Elon Musk
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
But there was one driving factor that was considered critical to Tesla: “Receive assurances that Musk’s involvement with the political sphere would wind down in a timely manner.”
The Tesla Board of Directors announced yesterday that it had established a new pay package for CEO Elon Musk, as it believes it is “critical” to secure his long-term commitment to the position.
However, the Board made it clear about Musk’s political involvement in its proxy filing, which announced the new pay package, and it seems the company is addressing it directly.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
The proxy announced the massive pay package, which could give Musk $1 trillion if he achieves various goals that would help Tesla grow as an automaker, energy provider, and in the Robotics and AI sectors.
There are also some details about the Board’s decision, which we went over yesterday, as it felt that Musk was the right person to continue to lead Tesla for the foreseeable future.
It appears that there were four primary reasons behind the decision to retain Musk with this substantial pay package.
Tesla sought to secure Musk’s commitment to the company by offering him a path to increased ownership; if he were to achieve all tranches, he would hold approximately 27 percent ownership.
Another was to let Musk develop the newest Master Plan, which was released last week. Additionally, there needs to be a “meaningful framework for long-term succession planning led by the Board with Musk’s active participation.”
But there was one driving factor that was considered critical to Tesla: “Receive assurances that Musk’s involvement with the political sphere would wind down in a timely manner.”
This is an interesting tidbit in Tesla’s proxy filing. The board says: “Ultimately, the Committee believed it to be critical to Tesla to secure Musk’s commitment to Tesla, receive assurances that Musk’s involvement with the political sphere would wind down in a timely manner.”… pic.twitter.com/uGdVESprc8
— Sawyer Merritt (@SawyerMerritt) September 5, 2025
It is far from a secret that Musk’s involvement with President Donald Trump during his election campaign and after he was voted in rubbed many people the wrong way.
Musk was part of President Trump’s White House, serving as the Head of the Department of Government Efficiency (DOGE) and also acting as a Special Advisor.

President Donald J. Trump purchases a Tesla on the South Lawn, Tuesday, March 11, 2025. (Official White House Photo by Molly Riley)
Musk’s political involvement impacted sales, but by how much is unknown.
It appears the Board is truly ready to move on from politics and focus on what matters: expanding AI, Robotics, and sustainable energy. For what it’s worth, Musk has backed away from politics significantly compared to how it was during election season.
Elon Musk
SpaceX targets 150Mbps per user for upgraded Starlink Direct-to-Cell
If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.
SpaceX is targeting peak download speeds of 150Mbps per user for its next-generation Direct-to-Cell Starlink service. The update was shared by SpaceX Spectrum & Regulatory Affairs Lead Udrivolf Pica during the International Telecommunication Union’s Space Connect conference.
“We are aiming at peak speeds of 150Mbps per user,” Pica said during the conference. “So something incredible if you think about the link budgets from space to the mobile phone.”
If achieved, the 150Mbps goal would represent a significant jump from the current performance of Starlink Direct-to-Cell.
Today, SpaceX’s cellular Starlink service, offered in partnership with T-Mobile under the T-Satellite brand, provides speeds of roughly 4Mbps per user. The service is designed primarily for texts, low-resolution video calls, and select apps in locations that traditionally have no cellular service.
By comparison, Ookla data shows median 5G download speeds of approximately 309Mbps for T-Mobile and 172Mbps for AT&T in the United States, as noted in a PCMag report. While 150Mbps would still trail the fastest terrestrial 5G networks, it would place satellite-to-phone broadband much closer to conventional carrier performance, even in remote areas.
Pica indicated that the upgraded system would support “video, voice, and data services, clearly,” moving beyond emergency connectivity and basic messaging use cases.
To reach that target, SpaceX plans to upgrade its existing Starlink Direct-to-Cell satellites and add significant new capacity. The company recently acquired access to radio spectrum from EchoStar, which Pica described as key to expanding throughput.
