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SpaceX president teases Starship’s game-changing Starlink launch capabilities
SpaceX President and COO Gwynne Shotwell teased new information detailing the wealth of benefits that the next-generation Starship launch vehicle could bring for the deployment of the company’s Starlink internet satellite constellation.
Speaking at the Baron 2019 Investment Conference on October 25th, the SpaceX executive touched on a broad range of topics according to CNBC reporter Michael Sheetz. Baron did webcast most of the conference’s main events, of which all but Shotwell’s have been archived, but it looks like CNBC may have been the only media outlet given access in an official capacity.
Regardless, based on their reporting on Shotwell’s dialogue with Baron Funds CEO/CIO Ron Baron, the SpaceX executive was unprecedentedly candid and was more than happy to voice direct criticism of competitors like OneWeb, ULA, and Blue Origin.
Beyond Shotwell’s clear confidence that Starlink’s satellite technology is far beyond OneWeb and years ahead of Amazon’s Project Kuiper clone, she also touched on yet another strength: SpaceX’s very own vertically-integrated launch systems. OneWeb plans to launch the vast majority of its Phase 1 constellation on Arianespace’s commercial Soyuz rockets, with the launch contract alone expected to cost more than $1B for ~700 satellites.
SpaceX, on the other hand, owns, builds, and operates its own rocket factory and high-performance orbital launch vehicles and is the only company on Earth to have successfully fielded reusable rockets. In short, although Starlink’s voracious need for launch capacity will undoubtedly require some major direct investments, a large portion of SpaceX’s Starlink launch costs can be perceived as little more than the cost of propellant, work-hours, and recovery fleet operations. Boosters (and hopefully fairings) can be reused ad nauseum and so long as SpaceX sticks to its promise to put customer missions first, the practical opportunity cost of each Starlink launch should be close to zero.
In a perfect scenario, the only material cost of Starlink launches should be the satellites themselves and each expendable Falcon upper stage, which SpaceX has no plans to recover. Speaking prior to Starlink’s 60-satellite “v0.9” launch debut, SpaceX CEO Elon Musk stated that each prototype spacecraft ended up costing more to launch than to build, despite the fact that their first launch flew on a twice-flown Falcon 9 booster.
In fewer words, Musk thus implied that each Starlink satellite likely already costs significantly less than $500,000 even before SpaceX has begun to reap the full benefits of economies of scale. In fact, based on official 2016 figures that estimated the cost of each BFR booster/ship at less than $4M and Musk’s estimate that Starship could cut Starlink launch costs by a factor of 5, the cost of Starlink v0.9 production could have actually been as low as ~$350,000 apiece, with launch costs on the order of ~$20M.
Speaking a little over five months after Musk, Shotwell revealed that a single Starship-Super Heavy launch should be able to place at least 400 Starlink satellites in orbit – a combined payload mass of ~120 metric tons (265,000 lb). Even if the cost of a Starship launch remained identical to Starlink v0.9’s flight-proven Falcon 9, packing almost seven times as many Starlink satellites would singlehandedly cut the relative cost of launch per satellite by more than the 5X figure Musk noted.
In light of this new figure of 400 satellites per individual Starship launch, it’s far easier to understand why SpaceX took the otherwise ludicrous step of reserving space for tens of thousands more Starlink satellites. Even if SpaceX arrives at a worst-case-scenario and is only able to launch Starship-Super Heavy once every 4-8 weeks for the first several years, that could translate to 2400-4800 Starlink satellites placed in orbit every year. Given that 120 tons to LEO is well within Starship’s theoretical capabilities without orbital refueling, it’s entirely possible that Starship could surpass Falcon 9’s Starlink mass-to-orbit almost immediately after it completes its first orbital launch and recovery: a single Starship launch would be equivalent to almost 7 Falcon 9 missions.
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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.”
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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
