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SpaceX begins stacking Florida Starship launch tower
SpaceX has begun stacking Starship’s first Florida launch tower.
Less than half a year after the company restarted work on a Starship launch pad located just a few hundred feet away from existing Falcon launch facilities at NASA’s Kennedy Space Center (KSC) LC-39A pad, a massive new launch tower has begun to take shape. Once it reaches its final height, that tower will become the second tallest rocket-related structure (excluding lightning towers) on the East Coast, only beaten by NASA’s iconic Vehicle Assembly Building (VAB).
It could reach that height far sooner than later.
For Starship’s Pad 39A facilities, SpaceX faces the unique challenge of organizing a major construction operation at one of the busiest and most important active launch sites in the US. In just the first half of 2022, LC-39A is on track to support 10 Falcon 9 launches, imposing unique constraints on adjacent Starship pad construction. In a partial response to those challenges, as previously discussed on Teslarati, SpaceX has taken lessons learned from Starbase, Texas and optimized the assembly process of a number of pad components to limit the amount of work that will need to be done at the pad itself.
For the first launch tower, SpaceX and its contractors moved exceptionally quickly and took just over three months after work on the first prefabricated section began to stack the structure to its full height of ~146 meters (~480 ft). Each of the nine sections was essentially bare, however, reducing the amount of pre-stack work but drastically complicating and increasing the amount of post-stack work required to turn the tower into something useful. For Florida’s first Starship launch tower, SpaceX has spent more than three months assembling and meticulously outfitting the first six of nine prefabricated tower sections before the first stack.
The sections SpaceX began stacking on June 21st already have a variety of railings, elevator shafts, doorways, walkways, hardpoints, plumbing, and more preinstalled. While each section and all abbreviated plumbing and hardware will need to be connected after each stack, that process should be far easier and faster than the methods SpaceX used in South Texas. Offsite, SpaceX is also making excellent progress assembing the pad’s donut-like orbital launch mount and parts of the three giant arms that will eventually attach to Starship’s first Florida launch tower – two for lifting and catching rockets and a third for stabilizing and fueling Starship.
Much like the tower segments, there’s a good chance that those other Floridan components will be closer to completion than their Texas siblings were when they eventually head to the launch pad for installation. Additionally, if SpaceX’s experience in Texas is representative, Starship’s first Florida launch tower could reach its full height just a few months from now.
For the tower to be truly complete, SpaceX will need to finish and install three arms, and connect one of those arms to ground supplies of Starship gases and propellant located at Pad 39A. Because 39A has never needed methane, Starship’s fuel of choice, that step will also require the installation and activation of a new tank farm and plumbing capable of storing, rapidly ‘subcooling,’ and distributing at least a thousand tons (~2.2M lb) of liquid methane (LCH4). Starbase Florida is making great progress but a large amount of work still stands between SpaceX and launch readiness.
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
