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

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.
Shotwell, on SpaceX's competitors and why other companies haven't built and landed orbital rockets: "Boeing and Lockheed like their cushy situation."— Michael Sheetz (@thesheetztweetz) October 25, 2019
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.
Baron: Why hasn't Bezos been doing this? He's spending lots of money.
Shotwell: They're two years older than us and they've yet to reach orbit. They get $1 billion of "free money" each year but I think engineers work better when they're pushed.— Michael Sheetz (@thesheetztweetz) October 25, 2019
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.

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 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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News
Tesla Holiday Update is incoming, and the wishlist is Merry and Bright
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
Tesla’s Holiday Update is going to be on its way soon, and although we have no idea what the company is planning to implement into vehicles with the 2025 iteration.
However, the wishlist is extensive, and owners are hoping to get a vast array of new features, both useful and artificial. That’s the fun thing about owning a Tesla — not everything is necessary, and it’s okay for your car to be fun.
There are a handful of big wishes, and we’ve seen a lot of different requests out there based on what owners are saying on social media. Nevertheless, what Tesla should bring and what Tesla will bring are two different things.
🚨 All I Want for Christmas (in the Tesla Holiday Update) is:
1. More streaming platforms
2. Summon for Cybertruck
3. Easier Navigation adjustment for a preferred route instead of the optimal choiceWhat else? pic.twitter.com/qapS1jXAuB
— TESLARATI (@Teslarati) November 16, 2025
In past years, Tesla has brought both useful things and fun things with the Holiday Update. The Custom Lock Sound, new Light Shows, and even High Fidelity Park Assist have all come in past updates, among many other things. But for 2025, people want even more, and here’s what we have seen most frequently thus far:
More Streaming Platforms
This is a personal request of ours, and it’s something that we feel is long overdue.
Sure, Netflix, Disney+, and Hulu are all great — but there’s a lot of meat left on that bone. HBOMax, Paramount+, and even YouTube TV would be a great option for those of us who have subscriptions and want to watch Live Events while Supercharging or eating in our cars.
The fact that Tesla has not added more platforms to its in-car Theater in a few years has been, dare I say, disappointing?
Full Self-Driving for Europe
This is something not even Santa can help with. Although his Elves are known for their high productivity, we’re not even sure they could convince European regulators to open the door for FSD’s entrance into the market.
Tesla deploys Unsupervised FSD in Europe for the first time—with a twist
FSD is definitely capable of handling European driving conditions, but regulators are truly dragging their feet through the mud with the approval process. Tesla has tested FSD in several countries in Europe, but nothing has been set in stone yet.
Deeper Grok Integration
Many owners have said something about how Grok is truly not super in-tune with the vehicles. This is something any owner will experience.
It seems Grok should be capable of handling all in-car requests; everything from changing the A/C to a specific temperature to adding a stop within the Navigation should be handled by Grok.
Instead, Grok cannot handle those things currently. You have to speak to the car itself using the microphone button on the steering wheel.
Interestingly, some vehicles already have the Grok logo replacing the microphone. It is likely the most realistic request of all.
‘Learn’ Mode for Full Self-Driving Arrival Options
Although it is great for public destinations, FSD still does not allow you to choose a set parking spot at your residence. It also does not allow you to choose preferences for parking in large parking lots.
Renters, and even those who live in purchased townhomes, often have assigned parking spots. Full Self-Driving v14 has done a great job of doing half the work, but there have been too many times when I’ve arrived home, the car pulls me into a spot, and I’m forced to manually back out and park in my assigned space.
Many people also do not like to park toward the entrance of a store, me included. Parking away from the front of a store eliminates parking congestion and usually is a safer bet for your vehicle to keep from being dinged by careless drivers who swing their doors open.
Navigation Adjustments
Sometimes you don’t want to turn left on the street the navigation chooses. Maybe you want to go a block down and check out that new Portuguese restaurant that just opened on the way to your next destination.
This is only possible currently by inputting a waypoint that would take you that way. Instead, the center screen could be opened, and the driver should be able to select an alternative route by simply touching a street they’d rather travel on.
