News
SpaceX’s next big BFR spaceship part finished in Port of LA tent facility
The first 9-meter (29.5-foot) diameter composite propellant tank dome for SpaceX’s full-scale BFR spaceship prototype has been spotted more or less complete at the company’s temporary Port of Los Angeles facility, unambiguous evidence that SpaceX is continuing to rapidly fabricate major components of its next-generation rocket.
Speaking at a dedicated BFR update event in mid-September, CEO Elon Musk foreshadowed as much, and recent updates have reiterated just how committed SpaceX is to BFR and just how keen the company is to waste no time at all.
“We’ve built the first cylinder section…and we’ll be building the domes and the engine section soon.” – SpaceX CEO Elon Musk, September 2018
During that September 17th presentation, Musk did not parse his words despite a self-admitted tendency to look at SpaceX’s development program timelines (Falcon 9, Falcon Heavy, Dragon, BFR) through rose-tinted glasses. Just two months after he uttered the quote above, SpaceX has visibly either finished or nearly finished a 9-meter diameter BFR spaceship (BFS) tank dome.
Due to SpaceX’s opaque treatment of development programs (both literally for the tent and figuratively for official updates), it’s possible that this may even the second dome completed so far. Either way, it can be extrapolated – assuming that the layout of BFR 2017 is generally representative of BFR 2018 – that the first spaceship prototype will require two or three roughly identical tank domes. If the common-dome tank layout is basically the same (disclaimer: it might be quite different), then SpaceX may end up mounting BFS’ 7 Raptor engines almost directly to the rear of the bottom tank dome, requiring either significant structural reinforcement or a second uniquely-engineer and optimized dome.
-
- A tall platform was moved inside the tent around November 10th, likely to support the integration of the tank dome and barrel section. (Pauline Acalin)
-
- The dome was spied inside the tent on November 12. (Pauline Acalin)
-
- The dome (left) and barrel section (right) can now be integrated. (Pauline Acalin)
-
- BFR 2017’s spaceship engine section. (SpaceX)
-
- An overview of BFS (circa 2017). (SpaceX)O
Judging from SpaceX’s and Musk’s desire to make reusable rockets as reliable as (if not even more reliable than) commercial airliners, the safest form of mass-transit humans have created, it seems more likely than not that Raptor and BFR will continue SpaceX’s practice of quite literally surrounding each engine with thrust-transmitting structures that simultaneously act as armored shields. In the event that a Merlin engine fails on Falcon 9 or Heavy, each booster’s octaweb contains nine separate armored chambers that exist to isolate each engine in the event of a catastrophic failure. In fact, a Merlin failure – the only such in-flight failure known – during SpaceX’s CRS-1 Dragon launch in 2012 demonstrated the efficacy of this design, preventing the failure of just one of nine engines from causing total mission failure.
Rise of the ‘hexaweb’?
To replicate that design strategy on BFR (both booster and spaceship) would be an act of simple pragmatism – it’s always preferable to design for survivability and reliability than to couch launch and mission success primarily on the reliability of individual components. Because SpaceX chose not to share similarly detailed cutaways of BFR’s updated 2018 design, it’s unclear if the spaceship’s engine section (“hexaweb”, to borrow from “octaweb”) has changed dramatically.
Given the unexpected decision to move entirely away from a version of Raptor specifically optimized for vacuum operation for BFR’s first iteration, as well as the new presence of ~90 cubic meters of storage bins around the circumference of the spaceship’s aft, it’s possible that SpaceX will opt for a design more reminiscent of the Falcon family’s octaweb.
-
- The rear of SpaceX’s updated BFS.
-
- A better view. (SpaceX)
-
- A September 2018 render of Starship (then BFS) shows one of the vehicle’s two hinged wings/fins/legs. (SpaceX)
-
- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
Regardless, the appearance of a completed BFS tank dome is a major development on the vehicle’s path to integrated testing and paves the way for the fabrication of additional tank domes, barrel sections, engine sections, and more. Particularly obvious and noteworthy will be the fabrication of the prototype spaceship’s pointed cone-shaped nose section, its large tripod fins/wings/legs, and its two forward canard wings.
With all three fins/wings installed, BFS – in its current iteration – would have an unbelievable circumference of ~67 meters (220 feet) and a ‘finspan’ of perhaps 21 meters (~70 feet) tip to tip. BFS is going to be a very hard spaceship to hide.
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
