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SpaceX begins Falcon Heavy booster deliveries for first launch in two years
SpaceX’s first Falcon Heavy rocket launch in almost two years has entered the final stages of preparations – flight hardware acceptance testing, delivery, and assembly.
Comprised of five major elements, the vast majority of the challenges of building and launching Falcon Heavy come from the rocket’s three first-stage boosters – each more or less equivalent to a single-core Falcon 9 booster. Falcon Heavy’s twin side boosters are by far the most visually recognizable sign of that similar-but-different nature thanks to the need for aerodynamic nosecones instead of a Falcon booster’s normal interstage (a hollow cylinder).
While easily recognizable, the center core is the most technically Falcon Heavy-specific part of SpaceX’s partially-reusable heavy-lift rocket, requiring a unique airframe relative to side cores, which are essentially Falcon 9 boosters with a few major add-ons. It’s one of those Falcon Heavy side boosters that was spotted traveling by road from SpaceX’s test facilities to a Florida launch pad on Tuesday, January 26th.
For unknown reasons, although SpaceX currently has two reused Falcon Heavy side boosters that flew a second time on the US Air Force’s own STP-2 mission, the company has manufactured all-new boosters – likely at the US military’s request – for the rocket’s fourth launch. Rebadged from AFSPC-44 to USSF-44, that mission will see SpaceX attempt its first-ever direct-to-GEO launch, nominally launching a several-ton mystery satellite directly into geostationary orbit (GEO).
The main challenge of direct-to-GEO launches is the need for a given rocket’s upper stage to coast for hours in orbit and then reignite after that multi-hour coast period. The direct launch profile also demands more delta-V (propellant) than alternative transfer orbits (GTOs) – propellant that must be launched into orbit in addition to the customer’s payload. That requires the use of extremely large and/or efficient rockets, which is why SpaceX is launching USSF-44 with Falcon Heavy instead of a much cheaper and simpler Falcon 9.
Unlike all other direct-to-GEO launches in history, however, Falcon Heavy Flight 4 will (hopefully) mark the first time a rocket launches a payload into geostationary orbit while still recovering a large portion of its first stage. After liftoff, Falcon Heavy side boosters B1064 and B1065 will attempt the first-ever dual drone ship landing at sea, while the rocket’s custom center core will be intentionally expended. According to CEO Elon Musk, that sacrificial-center-core configuration theoretically allows Falcon Heavy to achieve ~90% of its expendable performance while still recovering two otherwise reusable boosters.
As of the first USSF-44 side booster’s appearance in Louisiana, at least one other booster (most likely the mission’s second side booster) has already been spotted at SpaceX’s McGregor, Texas development facilities and may have already completed its own round of static fire acceptance testing. Given the three-month gap between the first USSF-44 side booster’s static fire and a side booster’s appearance in transport, there’s a distant possibility that the booster spotted on January 26th was the second of two side boosters to ship east, but that’s improbable given how much Falcon boosters stick out on the road.
Ultimately, assuming the second USSF-44 side booster’s static fire acceptance test went well, the only major Falcon Heavy-specific hardware SpaceX needs to ship from its Hawthorne, CA headquarters is center core B1066. An upper stage and payload fairing will also have to pass acceptance testing and head to Florida but both will likely be standard Falcon 9-issue hardware, minimizing small-batch uncertainty.
If SpaceX delivers B1066 to McGregor within the next week or two, the center core should be ready to ship to Florida by March or April, leaving SpaceX two or three months to integrate, static fire, and prepare Falcon Heavy for its fourth launch. According to the latest official information from the US military, USSF-44 is scheduled to launch no earlier than (NET) “late-spring 2021,” likely implying late-May or June.
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (NASDAQ: TSLA) will report its earnings for the second quarter of 2026 this evening after market close, and investors and analysts are waiting anxiously to see what the company will report for the second three-month span of the year.
