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DeepSpace: Rocket Lab ready for first commercial launch of 2019, an innovative DARPA spacecraft

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This is a free preview of DeepSpace, Teslarati’s new member-only weekly newsletter. Each week, I’ll be taking a deep-dive into the most exciting developments in commercial space, from satellites and rockets to everything in between.

If you’d like to receive this DeepSpace newsletter and all of our newsletters and membership benefits, you can become a member for as little as $3/month here.

Now approximately four months distant from the inaugural commercial launch of Rocket Lab’s Electron rocket, the company is ready – following many weeks of customer-side delays – to conduct its first launch of 2019, aiming to place an experimental DARPA-funded satellite into low Earth orbit (LEO). 

If all goes as planned with the launch and experimental spacecraft’s orbital operations, Defense Advanced Research Projects Agency (DARPA) hopes to use the mission to qualify a currently-untested technology that could ultimately enable the production of massive communications and sensing antennas that can fit on relatively tiny satellites. Known as R3D2 (ha…ha…), the mission also effectively serves as the latest operational debut of DARPA’s growing interest and involvement in spaceflight-related industries, nominally proving that the agency is capable of leaning on established companies and startups to rapidly design, build, and fly satellites. Barring any additional launch delays from DARPA’s preparations, Rocket Lab hopes to launch Electron around the end of this week – likely March 22-24 – to kick off what will hopefully be a busy and productive year for the newly operational launch provider. 

DARPA in Space

  • Originally targeted for sometime in the second half of February, the R3D2 mission – Electron’s fifth planned launch in 18 months – has suffered several weeks of delays due to issues faced by DARPA during satellite delivery and pre-launch preparations.
    • Aside from a general hint that the satellite arrived a few weeks later than planned and an official statement from Rocket Lab that “DARPA’s payload team is conducting final ground station configuration work over the coming days”, the process appears to be going rather smoothly. 
  • Weighing in at roughly 150 kg (330 lb), the R3D2 spacecraft – barring the quiet inclusion of co-passengers – will be the first launch of Electron dedicated to a single satellite. In fact, 150 kg is actually the maximum listed payload that Electron is capable of launching to a 500 km (310 mi) sun-synchronous orbit (SSO), providing a functional ‘ceiling’ for the ultimate destination of DARPA’s satellite.
    • R3D2’s primary purpose will be to extensively test a brand new antenna technology and thus prove (hopefully) that the in-space deployment mechanism and unique material composition function as designed. Likely no more than 1-2 feet (~50 cm) across, the definitively small satellite will attempt to deploy an antenna many times larger than itself. 
    • Made out of a material known as Kapton, the deployable antenna will reach a maximum diameter of 2.25 m (7.4 ft), fairly large even when compared with antennas used on satellites many dozens of times more massive. 

Rocket Lab’s Biggest year yet

  • Although the company is off to a relatively slow start, as many as eleven Electron missions – including R3D2 – are at least tentatively manifested for launches in 2019.
  • In November and December of 2018, Rocket Lab further demonstrated that it is more than capable of a respectable monthly launch cadence, particularly impressive for a rocket conducting its third and fourth missions ever. If Rocket Lab can more or less sustain that cadence after DARPA’s R3D2, the company could ultimately complete as many as 8-10 launches this year.
  • Ultimately, founder and CEO Peter Beck says that Rocket Lab and Electron will eventually target dozens of annual launches per year and a weekly launch cadence from an array of launch facilities.
    • Earlier this year, Rocket Lab officially announced that it had come to an agreement with the state of Virginia to build its second launch complex (LC-2) at Wallops Flight Facility (also known as the Mid-Atlantic Spaceport). If construction proceeds apace, the company’s first US-based Electron launch could occur before the end of 2019.
Rocket Lab’s Electron – built almost entirely out of carbon fiber composites – is an undeniably spectacular rocket, building heavily on New Zealand’s unique global expertise in high-performance composites, an offshoot of a very healthy sailing industry. (Rocket Lab)

  • DARPA’s goal with R3D2 – and its interest in space and small satellites in general – should ultimately benefit the entire spaceflight industry, potentially paving the way for the design and production of small satellites with technical capabilities that far outstretch their compact nature.
    • Reliable and affordable deployable structures are becoming a growing focus of a number of young and old spaceflight companies, ranging from heavyweights like SSL/Maxar to new startups like Oxford Space Systems. 
  • Unlike most modern defense and aerospace technology procurement, DARPA is also distinctly focused on streamlining the process of designing, building, and launching spacecraft. To do so, the agency plans to rely heavily on established commercial entities to optimize speed and affordability will still ultimately producing innovative space systems and pushing the state of the art forward.
  • Aside from closely involved projects like R3D2, DARPA – through a program called Blackjack – is also extremely interested in a number of LEO communications constellations proposed in the last few years by companies like SpaceX, OneWeb, and Telesat, and has already awarded a series of small contracts with several to begin the program’s earliest phases.

Mission Updates

  • Completed on March 8th, SpaceX’s near-flawless Crew Dragon launch, space station rendezvous, and recovery is likely the last of the company’s orbital launch activities for the month of March. 
  • The second launch of Falcon Heavy – the rocket’s commercial debut – is currently expected to occur as early as April 7th
  • After Falcon Heavy, SpaceX has at least one other launch – Cargo Dragon’s CRS-17 resupply mission – firmly scheduled for April (April 25th), as well as the more tenuous possibility of the first dedicated Starlink launch occurring as early as late April.

Photos of the Week: 

NASA posted a series of official photos documenting SpaceX’s Crew Dragon recovery process following the spacecraft’s first successful orbital reentry and splashdown. The photo below (top) offers one of the best (and most detailed) views ever made public of one of the heat shields of a SpaceX Dragon spacecraft, offering a glimpse of the wear the PICA-X material experiences after several minutes of extreme heating and buffeting. (c. NASA/Cory Huston)

Back on land, SpaceX’s South Texas entourage has continued to build the first full-scale Starship prototype – nicknamed Starhopper – in preparation for the vehicle’s inaugural static-fire and hop tests. According to official SpaceX statements, those tests could occur as early as this week, partially confirmed by the first installation of a Raptor engine (serial number 2) on a flight article of any kind.(c. NASASpaceflight – bocachicagal)

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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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.

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tesla autopilot

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.

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.

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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.

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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.

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Investor's Corner

Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues

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Credit: Tesla

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 – $0.41 Reported vs. $0.36 Expected
  • Revenues – $22.387 billion vs. $22.35 billion Expected
  • Free Cash Flow – $1.444 billion
  • Profit – $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.

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