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SpaceX COO offers harsh critique of Falcon 9, Starlink, and Starship’s competitors

ULA's Vulcan, Blue Origin's New Glenn, and SpaceX's Starship. (ULA/Blue Origin/SpaceX)

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SpaceX President Gwynne Shotwell says that the company’s Starlink internet constellation is years ahead of competition from OneWeb and Amazon. A step further, the executive also voiced several unprecedently harsh critiques of Jeff Bezos’ Blue Origin and Boeing and Lockheed Martin (ULA).

SpaceX President and Chief Operating Officer Gwynne Shotwell has been as busy as ever and has attended numerous major events over the last few weeks, often speaking with an unprecedented level of candor. The famous SpaceX executive repeatedly indicated that competitors have over-promised and under-delivered and, as a result, are years behind SpaceX’s own Starlink constellation. SpaceX has already launched 60 prototype satellites and has hundreds more on the way as part of a bid to kick off a busy period of “v1.0” satellite.

SpaceX intends to launch has many as 24 dedicated Starlink missions next year, equating to 60 satellites launched every two or so weeks. Meanwhile, the company is in the late stages of preparing to mass-produce “user terminals” and ground stations with the hope of delivering internet service to customers internet as early as mid-2020.

An imposing stack of SpaceX’s first 60 Starlink satellites is shown here prior to their inaugural launch. (SpaceX)

Starlink, OneWeb, and Project Kuiper

Shotwell was especially critical of megaconstellation competitors OneWeb and Amazon, the latter of which began hiring just a few months ago for a several-thousand-satellite constellation known as Project Kuiper. During an October 25th Q&A session with billionaire Ron Baron at the Baron Fund’s annual Investment Conference, Shotwell was uncharacteristically candid about the spaceflight industry outside of SpaceX’s doors, pointing to Jeff Bezos’s Blue Origin and the United Launch Alliance as prime examples of the many pitfalls of traditional aerospace methods.

She responded by crediting the hard work of SpaceX engineers and the often ambitious timelines set forth by company CEO Elon Musk, stating that, “I don’t think there’s a motivation or a drive there.” She explained that she believes that “engineers think better when they’re pushed hardest to do great things in a very short period of time, with very few resources. Not when you have twenty years.” This is a bit of a brutal take given that SpaceX is infamous for offering an often brutally hostile work environment and some of the worst salaries in the industry, but it’s nearly impossible to deny that SpaceX’s list of achievements is essentially unrivaled.

Discussing Blue Origin, Shotwell pulled no punches, stating that “they’ve got a ton of money and they’re not doing a lot.” While both companies – SpaceX and Blue Origin – have remained private and exist in large part thanks to their wealthy owners, SpaceX has pursued commercial relevance and become wildly successful. On the other hand, Blue Origin – despite being two years older – would likely lose all forward momentum or fold outright if owner Jeff Bezos were to cease bankrolling the spaceflight company.

Blue Origin is currently developing a large, reusable, orbital-class rocket known as New Glenn and could eventually become SpaceX’s only serious competition, but the rocket’s first launch is unlikely to occur before H2 2021 or 2022.

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New Glenn is a massive reusable rocket that will stand ~82m (270 ft) tall and be able to launch up to 45 metric tons (100,000 lb) to low Earth orbit (LEO). (Blue Origin)
New Glenn is a massive reusable rocket that will stand ~82m (270 ft) tall and be able to launch up to 45 metric tons (100,000 lb) to low Earth orbit (LEO). (Blue Origin)

Simultaneously, Amazon recently revealed Project Kuiper, a slightly modified version of SpaceX’s Starlink constellation that is being lead by ex-Starlink executives fired by Elon Musk in June 2018. Project Kuiper, however, has only just begun and is likely at least 3-5 years away from beginning orbital testing, let alone providing any sort of service to customers.

Shotwell also addressed a new competitor in the large-scale satellite constellation market, OneWeb. During her talk with Baron, Shotwell bluntly warned potential investors to steer clear of the company. She boasted about SpaceX’s Starlink satellites, stating that they are “17 times better per bit”, a reference to Starlink’s greater per-satellite bandwidth, and cautioned that “if you’re thinking about investing in OneWeb, I would recommend strongly against it. They fooled some people who are going to be pretty disappointed in the near term.”

OneWeb deployed six development satellites in February 2019, the company’s first hardware to reach orbit. Their next launch is expected no earlier than December 2019. (Arianespace)

OneWeb later provided a follow up to CNBC reporter Michael Sheetz stating “we are not in the business of commenting on competitors. OneWeb’s satellites and constellation design are tested, market leading and we are excited to start our monthly launches soon and to start delivering much needed connectivity to people everywhere.” In reality, OneWeb and executives like Greg Wyler comment on competitors all the time, they just rarely put all their cards on the table.

