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SpaceX’s first batch of Starlink satellites already in Florida for launch debut
According to an official statement, SpaceX’s satellite mass production is “well underway” and the first batch of operational Starlink satellites are already in Florida for their May 2019 launch debut.
Simultaneously, the FCC has granted SpaceX’s request to modify the deployment of its first 1584 Starlink satellites, permitting the company to lower their orbit from approximately 1150 km to 550 km (715 mi to 340 mi). A lower insertion orbit should improve Falcon 9’s maximum Starlink payload, while the lower operational orbit will help to further minimize any risk posed by orbital debris that could be generated by failed SpaceX satellites.
Above all else, SpaceX’s confirmation that the first batch of Starlink satellites are already in Florida drives home the reality that the company’s internet satellite constellation is about to become very real. Said constellation has long been the subject of endless skepticism and criticism, dominated by a general atmosphere of dismissal. There is no doubt that Starlink, as proposed, is an extraordinarily ambitious program that will cost billions of dollars to even begin to realize. SpaceX will have to find ways to affordably manufacture and launch ~11,900 satellites – together weighing something like 500 metric tons (1.1 million lbs) – in as few as nine years, start to finish.
As of November 2018, there are roughly 2000 satellites operating in Earth orbit, meaning that SpaceX’s full Starlink constellation would increase the number of functional satellites in orbit by a factor of almost seven. Just the first phase of Starlink (4409 satellites) would more than triple the number of working satellites in orbit. To meet the contractual requirement that SpaceX launch at least half of Starlink’s licensed satellites within six years of the FCC granting the constellation license, the company will need to launch an average of ~37 satellites per month between now and April 2024. By April 2027, SpaceX will either have to launch all ~2200 remaining Phase 1 satellites or risk forfeiture of its Starlink constellation license. Same goes for the ~7500 very low Earth orbit (VLEO) satellites making up Starlink’s second phase, albeit with their launch deadlines instead in November of 2024 and 2027.
In fact, if SpaceX wants to preserve the separate FCC license for its VLEO Starlink segment, it will actually need to build and launch an average of 100 satellites per month – 20+ per week – for the next five years. In no way, shape, or form is the monthly production of 100 complex pieces of machinery unprecedented. It is, however, entirely unprecedented – and by a factor of no less than 10 – in the spaceflight and satellite industries. Accomplishing that feat will require numerous paradigm shifts in satellite design, manufacturing, and operations. It’s hard to think of anyone more up to the challenge than SpaceX but it will still be an immensely difficult and expensive undertaking.
“Baby” steps
According to SpaceX, the first 75 operational Starlink satellites will be significantly less refined than those that will follow. Most notably, they will eschew dual-band (Ku and Ka) phased array antennas, instead relying solely on Ka-band communications. The second main difference between relates to “demisability”, referring to characteristics exhibited during reentry. The first 75 spacecraft will be less refined and thus feature a handful of components that are expected to survive the rigors of reentering Earth’s atmosphere, creating a truly miniscule risk of property damage and/or human injuries. Subsequent Starlink vehicles will incorporate design changes to ensure that 100% of each satellite is incinerated during reentry, thus posing a ~0% risk on the ground.
In a sense, the first 75 Starlink satellites will be an in-depth demonstration of SpaceX’s proposed constellation. Depending on how the satellites are deployed in orbit, SpaceX’s development team could potentially have uninterrupted access to the orbiting mini-constellation. There will also be constant opportunities to thoroughly test SpaceX’s network architecture for real, including general downlink/uplink traffic, surge management, satellite handoffs, and the laser interlinks meant to join all Starlink satellites into one giant mesh network.
SpaceX has yet to announce the precise number of Starlink satellites that will be aboard Falcon 9 on the rocket’s first dedicated internal launch. More likely than not, the constraining factor will be the usable volume of SpaceX’s payload fairing, measuring 5.2m (17 ft) in diameter. For Flight 1, 10-20 satellites is a reasonable estimate. Likely to weigh around 10,000 kg (22,000 lb) total, the first Starlink payload will be delivered to a parking orbit of ~350 km (220 mi), easily allowing Falcon 9 to return to SpaceX’s Florida Landing Zone or perform a gentle landing aboard drone ship Of Course I Still Love You (OCISLY). The satellites will use their own electric Hall thrusters to reach their final destination (550 km).
According to SpaceX CEO Elon Musk, the first Falcon 9 fairing reuse may also happen during an internal Starlink launch, although it’s unclear if he was referring to Starlink Launch 1 (Starlink-1) or a follow-up mission later this year.
For now, SpaceX is targeting a mid-May for its first dedicated Starlink mission, set to launch from Launch Complex 40 (LC-40). Up next for LC-40 is SpaceX’s 17th operational Cargo Dragon launch (CRS-17), delayed from April 26th and April 30th to May 3rd.
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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’
