News
How Tesla’s Elon Musk dunks on the competition just as their momentum builds
It’s an emotion-filled, intense game. When you’re down the court. In the zone. Elon Musk goes up for the slam and WHAM!
Just when you least expected it.
Oh, that’s gotta hurt.
The script plays out time and time again. Tesla and SpaceX CEO Musk bursts into action. Like a runaway freight train. But with intent. Strategy. Musk charges in with a timely announcement to derail the momentum of his competition, just as they’re about to gain traction. Cheers for the competition become silence.
We were reminded of Musk’s mastery of the game this past week when a timely leaked email would inform the world that Tesla was preparing for volume production of its highly-anticipated Semi truck. Shares of Tesla shot up past $1,000 to raise the bar on its all-time high, while any trace of attention on a competing rival – Nikola – would be lost.
Electric-hydrogen commercial truck maker Nikola had just come off of a momentous week after going public in its Initial Public Offering.
While Musk’s announcement was surely a positive one for Tesla, there may have been some intent behind it. Just as Nikola’s stock began to climb, Musk derailed their momentum by announcing Tesla’s plan to prioritize the Semi truck production. It’s a classic page out of Musk’s successful playbook to leverage a competitor’s momentum, as media centers the conversation around a particular industry, before ripping the ball away from the competition and go in for the slam dunk. It has happened throughout his storied career. And it will continue to do so.
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Porsche Taycan. We drove it. We appreciated it and we were on the bandwagon that the Porsche Taycan and its “repeatable performance” was destined for the famed Nürburgring. It was one of the first stories I covered as a writer for Teslarati and I can remember it pretty vividly. The Taycan hit the Green Hell in Germany in August and reportedly set a track record for a four-door production vehicle. However, that story wouldn’t last long.
Not more than a couple of weeks later, on September 5, Musk announced the Model S would be arriving at the Nürburgring to test its performance at the notoriously difficult racetrack. But it surely didn’t stop there. Musk then stated that Tesla had been developing an entirely new version of the Model S behind the scenes and that the wide-body design was a brand new tri-motor setup of the company’s flagship sedan. It was called “the Plaid Powertrain,” and it ripped through the Ring in record time.
Just as Porsche was starting to gain some momentum as an EV competitor to Tesla, Musk ripped their title right out from under them. Within a few weeks, everyone was done talking about the Taycan and wanted to know more about the Plaid Model S. As of right now, it is still a car that has is relatively face-value details available, but we all know it is going to be fast.
Next, Rivian’s momentum was surely derailed by Musk when the company decided to unveil the Cybertruck. Rivian’s R1T was going to be “the next big thing” in the consumer pickup truck segment. Personally, I was pretty impressed with how many people knew about Rivian, because many friends who have little interest in the automotive sector as a whole knew who Rivian was. In California, this wouldn’t be as impressive. But I live in Pennsylvania, and it was pretty cool to hear people talk about Rivian in such a mainstream manner.
In November, Rivian had been holding more reservation events, developing its production facilities, filing patents, and really establishing itself as a real leader in the EV pickup market. Then came along the Cybertruck.
The Cybertruck’s design and its dystopian-like unveiling event were enough to derail Rivian’s momentum. Nobody was talking about Rivian, and even to this day nearly eight months later, the Cybertruck is still the hot topic. While Rivian remains a relevant character in the electric pickup truck community, the casual electric car fan is sharing articles about the Cybertruck, and not the R1T.
I’ll be honest, the space race rivalry between Musk and Bezos isn’t something I’ve followed as closely as the automotive stuff. But I remember when Bezos was on CNN in 2015 talking about his Blue Origin rockets being the first fully reusable rockets in the world. But SpaceX had successfully landed a reusable rocket in 2012. Not to mention, Musk’s words were often times reused by Bezos, who would pawn them off as his own idea. A video of that is available here.
https://youtu.be/Qe_TTI64fJA
Anyway, the proof is in the pudding. Musk has used other companies to time his announcements for groundbreaking products. He did it with the Plaid Model S, he did it with the Cybertruck, and he did it with the Semi. Momentum building is especially difficult in automotive manufacturing simply because most companies all share the same features and commonalities. It takes something truly special for people to get excited.