Analysts have already put out their expectations from a financial standpoint for the company’s second quarter, but what’s unknown is what Tesla plans to discuss during the call.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.53, while revenues are expected to come in around $26.4 billion.
This would compare to an EPS of $0.39 and $22.19 billion compared to Tesla’s Q2 2025. Last quarter, EPS came in at $0.41 on $22.387 billion of revenue. Additionally in Q1, Tesla beat analyst expectations, but shares dropped over 3 percent the following trading day.
What We Expect
In terms of discussions, Tesla earnings are pretty sporadic and depend on a handful of things, including current events, investor questions, and more.
Tesla uses a platform called Say to field questions from investors and analysts. These questions are what will be used during the call. Here are the top 5 from the Retail side and top 3 from the Institutional side:
Retail:
“Tesla has missed short-term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they’ve set for themselves?”
“What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?”
“What’s the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?”
“To reward long-term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?”
“Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?”
Institutional
“Previously, you’ve said Tesla would lead the R&D while SpaceX would lead production for Terafab. Can you provide an update on how that division of responsibilities is evolving, and any additional clarity on the expected capital contributions from Tesla and SpaceX?”
“For autonomous driving, Tesla’s fleet created a huge data advantage by collecting billions of real-world miles. That advantage doesn’t yet exist for Optimus. How should we think about data availability and its impact on Optimus development?”
“Why is it necessary to limit robotaxi operations within specific zones within cities to start? Will every city have to be rolled out this way?”
Tesla will report earnings for Q2 this evening with the Shareholder Deck at 4 p.m. ET, with the call starting around 5:30 p.m. ET.
Elon Musk
Elon Musk handed Grok something no other AI company can get their hands on
Elon Musk says SpaceX will feed engineering data into Grok’s next model, avoiding restricted material.
Elon Musk said Tuesday that SpaceX will feed its internal engineering data into the next major training run for Grok, the AI model now folded into SpaceX following February’s merger. In a post on X, Musk wrote that SpaceX’s “massive corpus of world-class engineering data,” excluding anything restricted under U.S. arms export law, will be added during supplemental training of what he called the “2T run,” a reference to a roughly two trillion parameter model that would nearly double the parameters behind the latest Grok 4.5 that’s rolling out.
SpaceX’s massive corpus of world-class engineering data (excluding material blocked by ITAR) will be added during supplemental training of the 2T run.
This will dramatically improve Grok’s engineering capabilities. https://t.co/BbQEViFByn
— Elon Musk (@elonmusk) July 21, 2026
The excluded material that Musk is referring to would fall under the International Traffic in Arms Regulations (ITAR), which restricts export of technical data tied to defense and space hardware. That likely rules out propulsion specifics for Merlin and Raptor engines along with guidance and control details for SpaceX’s launch vehicles, but leaves manufacturing knowledge, materials science, and Starlink hardware design on the table.
The announcement extends a pattern that has been building since SpaceX’s Nasdaq debut in June, when the company went public with Grok and xAI’s Colossus supercomputer folded into the pitch to investors.
Days after that listing, SpaceX closed its $60 billion all stock acquisition of coding startup Cursor, giving xAI both enterprise software distribution and a stream of real world developer data to train on. Grok 4.5 launched July 8 running partly on that Cursor training data, with Musk describing it as roughly comparable to Anthropic’s Opus 4.7 but faster and cheaper to run.
Feeding SpaceX’s own engineering data into the next AI model follows the same logic Musk has applied across xAI’s sister companies. Tesla supplies real world driving data and manufacturing expertise, X supplies conversational data, and now SpaceX supplies aerospace engineering data built up since 2002.
Musk did not give a release date for the upcoming AI model, referred to elsewhere as Grok 4.6. He has said the two trillion parameter run is in its final training phase and expected to wrap this week.
Tesla starts preparing for Optimus in its smartphone app
Tesla Q2 Earnings: Here’s what to expect
