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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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Elon Musk

Tesla Optimus Gen 3 is coming to the Tesla Diner with new ambitions

Tesla’s Optimus robot left the Hollywood Diner within months of opening. Now Musk is planning its return with a bigger role and a major Gen 3 upgrade underway.

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Tesla Optimus Gen 3 [Credit: Tesla]

Tesla’s Optimus robot was one of the most talked-about features when the Tesla Diner opened on Santa Monica Boulevard in Hollywood on July 21, 2025. Dubbed “Poptimus” by Tesla fans, the Gen 2 robot stood upstairs at the retro-futuristic, drive-in theater and Tesla Supercharging station, scooping popcorn into bags and handing them to guests with a wave.

The diner itself had been years in the making. Elon Musk first floated the idea in 2018 with a tweet about building an “old-school drive-in, roller skates & rock restaurant” at a Hollywood Supercharger. What eventually opened was a unique two-story neon-lit space, with 80 EV charging stalls, and Optimus serving as a live demonstration of where Tesla’s ambitions were headed.


But Optimus did not stay long, and was gone by December 2025.

Now, the robot is set to return with a more demanding job. Musk has ambitions for Optimus to take on a food runner role in 2026, delivering meals directly to cars at the Supercharger stalls. While the latest Gen 3 Optimus is likely to initially take on its previous popcorn-serving role, it wouldn’t be out of the question for Optimus to see a quick promotion. With improved  hand dexterity that features 50 total actuators and 22 degrees of freedom per hand, and significantly more powerful processing through Tesla’s latest AI5 chip that includes Grok-powered voice interaction, Musk described Optimus at the Abundance Summit on March 12, 2026, as “by far the most advanced robot in the world, Nothing’s even close.”

That confidence is backed by a major manufacturing shift. At the Q4 2025 earnings call in January, Musk announced Tesla would discontinue the Model S and Model X and convert those Fremont production lines to build Optimus. “It’s time to basically bring the Model S and X programs to an end,” he said, calling for a pivot that reflects where the Tesla’s future lies.

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Elon Musk

Musk forces Judge’s exit from shareholder battles over viral social media slip-up

McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.

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(Credit: Tesla)

Many Tesla fans are familiar with the name Kathaleen McCormick, especially if they are investors in the company.

McCormick is a Delaware Chancery Court Judge who presided over Tesla CEO Elon Musk’s pay package lawsuit over the past few years, as well as his purchase of Twitter. However, she will no longer be sitting in on any issues related to Musk.

Elon Musk demands Delaware Judge recuse herself after ‘support’ post celebrating $2B court loss

In a rare admission of potential optics issues in one of America’s most powerful corporate courts, Delaware Chancery Court Chancellor Kathaleen McCormick stepped aside Monday from a cluster of shareholder lawsuits targeting Elon Musk and Tesla’s board.

The move came just days after Musk’s legal team highlighted her apparent “support” on LinkedIn for a post that mocked the billionaire over his 2022 tweets about the $44 billion Twitter acquisition.

McCormick insisted in a court filing that she harbors no actual bias against Musk or the defendants. She claimed she either never clicked the “support” button, LinkedIn’s version of a “like,” or did so accidentally.

She wrote in a newly published memo from the Delaware Chancery Court:

“The motion for recusal rests on a false premise — that I support a LinkedIn post about Mr. Musk, which I do not in fact support. I am not biased against the defendants in these actions.”

Yet she granted the reassignment anyway, acknowledging that the intense media scrutiny surrounding her involvement had become “detrimental to the administration of justice.”

The consolidated cases will now be handled by three of her colleagues on the Delaware Court of Chancery, the nation’s go-to venue for high-stakes corporate disputes. The lawsuits accuse Musk and Tesla directors of breaching fiduciary duties through lavish executive compensation and lax governance oversight.

One prominent claim, filed by a Detroit pension fund, challenges massive stock awards granted to board members, alleging the payouts harmed the company. The litigation also overlaps with issues stemming from Musk’s turbulent 2022 Twitter purchase.

McCormick’s history with Musk made her a lightning rod. In 2022, she presided over the fast-tracked lawsuit that ultimately forced Musk to complete the Twitter deal after he tried to back out.

Then in 2024, she struck down his record $56 billion Tesla compensation package, ruling the approval process was flawed and overly CEO-friendly. The Delaware Supreme Court later reinstated the pay on technical grounds, but the ruling fueled Musk’s long-standing criticism of the state’s judiciary.

Musk has repeatedly urged companies to reincorporate elsewhere, arguing Delaware courts have grown hostile to visionary leaders. Monday’s recusal hands him a symbolic victory and underscores how personal social-media activity can collide with judicial impartiality standards.

Delaware law requires judges to step aside if there’s even a “reasonable basis” to question their neutrality.

Court watchers say the episode highlights growing tensions in corporate America’s legal epicenter. While McCormick maintained her impartiality, the appearance of bias proved too costly to ignore. The cases will proceed without her, but the broader debate over Delaware’s dominance in business litigation is far from over.

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Elon Musk

Elon Musk has generous TSA offer denied by the White House: here’s why

Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”

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Gage Skidmore, CC BY-SA 4.0 , via Wikimedia Commons

Tesla and SpaceX CEO Elon Musk made a generous offer to pay the salaries of Transportation Security Administration (TSA) employees last week, but the offer was denied by the White House.

In a striking display of private-sector initiative clashing with federal bureaucracy, the White House has turned down an offer from Elon Musk to personally cover the salaries of TSA officers amid an ongoing partial government shutdown. The rejection, reported last Wednesday by multiple outlets, highlights the legal and political hurdles facing unconventional solutions to Washington’s funding gridlock.

The impasse began weeks ago when Congress failed to pass funding for the Department of Homeland Security (DHS), leaving TSA employees, essential workers who screen millions of travelers daily, without paychecks while still required to report for duty.

Frustrated travelers have endured record-long security lines at major airports, with reports of chaos and delays rippling across the country.

Musk stepped in on March 21 via a post on X, writing: “I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country.”

But it was not for no reason.

White House spokesperson Abigail Jackson responded on behalf of the Trump administration, expressing appreciation for Musk’s gesture.

However, the legal obstacles, which would be insurmountable, would inhibit Musk from doing so. Jackson said:

“We greatly appreciate Elon’s generous offer. This would pose great legal challenges due to his involvement with federal government contracts.”

Musk’s companies hold significant federal contracts, including NASA launches through SpaceX and potential Defense Department work, raising concerns about conflicts of interest, ethics rules, and anti-bribery statutes that prohibit private payments to government employees. Administration officials also indicated they expect the shutdown to end soon, making external funding unnecessary.

The episode underscores deeper tensions in Washington. Musk, who has advised on government efficiency efforts and maintains a close relationship with President Trump, has frequently criticized wasteful spending and bureaucratic delays.

His offer came as airport security lines ballooned, drawing public frustration toward both parties. TSA officers, many of whom rely on paychecks to cover mortgages and family expenses, have continued working without compensation, a situation that has drawn bipartisan concern but little immediate resolution.

Critics of the rejection argue it prioritizes red tape over practical relief for frontline workers and travelers. Supporters of the White House position counter that allowing private funding sets a dangerous precedent and could undermine congressional authority over the budget.

The White House eventually came to terms with the TSA on Friday and started paying them once again, and lines at airports instantly shrank.  The Department of Homeland Security (DHS) said that TSA staf would begin receiving paychecks “as early as” today.

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