News
SpaceX Starlink competitor OneWeb misled the FCC, media with false “near-miss” narrative
In the latest trials and tribulations of a SpaceX Starlink competitor that went bankrupt after spending $3 billion to launch just 74 small internet satellites, it appears that OneWeb knowingly misled both media and US regulators over a claimed “near-miss” with a Starlink satellite.
Back on April 9th, OneWeb went public with claims that SpaceX had mishandled its response to a routine satellite collision avoidance warning from the US military, which monitors the location of satellites and space debris. According to OneWeb government affairs chief Chris McLaughlin, SpaceX disabled an automated system designed to detect and automatically command Starlink satellite collision avoidance maneuvers to let OneWeb move its satellite instead. McLaughlin also stated that “Coordination is the issue – it is not sufficient to say ‘I’ve got an automated system.’”
He also recently criticized the maneuverability of Starlink satellites, claiming that “Starlink’s engineers said they couldn’t do anything to avoid a collision and switched off the collision avoidance system so OneWeb could maneuver around the Starlink satellite without interference.” As it turns out, OneWeb’s “near-miss” appears to have been a farce and the company scrambled to promise to retract those statements in an April 20th meeting with the FCC and SpaceX.
In far more egregious comments made on April 20th to the Wall Street Journal, a publication with a long history of blindly disseminating anti-SpaceX rhetoric, McLaughlin likened OneWeb’s satellites to “Ford Focus” cars and attempted to lambast Starlink satellites by comparing them to “Teslas: They launch them and then they have to upgrade and fix them, or even replace them altogether.”
Over the past 17 months, SpaceX has launched more than 1380 operational Starlink v1.0 satellites, some 870 of which are operational. Another ~440 are in the process of reaching operational orbits. All told, some 1365 are still in orbit and around 1345 of those satellites are working as expected for a total Starlink v1.0 failure rate of roughly 2.5%. As is SpaceX’s bread and butter, however, reliability has been continuously improving and of ~960 Starlink satellites launched over the last ~12 months, the overall failure rate has dropped to less than 1% – an almost threefold improvement.
After exiting bankruptcy last November, OneWeb has completed just two more launches for a total of 140 operational satellites in orbit of a planned ~650. Operating at a much higher ~1200 km (~750 mi) orbit, any failure of OneWeb satellites would produce debris that could remain in orbit for decades, whereas SpaceX has explicitly chosen much lower ~550 km (~340 mi) orbits, meaning that debris reenters in a matter of years. At Starlink’s sub-300-kilometer (~185 mi) insertion orbit, any faulty satellites screened during SpaceX’s checkout process reenter in a matter of days or weeks thanks to drag from Earth’s atmosphere.
The first phase of SpaceX’s Starlink constellation will require approximately 4400 satellites in low Earth orbit (LEO) and the company is already almost a third of the way to that milestone. A second phase could see those numbers grow as high as ~12,000, followed by a third phase with more than 40,000 satellites much further down the road. Relative to OneWeb, Starlink is dramatically more ambitious and each SpaceX satellite offers superior bandwidth and latency in a bid to blanket the Earth in affordable, high-quality broadband internet.
Of course, as a consequence of needing so many satellites to build out a network with enough bandwidth to serve tens to hundreds of millions of people, there is an obvious risk that unreliable satellites could make LEO a much more challenging place to operate for both SpaceX and the rest of the world. It also demands an entirely new approach to collision avoidance given the impracticality of human operators manually managing a fleet of thousands – or tens of thousands – of satellites.
Towards that end, SpaceX is developing an autonomous collision avoidance system – though virtually nothing is known about that system outside of the company, creating a far from optimal situation for all other satellite operators. Nevertheless, aside from one publicized avoidance maneuver in 2019, SpaceX appears to be quickly becoming a responsible and (mostly) transparent operator and custodian.
