax Credit Portal “Closes By End of Year”.
This is bad news for pending Tesla buyers (MYP) looking to lock in the $7,500 Tax Credit.
“it looks like the portal closes by end of the year so there be no way for us to guarantee the funds however, we will try our… pic.twitter.com/LnWiaXL30k
— DennisCW | wen my L (@DennisCW_) December 15, 2025
We confirmed with a Tesla Sales Advisor that any current orders that have the $7,500 tax credit applied to them must be completed by December 31, meaning delivery must take place by that date.
However, it is unclear at this point whether someone could still claim the credit when filing their tax returns for 2025 as long as the order reflects an order date before September 30.
If not, the order can still go through, but the buyer will not be able to claim the tax credit, meaning they will pay full price for the vehicle.
This puts some buyers in a strange limbo, especially if they placed an order for the Model Y Performance. Some deliveries have already taken place, and some are scheduled before the end of the month, but many others are not expecting deliveries until January.
Elon Musk
Elon Musk takes latest barb at Bill Gates over Tesla short position
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
Elon Musk took his latest barb at former Microsoft CEO Bill Gates over his short position against the company, which the two have had some tensions over for a number of years.
Gates admitted to Musk several years ago through a text message that he still held a short position against his sustainable car and energy company. Ironically, Gates had contacted Musk to explore philanthropic opportunities.
Elon Musk explains Bill Gates beef: He ‘placed a massive bet on Tesla dying’
Musk said he could not take the request seriously, especially as Gates was hoping to make money on the downfall of the one company taking EVs seriously.
The Tesla frontman has continued to take shots at Gates over the years from time to time, but the latest comment came as Musk’s net worth swelled to over $600 billion. He became the first person ever to reach that threshold earlier this week, when Tesla shares increased due to Robotaxi testing without any occupants.
Musk refreshed everyone’s memory with the recent post, stating that if Gates still has his short position against Tesla, he would have lost over $10 billion by now:
Bill Gates placed a massive short bet against Tesla of ~1% of our total shares, which might have cost him over $10B by now
— Elon Musk (@elonmusk) December 17, 2025
Just a month ago, in mid-November, Musk issued his final warning to Gates over the short position, speculating whether the former Microsoft frontman had still held the bet against Tesla.
“If Gates hasn’t fully closed out the crazy short position he has held against Tesla for ~8 years, he had better do so soon,” Musk said. This came in response to The Gates Foundation dumping 65 percent of its Microsoft position.
Tesla CEO Elon Musk sends final warning to Bill Gates over short position
Musk’s involvement in the U.S. government also drew criticism from Gates, as he said that the reductions proposed by DOGE against U.S.A.I.D. were “stunning” and could cause “millions of additional deaths of kids.”
“Gates is a huge liar,” Musk responded.
It is not known whether Gates still holds his Tesla short position.
Tesla dispels reports of ‘sales suspension’ in California
New EV tax credit rule could impact many EV buyers
