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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.
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Tesla expands Robotaxi app access once again, this time on a global scale
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
Tesla has expanded Robotaxi app access once again, but this time, it’s on a much broader scale as the company is offering the opportunity for those outside of North America to download the app.
Tesla Robotaxi is the company’s early-stage ride-hailing platform that is active in Texas, California, and Arizona, with more expansion within the United States planned for the near future.
Tesla said recently it plans to launch Robotaxi in Miami, Houston, Las Vegas, Phoenix, and Dallas.
The platform has massive potential, and Tesla is leaning on it to be a major contributor to even more disruption in the passenger transportation industry. So far, it has driven over 550,000 miles in total, with the vast majority of this coming from the Bay Area and Austin.
First Look at Tesla’s Robotaxi App: features, design, and more
However, Tesla is focusing primarily on rapid expansion, but most of this is reliant on the company’s ability to gain regulatory permission to operate the platform in various regions. The expansion plans go well outside of the U.S., as the company expanded the ability to download the app to more regions this past weekend.
So far, these are the areas it is available to download in:
- Japan
- Thailand
- Hong Kong
- South Korea
- Australia
- Taiwan
- Macau
- New Zealand
- Mexico
- U.S.
- Canada
Right now, while Tesla is focusing primarily on expansion, it is also working on other goals that have to do with making it more widely available to customers who want to grab a ride from a driverless vehicle.
One of the biggest goals it has is to eliminate safety monitors from its vehicles, which it currently utilizes in Austin in the passenger’s seat and in the driver’s seat in the Bay Area.
A few weeks ago, Tesla started implementing a new in-cabin data-sharing system, which will help support teams assist riders without anyone in the front of the car.
Tesla takes a step towards removal of Robotaxi service’s safety drivers
As Robotaxi expands into more regions, Tesla stands to gain tremendously through the deployment of the Full Self-Driving suite for personal cars, as well as driverless Robotaxis for those who are just hailing rides.
Things have gone well for Tesla in the early stages of the Robotaxi program, but expansion will truly be the test of how things operate going forward. Navigating local traffic laws and gaining approval from a regulatory standpoint will be the biggest hurdle to jump.
Tesla received a price target boost from Morgan Stanley, according to a new note on Monday morning, but there is some considerable caution also being communicated over the next year or so.
Morgan Stanley analyst Andrew Percoco took over Tesla coverage for the firm from longtime bull Adam Jonas, who appears to be focusing on embodied AI stocks and no longer automotive.
Percoco took over and immediately adjusted the price target for Tesla from $410 to $425, and changed its rating on shares from ‘Overweight’ to ‘Equal Weight.’
Percoco said he believes Tesla is the leading company in terms of electric vehicles, manufacturing, renewable energy, and real-world AI, so it deserves a premium valuation. However, he admits the high expectations for the company could provide for a “choppy trading environment” for the next year.
He wrote:
“However, high expectations on the latter have brought the stock closer to fair valuation. While it is well understood that Tesla is more than an auto manufacturer, we expect a choppy trading environment for the TSLA shares over the next 12 months, as we see downside to estimates, while the catalysts for its non-auto businesses appear priced at current levels.”
Percoco also added that if market cap hurdles are achieved, Morgan Stanley would reduce its price target by 7 percent.
Perhaps the biggest change with Percoco taking over the analysis for Jonas is how he will determine the value of each individual project. For example, he believes Optimus is worth about $60 per share of equity value.
He went on to describe the potential value of Full Self-Driving, highlighting its importance to the Tesla valuation:
“Full Self Driving (FSD) is the crown jewel of Tesla’s auto business; we believe that its leading-edge personal autonomous driving offering is a real game changer, and will remain a significant competitive advantage over its EV and non-EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e., hands-off, eyes-off), it will revolutionize the personal driving experience. It remains to be seen if others will be able to keep pace.”
Additionally, Percoco outlined both bear and bull cases for the stock. He believes $860 per share, “which could be in play in the next 12 months if Tesla manages through the EV-downturn,” while also scaling Robotaxi, executing on unsupervised FSD, and scaling Optimus, is in play for the bull case.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Meanwhile, the bear case is placed at $145 per share, and “assumes greater competition and margin pressure across all business lines, embedding zero value for humanoids, slowing the growth curve for Tesla’s robotaxi fleet to reflect regulatory challenges in scaling a vision-only perception stack, and lowering market share and margin profile for the autos and energy businesses.”
Currently, Tesla shares are trading at around $441.
News
Tesla Optimus dramatically collapses after teleoperator mishap
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements
Tesla Optimus dramatically collapsed after a teleoperator mishap at the company’s “Future of Autonomy Visualized” event in Miami this past weekend.
It seemed blatantly obvious that whoever was controlling the Optimus robot from behind the scenes did not disconnect their ability to manipulate its movements, then left the controls, causing Optimus to collapse.
A video captured at the event shows Optimus doing a movement similar to taking a headset off, likely what the teleoperator uses to hear guest requests and communicate with other staff:
🚨 Tesla Optimus mishap at the Miami event
To be fair, don’t we all want to do this around the Holidays? pic.twitter.com/EJ5QKenqQd
— TESLARATI (@Teslarati) December 8, 2025
After the headset removal motion was completed, Optimus simply collapsed backward, making for an interesting bit of conversation. While it was a mishap, it was actually pretty funny to watch because of the drama displayed by the robot in the situation.
This was obviously a mistake made by the teleoperator, and does not appear to be a spot where we can put any sort of blame on Optimus. It would have likely just stood there and waited for controls to resume if the teleoperator had disconnected from the robot correctly.
However, details are pretty slim, and Tesla has not announced anything explaining the situation, likely because it seems to be a pretty face-value event.
Tesla Optimus shows off its newest capability as progress accelerates
The Tesla Optimus program has been among the most hyped projects that the company has been working on, as CEO Elon Musk has extremely high hopes for what it could do for people on Earth. He has said on several occasions that Optimus should be the most popular product of all time, considering its capabilities.
Obviously, the project is still a work in progress, and growing pains are going to be part of the development of Optimus.
In its development of Optimus Gen 3, Tesla has been working on refining the forearm, hand, and fingers of Optimus, something that Musk said is extremely difficult. However, it’s a necessary step, especially if its capabilities will not be limited by hardware.
All in all, Optimus has still been a very successful project for Tesla, especially in the early stages. The company has done an excellent job of keeping Optimus busy, as it helps with serving customers at events and the Tesla Diner, and is also performing tasks across the company’s manufacturing plants.
Tesla expands Robotaxi app access once again, this time on a global scale
Tesla gets price target boost, but it’s not all sunshine and rainbows
