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Elon Musk calls out Dish Network’s Charlie Ergen for trying to steal the 12 GHz band that is meant for space internet
Tesla and SpaceX CEO, Elon Musk called out Dish Network’s Charlie Ergen for the company’s attempt to block Starlink from using the 12 GHz band. Earlier this month, the FCC granted SpaceX’s request to use the 12 GHz band for Earth Stations in Motions which will allow it to provide Starlink internet service to moving vehicles, boats, and aircraft.
Dish Network Is Trying To Convince The FCC To Deny Starlink the 12 GHz band
DISH Network has been trying to convince the Federal Communications Commission (FCC) to deny SpaceX and Starlink the needed status in the 12 GHz band.
Although Dish is only a satellite television provider, it is building a 5G mobile broadband network that might use spectrum from the 12 GHz band that it uses for its satellite TV services.
OneWeb Stands Up For SpaceX
Earlier today, Drive Tesla Canda reported that OneWeb is supporting SpaceX in the fight over the 12 GHz spectrum.
The company sent a filing to the FCC urging it to reject the plan to open up the 12 GHz band for ground-based 5G. OneWeb said,
“This OneWeb study clearly illustrates that [satellite internet] operators would not be able to deploy user terminals in the proximity of a typical urban or suburban macro-cell base station deployment without receiving harmful interference… The MVDSS (12GHz for 5G) proponents have no history of building out real networks and instead are focused on lobbying the Commission for an unparalleled spectrum windfall based on deeply flawed technical studies without any corresponding benefit to unconnected Americans.”
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Dish Network Claims SpaceX Is Spreading Misinformation
According to Dish Network, the study released by OneWeb is “another in-house, non-independent effort to discredit the scientifically proven feasibility of coexistence in the 12 GHz band.” According to Dish Network:
“The study released today by OneWeb is another in-house, non-independent effort to discredit the scientifically proven feasibility of coexistence in the 12 GHz band. It is important to note that the FCC has already made it clear that any NGSO FSS company utilizing the 12 GHz band is doing so at its own risk and there should be no expectation of exclusivity within the band. The 5G for 12GHz Coalition remains committed to working with the FCC and stakeholders to reach a win-win solution for the American people. We will continue to pursue the facts that prove coexistence is possible in the band and advance the public interest.”
In the 5G for 12 GZ Coalition, Dish Network accused SpaceX of spreading misinformation.
“Starlink has initiated a public misinformation campaign by falsely telling customers and the public that coexistence is not possible in the band among Starlink and 5G services – despite nationwide data proving otherwise. This tactic, which is commonly used by Elon Musk, is not only disingenuous, but it promulgates an anti-5G narrative that is harmful to American consumers who deserve greater competition, connectivity options, and innovation. It also stands to threaten America’s global leadership in the 5G and technology sector as other countries outpace the nation in delivering next-generation services.”
Elon Musk Speaks Out Against Charlie Ergen.
In a response to Drive Tesla Canada’s article, Elon Musk said that Charlie Ergen is trying to steal the 12 GHz band meant for space internet. He added that this isn’t cool. Ergen is the co-founder and chairman of Dish Network.
SpaceX Petition To The FCC
SpaceX has set up a petition requestion the FCC to reject the rule changes proposed by Dish for the 12 GHz spectrum. If the FCC doesn’t reject these rules, Starlink customers will experience interference for more than. 77% of the time. And total outages of services for 74% of the time. This would make Starlink, a service that is critical for disaster relief, unusable for most Americans.
You can sign the petition here.
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Starlink Helps During Disasters.
We all know about how Starlink is helping in Ukraine. However, Starlink helped people in Louisiana after hurricane Ide blew through knocking out communications and power. I spoke with Elon Musk about this in my interview and I am going to end this article with what he said about Starlink.
“Starlink, because it is not dependent on any ground-based infrastructure, can provide internet connectivity to areas that have had floods or fires or earthquakes that t have destroyed the ground-based infrastructure.”
“That’s obviously extremely helpful for rescuing people and people being able to ‘I need to I need help. I need rescue.’ It’s like how do you find them? How do you communicate with them? Starlink can and has provided that in a number of situations.”
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
