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SpaceX sends reused Falcon 9 booster west for first California Starlink launches
SpaceX has shipped the first of one or two flight-proven Falcon 9 boosters from Florida to California in the latest sign that the company is preparing to begin dedicated polar Starlink launches in the near future.
On May 27th, a Reddit post revealed a Falcon 9 booster arriving at Vandenberg Air/Space Force Base (VAFB), the home of SpaceX’s West Coast SLC-4E launch pad. Only truly useful for polar or high-inclination launches with satellites that need to orbit the Earth’s poles instead of the equator, SpaceX has only used SLC-4E twice in the last two years – once in June 2019 and most recently in November 2020.
Now, amidst a major hiring spree and rare new activity at a nearby Los Angeles port, SpaceX is clearly gearing up to return its SLC-4E launch pad to active duty.
B1049 began its career in Florida (Telstar 18V), moved to Vandenberg for its second flight (Iridium-8), went back to Florida for seven Starlink missions, and is once again returning to the best coast.— Michael Baylor (@nextspaceflight) May 27, 2021
Both recent West Coast Falcon 9 missions hosted booster landings at LZ-4, a landing zone situated a little over 1000 feet (300m) away from the launch pad. That freed up SpaceX to ship former West Coast drone ship Just Read The Instructions (JRT) across the Panama Canal in August 2019, where it ultimately joined the company’s Florida rocket recovery fleet in early 2020 to support a major launch cadence ramp.
As a partial result, SpaceX was able launch Falcon 9 26 times in 2020, beating the previous record – 21 flights – by almost a quarter. In 2021, SpaceX is well on its way to smashing that annual launch record again and has completed 16 orbital launches with seven full months left in the year. That cadence is pushing SpaceX’s launch pads, recovery ships, and booster fleet to their limits. Due to the voracious demands of SpaceX’s almost weekly launch cadence, the company would only be shipping a workhorse booster to Vandenberg if there was a pressing need for it.
Said to be Falcon 9 B1049 by Next Spaceflight and NASASpaceflight reporter Michael Baylor, the booster that arrived at Vandenberg Air Force Base on Thursday has flown nine times – two of which it completed in February and May 2021. B1049 hasn’t been the most rapidly reusable of the fleet and is the oldest Falcon booster still operational after debuting in September 2018. However, SpaceX’s SLC-4E is relatively old itself and recruiting documents distributed as recently as 2021 indicated that the company’s West Coast resurgence was targeting a maximum cadence of one launch per month.
Virtually all of those missions will carry the company’s own Starlink satellites. On Wednesday, May 26th, SpaceX completed its 28th operational East Coast Starlink launch, effectively completing the first ‘tranche’ of the constellation once the satellites already in space reach their operational orbits. In April, SpaceX COO and President Gwynne Shotwell stated that polar Starlink launches would begin not long after that 28-launch milestones.
The day before B1049 arrived, SpaceX filed the first regulatory documents for at least six Vandenberg Starlink launches between July 2021 and January 2022 – one mission per month. It’s hard to say when the first launch will come. With B1049 now on site, FCC permits in work, and a new berth lease active in Port of Long Beach, the only real piece of the equation missing is a drone ship to support polar Starlink launches. According to said FCC documents, SpaceX will continue to push Falcon 9 to its limits on the West Coast, recovering boosters 640 km (~400 mi) downrange after polar Starlink launches.
SpaceX’s two operational drone ships – OCISLY and JRTI – currently have their hands full on the East Coast. Transporting either to California will take several weeks, limiting SpaceX’s East Coast launch cadence during that period. SpaceX and its contractors are currently hard at work completing a third drone ship – A Shortfall of Gravitas (ASOG), but past experience suggests that the vessel is at least a few months away from completion.
Once a drone ship has arrived at SpaceX’s new West Coast docks, though, the company will have almost everything it needs to kick off polar Starlink launches.
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
