The Information reports that SpaceX President and COO Gwynne Shotwell “will assume oversight” of the company’s Starship program and Starbase facilities, seemingly stepping in for Elon Musk as the CEO shifts his focus to Twitter.
In his own words, Twitter appears to be in a precarious position after the Tesla CEO and SpaceX founder purchased the social media platform for an inflated price of $44 billion, saddling it with immense debt. The immediate implementation of far-reaching changes (or threats of changes) have scared off existing advertisers, slashing the company’s already tenuous revenue, and Musk himself admitted on November 10th that the company as it stands is losing billions of dollars per year and could face bankruptcy if its plan to charge a subscription for a verification badge – a service that was, in theory, previously free – isn’t highly successful.
Simultaneously, poorly planned layoffs that targeted half of all Twitter staff appear to have maimed the company’s technical expertise and triggered the departure of numerous senior employees and executives, while also catching the attention of the US Federal Trade Commission. If he wants Twitter to survive, let alone thrive, it appears that Musk will have to divert most of his attention to the social media app for the indefinite future, forcing him to step back from some of his day-to-day work at SpaceX and Tesla.
Enter Gwynne Shotwell, a long-time executive second only to Musk that has often been viewed as “the adult in the room” – a source of stability that bridges the gaps between the CEO’s chaotic and whiplash-inducing style of management. Hired in 2002, it’s entirely possible that SpaceX wouldn’t have survived if her sales acumen hadn’t convinced NASA to take a billion-dollar bet on the company in 2008. But NASA ultimately took that bet right when SpaceX needed it most, and Shotwell went on to help secure another several billion dollars of launch contracts from all possible sectors.
She became President and COO after navigating NASA’s first major SpaceX contract in 2008 and still holds both positions 14 years later. Given that position, The Information’s report is thus somewhat surprising. As Chief Operating Officer, Shotwell was, by definition, already overseeing Starbase operations and the Starship program to some degree. It’s possible that her day-to-day work mainly focused on SpaceX’s Dragon, Falcon, and Starlink programs, but it would be almost impossible for a COO with a reputation as good as hers not to pay close attention to a program that likely represents half (or more) of SpaceX’s R&D spending.
More importantly, Starship, according to CEO Elon Musk, is the future of all SpaceX programs. If successful, the fully-reusable rocket will be able to launch at least five times the payload of SpaceX’s workhorse Falcon 9 rocket for even less than the smaller rocket’s already extraordinary marginal cost of ~$15 million. With ultra-low launch costs and orbital refueling, Starship could become the most high-performance rocket in history and outclass multi-billion-dollar single-use behemoths like Saturn V and SLS for a price tag less than Falcon 9 and Falcon Heavy today ($70-100 million).
Eventually, with enough experience and refinement, that combination of cheap launches and reliable refueling could allow SpaceX to achieve its ultimate purpose: building a self-sustaining human presence on Mars. In the nearer term, Musk once stated that SpaceX could go bankrupt if Starship wasn’t ready to begin launching the next generation of Starlink internet satellites in the near future, without which the constellation would apparently be a financial liability. While the CEO was almost certainly exaggerating the severity of the situation, it still emphasizes that Starship is viewed as a keystone that can ensure the long-term sustainability of all of SpaceX’s programs.
In April 2021, even NASA fully bought into Starship, awarding SpaceX a $2.9 billion contract to develop the system and create a version of the rocket’s upper stage that can land astronauts and cargo on the Moon. In 2022 alone, that Human Landing System (HLS) contract earned SpaceX more than $800 million, and NASA’s attachment to Starship has made the program’s success even more essential.
It’s little surprise, then, that Musk would explicitly ask Shotwell – SpaceX’s biggest ‘gun’ – to oversee the program in his unplanned absence. It’s unclear if that means she will hand the day-to-day operations of other major SpaceX programs to direct reports or if the new position involves an expansion of her existing Starbase and Starship oversight. But it’s safe to assume that Shotwell’s deeper involvement is unlikely to hurt the programs.
The Information also reports that SpaceX executive Mark Juncosa – a brash, unconventional engineer that’s successfully led the Starlink program since Musk fired several over-cautious executives in 2018 – took over technical leadership of the Starship program in the summer of 2022. Executives Joe Petrzelka and Bill Riley, who previously filled that role alone, now report to Juncosa, who reports to Shotwell.
News
Tesla offers interesting promo to future ride-hailing rival’s drivers
Lyft drivers will get $1,000 in vehicle credits if they complete 100 rides by the cutoff date for the promo.
Tesla has offered an interesting promotion for its vehicles to the drivers of one of its future ride-hailing rivals as it continues to work toward the launch of its autonomous Robotaxi platform.
This morning, Tesla launched a $1,000 off promotion to Lyft drivers who plan to utilize one of the company’s EVs for ride-hailing purposes. The promo applies to all five Tesla models: the Model S, Model 3, Model X, Model Y, and Cybertruck.
It is not offered at the point of sale. Instead, to ensure the vehicle is properly utilized for ride-hailing purposes and to prove the discount, Tesla will offer $1,000 in vehicle credits to the Lyft driver after they complete 100 trips on or before July 13, 2025. Delivery must be taken by June 30.
