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SpaceX CEO Elon Musk arrives in Texas for milestone Starship engine test
On Saturday evening, SpaceX CEO Elon Musk landed in Waco, Texas – perhaps along with additional SpaceX propulsion engineers – for the critical static fire debut of the first “radically redesigned” Raptor engine, built to power BFR’s Starship upper stage and Super Heavy booster.
If the first operationalized Raptor’s static fire tests go well, there are several possible routes the test program could take, all of which will end up with this engine and several others being tested and ultimately installed on the Starship hopper (Starhopper) prototype under construction roughly 500 miles (800 km) south of SpaceX’s Raptor test cell.
At @SpaceX Texas with engineering team getting ready to fire new Raptor rocket engine pic.twitter.com/ACFM8AtY8w
— Elon Musk (@elonmusk) February 3, 2019
Shortly after Musk revealed official photos of the first operationalized Raptor preparing for an inaugural static fire test at SpaceX’s McGregor, Texas facilities, the SpaceX and Tesla CEO’s private jet was seen landing at Waco, Texas around sunset. Although all SpaceX technical expertise needed for Raptor’s first ignition was probably already on site several days prior, Musk has been known to offer seats on his private planes to SpaceX and Tesla employees when a critical group is needed away from their normal base of operations. The best examples come from Tesla engineering expertise sometimes traveling between Fremont and Gigafactory 1 when needed, often to solve production holdups.
Regardless of whether he was traveling with members of the SpaceX propulsion team, Musk’s arrival at McGregor yesterday signified that Raptor Block 1’s first integrated hot-fire was imminent. Assuming no attempt was made on Saturday night or Sunday morning, SpaceX technicians and engineers are presumably still working on installing what is effectively a new rocket engine and ensuring that Raptor’s test cells – extensively overhauled and upgraded for the occasion – are working as intended. While the development Raptors SpaceX built hovered around 1000 kN (~100t) of thrust, also roughly the same as Merlin 1D, the Raptor now on stand in Texas is reportedly a 200 ton-class engine or more than double the thrust of any single engine SpaceX engineers and technicians have built or test-fired in 15 years of engine development.
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- The only official render of Raptor, published by SpaceX in September 2016. The Raptor departing Hawthorne in Jan ’19 looked reasonably similar. (SpaceX)
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- Technically speaking, this Raptor is the smaller (sea-level) version of the engine. (SpaceX)
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- SpaceX’s current Texas facilities feature a test stand for Raptor, the engine intended to power BFR and BFS to Mars. (SpaceX)
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- A Raptor prototype is seen here during its first-ever ignition test. (SpaceX)
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- A 2017 test-firing of the mature development Raptor, roughly 50% less powerful than the full-scale system. (SpaceX)
A fork in the R&D road
Prior to completing Raptor Block 1 (unofficial designation), SpaceX cumulatively test-fired dev Raptors for far more than 1200 seconds over the course of more than 24 months. It’s unclear how extensively the company’s engineers will be able to test the pathfinder hardware built on the back of that extensive test program. Nominally, one would expect hundreds or thousands of seconds of additional testing to properly characterize the design and production of a brand-new, optimized engine like Raptor while primarily ensuring that it performs within engineering specifications.
Knowing CEO Elon Musk’s self-admitted tendency to push for impractical deadlines and schedules that often appeared rushed for the sake of rushing, it’s not impossible that the first Raptors could find themselves installed on the Boca Chica-based Starhopper test article after Merlin-esque acceptance testing and nothing more. For M1D and MVac, acceptance testing usually takes the shape of a full-duration burn with throttle and gimbal activity to closely simulate a true Falcon 9 or Heavy launch. For the 200-ton Raptor now in Texas, comparable acceptance testing could take a variety of forms, ranging from short Starhopper-relevant burns (10-60 seconds for small hops) to simulating conditions during a Super Heavy launch and landing or even a 6 or 7-minute orbital insertion burn indicative of the performance needed for Starship.
Depending on the interplay between the route SpaceX engineers would likely prefer and the Starhopper test schedule executives and managers might want, this first Raptor engine (and two more soon to follow) could be installed on Starhopper anywhere from a few weeks to several months from now. Elon Musk indicated in early January that he expected hop tests would occur 4-8 weeks later, shortly followed by unplanned damage to the craft’s nose cone that pushed the debut back “a few weeks”.
Aiming for 4 weeks, which probably means 8 weeks, due to unforeseen issues
— Elon Musk (@elonmusk) January 5, 2019
I just heard. 50 mph winds broke the mooring blocks late last night & fairing was blown over. Will take a few weeks to repair.
— Elon Musk (@elonmusk) January 23, 2019
Realistically, hop tests should thus be expected to begin no earlier than (NET) 8-12 weeks from the first week of January, translating to NET March or April. This would give SpaceX propulsion engineers a decent amount of time to gain at least a few hundred (or maybe 1000+) seconds of experience operating the newest and most advanced iteration of Raptor.
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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.
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