Investor's Corner
Tesla wins $508 price target from Stifel as Robotaxi rollout gains speed
The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Tesla received another round of bullish analyst updates this week, led by Stifel, raising its price target to $508 from $483 while reaffirming a “Buy” rating. The firm cited meaningful progress in Tesla’s robotaxi roadmap, ongoing Full Self-Driving enhancements, and the company’s long-term growth initiatives.
Robotaxi rollout, FSD updates, and new affordable cars
Stifel expects Tesla’s robotaxi fleet to expand into 8–10 major metropolitan areas by the end of 2025, including Austin, where early deployments without safety drivers are targeted before year-end. Additional markets under evaluation include Nevada, Florida, and Arizona, as noted in an Investing.com report. The firm also highlighted strong early performance for FSD Version 14, with upcoming releases adding new “reasoning capabilities” designed to improve complex decision-making using full 360-degree vision.
Tesla has also taken steps to offset the loss of U.S. EV tax credits by launching the Model Y Standard and Model 3 Standard at $39,990 and $36,990, Stifel noted. Both vehicles deliver more than 300 miles of range and are positioned to sustain demand despite shifting incentives. Stifel raised its EBITDA forecasts to $14.9 billion for 2025 and $19.5 billion for 2026, assigning partial valuation weightings to Tesla’s FSD, robotaxi, and Optimus initiatives.
TD Cowen also places an optimistic price target
TD Cowen reiterated its Buy rating with a $509 price target after a research tour of Giga Texas, citing production scale and operational execution as key strengths. The firm posted its optimistic price target following a recent Mobility Bus tour in Austin. The tour included a visit to Giga Texas, which offered fresh insights into the company’s operations and prospects.
Additional analyst movements include Truist Securities maintaining its Hold rating following shareholder approval of Elon Musk’s compensation plan, viewing the vote as reducing leadership uncertainty.
@teslarati Tesla Full Self-Driving yields for pedestrians while human drivers do not…the future is here! #tesla #teslafsd #fullselfdriving ♬ 2 Little 2 Late – Levi & Mario
Elon Musk
Tesla CEO Elon Musk teases autobiography following fallout with Isaacson
“I need to tell my story myself and highlight lessons that I learned along the way that would be useful to others.”
Tesla CEO Elon Musk teased the potential for an autobiography following his fallout with author Walter Isaacson, who wrote a book on the serial entrepreneur in the past.
Isaacson met with C-SPAN’s American’s Book Club on November 13, and went into detail as to why he disagreed with Musk’s place in politics, especially with how he handled Department of Government Efficiency (DOGE):
“It’s a shame because had he gone into government and focused on what he’s good at…He could have changed the government for good, but instead…he started, you know, let’s get rid of this part of USAID and firing people.”
It’s sort of a shame to see Isaacson cast stones in the direction of Musk, whom he spent a significant amount of time with, aiming to put forth an accurate and realistic depiction of perhaps the greatest entrepreneur in the modern era.
However, Musk did not come back at Isaacson. Instead, he highlighted the need for what could potentially be his autobiography, aiming to “highlight lessons that [he] learned along the way that would be useful to others.”
I need to tell my story myself and highlight lessons that I learned along the way that would be useful to others
— Elon Musk (@elonmusk) November 17, 2025
Musk’s time in government was met with harsh criticisms from many, but there was a lot of support for the work that he did during his time with DOGE as well. Eventually, Musk’s responsibilities with DOGE started to wind down, and he pledged to step back from government to focus on his companies.
A Musk-written biography would potentially be a great book for those who are interested in his story, but also those who plan to enter entrepreneurism, tech, or the sciences, as there truly could be some excellent lessons within.
However, Musk’s recently approved compensation package and the tranches that could pay him $1 trillion in shares will likely take up most of his time. Tesla also has a lofty goal of launching Robotaxi and expanding the ride-hailing service to other areas of the country in the coming months.
@teslarati With a pedestrian in the crosswalk, Tesla Full Self-Driving shows off its courtesy. Human drivers? Not so much. #tesla #teslafsd #fullselfdriving ♬ AMERICAN HEART – Maxwell Luke
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