News
Elon Musk says SpaceX is still building a third drone ship – but is it for Falcon or Starship?
Unprovoked on October 9th, SpaceX CEO Elon Musk tweeted “A Shortfall of Gravitas” – the name of a third drone ship settled on a year and a half ago – and reaffirmed that plans were still afoot to build a third rocket recovery vessel.
This is the first update on SpaceX’s newest drone ship in more than a year and comes just a few months after drone ship Just Read The Instructions (JRTI) – formerly stationed in California – was sent East through the Panama Canal. News that A Shortfall of Gravitas (ASOG) is still in the works raises the questions: what’s the holdup and what role(s) will the new drone ship play in SpaceX’s rocket recovery fleet?
Back in July 2018 and just shy of half a year after ASOG’s development was revealed, CEO Elon Musk indicated that the drone ship could be completed and ready for recovery operations as early as “next summer”, or Q3 2019. Now two weeks into Q4 2019, this can be interpreted in several ways, with the most likely explanation being that SpaceX’s naval contractor of choice is running behind schedule while building the new drone ship.
That’s the simplest explanation and operates under the assumption that Musk’s February 2018 comments remain true, meaning that ASOG is first and foremost (if not entirely) meant to support dual side booster landings for future Falcon Heavy launches and an increased Falcon 9 flight rate. However, recent developments give reason to believe that this may no longer be the guiding motivation behind SpaceX’s construction of a new drone ship.
Most notably, over the last several months of 2019, it has become increasingly clear that SpaceX plans (or hopes) to shut down its West Coast Vandenberg Air Force Base (VAFB) launch facilities for anywhere from 9 to 18 months. In just the last few days, word broke that Cape Canaveral Air Force Station (CCAFS) believes that it will be able to open an East Coast polar launch corridor (essentially the same thing VAFB offers) just months from now, and SpaceX hopes to be its first user as soon as February 2020.
Possibly along those lines, SpaceX took the step of sending West Coast drone ship JRTI on a several-week journey across the Panama Canal. The drone ship has since stopped in Louisiana for what is assumed to be maintenance and it remains unclear if JRTI will head to Port of Brownsville (Texas) to support Starship test flights or to Port Canaveral to fill the role ASOG was initially meant to.
As such, it’s no longer clear if SpaceX actually has a need for ASOG, at least as it was described last year. If SpaceX is moving JRTI east for the indefinite future, OCISLY and JRTI could easily support the Falcon 9 launch rates needed for Starlink and dual Falcon Heavy side booster recoveries, although Falcon Heavy is not scheduled to fly again until late-2020.
This leaves one obvious option left to explain ASOG’s continued existence and delayed debut: SpaceX may have paused work for a variety of reasons and changed ASOG’s design to account for a new role in the recovery fleet. That new role would likely center around the extremely rapid progress SpaceX is making with Starship as it pursues a series of ambitious flight tests that could begin before the end of 2019.
Of note, an August 2019 Draft Environmental Assessment (EA) of East Coast Starship launches revealed that SpaceX’s initially plans to land all Super Heavy boosters on a drone ship stationed a few miles off the Florida coast. Starship may also require drone ship landings in the early stages, at least until SpaceX is able to complete the environmental review and licensing process needed before it can begin to land Starship/Super Heavy at Pad 39A and Landing Zones 1 and 2.
For now, we’ll have to wait and see where drone ship JRTI heads after its Louisiana interlude and hopefully find out soon whether ASOG is a drone ship copy or something else entirely.
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Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
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.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
