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SpaceX test-fires Falcon 9 for expendable Block 5 launch as bad weather threatens delays
SpaceX has fired up twice-flown Falcon 9 booster B1047 ahead of Block 5’s second expendable launch ever, but the company avoided its usual confirmation that a ‘quick look’ data analysis shows the vehicle as ready for launch.
Aside from the unusual phrasing of SpaceX’s static fire confirmation, stating instead that the company “is assessing data”, the weather forecast for the launch of AMOS-17 is looking about as dreary as it was during SpaceX’s most recent July 25th launch, CRS-18. CRS-18 was scrubbed once before the instantaneous launch window luckily coincided with an only partially metaphorical gap in the clouds. However, scheduled to lift off no earlier than 6:52 pm EDT (22:52 UTC), August 3rd, the AMOS-17 commsat launch features a comparatively luxurious ~90-minute window, giving SpaceX a much better shot at ‘threading the needle’.
Still, as indicated in the tweet above, the combination of a horrible weather forecast (70% chance of weather violation on Aug. 3, 60% on Aug. 4), uncertainty surrounding Falcon 9’s static fire test results, and the gravity of this particular launch all suggest that delays are likely.
With most things in rocketry, the adage, “Better late than never!” almost invariably holds true when dealing with late-stage launch vehicle processing, and SpaceX will be taking that to the extreme with this launch for reasons that will become clear. If SpaceX can avoid the growing probability of minor delays, generally an annoying non-issue more than anything else, customer Spacecom will certainly be appreciative, but the most important thing is ensuring the safe orbital delivery of AMOS-17.
Weighing roughly 6500 kg (14,300 lb) fully-fueled, AMOS-17 is a relatively large geostationary communications satellite built by Boeing and, practically speaking, is meant to replace Amos-6, an Israeli-built satellite that was destroyed in September 2016 during a catastrophic Falcon 9 failure. Spacecom effectively took the insurance funds it received from the loss of Amos-6, purchased AMOS-17 via Boeing, and then chose a contract option that gave the company a free Falcon 9 launch instead of taking a cash payout of $50M.
Be it financial necessity or a genuine decision to trust SpaceX that led Spacecom to manifest its replacement satellite on Falcon 9, a second failure and loss of payload (AMOS-17) during this launch would be a spectacular embarrassment and a major wound to SpaceX’s growing reputation as a reliable launch provider. If there is any launch in particular that SpaceX explicitly wants to avoid a failure on, it’s probably AMOS-17.
Perhaps to this end, SpaceX has actually chosen – presumably at the request or suggestion of Spacecom – to expend a Falcon 9 Block 5 booster in support of the AMOS-17 launch. Confirmed by SpaceX to be B1047.2, the company will preclude a landing attempt and instead sacrifice a booster that might otherwise fly a dozen more launches to give Spacecom a larger safety margin and help AMOS-17 start serving customers as quickly as possible. The sooner AMOS-17 can reach its final geostationary orbit (GEO), the sooner Spacecom can begin generating revenue from the satellite.
Finally, SpaceX fairing recovery vessel GO Ms. Tree (formerly Mr. Steven) has just departed Port Canaveral (c. August 1st) and is headed nearly 1000 km (600 mi) east into the Atlantic Ocean for what could be the ship’s second successful fairing catch ever. Stay tuned as SpaceX provides updates and we near AMOS-17’s tentative launch date.
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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 – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $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
