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SpaceX’s drone ship fleet spied prepping for future rocket recoveries
Just shy of three weeks since SpaceX’s last launch and the better part of half a year since the last successful ocean recovery, both of the company’s drone ships have been spotted in recent weeks being refurbished, refitted, and prepared for a return to the ocean.
The unusual drought of drone ship landings was nearly brought to an end in early March, but that recovery attempt – following the successful launch of Hispasat 30W-6 – was precluded by extreme weather in the landing zone, forcing booster 1044 to soft-land in the Atlantic with a swan call of landing legs and titanium grid fins. Several weeks before 1044’s demise, the inaugural launch of Falcon Heavy also saw the first failed booster recovery attempt since June 2016, ending a successful streak of 17 flawless Falcon 9 recoveries – though both side boosters did manage a spectacular, synchronized landing at LZs 1 and 2.
Before the Falcon Heavy attempt, East coast drone ship Of Course I Still Love You (OCISLY) successfully recovered a Falcon 9 booster for the last time in late October 2017, a handful of weeks after the successful recovery of SES-11 – the source of a small fire that famously destroyed SpaceX’s robotic stage securer, nicknamed Roomba or Octagrabber. Over the several months, since it was damaged, Octagrabber has gradually undergone refurbishment at SpaceX’s Port Canaveral berth, most recently appearing back on OCISLY for post-refurb testing.
With the introduction of Falcon 9 Block 5 presumably a month or less away, the days of expending once flight-proven boosters will almost certainly be over, aside from missions that truly require the booster’s full performance. As discussed yesterday, regardless of whether Block 5 is truly ready for the limelight, SpaceX is no more than two months away from effectively running out of all older boosters: the once-flown B1045 (TESS) will likely be the only flight-worthy heritage booster remaining by early May. In other words, every single SpaceX launch in the second half of 2018 is all but guaranteed to attempt recovery, either by land or sea.
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- OCISLY as seen by Tom Cross on March 5, readying for a busy future of rocket recoveries. (Tom Cross)
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- Roomba was spied aboard OCISLY for the first time in months earlier this month. (Instagram /u/grimlok77)
OCISLY is effectively prepared to support these upcoming recovery attempts, and its Octagrabber may be as well. However, OCISLY was reportedly damaged by Falcon Heavy’s center core, despite the fact that it quite visibly missed the drone ship. Presumably, the forlorn booster acted as a sort of depth charge, thus damaging beyond repair the drone ship’s sensitive maneuvering and station-keeping thrusters. Before Falcon Heavy, it’s likely that the same fire that burned Octagrabber also damaged the hydraulic systems of one or several of OCISLY’s thrusters. These conclusions are supported by the fact that SpaceX’s West coast drone ship, Just Read The Instructions (JRTI), has visibly been stripped of its functional thrusters, presumably used to keep OCISLY operational in anticipation of Falcon Heavy and later Hispasat 30W-6.
Mr Steven, SpaceX’s only current fairing recovery vessel, has also been spotted conducting some sort of sea trials just off the shore of Port of San Pedro and LA, presumably honing recovery operations and giving its pilots time to practice catching fairings. Following the launch of PAZ and SpaceX’s own prototype Starlink satellites, the company managed its first-ever intact fairing recovery, although it missed Mr Steven’s net by a few hundred feet. As stated by Musk, it should be relatively easy to go from missing by a few hundred feet to successfully catching the fairing, and it’s likely that the imminent launch of Iridium-5 (7:19 am PDT, March 29) will attempt to close that gap and actually catch a fairing halve. On the other hand, the booster – flight-proven during the October 2017 launch of Iridium-3 – will likely soft-land in the Pacific Ocean because JRTI is currently unable to support ocean recoveries, lacking two of its four thrusters.
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- Teslarati photographer Pauline Acalin took a trip down to Port of San Pedro to check up on JRTI, March 25. (Pauline Acalin)
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- Note one of JRTI’s thrusters here, quite clearly not installed. A second one sits just out of sight on the right. (Pauline Acalin)
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- SpaceX’s West coast drone ship Just Read The Instructions getting some much needed fresh paint. (Instagram, anonymous)
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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
