News
SpaceX’s next-gen Starlink plans questioned by a company with zero satellites
In the latest instance of an Amazon-related venture attempting to use regulations and legal routes to suppress competition, Amazon’s Project Kuiper satellite internet venture wants the FCC to dismiss SpaceX’s application for the next generation of Starlink satellites.
In a document filed with the FCC in late August, Project Kuiper took the significant step of asking the regulatory body to entirely dismiss a SpaceX request to modify plans for the next generation of Starlink satellites. As previously discussed on Teslarati, SpaceX submitted that modification request on August 18th with one clear focus: optimizing Starlink satellites and the constellation’s orbital ‘shells’ to best take advantage of the imminent capabilities of the next-generation Starship launch vehicle.
Nominally capable of launching at least 100 metric tons (~220,000 lb) to low Earth orbit (LEO) in a fully reusable configuration, Starship would boost the mass of Starlink satellites SpaceX could orbit with one launch by a factor of 5-6 or more relative to Falcon 9. In other words, with Starship, SpaceX could feasibly fill out its Starlink constellation at least 5-6 times faster than with Falcon 9. However, as is public knowledge, Starship is still firmly in the development stage and has yet to attempt its first orbital launch, adding a great deal of uncertainty to when it might be ready for operational launches.
In turn, while not unprecedented, SpaceX chose to modify its license application for the second (or third) phase of Starlink satellites – a constellation made up of almost 30,000 spacecraft – to include two distinct options: a constellation where Starship is ready on time and one where it is not. Amazon’s Project Kuiper project, Effectively a Starlink clone helmed by former senior managers and engineers that SpaceX CEO Elon Musk personally ousted in 2018 for being slow and overcautious, Amazon’s Project Kuiper was apparently not happy with the changes its competitor made.
Per Amazon’s “ex parte”, the company made it clear that it believed SpaceX’s decision to pose two hypothetical constellation layouts in one application was a radical subversion of FCC requirements and insult to decorum itself, calling it “at odds [with FCC rules]” and implying that SpaceX’s Gen2 mod request is wholly incomplete and an attempt to open up the FCC to blatant speculation.
Published six days later, SpaceX pulls no punches in its response to Amazon, raking the company through the coals for an incessant number (dozens) of filed objections to Starlink while simultaneously failing to address crucial FCC questions about the nature of the Project Kuiper constellation. Bizarrely, SpaceX’s response also accurately points out how Amazon’s legal team seemingly fails to understand SpaceX’s modification request, which poses two mutually exclusive constellation layouts with mostly marginal differences. Amazon’s central argument appears to be that SpaceX actually hasn’t submitted enough information by meticulously detailing two constellation layouts instead of one, claiming that it left “every major detail unsettled.”
Ultimately, it’s now up to the FCC to decide if it will follow Amazon’s demand and reject SpaceX’s application or if it will deny the objection and open it up to public responses and the commission’s own review.
News
Tesla loses Model Y program manager in second blow in single day
Tesla has lost its Model Y Program Manager, he announced on LinkedIn, marking the second major departure from the company today.
Emmanuel Lamacchia has been in the role for 4 years and 7 months, responsible for the rollout of the all-electric crossover in several markets.
The Model Y became the best-selling vehicle in the world for two years under Lamacchia’s watch, making this a huge loss for the company. However, it seems the decision was made under Lamacchia’s own initiative.
He confirmed his decision on LinkedIn:
“After 8 incredible years, I’m moving on from Tesla.
What a journey it’s been… from leading NPI for Model 3 and Model Y variants to becoming the Vehicle Program Manager for Model Y, the best-selling car in the world!
Leading the All-New Model Y launch was the highlight: converting all 4 factories across 3 continents in just 2 weeks. Something that had never been done before in the auto industry.
To the teams who made this possible: you should be incredibly proud. This achievement belongs to you: the engineers, designers, buyers, and associates in Fremont, Shanghai, Berlin, and Austin who turned an impossible timeline into reality.
Grateful to the leaders who trusted me with programs that stretched my capabilities and to the cross-functional partners who showed me that great solutions come from collaboration, not hierarchy.
Tesla taught me how to move fast without breaking things and how to scale from prototypes to millions of units.
Excited for what’s next. More to share soon.”
It marks the second major program loss for Tesla today, as it also bid farewell to Cybertruck and Model 3 Program Manager Siddhant Awasthi, who said he left voluntarily in “one of the hardest decisions of his life.”
Lamacchia was at Tesla for just a shade under eight years, and previously worked for Rolls-Royce for roughly the same amount of time.
