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Elon Musk says SpaceX might refly Starship after historic landing
Update: CEO Elon Musk says that SpaceX “might try to refly SN15 soon” after it became the first Starship to ace a high-altitude launch and survive the landing. In other words, SpaceX might be about to kick off what’s bound to be a long and fruitful future of Starship reusability.
Less than six months after high-altitude flight testing began, SpaceX has successfully landed a full-size Starship prototype in one piece, giving the company its first real opportunity to inspect a flown vehicle with flaps, a nose, and three Raptor engines.
That spectacular success will simultaneously give SpaceX a wealth of data from any onboard cameras and data recorders, as well as the physical condition of Starship itself – including three Raptor engines with several minutes of flight time. While SpaceX likely already managed to determine a great deal from over-the-air telemetry and wreckage taken from Starships SN8 through SN11, it now has a virtually unharmed, full-scale, full-fidelity prototype to truly compare and contrast with more theoretical engineering and flight performance models.
Perhaps most importantly, though, SN15’s success also raises the question: what’s next for SpaceX and its Starship program?
The reality is that things could go any number of directions depending on Starship SN15’s condition and just how successful SpaceX determines the flight really was. If Starship SN15 and its tanks, flaps, and Raptors are all in impeccable condition, it’s not impossible to imagine that SpaceX could do what it did after Starship SN8’s near-total success and scrap Starship prototypes SN17, SN18, and SN19 before work really begins. While unlikely, SN15 could even fly a second time in that scenario.
Starship SN16 is already more or less complete could easily be ready to roll to the launch pad within the next week. Odds are good that SpaceX will use SN16 to (hopefully) replicate Starship SN15’s spectacular success and prove beyond a shadow of a doubt that the vehicle’s current design has fixed the issues that doomed SN8 through SN11. With SpaceX’s Starship program, though, just about anything is possible – especially at a point that CEO Elon Musk appears to be seriously considering a giant tower with arms as a replacement for landing legs.
Meanwhile, Musk himself confirmed that SpaceX is working towards a goal of launching Starship into orbit for the first time by July 2021. Beginning with Starship SN20, those initial orbital flight tests will use Starship prototypes with still more upgrades beyond the “hundreds of improvements” present on SN15. It’s unclear how significant the upgrades needed to move from SN15’s design to an orbit-capable Starship are but at minimum, SpaceX will need to outfit orbital ships with a full heat shield and three new vacuum-optimized Raptors on top of the three sea-level engines already flown on SN8 through SN15.
Musk has implied that recovering a Starship prototype from orbit could take several failed attempts before the first success. Along those lines, SpaceX has its work cut out for it given that Starship will be the heaviest orbital spacecraft ever launched by a large margin. Unlike the ~100 metric ton (220,000 lb) Space Shuttle orbiter, though, SpaceX won’t be gambling the lives of astronauts on Starship’s initial orbital flight tests, leaving far more room for uncertainty and risk-taking.
Beyond Starship itself, SpaceX has yet to complete or test a flightworthy Super Heavy booster prototype and the company’s orbital-class Starship launch facilities are far from complete. Many parts of Super Heavy boosters BN2 and BN3 have been completed and are waiting for integration to begin and SpaceX has made a huge amount of progress on said orbital launch site over the last six months, but months of work almost certainly remain before either crucial component will be ready for orbital launch attempts.
For now, we’ll just have to wait and see what happens to Starship SN15 and SN16.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
