News
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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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
