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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 workers push back against Giga Berlin unionization

“IG Metall did not succeed in Giga Berlin‘s works council election earlier today. The union share was reduced from nearly 40% in 2024 to 31% in 2026! This is a clear message by the Giga Berlin team towards an independent co-determination! The list called Giga United, led by the current chairwoman, Michaela Schmitz, received the most votes with more than 40%! Good news for Giga Berlin!”

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Tesla workers pushed back against unionization efforts at Gigafactory Berlin, and over the past few years, there has been a dramatic decrease in interest to unionize at the German plant.

Gigafactory Berlin Plant Manager André Thierig announced on Wednesday that IG Metall, the European union group, saw its share reduce from 40 to 31 percent in 2026 as employees eligible to vote on the issue. Instead, the Giga Berlin team, known as Giga United, received the most votes with more than 40 percent.

Thierig gave specific details in a post on X:

“IG Metall did not succeed in Giga Berlin‘s works council election earlier today. The union share was reduced from nearly 40% in 2024 to 31% in 2026! This is a clear message by the Giga Berlin team towards an independent co-determination! The list called Giga United, led by the current chairwoman, Michaela Schmitz, received the most votes with more than 40%! Good news for Giga Berlin!”

There were over 10,700 total employees who were eligible to vote, with 87 percent of them turning out to cast what they wanted. There were three key outcomes: Giga United, IG Metall, and other notable groups, with the most popular being the Polish Initiative.

The 37-seat council remains dominated by non-unionized representatives, preserving Giga Berlin as Germany’s only major auto plant without a collective bargaining agreement.

Thierig and Tesla framed the outcome as employee support for an “independent, flexible, and unbureaucratic” future, enabling acceleration on projects like potential expansions or new models. IG Metall expressed disappointment, accusing management of intimidation tactics and an “unfair” campaign.

The first election of this nature happened back in 2022. In 2024, IG Metall emerged as the largest single faction with 39.4 percent, but non-union lists coalesced for a majority.

But this year was different. There was some extra tension at Giga Berlin this year, as just two weeks ago, an IG Metall rep was accused by Tesla of secretly recording a council meeting. The group countersued for defamation.

Tesla Giga Berlin plant manager faces defamation probe after IG Metall union complaint

This result from the 2026 vote reinforced Tesla’s model of direct employee-management alignment over traditional German union structures, amid ongoing debates about working conditions. IG Metall views it as a setback but continues advocacy. Tesla sees it as validation of its approach in a competitive EV market.

This outcome may influence future labor dynamics at Giga Berlin, including any revival of expansion plans or product lines, which Musk has talked about recently.

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SpaceX President Gwynne Shotwell details xAI power pledge at White House event

The commitment was announced during an event with United States President Donald Trump.

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Credit: xAI

SpaceX President Gwynne Shotwell stated that xAI will develop 1.2 gigawatts of power at its Memphis-area AI supercomputer site as part of the White House’s new “Ratepayer Protection Pledge.” 

The commitment was announced during an event with United States President Donald Trump.

During the White House event, Shotwell stated that xAI’s AI data center near Memphis would include a major energy installation designed to support the facility’s power needs.

“As you know, xAI builds huge supercomputers and data centers and we build them fast. Currently, we’re building one on the Tennessee-Mississippi state line. As part of today’s commitment, we will take extensive additional steps to continue to reduce the costs of electricity for our neighbors… 

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“xAI will therefore commit to develop 1.2 GW of power as our supercomputer’s primary power source. That will be for every additional data center as well. We will expand what is already the largest global Megapack power installation in the world,” Shotwell said.

She added that the system would provide significant backup power capacity.

“The installation will provide enough backup power to power the city of Memphis, and more than sufficient energy to power the town of Southaven, Mississippi where the data center resides. We will build new substations and invest in electrical infrastructure to provide stability to the area’s grid.”

Shotwell also noted that xAI will be supporting the area’s water supply as well. 

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“We haven’t talked about it yet, but this is actually quite important. We will build state-of-the-art water recycling plants that will protect approximately 4.7 billion gallons of water from the Memphis aquifer each year. And we will employ thousands of American workers from around the city of Memphis on both sides of the TN-MS border,” she noted. 

The Ratepayer Protection Pledge was introduced as part of the federal government’s effort to address concerns about rising electricity costs tied to large AI data centers, as noted in an Insider report. Under the agreement, companies developing major AI infrastructure projects committed to covering their own power generation needs and avoiding additional costs for local ratepayers.

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Tesla Full Self-Driving v14.2.2.5 might be the most confusing release ever

With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.

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Credit: Tesla

Tesla Full Self-Driving v14.2.2.5 hit my car back on Valentine’s Day, February 14, and since I’ve had it, it has become, in my opinion, the most confusing release I’ve ever had.