🚨 Tesla is offering $1,000 off for those who purchase a vehicle for Lyft purposes! https://t.co/ND9sKiykMW pic.twitter.com/AP8tSP1cbN
— TESLARATI (@Teslarati) May 16, 2025
It is an interesting move by Tesla because Lyft, along with Uber, will become a rival in the coming years as the companies continue to develop driverless ride-hailing platforms of their own. Lyft has partnered with May Mobility and Mobileye to develop driverless, fully autonomous vehicles purpose-built for ride-hailing.
Tesla plans to launch its Robotaxi platform next month in Austin, Texas.
Meanwhile, Lyft’s plans are more down the road. Earlier this year, the company said it would launch autonomous rides sometime next year.
For now, the move seems to be just another way Tesla is incentivizing consumers to buy one of their vehicles. Earlier this week, it also launched another $1,000 off promo for teachers, students, retirees, active-duty members, their spouses, and surviving spouses.
Previously, Tesla only offered that discount to military members.
It is unclear why Tesla would be offering these discounts, but it could be more of a thank you or an act of recognition, more than anything. If it were a measure that was taken to increase demand, it would be substantially more of a discount. For example, when Tesla was trying to rid its inventory of legacy Model Y units as the new, updated vehicle was set to be released, discounts were over $5,000.
News
Tesla Giga Berlin seems to be using FSD Unsupervised to move Model Y units
Tesla may be doing something quite special in the Giga Berlin-Brandenburg complex.
Tesla may be doing something quite special in the Giga Berlin-Brandenburg complex. Based on observations from a recent drone flyover of the site, it appears that Tesla may also be using FSD Unsupervised to move freshly produced Model Y vehicles to the factory’s staging area.
New Drone Footage
Recent footage of the Giga Berlin complex from longtime Tesla watcher Tobias Lindh included several interesting updates around the Model Y factory. These include a new warehouse that is currently being built, as well as a tunnel is currently being constructed. More interestingly, the drone operator observed that some cars now seem to be moving to Giga Berlin’s distribution area without human drivers.
If the drone operator’s observations prove accurate, it would be quite an impressive accomplishment for Tesla. FSD Unsupervised, after all, has only been confirmed in vehicles that are produced at the Fremont Factory and Gigafactory Texas.
Potential Next Steps
If Giga Berlin is now using FSD Unsupervised to transport some Model Y units from the factory building to the site’s staging area, it might only be a matter of time before Tesla also implements a similar system for Gigafactory Shanghai. The Shanghai-based Tesla plant, after all, is the company’s largest factory by volume, and it also serves as a primary vehicle export hub. FSD Unsupervised could then pave the way for Giga Shanghai to operate in an even more optimal manner.
FSD Unsupervised is the cornerstone of Tesla’s robotaxi business, which is expected to start rolling out in Austin, Texas, next month. Previous reports have suggested that Tesla is pushing hard in its preparations to roll out its robotaxi service this June. Tesla has reportedly even worked and trained with Austin’s first responders from the fire and police departments as part of its robotaxi service preparations.
Check out a recent flyover of the Tesla Giga Berlin complex in the video below.
Investor's Corner
Tesla welcomes Chipotle President Jack Hartung to its Board of Directors
Tesla announced the addition of its new director in a post on social media platform X.
Tesla has welcomed Chipotle president Jack Hartung to its Board of Directors. Hartung will officially start his tenure at the electric vehicle maker on June 1, 2025.
Tesla announced the addition of its new director in a post on social media platform X.
Jack Hartung’s Role
With Hartung’s addition, the Tesla Board will now have nine members. It’s been a while since the company added a new director. Prior to Hartung, the last addition to the Tesla Board was Airbnb co-founder Joe Gebbia back in 2022. As noted in a Reuters report, Hartung will serve on the Tesla Board’s audit committee. He will also retire from his position as president and chief strategy officer at Chipotle, and transition into a senior advisor’s role at the restaurant chain, next month.
Hartung has had a long career in the Mexican grill, joining Chipotle in 2002. He held several positions in the company, most recently serving as Chipotle’s President and Chief Strategy Officer. Tesla highlighted Hartung’s accomplishments in a post on its official account on X.
“Over the past 20+ years under Jack’s financial leadership, Chipotle has seen significant growth with over 3,700 restaurants today across the United States, Canada, the United Kingdom, France, Germany, Kuwait and the United Arab Emirates. Jack was named ‘CFO of the Year’ by Orange County Business Journal and Best CFO in the restaurant category by Institutional Investor,” Tesla wrote in its post on X.
Tesla Board and Musk
Tesla is a controversial company with a controversial CEO, so it is no surprise that the Board of Directors tend to get flak as well. Two weeks ago, for example, Tesla Board Chair Robyn Denholm slammed The Wall Street Journal for publishing an article alleging that company directors had considered a search for a potential successor to Elon Musk. Denholm herself has also been criticized for offloading her TSLA shares.
More recently, news emerged suggesting that the Tesla Board of Directors had formed a special committee aimed at exploring a new pay package for CEO Elon Musk. The committee is reportedly comprised of Tesla board Chair Robyn Denholm and independent director Kathleen Wilson-Thompson, and they would be exploring alternative compensation methods for Musk’s contributions to the company.
Tesla offers interesting promo to future ride-hailing rival’s drivers
Tesla Giga Berlin seems to be using FSD Unsupervised to move Model Y units
Tesla welcomes Chipotle President Jack Hartung to its Board of Directors
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