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SpaceX reportedly refused to move Starlink satellite, provoking odd space agency tweets [updated]
The European Space Agency (ESA) has published an unusual press release – in the form of a Twitter thread – specifically blaming SpaceX’s nascent Starlink constellation for a collision avoidance maneuver recently performed by Aeolus, a scientific spacecraft in low Earth orbit (LEO). SpaceX reportedly refused to move its Starlink satellite, triggering the maneuver.
SpaceX launched an extensive Starlink beta test on May 23rd, 2019, placing an unprecedented 60 satellites in LEO. Discussed earlier today on Teslarati, 50 of those 60 satellite prototypes have reached their final 550 km (340 mi) orbits and are functioning as intended, while 5 have paused their orbit-raising, 3 have been declared dead, and 2 are intentionally lowering their orbits as an end-of-life simulation.
Update: SpaceX has released an official statement on the matter.
“Our Starlink team last exchanged an email with the Aeolus operations team on August 28, when the probability of collision was only in the 2.2e-5 range (or 1 in 50k), well below the 1e-4 (or 1 in 10k) industry standard threshold and 75 times lower than the final estimate. At that point, both SpaceX and ESA determined a maneuver was not necessary. Then, the U.S. Air Force’s updates showed the probability increased to 1.69e-3 (or more than 1 in 10k) but a bug in our on-call paging system prevented the Starlink operator from seeing the follow on correspondence on this probability increase – SpaceX is still investigating the issue and will implement corrective actions. However, had the Starlink operator seen the correspondence, we would have coordinated with ESA to determine best approach with their continuing with their maneuver or our performing a maneuver.”
–SpaceX, 09/03/2019
Additionally, Starlink satellites have already reportedly performed 16 autonomous collision avoidance maneuvers (sans human operator interference) and SpaceX confirmed that the satellite ESA was worried about is fully operational while it continues its deorbit maneuver.
On one hand, ESA’s description of events is bizarre and dubious, at points. ESA Operations tweeted that “it is very rare to perform collision avoidance maneuvers with active satellites”, while the very next tweet stated that “ESA performed 28 collision avoidance maneuvers [in 2018]”, meaning that the procedure is roughly biweekly for ESA alone.
Meanwhile, Matt Desch – CEO of Iridium, the owner and operator of one of the largest LEO constellations ever flown – stated that its Iridium NEXT satellites perform similar maneuvers weekly, without the need to “put out a press release to say who [Iridium] maneuvered around”. In simple terms, collision avoidance maneuvers are extremely common and extremely routine and are a fundamental part of operating satellites on orbit – be it one, ten, or ten thousand.
However, spaceflight journalist Jonathan O’Callaghan was told by sources in ESA that the space agency had directly contacted SpaceX with concerns about a possible Starlink-Aeolus collision and the company refused to move their spacecraft in cooperation. This left ESA’s Aeolus to perform the maneuver.
From the perspective of O’Callaghan’s sourced information, SpaceX certainly appears to be in the wrong in this case. However, the current story is extremely patchy, and more information is needed to paint a true-to-life picture of events. Was SpaceX’s refusal to move based on an inability to move one of the two satellites it is intentionally deorbiting? Is the company simply confident in what it has described as a suite of autonomous collision avoidance hardware and software installed on each Starlink satellite?
Either way, if SpaceX actually is/was as terse and uncommunicative as O’Callaghan’s sources have painted the company, it is an extremely bad look. For SpaceX to successfully operate hundreds of Starlink satellites, let alone its constellation’s full ~11,800, good spaceflight stewardship and hand-in-hand cooperation with other major (and minor) operators is an absolute necessity. If SpaceX acts like the bully in the room and simply ignores or avoids cooperation and fails to take responsibility and help maintain current standards of collision avoidance, the company will very quickly find itself surrounded by newly made enemies like ESA.
Teslarati has reached out to SpaceX for comment and will update this article with all relevant information.
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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’