“More spectrum means a bigger pipeline, and this means that we can expand what we can do with partners. We can expand the quality of service. And again, we can do cellular broadband basically, cellular broadband use cases, like AI or daily connectivity needs,” he stated.
SpaceX has also requested regulatory approval to deploy 15,000 additional Direct-to-Cell satellites, beyond the roughly 650 currently supporting the system. The upgraded architecture is expected to begin rolling out in late 2027.
Elon Musk
Microsoft partners with Starlink to expand rural internet access worldwide
The update was shared ahead of Mobile World Congress.
Microsoft has announced a new collaboration with Starlink as part of its expanding digital access strategy, following the company’s claim that it has extended internet connectivity coverage to more than 299 million people worldwide.
The update was shared ahead of Mobile World Congress, where Microsoft detailed how it surpassed its original goal of bringing internet access to 250 million people by the end of 2025.
In a blog post, Microsoft confirmed that it is now working with Starlink to expand connectivity in rural and hard-to-reach regions.
“Through our collaboration with Starlink, Microsoft is combining low-Earth orbit satellite connectivity with community-based deployment models and local ecosystem partnerships,” the company wrote.
The partnership is designed to complement Microsoft’s existing work with local internet providers and infrastructure companies across Africa, Latin America, and India, among other areas. Microsoft noted that traditional infrastructure alone cannot meet demand in some regions, making low-Earth orbit satellite connectivity an important addition.
Kenya was cited as an early example. Working with Starlink and local provider Mawingu Networks, Microsoft is supporting connectivity for 450 community hubs in rural and underserved areas. These hubs include farmer cooperatives, aggregation centers, and digital access facilities intended to support agricultural productivity and AI-enabled services.
Microsoft stated that 2.2 billion people globally remain offline, and that connectivity gaps risk widening as AI adoption accelerates.
Starlink’s expanding constellation, now numbering more than 9,700 satellites in orbit, provides near-global coverage, making it one of the few systems capable of delivering broadband to remote regions without relying on terrestrial infrastructure.
Starlink is expected to grow even more in the coming years as well, especially as SpaceX transitions its fleet to Starship, which is capable of carrying significantly larger payloads compared to its current workhorse, the Falcon 9.
Elon Musk
Tesla expands US LFP battery supply with LG Energy Solution deal: report
The report was initially published by TheElec, citing industry sources.
LG Energy Solution (LGES) will manufacture lithium iron phosphate (LFP) energy storage system (ESS) batteries for Tesla at its Lansing, Michigan facility.
The report was initially published by TheElec, citing industry sources.
LG Energy Solution’s Lansing plant, formerly known as Ultium Cells 3, was previously operated as a joint venture with General Motors. LGES acquired GM’s stake in May 2025 and now fully owns the site. With a production capacity of 50 GWh per year, it is one of the company’s largest facilities in North America.
LG Energy Solution is converting part of the Lansing factory to produce LFP batteries for energy storage systems. Equipment orders for the new lines have already been placed, and mass production is reportedly expected to begin in the second half of next year.
Last July, LG Energy Solution disclosed a 5.94 trillion won battery supply agreement running from August 2027 to July 2030. While the company did not name the customer, industry sources pointed to Tesla as the buyer.
Tesla has primarily used CATL’s prismatic batteries for its Megapack systems. The move to source prismatic LFP cells from LG Energy Solution’s U.S. plant could then be seen as part of Tesla’s efforts to bolster its North American supply base for its energy storage business.
For the Lansing conversion, LG Energy Solution reportedly plans to use electrode equipment originally ordered under its Ultium Cells venture with General Motors. Suppliers reportedly include CIS and Hirano Tecseed for electrode systems, TSI for mixing equipment, CK Solution for heat exhaust systems, A-Pro for formation equipment, and Shinjin Mtech for assembly kits.
Tesla currently manufactures energy storage products at facilities in California and Shanghai, though another Megafactory that produces the Megapack is also expected to be built in Texas. As per recent reports, the Texas Megafactory recently advanced with a major property sale.