Elon has developed an interesting way to spread the word about his new products, and he’s basically used other companies to do it. Some might call it timely, some might call it rude. I call it smart.
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Elon Musk
Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up
Elon Musk sarcastically calls Mukesh Ambani ‘Prime Minister’ as the Starlink India standoff escalates again.
Elon Musk escalated his public fight over Starlink’s launch in India on Friday, addressing Reliance chairman Mukesh Ambani as “Prime Minister Ambani” in a sarcastic post on X. “Please accept my humble apologies for not realizing that you are the real boss of India,” Musk wrote, before accusing Ambani of “monopolistic exploitation” and asking whether he would “consider allowing Starlink to compete.” In follow up posts, he said Starlink has proven essential during natural disasters and would help parts of India with no internet access.
The post came two days into a fight that Musk sparked up on Wednesday, when he said Starlink was “being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people.” He called it “a crime against the people of India” and left the names out, adding only, “You can guess who they are.” Jio and Airtel together hold more than 80% of India’s telecom market. On Thursday, Musk asked whether Ambani is “the real boss of India” and said Starlink has spent five years complying with “every single law and requirement” of the Indian government.
Dear Prime Minister Ambani,
Please accept my humble apologies for not realizing that you are the real boss of India.
Naturally, you would prefer to maintain your monopolistic exploitation of the great people of India, but would you nonetheless consider allowing Starlink to compete?
There are many areas of India, as there are in all countries, with no Internet access, which denies children the opportunity for education and for small businesses the opportunity to sell their goods to a global market. Starlink would change their lives for the better.
Thank you 🙏
— Elon Musk (@elonmusk) October 9, 2026
India’s government has pushed back each time. The Ministry of Communications called the suggestion that its framework is unfair or discriminatory “baseless and misconceived.” Communications Minister Jyotiraditya Scindia said Friday that three companies hold satcom licenses: Starlink, Jio Satellite Communications, and Bharti backed Eutelsat OneWeb. Amazon’s Kuiper, now Amazon Leo, is still going through the process. None can launch until regulators finalize satellite spectrum pricing and the Home Ministry signs off on each company’s security compliance. Scindia said the telecom regulator and the Department of Telecommunications are close to a decision on pricing, The Hindu reported. Bharti chairman Sunil Mittal also said OneWeb is still waiting on approvals.
Starlink received its operator license in 2025 after a three year wait, and the space regulator IN-SPACe granted what industry executives called the last approval needed in July. The holdup since then centers on security, particularly concern that foreign operators could bypass Indian gateways.
Musk and Ambani have been on opposite sides of this before. In late 2024, Ambani argued for auctioning satellite spectrum, which Musk criticized as out of step with the rest of the world, and India chose administrative allocation instead. By March 2025, the two sides had signed a deal to sell Starlink devices in Reliance stores, and Starlink secured its telecom license that June. That partner is now also a competitor. Jio is reportedly weighing a constellation of 1,600 to 1,650 satellites costing an estimated $10 billion to $15 billion, while Akash Ambani has told shareholders Jio plans to lease capacity from global providers to move quickly.
Elon Musk
Elon Musk’s surprise addition to the X Takeover lineup has fans talking
Elon Musk will join Saturday’s X Takeover at Giga Texas for a live virtual interview.
Elon Musk will join X Takeover at Giga Texas on Saturday for a live virtual interview, according to Sawyer Merritt, who shared the news late Thursday. Musk will not be on stage in Austin. The conversation is set to stream for free on the @teslaownersSV account on X.
Organizers had kept expectations in check. In a September update, Tesla Owners Silicon Valley said Musk had appeared at the event twice before but was not promising a third appearance, even as fans hoped he would walk the Giga Texas grounds in person. A virtual spot matches 2024, when Musk gave a surprise interview of about an hour to the crowd in San Luis Obispo, as Teslarati reported at the time.