In an apparent attempt to capitalize on vague fears of “space debris” and satellite collisions, OneWeb – or perhaps just McLaughlin – took it upon itself to consciously misconstrue a routine, professional process of collision-avoidance coordination between OneWeb and SpaceX. McLaughlin ran a gauntlet of media outlets to drag SpaceX through the mud and criticize both the company’s technology and response, ultimately claiming that SpaceX’s Starlink satellite was incapable of maneuvering out of the way.
Instead, according to a precise, evidenced timeline of events presented by SpaceX to the FCC, the coordination was routine, uneventful, and entirely successful. OneWeb itself explicitly asked SpaceX to disable its autonomous collision avoidance software and allow the company to maneuver its own satellite out of the way after SpaceX made it clear that the Starlink spacecraft could also manage the task. The event was neither “urgent” or a “close call,” as OneWeb and media outlets later claimed. SpaceX says it has been coordinating similar avoidance maneuvers with OneWeb since March 2020.
Most damningly, SpaceX says that immediately after OneWeb disseminated misleading quotes about the event to the media, “OneWeb met with [FCC] staff and Commissioners [to demand that] unilateral conditions [be] placed on SpaceX’s operations.” Those conditions could have actually made coordination harder, “demonstrating more of a concern with limiting [OneWeb’s] competitors than with a genuine concern for space safety.” Crucially, despite lobbying to restrict its competitors, “OneWeb [has] argued forcefully that [it] should be exempt from Commission rules for orbital debris mitigation due to their status as non-U.S. operators.”
In simple terms, OneWeb is trying to exploit the FCC to suppress its competition while letting it roam free of the exact same regulations. Meanwhile, SpaceX is focused on launching satellites and serving tens of thousands of beta customers as Starlink speeds towards virtually uninterrupted global coverage barely a year and a half after operational launches began – all while coordinating with dozens of other satellite operators to be the best ‘neighbor’ it can be in space.
Investor's Corner
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet,” BoA wrote.
Tesla received a tip of the hat from major Wall Street firm Bank of America on Wednesday, as it reinitiated coverage on Tesla shares with a bullish stance that comes with a ‘Buy’ rating and a $460 price target.
In a new note that marks a sharp reversal from its neutral position earlier in 2025, the bank declared Tesla’s Full Self-Driving (FSD) technology the “leading consumer autonomy solution.”
Analysts highlighted Tesla’s camera-only architecture, known as Tesla Vision, as a strategic masterstroke. While technically more challenging than the multi-sensor setups favored by rivals, the vision-based approach is dramatically cheaper to produce and maintain.
This cost edge, combined with Tesla’s rapidly expanding real-world data engine, positions the company to scale robotaxis far more profitably than competitors, BofA argues in the new note:
“Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet.”
The bank now attributes roughly 52% of Tesla’s total valuation to its Robotaxi ambitions. It also flagged meaningful upside from the Optimus humanoid robot program and the fast-growing energy storage business, suggesting the auto segment’s recent headwinds, including expired incentives, are being eclipsed by these higher-margin opportunities.
Tesla’s own data underscores exactly why Wall Street is waking up to FSD’s potential. According to Tesla’s official safety reporting page, the FSD Supervised fleet has now surpassed 8.4 billion cumulative miles driven.
Tesla FSD (Supervised) fleet passes 8.4 billion cumulative miles
That total ballooned from just 6 million miles in 2021 to 80 million in 2022, 670 million in 2023, 2.25 billion in 2024, and a staggering 4.25 billion in 2025 alone. In the first 50 days of 2026, owners added another 1 billion miles — averaging more than 20 million miles per day.
This avalanche of real-world, camera-captured footage, much of it on complex city streets, gives Tesla an unmatched training dataset. Every mile feeds its neural networks, accelerating improvement cycles that lidar-dependent rivals simply cannot match at scale.
Tesla owners themselves will tell you the suite gets better with every release, bringing new features and improvements to its self-driving project.
