News
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.
Investor's Corner
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla (NASDAQ: TSLA) beat Wall Street expectations of 406,000 vehicles delivered in Q2 by reporting 480,126 deliveries for the three months ending in June.
Tesla reported it delivered 467,762Â Model 3 and Model Y units, while 12,364 Model S, Model X, and Cybertrucks switched hands during the quarter. The Model S and Model X were officially sunset this past quarter and will no longer be part of the company’s Production & Delivery reports moving forward.
🚨 BREAKING: Tesla delivered 480,126 vehicles in Q2, ANNIHILATING Wall Street expectations of 406,000. Production was reported at 451,758.
Deliveries:
Model 3/Y: 467,762
Other Models: 12,364Production:
Model 3/Y: 442,936
Other Models: 8,822 https://t.co/TTHwQAsKt8 pic.twitter.com/7qI4Zj6FE5— TESLARATI (@Teslarati) July 2, 2026
The quarter is a pleasant surprise and a good rebound from Q1, when Tesla slightly missed the Wall Street consensus of 365,645 cars by reporting 358,023 deliveries for the first three motnhs of the year.
Energy storage deployments also provided some strength in Tesla’s delivery report, hitting 13.5 GWh for Q2. This is a particular division of Tesla’s business that has been overwhelmingly robust over the past few years, truly being a strong point of the company’s overall model.
For the year, Tesla analysts still predict deliveries to trend in the 1.69 million unit region, a modest 3 to 5 percent increase from the 1.64 million cars the company delivered last year. Tesla will likely return to more sequential and noticeable year-over-year growth as the Cybercab project starts to ramp up considerably in the next few years.
Tesla has some other potential catalysts to spur vehicle deliveries, too. Not only is it expecting Cybercab to truly start making a change in the next few years, but other vehicles could be entering the company’s lineup.
Tesla sends production Cybercab with no steering wheel, pedals to on-road testing
The slightly longer Model Y L has been a highly speculated release candidate in the U.S. It has already done incredibly well in China, and U.S. buyers have been wanting slightly more interior space than the Model Y. Now that the Model X is gone, it is more needed than ever.
Q2 highlights a pretty stable automotive division within Tesla, and no true concerns arise from these figures, especially considering it managed to beat expectations convincingly.
Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
The Tesla and SpaceX merger everyone is talking about is quietly building
Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent
Tesla Optimus project fires up as Musk sees production line progress
