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SpaceX drone ship dodges high seas en route to first rocket landing of 2020
SpaceX has delayed the first orbital launch of the new year by a handful of days to allow both Falcon 9 and the drone ship it’s scheduled to land on the opportunity to dodge bad weather on the Florida coast and out in the Atlantic Ocean.
Originally scheduled to launch no earlier than December 30th, SpaceX delayed its next mission – Starlink-2 – to January 3rd for unknown reasons. Weather on the new date was unfortunately forecast to be terrible at SpaceX’s LC-40 launch pad and had a 60% chance of scrubbing the mission. SpaceX must have been at least as concerned about conditions for drone ship Of Course I Still Love You (OCISLY) in the Atlantic Ocean, as the company ultimately skipped over a 90%-GO backup window on January 4th for the latest launch target – January 6th.
Historically, only a few Falcon launches have been delayed for booster recovery purposes, but it’s been apparent that – while incredibly sturdy – some of the tacked-on equipment installed on SpaceX’s drone ships (modified barges) can be easily damaged by high seas. Perhaps more importantly, high seas (and thus a pitching drone ship deck) can make booster landings much riskier. Bad luck could easily cause a booster to cut off its landing burn at exactly sea level but still be a dozen or more feet above the drone ship’s deck if it’s coincidentally in the trough of a big swell, potentially destroying or damaging the rocket.
Ultimately, on missions where SpaceX has nothing to lose by delaying the launch, the company now puts a successful booster recovery much higher on its list of priorities. As recently as March 2018, SpaceX intentionally expended a new Falcon 9 booster because ocean conditions would have been extremely risky to OCISLY and crew and the company (or customer) had no interest in delaying the launch further to wait for calmer seas.
By all appearances, that is – for the most part – no longer the case. SpaceX would likely expend a rocket for a few days of schedule for high-priority customers like the USAF and especially NASA, where even a few days of delays could trigger several years of delays to quite literally wait for the planets to realign. It has and will continue to require a significant culture shift in the market for launch but SpaceX is clearly changing those norms and expectations bit by bit, to the point that the company was recently willing to delay Cargo Dragon launches for NASA to ensure that the mission’s Falcon 9 booster the best possible chance of recovery.
For an internal Starlink launch, delaying the mission to prevent drone ship damage and ensure Falcon 9 recovery is thus an absolute no-brainer. Starlink-2 is also partially unique because it will mark the second time a Falcon 9 booster launches for the fourth time, following on the footsteps of B1048 after it became the first booster to launch four times during SpaceX’s November 2019 Starlink-1 mission.
B1048 thus became SpaceX’s lone pathfinder for Falcon 9 booster reusability, hopefully providing excellent insight and some unequivocal physical data to determine the rocket’s health and readiness for a 5th launch. Still, even though the sample sizes available to even the most prolific orbital launch vehicles would make any statistician cringe, it’s safe to say that two data points are better than one, and B1049 – scheduled to launch for the fourth time on Starlink-2 – would thus be quite valuable to SpaceX’s recovery engineers and technicians.
Only one additional Falcon 9 booster – B1056 – has already flown three missions, meaning that SpaceX will – at best – likely have to suffice with three data points (B1048, B1049, B1056) before moving onto the next reusability milestone – launching the same booster five times. Ultimately, every time SpaceX pushes that envelope and demonstrates that Falcon boosters can be definitively reused 3 or 4 or 5 times, the company multiplies the number of launches its fleet of booster can perform by a factor of two.
For, say, the eight flightworthy boosters in SpaceX’s existing fleet, proving that a 4th reuse is possible will ultimately allow the company to squeeze an additional seven launches from existing hardware with almost zero capital investment. For now, the fourth flight of Falcon 9 boosters will remain cutting edge, but with more than three-dozen launches planned in 2020, it’s all but guaranteed that SpaceX will push the envelope of reusability like never before in the coming months.
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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 –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
