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SpaceX Falcon Heavy payload arrives in Florida for the first time in years
For the first time in almost three years, a spacecraft meant to launch on SpaceX’s Falcon Heavy rocket has arrived in Cape Canaveral, Florida and begun to prepare for flight.
Known as Psyche, the scientific mission is designed to venture hundreds of millions of miles from Earth to explore a namesake asteroid that’s believed to be almost entirely metallic. Psyche will also mark NASA’s first operational use of Falcon Heavy, which offers performance far superior to other existing and soon-to-be-retired rockets and at a fraction of their cost.
However, even though Psyche is now the first payload (officially confirmed) to have arrived in Florida for a Falcon Heavy launch since May or June 2019, that doesn’t guarantee that it will be first to launch.
That uncertainty is the result of multiple chronically delayed US military payloads that were both supposed to launch on different Falcon Heavy rockets as early as late 2020. In June 2018, just four months after Falcon Heavy’s iconic launch debut, the US military purchased its first operational launch on the rocket. Known as AFSPC-52 and later renamed USSF-52 after the US government cobbled together a few loosely-related military groups and rebadged them as the “Space Force,” the mission was expected to launch as early as September 2020. In February 2019, the military announced that another Falcon Heavy rocket had been chosen to launch AFSPC-44 (USSF-44) as early as late 2020 or early 2021.
About a year ago, for unknown reasons, USSF-44 took USSF-52’s place as the US military’s first operational Falcon Heavy launch. Now, between three and four years after their initial launch targets, USSF-44 is scheduled to launch NET late June 2022 (a delay of ~18 months) and USSF-52 is set to follow as soon as October 2022 (a delay of ~25 months).
On April 29th, NASA’s Launch Service Program (LSP) revealed that the ~2600-kilogram (~5700 lb) Psyche spacecraft had completed the journey from the Jet Propulsion Laboratory’s (JPL) Pasadena, California assembly facilities to Kennedy Space Center, Florida. After several years of work spent designing, manufacturing, and assembling Psyche, the spacecraft ultimately arrived at on time, leaving it on track to launch on Falcon Heavy as early as August 1st, 2022.
At the moment, that makes Psyche’s launch far more likely to happen before USSF-44, which has repeatedly gotten within a few months of a purported launch target before the US military acknowledged additional delays. Like USSF-44, Psyche’s Falcon Heavy rocket – three boosters, an upper stage, and a fairing – will be entirely new. Due to the high performance required for each mission and the fact that both will be the first operational use of the rocket for NASA and the USSF, each brand-new Falcon Heavy center core will be intentionally expended.
If it launches more or less on time, USSF-44 will be SpaceX and Falcon Heavy’s first direct launch to geostationary orbit (GEO), requiring the rocket’s upper stage to survive a roughly six-hour-long coast and perform a lengthy orbit circularization burn around ~42,500 kilometers (~26,400 mi) above Earth’s surface. With a payload that weighs around four tons (~8800 lb), it’s little surprise that Falcon Heavy’s center core will be expended. Psyche, on the other hand, is headed into deep space on a trajectory that NASA’s own ELVPerf calculator – supplied with official performance data from SpaceX – says Falcon Heavy can launch more than four tons (~8800 lb) to while still recovering all three boosters. It’s unclear why NASA would need a 50-70% safety margin.
Regardless, the second half of 2022 could be quite the spectacle of Falcon Heavy launches after a more than three-year hiatus. On top of USSF-44, Psyche, and USSF-52, Falcon Heavy is tentatively scheduled to launch a ViaSat-3 communications satellite directly to GEO in Q3 2022 and, even more tentatively, the Space Force’s USSF-67 mission in November 2022.
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
