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SpaceX fires up Falcon 9 for first flight-proven ‘national security’ launch
On June 12th, SpaceX successfully fired up a once-flown Falcon 9 booster in the lead-up to the company’s fourth launch of an upgraded GPS III navigation satellite for the US military.
Dating back several years, SpaceX has won a vast majority of GPS III launches thanks to Falcon 9’s exceptional combination of reliability and affordability, securing all five competitively-awarded contracts. The company aced its first GPS III launch in December 2019, expending a brand new Falcon 9 booster (B1054) due to customer – not performance – requirements necessary to ensure extreme margins in the event of some kind of anomaly or underperformance during launch.
In June 2020, SpaceX once again launched a GPS III satellite for the US military, though this time the company was allowed to attempt to land the Falcon 9 booster supporting the mission – which it successfully recovered without issue. Less than five months after GPS III SV03’s successful launch, SpaceX turned around and launched GPS III SV04 – again with an all-new Falcon 9 rocket – and recovered the booster at sea. A few months prior, however, the US Space and Missile Systems Center (SMC) announced a contract modification that would allow SpaceX to begin reusing Falcon 9 boosters on National Security Space Launch (NSSL) missions – beginning with the company’s fourth GPS III launch.
Seven months later, SMC revealed that it has officially cleared SpaceX to begin launching GPS III (and other official NSSL) satellites on flight-proven Falcon rockets. Notably, that might include a Falcon Heavy launch – USSF-52 – planned as early as January 2022 that could reuse two new side boosters scheduled to debut on USSF-44 as early as October 2021.
In the meantime, though, GPS III SV05 – scheduled to launch no earlier than (NET) 12:09 pm EDT (16:09 UTC), Thursday, June 17th – is just two days away from becoming the first NSSL (formerly EELV) satellite to launch on a flight-proven commercial rocket. GPS III SV05 will reuse the same Falcon 9 booster (B1062) that successfully launched GPS III SV04 seven months prior.
While an extremely slow turnaround relative to any other modern Falcon 9 or Falcon Heavy booster, those seven months mainly gave the US military margin to fully certify flight-proven Falcons and satellite manufacturer Lockheed Martin time to deal with shortage and coronavirus-related delays. On June 12th, after rolling out to SpaceX’s Cape Canaveral LC-40 launch pad, GPS III SV05’s Falcon 9 rocket completed a wet dress rehearsal that culminated in a successful several-second static fire of booster B1062.
Now cleared for flight, Falcon 9 will be brought horizontal and roll back to LC-40’s integration hangar, where SpaceX will install the encapsulated GPS III SV05 satellite and payload fairing on top of the rocket’s expendable second stage.
The integrated payload assembly rolled from a nearby payload processing facility to LC-40 on June 13th, giving SpaceX four days to complete integration, roll Falcon 9 back out to the launch pad, and prepare the rocket for flight. Now alone on the East Coast for the first time in 12 months, drone ship Just Read The Instructions (JRTI) departed Port Canaveral for the GPS III SV05 booster recovery zone on the same day, followed by the latest in a line of temporary fairing recovery ships on June 14th to scoop the mission’s nosecone halves out of the Atlantic.
L-3 weather forecasts predict a 40% chance of delay on June 17th, improving to 30% on June 18th. Stay tuned for webcast details as SpaceX nears the first of many flight-proven launches for the US military.
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
