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SpaceX teases extreme Falcon 9 launch cadence goals in Starship planning doc
Published as part of an August 2019 environmental assessment (EA) draft for Starship’s prospective Pad 39A launch facilities, SpaceX revealed plans for a truly mindboggling number of annual Falcon 9 and Falcon Heavy launches by 2024.
As environmental planning documents, the figures should be taken with a large grain of salt and be treated as near-absolute ceilings rather than practical goals. Nevertheless, SpaceX revealed plans for its two Florida launch sites (LC-40 and LC-39A) to ultimately support as many as 70 annual launches of Falcon 9 and Heavy by 2024, less than five years from now.
Simply put, even the most dogmatic fan would have to balk at least a little bit at the numbers SpaceX suggested in its Starship EA draft. More specifically, SpaceX apparently has plans to support as many as 20 annual Falcon 9/Heavy launches from Pad 39A and an incredible 50 annual Falcon 9 launches from LC-40 as early as 2024.
“SpaceX plans to increase the Falcon launch frequency to 20 launches per year from LC-39A and up to 50 launches per year from LC-40 by the year 2024. However, as Starship/Super Heavy launches gradually increase to 24 launches per year, the number of launches of the Falcon would decrease.“
–SpaceX, Starship Environmental Assessment Draft, August 2019
Two obvious options
Given just how significant of an increase a 70-launch annual cadence would be for SpaceX relative to their current record of 21 launches, it’s entirely possible that these numbers are really just a pipe dream included in a pending environmental assessment to hedge bets just in case a similar launch frequency is achieved over the next five years.
On the other hand, it’s possible that SpaceX – just now coming into the ability to reliably achieve a much higher cadence – has coincidentally become payload-constrained at almost the same time, meaning that the company’s customers’ payloads just aren’t ready for launch. This would explain, for example, why SpaceX has only launched 10 times this year when the company had already completed 15 launches by August 2018.
Additionally, it can be almost unequivocally assumed that all but 15-20 of those supposed 70 annual launches would come from SpaceX’s own internal demand for Starlink launch capacity. Assuming no improvements between now and 2024, 50 Falcon 9 launches could place as many as 3000 Starlink satellites in orbit in a single year, equivalent to more than 25% of the entire proposed ~11,800-satellite constellation.
Barring regulatory changes to US Federal Communications Commission (FCC) and International Telecommunication Union (ITU) requirements, SpaceX must launch at least half of all Starlink satellites (~5900) by November 2024 and finish launching the remaining ~5900 by November 2027. If SpaceX fails to reach those deployment milestones, the company runs the risk of losing Starlink’s domestic and international licenses to operate.
This would help to explain why SpaceX says that it’s planning to reach a maximum cadence of 70 annual launches “by 2024”, given that 2024 will be a pivotal year in the eyes of regulations currently in effect for Starlink.
Starship confusion
As noted in the quote above, SpaceX plans to eventually phase out Falcon 9 and Heavy launches as the company’s next-generation Starship and Super Heavy launch vehicle gradually comes online, proves itself reliable, and begins operational launch activities. According to SpaceX, given just how much mass Starship can nominally launch relative to both Falcon 9 and Heavy, far fewer launches will be needed to accomplish the tasks that would otherwise require several times more launches of SpaceX’s smaller vehicles.
SpaceX’s initial Environmental Assessment for Starship launches from Pad 39A caps the rocket’s maximum cadence at 24 annual launches. Oddly, this directly contradicts the goals set for Starship (formerly BFR) by CEO Elon Musk and SpaceX more generally. By building a launch vehicle that is fully and rapidly reusable, the goal has long been to deliver cheap, aircraft-like access to orbit at a completely unprecedented scale.
This would technically mean that SpaceX could actually dramatically increase its launch cadence without increasing costs, allowing the company to perform currently nonsensical missions where Starship might launch payloads weighing just 5-10% of its total payload capacity. Airline operations routinely do things of a similar nature, sometimes flying just a fraction of their maximum passenger load to destinations for a variety of reasons.
Additionally, SpaceX has consistently indicated that Starship will rely heavily on orbital refueling to accomplish its ultimate deep space ambitions. Previous presentations from Elon Musk have shown that launches to the Mars or Moon with significant payload would require no fewer than five separate tanker launches and orbital refuelings, all of which would classify as one of the 24 annual launches SpaceX has described in its August 2019 EA draft. On their own, launching two Starships to Mars with 100 tons of payload each would require no fewer than 10-12 launches.
Ultimately, it’s unwise to draw any substantial conclusions from an Environmental Assessment like the one the above information has been taken from. This 39A-specific EA also ignores the possibility of a similar launch facility being developed in Boca Chica, Texas, which SpaceX explicitly acknowledges.
This particular draft is also the first Starship-related EA ever filed by SpaceX, and the company may thus be treating it more as a bare minimum with the intention of eventually pursuing far more ambitious launch rates once Starship has been established.
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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
