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SpaceX’s next Falcon Heavy begins to arrive at 39A as center core heads to TX
Approximately a week after a Falcon Heavy side booster – the first of two – arrived at SpaceX’s LC-39A launch complex, a sign of late-stage preparation for the massive rocket’s second and third launches, a Falcon Heavy center stage was spotted rolling through the Waco, Texas locale on its way to SpaceX’s McGregor testing facilities.
Signified by the outlines of unusual bumps under the Falcon booster’s protective shrink wrap, this probable Falcon Heavy center core’s Texas arrival indicates that SpaceX has most likely completed static fire testing of both side boosters, with the second booster now likely to depart McGregor and/or arrive at SpaceX’s Florida facilities in the coming weeks.
The first component of Falcon Heavy Block 5 has arrived at HLC-39A! https://t.co/38spGaCps9
— Thomas Burghardt (@TGMetsFan98) December 22, 2018
In February 2018, Falcon Heavy took flight for the first time ever, bringing to an end an almost mythical series of delays that pushed the rocket’s debut back more than five years. Aside from the unintentional demise of Falcon Heavy Flight 1’s center core, the inaugural launch was a spectacular and technologically valuable success, perfectly verifying the rocket’s ability to safely ignite, launch, separate, and recover two Falcon 9-class boosters simultaneously. SpaceX also took the opportunity – a payload with no practical value aside from inspiration – to perform a successful six-hour coast of the Falcon upper stage, demonstrating a capability critical for many potentially valuable launch contracts.
Now verified by planning schedules, SpaceX plans to attempt a truly impressive feat in the first half of 2019. Assuming all goes well during the center booster’s static fire and the subsequent integration and static fire of all three first stages, the company intends to launch the same Falcon Heavy hardware (all three boosters) twice in as little as two months, currently tentatively penciled in for February/March and April 2019.
Surprise sighting of a #SpaceX Falcon 9 rocket booster in my hometown headed a few minutes down the road to the McGregor, TX test site. First time in years seeing a booster in transit “in the wild” like this. 🚀 @elonmusk #falcon9 #falconheavy #STEM #bfr #space pic.twitter.com/daEz4NZPi5
— Abby Garrett (@abbygarrettart) January 1, 2019
Corroborated a few weeks ago by a NASA official involved in one of the payloads that will be present on that planned April launch, SpaceX plans to attempt recovery of both the side boosters and center core and rapidly refurbish them after their first launch in February or March, nominally placing the 6000 kg (~13,200 lb) Arabsat 6A satellite into a high-energy orbit. Perhaps as few as 4-8 weeks later, the rocket will be reintegrated, perform a second static fire at Pad 39A, and launch once again with a USAF rideshare known as Space Test Program (STP) 2, a program specifically designed to allow the Air Force to support low-risk test launches of unproven rockets.
Even more so than the fact that an ~8-week Falcon Heavy turnaround would simultaneously break SpaceX’s previous booster turnaround record in triplicate, the biggest reason to be skeptical of these plans is the fact that this schedule appears to require that the USAF fly a mission on not one but three flight-proven Falcon boosters. This stands at odds with the military branch’s unwillingness (by all appearances) to so much as allow a brand new Falcon 9 enough propellant margin (typically just a few percent) to land itself after the December 23rd launch of GPS III SV01, let alone allow their satellites to ride on a previously-flown rocket.
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- Falcon Heavy is composed of a Falcon 9 upper stage and three Falcon 9-class boosters. (SpaceX)
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- Falcon Heavy’s simultaneous side booster recovery. This will likely be repeated for both Arabsat 6A and STP-2. (SpaceX)
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- The communications satellite Arabsat-6A. (Lockheed Martin)
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- The USAF’s STP-2, a combination of a few dozen different satellites. (USAF)
The major wrench in the machine here is the fact that GPS III SV01 most likely cost the USAF upwards of $700M to procure and will ultimately become a critical part of a widespread infrastructural upgrade, whereas STP-2 features two dozen or so small satellites worth dramatically less than the single GPS satellite SpaceX launched last month. STP-2 also operates under a program that is in large part meant to offer opportunities for new or wholly unproven launch vehicles (like Falcon Heavy) to conduct experimental launches, carrying the assumption that certifying those rockets for national security space (NSS) missions would be in the best interests of the Air Force and DoD.
As such, the back-to-back Falcon Heavy launch schedule is by no means impossible despite the fact that it offers up many reasons to doubt its plausibility. Either way, the fact that the next Falcon Heavy’s center core has already left SpaceX’s Hawthorne factory – following in the footsteps of two new side boosters – is a nearly unequivocal sign that the rocket’s second launch rapidly approaching.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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
