News
SpaceX team spotted removing Block 5 landing legs prior to teardown analysis
Teslarati photographer Tom Cross has captured SpaceX technicians removing the landing legs from the first Falcon 9 Block 5 booster, signaling that the end of recovery operations are near.
Of note, it appears that SpaceX chose to conduct this recovery much like previous ones by removing the rocket’s legs instead of retracting them, a feature of the Block 5 upgrade prominently noted by CEO Elon Musk and other company officials. A brief time-lapse shows workers carefully removing the legs in a well-worn ballet of heavy machinery, skirting around the massive rocket with expertise developed over the better part of two years of sea and land recoveries of Falcon 9 and Falcon Heavy boosters.
There are a number of possible reasons for SpaceX choosing to remove B1046’s landing legs the ‘old-fashioned’ way, most relating to the fact that this particular booster is a critical pathfinder for the entire future of Falcon 9 Block 5. Musk described this attitude in a lengthy and detailed prelaunch briefing:
We are going to be very rigorous in taking this rocket apart and confirming our design assumptions to be confident that it is indeed able to be reused without being taken apart. Ironically, we need to take it apart to confirm that it does not need to be taken apart.
Both COO Shotwell and Musk have briefly discussed the new functionality of the upgraded legs in the past few weeks, indicating that they are capable of being rapidly and repeatedly stowed without being removed from the rocket, whereas all past booster reuse has required the slow removable and equally slow reattachment of landing legs, assuming Block 3 and 4 boosters even reuse their same landing legs. At a minimum, Musk’s above comment already makes it clear that SpaceX has no plans to reuse this booster immediately, instead conducting an extremely thorough teardown analysis to verify that wear and tear from high-speed atmospheric reentry is within an acceptable range.
SpaceX technicians busy themselves removing Falcon 9 Block 5’s massive recovery hardware. (Tom Cross)
Equally plausible, choosing to remove B1046’s landing legs instead of testing the new retraction mechanisms may better preserve the leg hardware in its post-landing state, providing engineers and technicians cleaner and more representative data. One final obvious possibility is that the process of flight-testing new Block 5 leg hardware caused damage or led to some off-nominal telemetry and other visible faults, thus preventing them from retracting.
Because the next Block 5 booster (B1047) is likely nearing its own debut after a thorough round of testing in Texas, captured by an aerial photographer, SpaceX may be pushing hard to complete its post-landing analysis of B1046 as quickly as possible to make way for the imminent launches of several new boosters. If the company hopes to maintain its impressive 2018 flight rate of one launch every two weeks throughout the rest of the year, they will need to refly Block 5 boosters at least 10 times – the last flight-proven commercial Block 4 launch (CRS-15) is currently scheduled for early July, leaving roughly half of all 2018’s upcoming launches manifested on Block 5 Falcon 9/Heavy rockets. Falcon Heavy’s second launch has in fact been pushed back by several months per The Planetary Society, indicating that the construction of the first Block 5 center booster has taken a back seat to the more pressing concerns of Falcon 9 Block 5 boosters, upper stages, and fairings needed to avoid additional customer launch delays.
B1046’s final landing leg is removed and carried off with a forklift, presumably for teardown analysis at a SpaceX facility. (Tom Cross)
Regardless, the first successful and nearly-complete recovery of a Falcon 9 Block 5 booster marks a huge milestone for SpaceX. So long as the imminent teardown analysis does not reveal anything especially unexpected, the rocket company is quickly closing in on true rapid reuse with Octagrabber/Roomba’s steady routinization of robotic rocket saving, yet another intact fairing half recovery, and the good condition of B1046 after a relatively hot reentry and landing.
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- Just boopin’ an orbital-class rocket with a huge metal component, NBD. (Tom Cross)
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- (Tom Cross)
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- A toasty Block 5 landing leg shows off a new patina for SpaceX’s upgraded thermal protection material.
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- (Tom Cross)
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Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
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.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