The $460 target implies roughly 15 percent upside from recent trading levels around $400. While regulatory and safety hurdles remain, BofA’s endorsement signals growing institutional conviction that Tesla’s data advantage is not hype; it’s a tangible moat already delivering billions of miles of proof.
News
Tesla to discuss expansion of Samsung AI6 production plans: report
Tesla has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla is reportedly discussing an expansion of its next-generation AI chip supply deal with Samsung Electronics.
As per a report from Korean industry outlet The Elec, Tesla purchasing executives are reportedly scheduled to meet Samsung officials this week to negotiate additional production volume for the company’s upcoming AI6 chip.
Industry sources cited in the report stated that Tesla is pushing to increase the production volume of its AI6 chip, which will be manufactured using Samsung’s 2-nanometer process.
Tesla previously signed a long-term foundry agreement with Samsung covering AI6 production through December 31, 2033. The deal was reportedly valued at about 22.8 trillion won (roughly $16–17 billion).
Under the existing agreement, Tesla secured approximately 16,000 wafers per month from the facility. The company has reportedly requested an additional 24,000 wafers per month, which would bring total production capacity to around 40,000 wafers if finalized.
Tesla purchasing executives are expected to discuss detailed supply terms during their visit to Samsung this week.
The AI6 chip is expected to support several Tesla technologies. Industry sources stated that the chip could be used for the company’s Full Self-Driving system, the Optimus humanoid robot, and Tesla’s internal AI data centers.
The report also indicated that AI6 clusters could replace the role previously planned for Tesla’s Dojo AI supercomputer. Instead of a single system, multiple AI6 chips would be combined into server-level clusters.
Tesla’s semiconductor collaboration with Samsung dates back several years. Samsung participated in the design of Tesla’s HW3 (AI3) chip and manufactured it using a 14-nanometer process. The HW4 chip currently used in Tesla vehicles was also produced by Samsung using a 5-nanometer node.
Tesla previously planned to split production of its AI5 chip between Samsung and TSMC. However, the company reportedly chose Samsung as the primary partner for the newer AI6 chip.
Elon Musk
Elon Musk: Tesla could be first to build AGI in humanoid form
Musk’s statement was shared in a post on social media platform X.
Elon Musk predicted that Tesla could become one of the developers of Artificial General Intelligence (AGI) in humanoid form. Musk’s statement was shared in a post on social media platform X.
In his post, Musk stated that “Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form.”
The comment comes as Tesla expands development of its Optimus humanoid robot.
During Tesla’s Q4 earnings report, Elon Musk stated that production of the Model S and Model X would be phased out at its Fremont, California, facility. The vehicles’ production line will then be converted to a pilot line for Optimus. Tesla is looking to produce 1 million units of the humanoid robots annually to start.
Musk has previously stated that Optimus could eventually function as a von Neumann probe. The concept, proposed by mathematician John von Neumann, describes a machine capable of replicating itself using planetary resources and sending those replicas to other worlds.
Optimus would likely only be able to achieve this potential if it manages to achieve Artificial General Intelligence.
Other leaders in the AI sector have also expressed strong expectations about AGI’s potential. Demis Hassabis, CEO of Google DeepMind, recently spoke about the technology at the India AI Impact Summit 2026, as noted in a Benzinga report.
“It’s going to be something like ten times the impact of the Industrial Revolution, but happening at ten times the speed,” Hassabis said.
Elon Musk’s recent comments about Tesla producing a product with AGI could hint at further collaboration among his companies. So far, Tesla is actively pursuing autonomous driving, but it is xAI that is pursuing AGI with its Grok program.
Considering that Elon Musk mentioned a Tesla humanoid product with AGI, it appears that an Optimus robot running xAI’s AI models could become a reality.
xAI had recently merged with SpaceX, though reports suggest that Elon Musk is also considering an even bigger merger for all his companies, including Tesla.
Tesla gets tip of the hat from major Wall Street firm on self-driving prowess
Tesla to discuss expansion of Samsung AI6 production plans: report
