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SpaceX’s Starship could launch secret Turkish satellite, says Gwynne Shotwell
According to SpaceX COO/President Gwynne Shotwell and a Turkish satellite industry official, Starship and Super Heavy may have a role to play in the launch of Turksat’s first domestically-procured communications satellite.
Per Shotwell’s specific phrasing, this comes as a bit of a surprise. Built by Airbus Defense and Space, SpaceX is already on contract to launch Turksat’s 5A and 5B communications satellites as early as Q2 2020 and Q1 2021, respectively. The spacecraft referred to in the context of Starship is the generation meant to follow 5A/5B: Turksat 6A and any follow-on variants. Turksat’s 6-series satellites will be designed and manufactured domestically rather than procured from non-Turkish heavyweights like Airbus or SSL. However, the Turksat 6A satellite’s current baseline specifications would make it an extremely odd fit for a launch vehicle as large as Starship/Super Heavy.
Curiously, in written statements to Turkish media outlets, Turkish Aerospace Industries (TAI) referred to a “Turksat 6A2” satellite for the first time ever. Prior to comments made at the Satellite 2019 conference, Turksat’s prospects beyond 5A/5B were simply referred to as “Turksat 6A”, a ~4300 kg (9500 lb) domestically-built communications satellite scheduled for completion no earlier than the end of 2020. Turksat 5A and 5B will both be approximately 4500 kg (9900 lb), well within the capability of the flight-proven Falcon 9 rockets they are expected to launch on.
Why, then, might Starship “[potentially] work for the next Turksat project”, as suggested by Shotwell? Referring to what Turksat GM Cenk Sen then described as “6A2”, Shotwell noted that the satellite would be “quite a large, complex satellite.” While undeniably massive relative to almost anything else, the 4300-kg Turksat 6A is actually in the middle of the road (maybe even on the smaller side) relative to most geostationary communications satellites built and launched in the last few years.
We’re gonna need a bigger speculation…
SpaceX COO and President Gwynne Shotwell would know this as intimately as anyone, given her essential role at the head of the launch services provider. Most recently, SpaceX used Falcon Heavy to launch Arabsat 6A (6500 kg/14,300 lb) to a uniquely high transfer orbit of ~90,000 km (56,000 mi). In the second half of 2018, Falcon 9 was also tasked with launching Telstar 18V (7060 kg/15,560 lb) and 19V (7076 kg/15,600 lb) to geostationary transfer orbits (GTO), with 19V technically becoming the heaviest commercial communications satellite ever launched.
SpaceX is also just a few days away from launching 60 Starlink test satellites, reportedly set to become the company’s heaviest payload ever with a mass greater than ~13,000 kg (30,000 lb). Put simply, SpaceX is about as familiar as one can possibly get with not only launching – but even building – truly massive and complex satellite payloads.
In short, it appears that “Turksat 6A2” may refer to an extremely ambitious follow-on to Turksat 6A (perhaps 6A1?). To warrant the use of Starship over the then highly-proven and well-paved Falcon 9 or Heavy, Turksat 6A2 would indeed have to be what Shotwell referred to as “quite a large, complex satellite”. In a recoverable configuration, Falcon 9 is capable of placing about 5500-6000 kg into a full GTO. Falcon Heavy allows for 8000-10000 kg, with the latter option assuming that all three boosters land on drone ships. Steel Starship’s performance – with or without tanker refueling – is effectively an unknown quantity at this point in time, although SpaceX CEO Elon Musk says more Starship info will be provided this year at a dedicated June 20th event.
Aside from questions of payload performance of Starship/Super Heavy relative to Falcon 9/Heavy, it’s unclear when the next-gen SpaceX rocket will actually be ready to start launching commercial payloads. Back in December 2018, Musk estimated that Starship had a 60% chance of reaching orbit by the end of 2020, with confidence on the rise as the company transitioned BFR’s structure from carbon composites to stainless steel. Four months after that estimate, a low-fidelity Starship prototype – nicknamed Starhopper – successfully completed two Raptor-powered test fires, straining a few feet into the air against large tethers. Meanwhile, Raptor testing continues in McGregor, Texas, while progress is also being made on what is said to be the first orbit-capable Starship prototype a few thousand feet from Starhopper.
A long path to orbit
Before SpaceX can begin orbital launch attempts with Starship, the company will need to build a new launch complex (or develop a floating launch platform), complete with processing and integration facilities also built from the ground up. Additionally, at least one massive Super Heavy booster will be needed for Starship to deliver more than just itself to orbit. Starship’s unprecedented metallic heat shield will need to be made flight-ready, while a minimum of 38 Raptor engines will need to be built and tested. In short, a huge amount of work needs to be done before Starship and its associated facilities will be capable of launching high-value customer payloads.
In other words, any prospective Cargo Starship customers will necessarily be shopping for launches in 2021-2022 at the absolute earliest. According to TAI’s Sen, SpaceX and its Starship vehicle will be just “one of the candidate[s]” eligible to compete for the Turksat 6A2 launch contract, hinting that these new comments are just the first of many more to come.
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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’