Regardless, Shotwell’s streak of candor appears to have no end in sight. It remains to be seen whether her move towards uncharacteristically vitriolic public comments is a smart strategy, but she is undoubtedly making waves.

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Tesla Full Self-Driving feature probe closed by NHTSA

Actually Smart Summon allows owners to move their parked Tesla via a smartphone app remotely, directing the vehicle short distances in parking lots or private property while the driver supervises from the phone.

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tesla summon
Credit: YouTube/Hector Perez

A probe into a popular Tesla self-driving feature has been closed by the National Highway Traffic Safety Administration (NHTSA) after over a year of scrutiny from the government agency.

The NHTSA has officially closed its investigation into Tesla’s Actually Smart Summon (ASS) feature, marking a regulatory win for the electric vehicle maker after more than a year of scrutiny.

Here’s our coverage on the launch of the probe:

Tesla’s Actually Smart Summon feature under investigation by NHTSA

The preliminary investigation, opened last January, examined roughly 2.59 million Tesla vehicles equipped with the feature across the Model S, Model X, Model 3, and Model Y lineups. ASS is not available for Cybertruck currently.

Actually Smart Summon allows owners to move their parked Tesla via a smartphone app remotely, directing the vehicle short distances in parking lots or private property while the driver supervises from the phone.

Here’s a clip of us using it:

Introduced as an upgrade to the original Smart Summon, the feature was designed to enhance convenience but drew attention after reports of low-speed incidents where vehicles bumped into stationary objects like posts, parked cars, or garage doors.

The NHTSA’s Office of Defects Investigation reviewed 159 incidents, including one formal Vehicle Owner’s Questionnaire complaint and media reports.

Notably, all events occurred at very low speeds, resulted only in minor property damage, and involved zero injuries or fatalities. The agency determined that the incidents were “extremely rare”, a fraction of one percent across millions of Summon sessions, and did not indicate a systemic safety-related defect.

A key factor in the closure was Tesla’s proactive response through over-the-air (OTA) software updates.

During the probe, Tesla deployed at least six updates that improved camera-based object detection, enhanced neural network performance for obstacle recognition, and refined the system’s response to potential hazards. These iterative improvements, delivered wirelessly to the entire fleet, addressed the primary concerns around detection reliability and operator reaction time.

Critics of Tesla’s autonomous features had initially pointed to the crashes as evidence of rushed deployment, especially given the feature’s reliance on the company’s vision-only Full Self-Driving (FSD) stack. However, NHTSA’s decision to close the case without seeking a recall underscores the low-severity nature of the events and the effectiveness of software-based fixes in modern vehicles.

It definitely has its flaws. I used ASS yesterday unsuccessfully:

However, improvements will come, and I’m confident in that.

The closure comes as Tesla continues to push boundaries with its autonomous driving ambitions, including unsupervised FSD rollouts and robotaxi initiatives. For owners, the ruling reinforces confidence in Actually Smart Summon as a convenient, low-risk tool rather than a hazardous experiment.

While broader NHTSA reviews of Tesla’s higher-speed FSD capabilities remain ongoing, this outcome highlights how data-driven analysis and rapid OTA remediation can satisfy regulators in the evolving landscape of automated driving technology.

Tesla has not issued an official statement on the closure, but the move is widely viewed as bullish for the company’s autonomy roadmap, reducing one layer of regulatory overhang and allowing focus on further refinements.

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Elon Musk

Tesla uses Model S and X ‘sentimental’ value to enforce massive pricing move

By slashing production and creating immediate scarcity, the company has transformed these remaining vehicles into limited-edition relics. The price hike is not driven by rising material costs or new features.

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Credit: Tesla

Tesla is using the “sentimental” value that CEO Elon Musk talked about with the Model S and Model X to enforce one of the most massive pricing moves it has ever applied as it begins to phase out the flagship vehicles.

Tesla quietly executed one of its most calculated pricing plays yet. After officially ending production of the Model S and Model X, the company raised prices on every remaining new and demo unit by roughly $15,000.

The refreshed starting prices now sit at:

  • $109,990 for the Model S AWD
  • $124,900 for the Model S Plaid
  • $114,900 for the Model X AWD
  • $129,900 for the Model X Plaid

Every vehicle comes fully loaded with the Luxe Package, Full Self-Driving Supervised, four years of premium connectivity and service, and lifetime free Supercharging. What looks like a simple inventory adjustment is, in reality, a masterclass in monetizing nostalgia.

