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SpaceX competitor Blue Origin touts 25-reuse future rocket as R&D continues
A spokesperson for Blue Origin, the reusable rocket company funded by Jeff Bezos and one of the only serious prospective SpaceX competitors, reiterated an oft-used claim that its orbital New Glenn rocket has been designed with reusability in mind “from the start” and stated that the vehicle’s booster is expected to fly 25 times, while its BE-4 engines can expect to see as many as 100 reuses.
Ariane Cornell, Blue Origin’s head of business development and strategy, provided her comments as part of a satellite and rocket hardware panel at the Hong Kong-hosted CASBAA 2018 conference, mainly focused on major participants in the Asian satellite broadcasting industry, for which SpaceX has launched a number of satellites with several more soon to come.
Correction from Ariane: New Glenn first stage can do 25 missions, BE-4 engines designed for 100 flights each.
— Caleb Henry (@ChenrySpace) June 25, 2018
While scarcely anything has changed in the last 12 months, that in itself is hugely noteworthy – SpaceX remains almost completely unchallenged in the space launch industry, at least in terms of investing in R&D for the purpose of dramatically decreasing the cost of orbital launches. While they have yet to dramatically cut the customer-side prices of Falcon 9 and Falcon Heavy launches, it’s all but guaranteed that the sustainable ability to do so is not only already in place but improving day by day. Every flight-proven SpaceX launch completed even before Falcon 9 Block 5’s takeover likely provides as much as tens of millions of dollars for the company to either reinvest or recoup investments in reusability and Falcon Heavy, among other things.
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- Blue Origin has had some success with its New Shepard suborbital rocket reuse program, although dramatically different from New Glenn. (NASA)
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- Blue Origin’s aspirational future, the highly reusable BE-4 powered New Glenn rocket. (Blue Origin)
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- BE-4, an extraordinarily powerful 500k lb thrust methane/oxygen rocket engine, is roughly midway through a ground testing program, likely to reach completion in 2019. (Blue Origin)
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- Blue is in the process of constructing an entirely new launch site for New Glenn at Kennedy Space Center, known as LC-36. (Blue Origin)
As of today, Blue Origin is quite simply the only rocket company with demonstrated successes, resources, and commitment to serious operationally-reusable rockets – while Blue has yet to reach orbit, commercial launch stalwarts ULA, Arianespace, and ILS have functionally buried their heads in the sand and either have no plans at all or plan flying even their tepid, disinterested steps into reusable rocket hardware by the mid-2020s at the absolute earliest. SpaceX, on the other hand, has already launched its first purpose-built reusable rocket – Falcon 9 Block 5 – and has two or three more completed boosters either at their launch sites or nearing shipment, with many more being prepared in their Hawthorne, CA factory. In fact, SpaceX’s final non-Block 5 mission is in less than four days (June 29), after which all future launches will be transferred to Block 5 rockets.
All future SpaceX missions will be conducted with highly reusable rocket boosters in the middle of 2018, whereas SpaceX’s current operational competitors are essentially not even trying to field competitive reusable rocket hardware on operational launches before 2024 or 2025. Blue Origin, on the other hand, still appears to be committed to completing the development of its huge, reusable New Glenn rocket, an orbital launch vehicle currently aiming for a debut launch sometime in late 2020. While still late to the start of the SpaceX-fueled reusable launch revolution, commercial launches with reusable hardware beginning as early as 2020-2021 bodes extremely well for Blue’s ability to actually carve out a sturdy segment of the market, while also giving SpaceX at least a decent hint of external motivation to remain competitive.
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- China’s reusable rocket goals aim to fly small prototypes as early as 2020, with the ultimate goal of making all Chinese rockets reusable by 2035. (Sina Weibo & Spaceflightfans)
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- The scale of BE-4 is demonstrated well in this Kent, WA factory photo. (Blue Origin)
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- SpaceX’s first successfully launched and landed Block 5 Falcon 9, May 2018. (Tom Cross)
Aside from Blue Origin and a respectable effort from China, also aiming for initial reusable launch vehicle testing in 2020 (albeit beginning with a conservative – but still orbital – subscale prototype), all other commercial launch competitors are effectively betting their livelihoods on the failures non-traditional launch providers like SpaceX, betting that reusable rockets fail to appreciably lower costs to customers over the better part of the next decade. SpaceX, meanwhile, will begin putting those bets to the test in as few as three weeks.
Follow us for live updates, peeks behind the scenes, and photos from Teslarati’s East and West Coast photographers.
Teslarati – Instagram – Twitter
Tom Cross – Twitter
Pauline Acalin – Twitter
Eric Ralph – Twitter
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
