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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.

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.”

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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 updates fans on its plans for the Roadster

Earlier in 2025, Musk said Tesla would host the “most epic demo” for the Roadster in late 2025. We’re in Q4, so time is running out, but we finally got the update we’ve been waiting for from von Holzhausen on the Ride the Lightning podcast yesterday.

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Tesla Roadster and Semi at Tesla Battery Day 2020 Credit: @GuyTesla | Twitter

Tesla has finally updated fans on its plans for the Roadster after stating earlier this year it would host the “most epic demo,” showcasing the vehicle’s capabilities.

The Roadster is amongst the most highly anticipated automotive releases in the entire industry, and was set for release in 2020 initially. However, Tesla got so caught up with scaling up the Model Y and focusing on autonomy that the project took a figurative backseat.

Elon Musk teases Tesla’s “most epic demo” by end of year

In the years since its planned release, we have not seen much of the vehicle. Company executives like Elon Musk and Chief Designer Franz von Holzhausen have hinted at things about it and teased us with potential release dates, but each time, it has been delayed.

Last year, Tesla planned to show something, but Musk saw what improvements had been made from the original design unveiled back in 2017 and figured the company could go a step further, only delaying the project another year.

But what’s another year, right?

Earlier in 2025, Musk said Tesla would host the “most epic demo” for the Roadster in late 2025. We’re in Q4, so time is running out, but we finally got the update we’ve been waiting for from von Holzhausen on the Ride the Lightning podcast yesterday.

Confirming the demo was still on for this year, he also teased some new features that the Roadster will have, like new paint options.

Von Holzhausen said:

“I’m excited to showcase the Roadster for a lot of different reasons. The wait will be worth it.”

Additionally, he said the capabilities of the Roadster are truly something, and they have gotten the vehicle to a point that it seems to test the “limits of physics.” Franz added that Tesla has “really gotten to a point where we are going to be achieving that standard that we set out.”

Obviously, the Roadster is not a major contributor to Tesla’s mission or to its future, which mostly leans on artificial intelligence and Robotaxi or autonomy. However, it is still a product that Tesla needs to offer, as many have put massive $250,000 downpayments on the vehicle in an attempt to purchase one.

Tesla has not yet announced a date for its demo of the Roadster, but based on Franz’s interview, it seems the company is still on track to hold that by the end of the year.

The full episode with Franz von Holzhausen on the Ride the Lightning podcast is available here.

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Tesla is ramping up its hiring for the Cybercab production team

As can be seen on Tesla’s Careers website, three new Cybercab-related positions are currently available at Giga Texas.

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Credit: @serobinsonjr/X

Tesla appears to be ramping up its Cybercab team at Giga Texas. As per recent observations by the Tesla community, three new job listings on the automaker’s Careers site suggest that the company is starting to add more critical personnel for the autonomous two-seater’s production.

New Cybercab jobs

As can be seen on Tesla’s Careers website, three new Cybercab-related positions are currently available. Tesla is looking for a Metrology Technician, who will work on the Cybercab’s Quality team; an Equipment Engineer who will work on the Cybercab’s Plastics team; and a Tool & Die Supervisor, who will work in the Injection Molding team.  

All three positions are based in Austin, Texas, which is quite unsurprising as Giga Texas is the only facility today that has the capability to produce the vehicle. The Cybercab’s production is quite different compared to Tesla’s other vehicles, as it is the first car that would be produced using the company’s “Unboxed” process. 

Credit: Tesla

Unlike any car that’s produced before

Elon Musk has previously said the Cybercab will be Tesla’s highest-volume vehicle, targeting an annual rate of 2 million units. He also mentioned that the vehicle’s manufacturing line will not resemble an automotive production line at all. Instead, it would resemble a high-speed consumer electronics line, which should pave the way for one Cybercab to be produced every few seconds.

“If you’ve seen the design of the Cybercab line, it doesn’t look like a normal car manufacturing line. It looks like a really high-speed consumer electronics line. In fact, the line will move so fast that actually people can’t even get close to it. I think it’ll be able to produce a car ultimately in less than 5 seconds,” Musk stated during Tesla’s All-Hands meeting earlier this year.

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Elon Musk: Grok 5 now has a 10% chance of becoming world’s first AGI

If his prediction comes to pass, xAI could very well become yet another world-changing company from Elon Musk. 

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Credit: xAI/X

Elon Musk has shared his most optimistic forecast about Grok 5’s capabilities yet. In a recent post on X, Musk stated that he now believes that the upcoming update to xAI’s large language model has a 10% chance of achieving artificial general intelligence. 

If his prediction comes to pass, xAI could very well become yet another world-changing company from Elon Musk. 

Musk’s previous Grok 5 estimate 

Just last month, Elon Musk estimated that xAI might have a chance at achieving artificial general intelligence with Grok 5. Musk’s comments at the time already made headlines, considering that no company in the world today has achieved AGI yet, though numerous AI startups today are actively pursuing artificial general intelligence.

In a recent post on X, Musk noted that his “estimate of the probability of Grok 5 achieving AGI is now at 10% and rising.” In another post, he also noted that “Grok 5 will be AGI or something indistinguishable from AGI.” Grok 5 is yet to be released, though Musk’s comments about the update are definitely setting expectations.

AGI will be world changing

Artificial General Intelligence (AGI) refers to an AI system that is capable of matching or surpassing human-level intelligence across tasks such as thinking, reasoning, and other domains by a notable margin, as noted in a previous report from Benzinga. With AGI achieved, industries from robotics to manufacturing would likely see a notable boost.

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As per a report from the Center for International Relations and Sustainable Development (CIRSD), AGI could eventually pave the way for artificial super intelligence (ASI), which would be more intelligent than AGI and likely more intelligent than all of humanity combined. 

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