With each Full Self-Driving release, I am realistic. I know some things are going to get better, and I know some things will regress slightly. However, these instances of improvements are relatively mild, as are the regressions. Yet, this version has shown me that it contains extremes of both.

It has been about three weeks of driving on v14.2.2.5; I’ve used it for nearly every mile traveled since it hit my car. I’ve taken short trips of 10 minutes or less, I’ve taken medium trips of an hour or less, and I’ve taken longer trips that are over 100 miles per leg and are over two hours of driving time one way.

These are my thoughts on it thus far:

Speed Profiles Are a Mixed Bag

Speed Profiles are something Tesla seems to tinker with quite frequently, and each version tends to show a drastic difference in how each one behaves compared to the previous version.

I do a vast majority of my FSD travel using Standard and Hurry modes, although in bad weather, I will scale it back to Chill, and when it’s a congested city on a weekend or during rush hour, I’ll throw it into Mad Max so it takes what it needs.

Early on, Speed Profiles really felt great. This is one of those really subjective parts of the FSD where someone might think one mode travels too quickly, whereas another person might see the identical performance as too slow or just right.

To me, I would like to see more consistency from release to release on them, but overall, things are pretty good. There are no real complaints on my end, as I had with previous releases.

In a past release, Mad Max traveled under the speed limit quite frequently, and I only had that experience because Hurry was acting the same way. I’ve had no instances of that with v14.2.2.5.

Strange Turn Signal Behavior

This is the first Full Self-Driving version where I’ve had so many weird things happen with the turn signals.

Two things come to mind: Using a turn signal on a sharp turn, and ignoring the navigation while putting the wrong turn signal on. I’ve encountered both things on v14.2.2.5.

On my way to the Supercharger, I take a road that has one semi-sharp right-hand turn with a driveway entrance right at the beginning of the turn.

Only recently, with the introduction of v14.2.2.5, have I had FSD put on the right turn signal when going around this turn. It’s obviously a minor issue, but it still happens, and it’s not standard practice:

When sharing this on X, I had Tesla fans (the ones who refuse to acknowledge that the company can make mistakes) tell me that it’s a “valid” behavior that would be taught to anyone who has been “professionally trained” to drive.

Apparently, if you complain about this turn signal, you are also claiming you know more than Tesla engineers…okay.

Nobody in their right mind has ever gone around a sharp turn when driving their car and put on a signal when continuing on the same road. You would put a left turn signal on to indicate you were turning into that driveway if that’s what your intention was.

Like I said, it’s a totally minor issue. However, it’s not really needed, and nor is it normal. If I were in the car with someone who was taking a simple turn on a road they were traveling, and they signaled because the turn was sharp, I’d be scratching my head.

I’ve also had three separate instances of the car completely ignoring the navigation and putting on a signal that is opposite to what the routing says. Really quite strange.

Parking Performance is Still Underwhelming

Parking has been a complaint of mine with FSD for a long time, so much so that it is pretty rare that I allow the vehicle to park itself. More often than not, it is because I want to pick a spot that is relatively isolated.

However, in the times I allow it to pull into a spot, it still does some pretty head-scratching things.

Recently, it tried to back into a spot that was ~60% covered in plowed snow. The snow was piled about six feet high in a Target parking lot.

Tesla ends Full Self-Driving purchase option in the U.S.

A few days later, it tried backing into a spot where someone failed the universal litmus test of returning their shopping cart. Both choices were baffling and required me to manually move the car to a different portion of the lot.

I used Autopark on both occasions, and it did a great job of getting into the spot. I notice that the parking performance when I manually choose the spot is much better than when the car does the entire parking process, meaning choosing the spot and parking in it.

It’s Doing Things (For Me) It’s Never Done Before

Two things that FSD has never done before, at least for me, are slow down in School Zones and avoid deer. The first is something I usually take over manually, and the second I surprisingly have not had to deal with yet.

I had my Tesla slow down at a school zone yesterday for the first time, traveling at 20 MPH and not 15 MPH as the sign suggested, but at the speed of other cars in the School Zone. This was impressive and the first time I experienced it.

I would like to see this more consistently, and I think School Zones should be one of those areas where, no matter what, FSD will only travel the speed limit.

Last night, FSD v14.2.2.5 recognized a deer in a roadside field and slowed down for it:

Navigation Still SUCKS

Navigation will be a complaint until Tesla proves it can fix it. For now, it’s just terrible.

It still has not figured out how to leave my neighborhood. I give it the opportunity to prove me wrong each time I leave my house, and it just can’t do it.

It always tries to go out of the primary entrance/exit of the neighborhood when the route needs to take me left, even though that exit is a right turn only. I always leave a voice prompt for Tesla about it.

It still picks incredibly baffling routes for simple navigation. It’s the one thing I still really want Tesla to fix.

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