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SpaceX ‘destacks’ Starship and Super Heavy: what’s next?
On February 14th, a bit less than four days after the giant rocket was used as a backdrop for CEO Elon Musk’s first Starship presentation in years, SpaceX lifted Starship off of the Super Heavy booster and lowered the upper stage to the ground.
In early August 2021, the same pair – Booster 4 and Ship 20 – were stacked for the first time for what was described as a fit test. After briefly forming the largest rocket ever assembled, the stages were ‘destacked’ about an hour later and would ultimately return to the Starbase factory for finishing touches. Six months, one ship cryoproof, three booster cryoproofs, and three ship static fire tests later, Ship 20 and Booster 4 were once stacked to form a massive 119-meter-tall (390 ft) tall rocket
This time around, Starship S20 was stacked on top of Super Heavy B4 not with a giant crane but with a ‘launch and integration tower’ that had been outfitted with three giant arms in the interim. The tower’s main pair of arms – ‘chopsticks’ – lifted the ~100-ton (~220,000 lb) Starship almost 100 meters off the ground, swung it over Super Heavy, and then carefully lowered the stages until Super Heavy was able to latch on.
On its first true demonstration, the complex process went far smoother than anyone outside of SpaceX expected, taking the tower just four or so hours from the start of the lift to hard mate. On February 10th, shortly before Musk’s Starship update, SpaceX even opened the ‘chopsticks’ to their full breadth, leaving all of Starship S20’s weight on Super Heavy B4 and also demonstrating what the pad will likely look like moments before the first orbital Starship launch.
On February 14th, after about four days fully stacked, the tower arms reattached to Ship 20, detached from Super Heavy, and lowered the Starship back to the ground, where it was eventually installed on a transport stand. Later that night and early the next day, SpaceX then moved the ship to a small concrete pad adjacent to the launch tower that’s believed to be meant for cryogenic proof testing. It’s unclear why SpaceX didn’t tested the fully stacked Starship given that both ship and booster have already completed multiple cryogenic proof tests (or wet dress rehearsals with real propellant) over the last few months.
It’s also unclear what more SpaceX can gain from testing Ship 20 on the ground, short of full-stack operations. On Sunday, February 13th, SpaceX did, however, begin filling the orbital launch site’s fuel tanks with liquid methane (LCH4) for the first time. It’s possible that instead of using Ship 20 to test any aspect of the relatively ancient Starship prototype, SpaceX will use Ship 20 to test the orbital tank farm – particularly the fuel side of the farm, which has yet to be tested. Perhaps after testing those systems on the ground, SpaceX will re-stack Ship 20 and Booster 4 and perform a similar wet dress rehearsal to test the tower’s plumbing, the ship-fueling arm, and the overall structural integrity of the fully-stacked rocket.
SpaceX has test windows tentatively scheduled on February 16th, 17th, and 18th.
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 –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
