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SpaceX competitor Blue Origin completes first suborbital launch in 10 months
Prospective SpaceX competitor Blue Origin has completed a suborbital launch of its reusable New Shepard rocket for the first time in 10 months.
Originally designed to help usher in a new wave of space tourism as early as 2017, the tourist launch debut of the New Shepard rocket – alongside fellow tourism company Virgin Galactic’s SpaceShipTwo – appears destined to forever be “a couple flights” away.
Essentially the same diameter as SpaceX’s Falcon 9 rocket, New Shepard measures ~3.6m (~12 ft) wide, ~15m (~50 ft) tall, and likely weighs around 35 metric tons (~75,000 lb) at liftoff. The small rocket booster is powered by one liquid hydrogen and oxygen (hydrolox) BE-3 engine capable of producing ~500 kN (110,000 lbf) of thrust and is designed for what Blue Origin calls “operational reuse”.
In practice, Blue Origin has only built four New Shepards in ~6 years and has never flown the same booster twice in less than ~60 days, despite an effectively blank-check budget from owner Jeff Bezos since the company’s founding in 2000.
It’s truly difficult to fathom why, if New Shepard is capable of semi-rapid reuse, Blue Origin has only launched the small rocket an average of once every six months in the last four years. If the company genuinely wants to routinely launch space tourists above the Karman Line (100 km), actually demonstrating safety with as many consecutively successful launches as possible is a no-brainer given an effectively unlimited budget and schedule.
Put a different way, Blue Origin was technically founded two years before SpaceX. In the 6-7 years since Bezos’ space startup began building the first New Shepard, the company has built just four vehicles total, one of which was destroyed when it failed its first landing attempt. In that same timeframe, SpaceX has built ~50 Falcon 9 and Falcon Heavy boosters and completed 83 successful launches, only one of which was intentional suborbital.
In the ten months it has taken Blue Origin to complete two suborbital launches of the same New Shepard 3 booster, SpaceX has completed 18 Falcon 9 launches, orbited more than 600 self-built Starlink satellites, become the first private company in history to launch astronauts into orbit, shipped the first upgraded Cargo Dragon spacecraft to Florida, landed a booster after a satellite launch for the US military, beat NASA’s Space Shuttle to make Falcon 9 the world’s most rapidly reusable rocket, completed six orbital-class launches with the same Falcon booster, performed two successful Starship hop tests, crushed a decades-old world record with a Raptor engine, and much, much more.
While Blue Origin is technically working on New Glenn – a massive orbital-class reusable rocket with performance similar to Falcon Heavy – and the powerful BE-4 engine, mean to power both New Glenn and ULA’s new Vulcan rocket, both appear to be in the throes of technical difficulties and delays. During Blue Origin’s official New Shepard Flight 13 (NS-13) webcast, the company didn’t mention either program once.
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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 🧵
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— 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 –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $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
