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SpaceX’s next commercial Falcon Heavy launch to carry Astranis rideshare satellite
Geostationary satellite communications startup Astranis has decided to move its first operational satellite launch from a SpaceX Falcon 9 to a Falcon Heavy, effectively securing the massive rocket its first commercial rideshare payload.
While not technically Falcon Heavy’s first rideshare payload and not the rocket’s first commercial rideshare launch contract, Astranis’ first 400 kg (~900 lb) MicroGEO satellite nevertheless appears set to become the first commercial rideshare payload to actually fly on the world’s largest operational rocket. Not all that dissimilar to Starlink in scope and its desire to disrupt a stagnant industry, Astranis wants to offer global communications services providers a different route to geostationary internet and broadcast solutions. Unlike SpaceX’s constellation, the startup’s MicroGEO satellites are designed for geostationary orbits ~36,000 km (~22,200 mi) above Earth’s surface and more than 60 times higher than Starlink.
However, like Starlink satellites, MicroGEO will feature exceptional density (throughput per kilogram), weighing a magnitude less than average modern geostationary communications satellites while still offering up to 10 Gbps of bandwidth. Expected to cost around $40M apiece compared to ~$100M+ for most traditional offerings, the value proposition of small Astranis satellites with 5-10 times less bandwidth admittedly gets a bit blurrier, but the company should still offer a viable alternative for companies and countries that just don’t need a massive satellite.
For example, Astranis’ first customer and the buyer behind the first MicroGEO satellite – known as Aurora 4A – is Pacific Dataport, a company focused on delivering connectivity throughout Alaska – one of the most remote and sparsely populated places on Earth. That combination of attributes makes providing broadband communication services spectacularly difficult and satellite internet the perfect (and, to an extent, the only viable) solution. However, a full $100M+ geostationary communications satellite with 50-100+ Gbps of bandwidth would likely far outweigh the needs of Alaska’s ~730,000 residents – especially when most Alaskans live in the state’s few large cities, most of which already have passable internet connectivity.
As such, it’s easy to see why a small but high-performance geostationary satellite like the kind Astranis offers might be a perfect fit for an Alaskan internet provider. While low Earth orbit (LEO) constellations like OneWeb and SpaceX’s Starlink do offer far more bandwidth and a user experience potentially as good or better than a wired connection almost anywhere on Earth, both companies first have to launch hundreds or thousands of satellites to ensure continuous coverage. Both Starlink and OneWeb are a ways away from offering continuous coverage in polar regions.
Geostationary satellites – especially those as small as Aurora 4A – offer a significant shortcut, requiring just a single satellite and ground stations in one or a few very specific regions to fully complete a communications network. Of course, thanks to universal limits posed by the speed of light, geostationary internet customers end up saddled with extreme latency (ping on the order of 300-1000ms) and strict individual bandwidth limits. But in places like Alaska, where there can easily be no alternative for the most rural residents, Astranis – or just about anything – could bring welcome relief.
Now, Astranis says it has moved the first MicroGEO satellite from a SpaceX Falcon 9 rocket to rideshare payload on Falcon Heavy’s upcoming ViaSat-3 launch, scheduled no earlier than Q2 2022. According to the startup, doing so will allow the tiny satellite to begin operations over Alaska mere days or a few weeks after launch, saving months of orbit-raising thanks to Falcon Heavy’s performance. That’s only possible because, as the Astranis press release also revealed, Falcon Heavy is scheduled to launch the 6.4 ton (~14,100 lb) ViaSat-3 and 400 kg (~900 lb) Aurora 4A satellites directly to geostationary orbit (GEO). If Falcon Heavy’s upcoming USSF-44 mission launches on schedule next month, ViaSat-3 will be SpaceX’s second direct-to-GEO mission ever and the company’s first for a commercial customer.
Assuming SpaceX is still able to recover two – or even all three – of Falcon Heavy’s side boosters while launching almost 7 tons (~15,500 lb) of satellites directly to GEO, it will also demonstrate just how much of a force to be reckoned with it really is, well and truly leaving competitors ULA and Arianespace with nowhere to hide on the open market.
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
