News
SpaceX pushes boundaries of fairing recovery with breathtaking sunrise launch [photos]
SpaceX has soared past the halfway point of completion for Iridium’s next-generation NEXT constellation with the successful launch of satellites 41-50 earlier this morning. SpaceX has three additional launches contracted with Iridium for a total of eight. Despite intentionally ditching the flight-proven first stage booster in the Pacific Ocean, SpaceX attempted to recover one half of the payload fairing; an effort acknowledged to be predominately experimental at this point.
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- F9 B1041 gives one final swan song with the successful launch of 10 more Iridium NEXT satellites. (Pauline Acalin)
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- Although fog and camera difficulties slightly marred the shot, note the details in Falcon 9’s normally white-hot exhaust. (Pauline Acalin)
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- Falcon 9 1041 rises above a sea of fog for one last mission to orbit. Half of its fairing made a surprise appearance in port on Saturday. (Pauline Acalin)
Iridium-5 continues a recent trend of monthly launches out of SpaceX’s Vandenberg Air Force Base launch facilities – the company’s SLC-4E pad is known to take a bit longer than its East coast brethren for refurbishment and repairs between launches, typically maxing out approximately one launch per month. This launch also marks another flight-proven booster intentionally expended, likely in part because the West Coast drone ship Just Read The Instructions is currently out of commission, awaiting the delivery of critical subsystems stripped to repair the Eastern OCISLY.
As of posting, all 10 Iridium NEXT satellites have been successfully deployed into low Earth orbit, marking the successful completion of this mission. On the recovery side of the mission, SpaceX CEO Elon Musk had initially teased Mr Steven’s upcoming fairing catch attempt – his silence since providing a T-0 around 7:44 am PST presumably speaks to the experimental nature of these fairing recovery efforts, and hints that this attempt may not have been successful.
GPS guided parafoil twisted, so fairing impacted water at high speed. Air wake from fairing messing w parafoil steering. Doing helo drop tests in next few weeks to solve.
— Elon Musk (@elonmusk) March 30, 2018
A couple hours after launch, Musk took to Twitter to confirm that this fairing recovery effort had failed, largely due to the complexity of safely parafoiling such a large, fast, and ungainly object. “[Helicopter] drop tests” are planned for coming weeks in order to put to bed the problems ailing fairing recovery. As SpaceX announcer and materials engineer Michael Hammersley noted, “the ultimate goal is full recovery and reuse of the entire vehicle,” and experimental fairing recovery efforts push SpaceX one step closer to that ambition.
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- F9 B1041 arrives in port after its first successful mission, Iridium-3, in October 2017. (Pauline Acalin)
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- 1041 flew for its second and final time earlier this morning, sans any landing aboard JRTI. (Pauline Acalin)
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- B1041 presumably soft-landed in the Pacific, as did its fairing. (Pauline Acalin)
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- RIP. (Pauline Acalin)
Space (regulation) oddity
Perhaps the most unusual feature of this launch was an announcement soon after the webcast began that NOAA (the National Ocean and Atmospheric Administration) apparently restricted SpaceX’s ability to provide live coverage of Falcon 9’s upper stage once in orbit, and the webcast thus ended moments after the second stage Merlin Vacuum engine shut off. By all appearances, this is fairly unprecedented: NOAA is tasked with “licensing…operations of private space-based remote sensing systems” with their Commercial Remote Sensing Regulatory Affairs (CRSRA) branch, but they’ve been quite inept and heavy-handed in their implementation of Earth imaging regulation. Nominally, the purpose of that regulation is to protect sensitive US security facilities and activities from the unblinking eyes of private, orbital imaging satellites, but NOAA has quite transparently exploited its power in ways that create extreme uncertainty and near-insurmountable barriers to entry for prospective commercial Earth-imaging enterprises.
What an absolutely beautiful launch at Vandenberg this morning. Congratulations to SpaceX on another successful mission accomplished! #SpaceX #Iridium5 @Teslarati pic.twitter.com/hsp7H5bv8J
— Pauline Acalin (@w00ki33) March 30, 2018
Presumably, this protects their (and their prime contractors’) vested interest in NOAA’s continuing quasi-monopoly over Earth sciences and weather-related satellite production and operations, a segment of the agency’s budget known to aggressively devour as much of NOAA’s budget as practicable. In this sense, something as arbitrary as preventing a launch provider like SpaceX from showing live, low-resolution (functionally useless) video feeds from orbit would be thoroughly disappointing, but in no way surprising. In this case, the restriction is comically transparent in its blatant inconsistency: SpaceX has flown more than 50 launches over more than a decade, all of which featured some form of live coverage of the upper stage once in orbit, and none of which NOAA objected to. Fingers crossed that this absurd restriction can be lifted sooner than later.
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- No fairing snack for Mr Steven this time around. (Pauline Acalin)
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- PAZ’s recovered fairing half sadly cracked beyond repair while being hauled aboard Mr Steven. (Pauline Acalin)
Follow us for live updates, behind-the-scenes sneak peeks, and a sea of beautiful photos from our East and West coast photographers.
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Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