Wasn’t expecting this 🫡
— Tesla Owners Silicon Valley (@teslaownersSV) October 9, 2026
This year’s edition is a first in several ways. It is the first X Takeover held outside California and the first at a Tesla facility, with tickets selling out in eight days. Tesla provides the venue, but the event is produced independently by Tesla Owners Silicon Valley. The main event runs from 10 a.m. to 6 p.m. CT, followed by a drone and light show at 9 p.m. Maye Musk is the keynote speaker, Franz von Holzhausen is set for a virtual keynote, and Nicki Minaj is the special guest. Joe Tegtmeyer, whose drone footage Teslarati used to track the Optimus factory steel frame at Giga Texas, is also on the speaker list.
Musk’s interview topics have not been revealed, but the backdrop is busy. Tesla doubled its Cybercab fleet in Austin in late September, and last week Musk explained why Robotaxi hours only moved from 10 p.m. to 11 p.m.. Merritt also reported Thursday that Texas DMV records now show 319 registered Cybercabs, up from 169. NHTSA’s deadline for Tesla’s sworn answers on Cybercab certification is October 30, and Tesla reports third quarter earnings on October 21.
Fans who cannot make it to Austin can watch the livestream on X. Musk tends to say more in unscripted settings than he does in prepared remarks, which is the reason this one is worth having open on Saturday.
News
It’s official: SpaceX takes aim at Verizon, AT&T, and T-Mobile
SpaceX is buying 800 MHz spectrum from Grain to turn Starlink Mobile into a carrier.
SpaceX has agreed to buy a nationwide block of low band wireless spectrum, a deal the company says will let Starlink Mobile operate as a full US carrier rather than a satellite add-on for someone else’s network.
The company announced the agreement on X on Thursday afternoon, saying it will “pave the way for @Starlink to become a major mobile carrier in the US.” The seller is Grain Management, a private investment firm that confirmed in a statement that SpaceX will acquire 100% of its nationwide 800 MHz portfolio. That covers up to 14 MHz of paired spectrum in the 817 to 824 MHz and 862 to 869 MHz bands. Neither side disclosed a price, and the deal still needs FCC approval.
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → https://t.co/1Uaf48v5pm
— SpaceX (@SpaceX) October 8, 2026
Grain only recently picked up the licenses itself. It bought the portfolio from T-Mobile in a transaction that closed in August, paying cash plus its own 600 MHz spectrum. Rival AST SpaceMobile had been testing satellites on the same bands before SpaceX stepped in.
SpaceX said its 2 GHz spectrum will handle high bandwidth capacity, while the new 800 MHz layer “ensures Starlink Mobile’s signal penetrates through obstacles, such as walls, and can provide service to customers’ devices even when they are in buildings.” The company added that most existing phones already support the band, so customers would not need new hardware to use it.
That 2 GHz spectrum came from SpaceX’s EchoStar acquisition last year, which gave the company exclusive S band rights in the US and global Mobile Satellite Service licenses. The Grain spectrum is different in an important way: it is tailored for service from ground towers, not satellites. SpaceX said that combination would make Starlink Mobile “the first network operator to deploy both satellite and terrestrial spectrum.”
The announcement also follows a key regulatory win. Earlier this week, the FCC approved SpaceX’s plan to deploy 15,000 second generation Starlink Mobile satellites, which the company has said will carry up to 100 times the data density of the current system, as Teslarati previously reported.
Shares of AT&T, Verizon and T-Mobile fell in extended trading after the announcement. T-Mobile is currently SpaceX’s launch partner for Starlink Mobile in the US, which makes its position the most complicated of the three.
SpaceX has not been subtle about its plans. During the company’s August earnings call, President and COO Gwynne Shotwell said she expected Starlink Mobile to win over customers from the major carriers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said, pointing to dead zone coverage and resilience during disasters. Shotwell also described plans for low cost cellular base stations that could pair with existing Starlink dishes.
SpaceX has targeted 2027 for deployment of its next generation Starlink Mobile satellites, with upgraded service expected by the end of that year. The FCC review of the Grain deal now determines when the terrestrial half of that network can come online.
Elon Musk roasts India’s billionaire Mukesh Ambani as Starlink fight heats up
Elon Musk’s surprise addition to the X Takeover lineup has fans talking
It’s official: SpaceX takes aim at Verizon, AT&T, and T-Mobile
The Pentagon taps Elon Musk to design the battlefield of the future
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