After the loss of both Lamacchia and Awasthi today, Tesla has lost a handful of key executives in 2025, including:
- David Imai, Director of Design
- David Lau, VP of Software Engineering
- Mark Westfall, Head of Mechanical Engineering
- Prashant Menon, Regional Director in India
- Vineet Mehta, Head of Battery Architecture
- Omead Afshar, VP/Head of Sales and Manufacturing in North America
- Milan Kovac, Head of Optimus Team
- Jenna Ferrua, Director of HR
- Troy Jones, VP of Sales, Service, and Delivery
- Pete Bannon, VP of Hardware Engineering
- Piero Landolfi, Director of Service
News
Tesla prepares to expand Giga Texas with new Optimus production plant
Drone operator Joe Tegtmeyer recognized Tesla construction crews performing ground leveling and clearing efforts at the plant earlier today.
Tesla is preparing to expand Gigafactory Texas once again with a brand new facility that will house the eventual manufacturing efforts for Optimus, its humanoid robot.
It is already building some units on a Pilot line at the Fremont Factory in Northern California, but Tesla is planning to build the vast majority of its Optimus project at Gigafactory Texas.
Tesla Optimus gets its latest job, and it’s not in the company’s factories
It will build one million units per year in Fremont, but CEO Elon Musk said the company would build 10 million units every year in Texas at a new building at Giga Texas.
Musk said:
“I think there could be tens of billions of Optimus robots out there. Um, now obviously it’s very important we pay close attention to safety here. Then a 10 million unit uh per year production line here the I don’t know where we’re going to put the 100 million unit production line. on Mars. Maybe on Mars, I don’t know.”
Evidently, Tesla is ready to begin thinking about the production efforts of Optimus beyond a theoretical standpoint and is starting to prepare for the construction of the manufacturing plant on Giga Texas property.
Drone operator Joe Tegtmeyer recognized Tesla construction crews performing ground leveling and clearing efforts at the plant earlier today:
Giga Texas News!
A brand-new, stand-alone factory is starting construction! This follows the Shareholders meeting & info that a 10-million-per-year @Tesla_Optimus production facility “on the Giga Texas campus” will be built & enter into production in 2027!
Here are some… pic.twitter.com/7ig5DohfOt
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 10, 2025
Production is still slated for 2027, at least at Gigafactory Texas. As previously mentioned, the company is building some units in Fremont for the time being, at least until subsequent versions of the Optimus project advance.
Tesla has done a great job of advancing Optimus forward, but it also has truly grand expectations for the project.
Musk said it could potentially be the biggest product in the history of the planet, as it will revolutionize the way humans perform tasks, probably eliminating monotonous tasks from everyday life.
News
Tesla reveals its first Semi customer after launch
Tesla revealed its first customer for the all-electric Semi truck after it launches next year. Who it truly is should not be a surprise.
The Semi is going to finally start deliveries to new companies outside of Tesla’s pilot program starting in 2026. The company has been building a dedicated production facility in Reno, Nevada, that has finally taken shape, but Tesla was evidently not finished with the Semi’s development.
Last week at the Annual Shareholder Meeting, Tesla said it had implemented some new designs into the Semi, helping with efficiency, updating its design, and making it a more suitable vehicle for hauling loads, as the changes also helped increase payload.
Tesla has obtained a lengthy list of companies that have committed to implementing the Semi in their own fleets, hoping to bring their logistics lineups up to date with electric powertrains and autonomous technologies.
While it is already operating a pilot program with PepsiCo. and Frito-Lay, Tesla will expand to other businesses, primarily using it internally after its launch.
Head of the Semi program at Tesla, Dan Priestley, said the company would be the first user of the vehicle after its launch next year. It has been using it to a certain extent, but the company has not been able to completely abandon gas haulers.
Instead, it will implement the Semi into its fleet for more sustainable vehicle logistics starting next year:
Tesla will be the first customer as we electrify our supply chain. This includes Texas operations.
— Dan Priestley (@danWpriestley) November 7, 2025
Tesla has already received orders for the Semi from a variety of large companies, including Walmart, Sysco, Anheuser-Busch, UPS, DHL, J.B. Hunt, among others.
Many analysts see the Tesla Semi as a major contributor to future growth and increasing value within the company, especially from a Wall Street perspective. Some firms say the Semi is one of several near and medium-term contributors to the company increasing its market cap.
Cantor Fitzgerald is just one of those firms, as last week it explicitly listed the Semi as a catalyst.
Analyst Andres Sheppard said, “Overall, we remain bullish on TSLA over the medium to long term. We continue to see meaningful future upside from Energy Storage & Deployment, FSD, Robotaxis/Cybercab, Semis, and Optimus Bots.”
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