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SpaceX ready for back to back astronaut, Starlink launches
Two SpaceX Falcon 9 rockets remain on track to attempt back-to-back astronaut and Starlink satellite launches later this week.
Both SpaceX East Coast drone ships Just Read The Instructions (JRTI) and A Shortfall of Gravitas (ASOG) and two new support and fairing recovery ships (Bob and Doug) are all headed northeast into the Atlantic Ocean, where they’ll soon reach landing zones stationed just ~50 km (~30 mi) apart. As early as 9:03pm EST Wednesday, November 10th (02:03 UTC 11 Nov), the first of those Falcon 9s is scheduled to lift off on its second mission for NASA, sending a new Crew Dragon and four international astronauts on their way to the International Space Station (ISS).
If all goes to plan, less than a day and a half later, a second Falcon 9 rocket will lift off from SpaceX’s other East Coast launch site as part of “Starlink 4-1” – the company’s first dedicated Florida Starlink launch in almost six months.
Starlink 4-1 is scheduled to launch NET 7:40am EST (12:40 UTC) on Friday, November 12th with Falcon 9 booster B1062, a new expendable upper stage, a (likely) reused fairing, and 53 Starlink V1.5 satellites – likely the first of their kind to launch from the East Coast. While the mission profile will be almost identical to all 29 of SpaceX’s dedicated East Coast Starlink launches, it will be targeting a slightly lower and different orbit to kick off the second of five constellation ‘shells’.
Unlike the ~1700 Starlink V1.0 satellites SpaceX launched over the last two years, the Starlink V1.5 satellites the company recently began launching feature a partially upgraded design but are mainly distinguished by the addition of several ‘space lasers’. More officially known as optical interlinks, those lasers will allow Starlink satellites to connect to each other and route communications entirely in orbit, exploiting the vacuum of space to create what amount to wireless fiber-optic links with bandwidth on the order of tens or hundreds of gigabits per second (Gbps). As a result, there’s a good chance that SpaceX will eventually replace the first-generation Starlink V1.0 constellation as soon as possible, leaving an upgraded and laser-linked copycat in their place.
If SpaceX interlinks most or all of its constellation with lasers, it could drastically simplify Starlink ground station operations and cut down on the bureaucratic work required to license and build those stations in virtually every country Starlink wants to operate in. It would also make it far easier for SpaceX to serve unprecedentedly high-quality internet to aircraft and ships – a captive market practically begging for disruption.
In a prelaunch briefing late on November 9th, SpaceX vice president Bill Gerstenmaier revealed that drone ship Just Read The Instructions (JRTI) – originally meant to support Crew-3’s booster landing – had gotten “beat up” by the Atlantic, forcing it to swap places with A Shortfall of Gravitas (ASOG). It’s unclear if the damage JRTI may or may not have received is enough to require a return to port, which could trigger a week or more of Starlink 4-1 launch delays. For now, though, there are no signs of a delay.
Crew-3
Prior to Starlink 4-1, SpaceX is set for its fifth astronaut launch since May 2020 and third operational NASA ‘crew rotation’ mission on Wednesday, November 10th. Crew-3 will also host the 15th through 18th astronauts launched by SpaceX, nominally sending Raja Chari, Thomas Marshburn, Kayla Barron (NASA), and Matthias Maurer (ESA) on their way to an ISS docking on November 11th.
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 – $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.
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
