News
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.”
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.
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.”
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
Elon Musk called it Epic: The full story of SpaceX’s Starship Flight 12
Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
