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Hawthorne, we have a problem: SpaceX has too many boosters
Over the course of two years of concerted effort, SpaceX has matured its program of reusable rocketry into a truly staggering success. Over the 24 months since SpaceX first successful recovery of a Falcon 9 booster, there have been stumbles as recovery improved, but overall the company has accomplished 20 near-flawless landings of boosters over that period. Perhaps more impressively, following a handful of failed recovery attempts in 2016, SpaceX has successfully recovered 15 boosters without incident, with the vast majority of those attempts occurring in 2017.
2017 has ultimately been the best year yet for the launch company, marked by what will likely be 18 successful missions (after Iridium-4) for Falcon 9, five commercial reuses of flight-proven boosters, the activation of three essentially new launch facilities, and numerous additional accomplishments behind the scenes as the inaugural launches of Falcon Heavy and Crew Dragon rapidly approach. The success of reusability is arguably the sticking point here, and that success has meant that SpaceX rapidly accumulated a huge stock of recovered Falcon 9s, often to the extent that Elon Musk sometimes joked about running out of space for boosters.

Falcon 9 1035 conducts its second landing after successfully launching CRS-13 on December 15. (NASA)
While it may not be immediately clear if SpaceX is legitimately running out of space with which to store its fleet of boosters, reports of first stages being mothballed or even scrapped suggest that space may indeed be at a premium, or at least indicate that SpaceX is growing increasingly pragmatic as its reuse expertise expands.
This is to say that while there may be room to store a few additional boosters, the reality is that older Block 3 Falcon 9s were simply not designed with an expectation that they would affordably survive multiple reuses. As such, it should come as little surprise that SpaceX is choosing to expend at least a couple of upcoming launches featuring reused boosters. As of December 19, public information indicates that the West Coast launch of Iridium-4 – scheduled for Dec. 22 – will not attempt first stage recovery. While somewhat sad, the decision is entirely rational, and it appears all but certain that Iridium-4 will at a minimum feature an attempt at fairing recovery aboard the highly-modified recovery vessel Mr. Steven.

Instagram is an invaluable asset for core tracking, with a number of SpaceX-aware individuals reliably tagging their Falcon 9 finds. 1036, the Block 3 booster that launched Iridium-2 and will soon refly with Iridium-4 is pictured above. (Instagram/Luka Hargett)
Public Falcon 9 tracking efforts on forums like Reddit and NASASpaceflight indicate that Block 3 boosters include 1029-1038, all of which debuted with their first launches in 2017, beginning with Iridium-1 in January. Of those ten distinct boosters, only two currently lack any future missions, 1032 and 1038; SpaceX has essentially worked the Block 3 fleet to its end-of-life, and that end will be efficiently sped up by simply expending those final reused boosters if or when they are reflown, Iridium-4 included.
For now, we only use those on super hot reentry missions. Will go to all Ti with Falcon 9 V5, which is a few months away.
— Elon Musk (@elonmusk) December 17, 2017
Expending those older flight-proven boosters will allow SpaceX to both figuratively and literally replace Falcon 9’s less capable predecessors with Block 4s and eventually Block 5s, both of which are at least marginally more reusable than their predecessors. As reported by Musk himself a few days ago, Falcon 9 Block 5 is expected within a few months. Block 5 has seen considerable modifications made to Falcon 9, and all of those changes are intended to improve ease of reuse: SpaceX’s official goal for the upgrade is to enabled Falcon 9 first stages to be reflown as many as 10 times with little to no refurbishment and a lifespan of 100 flights with significant periodic refurbishment. As a result, it is possible that 2018 might feature a similar period of reused Block 4 launches sans any attempted recoveries.
In the meantime, we can wish the fairing recovery teams the best of luck and mourn several of the pioneers of reusable rocketry. Here’s to hoping that we are treated to a live view of each booster’s demise in homage to their achievements.
Elon Musk
Tesla Semi finally has an FSD timeline and it’s waiting on the Cybercab
Elon Musk told investors Semi self-driving should start working by early 2027, per today’s earnings.
During Wednesday’s’ Tesla Q2 earnings call, an analyst asked Elon Musk when Tesla would look at autonomy for the Semi. His answer set a real timeline for the first time, noting that self-driving on the Tesla Semi is expected to start working “around the end of this year or early next year”.
Musk framed the delay as a matter of priority, not capability. Tesla’s self-driving team is currently focused on Model 3, Model Y, and Cybercab, the vehicles that make up the overwhelming majority of Tesla’s fleet. Since Semi trucks on the road remain a small fraction of that total even after the recent Nevada factory ramp, Musk said it made more sense to keep the software team’s attention on what he called “the march of nines of safety” for the higher volume vehicles first. Autonomous Semi development is “taking a bit of a backseat for the next six months or so,” he said, before adding that it “will definitely be working next year and in time for the scale-up to high production of the Tesla Semi.”
Tesla Semi’s official battery capacity leaked by California regulators
The timeline lines up with what’s already been showing up on public roads. In June, a Tesla Semi was spotted in Sunnyvale wearing a full validation rig, the same rooftop sensor array Tesla mounts on vehicles ahead of an FSD milestone.
A second unit was seen near Fremont days later with a matching camera suite and lens washers. Separately, Tesla analyst Nic Cruz Patane posted video this month of the production Semi’s exterior camera array, ten AI4 based units built directly into the truck rather than added later.
Tesla Semi AI4 cameras. The production version has 10 cameras on its exterior.
These trucks are designed to be autonomous. pic.twitter.com/GH3BamxIBQ
— Nic Cruz Patane (@niccruzpatane) April 14, 2026
Musk also gave the reason autonomy on the Semi matters in the first place, a persistent shortage of qualified truck drivers. “There is a really serious shortage of truckers,” he said on the call, framing a self-driving Semi as important both for addressing that shortage and for improving safety and comfort for the drivers running the truck today.
The timing also tracks with the Semi’s production reality. Tesla’s Q2 shareholder letter, dropped language promising the Semi would reach volume production this year. Musk pointed to 4680 battery cell output as the near-term constraint on Semi and Cybercab production. A software timeline landing in early 2027 gives Tesla’s autonomy team room to work while the hardware ramp catches up behind it.
It’s worth nothing that this isn’t necessarily a promise the Semi ships driverless next year. Musk’s own language, self-driving “working” by early 2027, describes internal validation catching up to hardware already riding on every production truck, not a public unsupervised rollout.
Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
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 massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 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.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