These are not ordinary cars. For many owners, the Model S and Model X represent the purest expression of Tesla’s original promise—the sleek, over-engineered flagships that proved electric vehicles could be faster, quieter, and more desirable than their gasoline counterparts.

Tesla removes Model S and X custom orders as sunset officially begins

They are the vehicles that carried Elon Musk’s vision from Silicon Valley startup to global automaker.

The final units rolling off the line carry an emotional weight that numbers alone cannot capture. Buyers are not simply purchasing transportation; they are acquiring a piece of Tesla history, the last examples of the very models that defined the brand’s first decade.

Tesla, with this move, understands this sentiment deeply.

By slashing production and creating immediate scarcity, the company has transformed these remaining vehicles into limited-edition relics. The price hike is not driven by rising material costs or new features.

It is driven by the knowledge that a certain segment of buyers, loyalists, collectors, and enthusiasts, will pay a premium precisely because these cars are about to disappear. The strategy converts emotional attachment into margin.

Where other automakers might discount outgoing models to clear lots, Tesla is betting that sentiment is worth more than volume.

The move also quietly rewards existing owners. Scarcity instantly boosts resale values for the hundreds of thousands of Model S and X already on the road, reinforcing brand loyalty among the very people who helped build Tesla’s reputation.

In the end, Tesla’s pricing decision reveals a sophisticated understanding of its audience. As the company pivots toward next-generation platforms, it has found a way to extract one final, lucrative chapter from its heritage.

For buyers willing to pay the new prices, the premium is not just for the car; it is for the feeling of owning the last true originals. Tesla has turned sentiment into strategy, and in the process, reminded everyone that even in the EV era, emotion remains a powerful line on the balance sheet.

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Tesla broadens most-wanted Model Y to eight new markets

This rollout targets Asia’s booming EV adoption, driven by family buyers seeking practicality without sacrificing performance or luxury. It positions Tesla against rising local competitors offering affordable three-row options.

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Credit: Tesla China

Tesla has broadened the availability of the most-wanted Model Y trim to eight new Asian markets, expanding the footprint of what is one of the most highly requested vehicle configurations in the U.S.

Tesla has officially launched ordering for the Model Y L, its long-wheelbase six-seater electric SUV, across eight key Asian territories: Japan, South Korea, Hong Kong, Macau, Singapore, Thailand, Malaysia, and the Philippines.

The announcement signals a major expansion for the family-oriented variant first introduced in China in August 2025. In Thailand, Malaysia, and the Philippines, the vehicle had already been previewed at several motor shows, so fans in the area were familiar with the Model Y L and its distinct differences to the standard-sized trims.

Local pricing reflects taxes, incentives, and import duties. Malaysia estimates RM260,000 with Q2 2026 deliveries; Singapore lists S$248,999 (including COE); Macau prices at 398,750 patacas. Similar competitive positioning is expected in Japan, South Korea, Hong Kong, Thailand, and the Philippines, where the Model Y L undercuts many traditional three-row SUVs while offering full EV benefits.

This rollout targets Asia’s booming EV adoption, driven by family buyers seeking practicality without sacrificing performance or luxury. It positions Tesla against rising local competitors offering affordable three-row options.

Notably, the Model Y L remains unavailable in the U.S. market, where demand for a stretched Model Y has been high. Although CEO Elon Musk said that something “way cooler than a minivan” is on the way in the U.S., the dimensions of the Model Y L simply fit the needs of many American families.

Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’

The Model Y L stands out with its stretched dimensions: 4,976 mm long and a 3,040 mm wheelbase—179 mm and 150 mm longer, respectively, than the standard Model Y. Height increases slightly to 1,668 mm, creating a true three-row, 2+2+2 layout with individual captain’s chairs in the second row for easier third-row access.

Maximum cargo capacity reaches 2,539 liters with seats folded, making it ideal for growing families or those needing versatile space in dense urban environments. But it’s not just a grocery-getter or a kid-hauler: The performance matches Tesla’s reputation.

Dual-motor all-wheel drive delivers 0-100 km/h acceleration in about 5.0 seconds (or 4.5 seconds in some market specs), with a top speed of 201 km/h. The vehicle boasts a WLTP-rated range of up to 681 km, supported by an approximately 88-97 kWh battery pack (market-dependent) and 250 kW DC fast charging.

With deliveries slated for Q2 2026 and strong early interest mirroring China’s rapid pre-orders, the Model Y L could become a bestseller in these dynamic markets. Tesla’s targeted expansion essentially generalizes its commitment to tailoring vehicles to regional needs while advancing sustainable mobility across Asia.

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