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SpaceX fan spots sooty Falcon 9 Block 5 booster at Kennedy Space Center
On July 2nd, Twitter user Sideralmente (@astroperinaldo) spotted a sooty Falcon 9 Block 5 booster arriving at SpaceX’s Pad 39A hangar facilities, currently operating as a sort of defacto refurbishment hub.
Likely a prelude to a near-term launch, SpaceX has several missions scheduled over the next few months. More likely than not, all of them will fly on flight-proven Falcon 9 boosters, now so common that launching new boosters has started to feel exceedingly rare and unusual. July 2nd’s booster spotting is also a rare (albeit slightly less rare) treat, given the general lack of access (aside from a bus tour) members of the public have to Kennedy Space Center’s operational facilities and the total lack of access they have to Cape Canaveral Air Force Station, home of SpaceX’s most active launch pad (LC-40).
CRS-18
Up next for SpaceX is Cargo Dragon CRS-18, the spacecraft’s second International Space Station (ISS) resupply mission this year. At least over the last 2-3 years, SpaceX and NASA have been fairly consistent with Cargo Dragon launches in the winter, late-spring/early-summer, and late-fall (Q1, Q2/Q3, Q4) for an average of three launches annually. 2018/2019 is no different: CRS-16 launched in early-December 2018 and CRS-17 in early-May 2019, while CRS-18 is scheduled to launch NET 7:35 pm ET, July 21st and CRS-19 is targeted for early-December 2019.
Meanwhile, CRS-18 is also expected to be the first time a NASA mission launches on a flight-proven Falcon 9 Block 5 booster, potentially paving the way for NASA’s first launch on a twice-flown Block 5 booster with CRS-19 – hopefully later this year. Of course, that subsequent milestone will depend on a successful launch and landing during CRS-18. Falcon 9 booster B1056 – previously tasked with launching CRS-17 on May 4th, 2019 – is assigned to the mission and has been speedily refurbished for its next mission. Assuming the static fire goes well and there are no anomalies over the next 11 days, B1056 will launch twice in 78 days, a close second to B1048, B1052, and B1053 – all tied for first place at 74 days.
AMOS-17
Following CRS-18, SpaceX’s next launch is expected to occur soon after, launching Spacecom’s AMOS-17 communications satellite on a Falcon 9 (likely flight-proven) no earlier than early-August, although the tail-end of July is also a possibility. This mission will be extremely symbolic, owing to the fact that AMOS-17 is effectively an insurance-funded replacement for AMOS-6, destroyed on September 1st, 2016 when Falcon 9 suffered a catastrophic failure.
Thankfully, since that failure nearly three years ago, Falcon 9 has performed admirably, suffering no publicly-known failures or partial failures during its primary mission, although SpaceX has suffered two failed booster landing attempts over the same period.
It’s possible that the mystery booster spotted above is meant for AMOS-17, although that’s far from certain. Based on an image showing the core number, it is almost certainly B104X, while the second digit could easily be a 7 or a 9. If the booster in question is B1047, the odds are much better that it’s wrapping up refurbishment and waiting at 39A for CRS-18 to launch before heading to LC-40.
Starlink?
On the other hand, if the booster in question is B1049, it can be all but guaranteed that AMOS-17 will not launch on it, the reason being that – quite literally burned by its last experience with Falcon 9 – Spacecom probably doesn’t want to be the first SpaceX customer to launch on a thrice-flown booster. At the same time, SpaceX is probably exceptionally conscious of the need to ensure mission success and has no interest in adding risk to the AMOS-17 mission profile, no matter how minor.
B1049 launched for the third time in support of SpaceX’s first dedicated Starlink launch on May 23rd, known internally as Starlink v0.9. At this point in time, B1046.3 is believed to be assigned to Crew Dragon’s in-flight abort (IFA) test, expected no earlier than Q4 2019. B1048.3’s status is unknown since the rocket successfully completed its third launch in February 2019. With B1049’s newfound history as the first SpaceX booster to launch on a completely internal mission, it would make a lot of sense for SpaceX to reuse B1049 for the next Starlink mission.
Simultaneously, SpaceX could demonstrate the first launch of a thrice-flown Falcon 9 booster without pushing that risk onto customers, opening up B1048 and future thrice-flown boosters for near-term commercial missions. A step further, this would set SpaceX up perfectly to use internal Starlink missions as full-fidelity demonstrations of booster reuse milestones, going from the four launches to five, six, seven, and beyond.
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Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
Elon Musk
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
NASA’s Artemis II launched four astronauts toward the Moon on the first crewed lunar mission since 1972.
NASA’s Space Launch System rocket launches carrying the Orion spacecraft with NASA astronauts Reid Wiseman, commander; Victor Glover, pilot; Christina Koch, mission specialist; and CSA (Canadian Space Agency) astronaut Jeremy Hansen, mission specialist on NASA’s Artemis II mission, Wednesday, April 1, 2026, from Operations and Support Building II at NASA’s Kennedy Space Center in Florida. NASA’s Artemis II mission will take Wiseman, Glover, Koch, and Hansen on a 10-day journey around the Moon and back aboard SLS rocket and Orion spacecraft launched at 6:35pm EDT from Launch Complex 39B. (NASA/Bill Ingalls)
NASA launched four astronauts toward the Moon on April 1, 2026, marking the first crewed lunar mission since Apollo 17 in December 1972. The Artemis II mission lifted off from Kennedy Space Center aboard the Space Launch System rocket at 6:35 p.m. EDT, sending commander Reid Wiseman, pilot Victor Glover, mission specialist Christina Koch, and Canadian astronaut Jeremy Hansen on a 10-day journey around the far side of the Moon and back.
The mission does not include a lunar landing. It is a test flight designed to validate the Orion spacecraft’s life support systems, navigation, and communications in deep space with a crew aboard for the first time. If the crew reaches the planned distance of 252,000 miles from Earth, they will set a new record for the farthest any human has ever traveled, surpassing even the Apollo 13 distance record.
As Teslarati reported, SpaceX holds a central role in what comes next. The Starship Human Landing System is under contract to carry astronauts to the lunar surface for Artemis IV, now targeting 2028, after NASA restructured its mission sequence due to delays in Starship’s orbital refueling demonstration. Before any Moon landing happens, SpaceX must prove it can transfer propellant between two Starships in orbit, something no rocket program has done at this scale.
The last time humans left Earth’s orbit was 53 years ago. Gene Cernan and Harrison Schmitt of Apollo 17 were the final people to walk on the Moon, a record that stands to this day. Elon Musk has long argued that returning is not optional. “It’s been now almost half a century since humans were last on the Moon,” Musk said. “That’s too long, we need to get back there and have a permanent base on the Moon.”
The Artemis program involves 60 countries signed onto the Artemis Accords, and this mission sets several firsts beyond distance. Glover becomes the first person of color to travel beyond low Earth orbit, Koch the first woman, and Hansen the first non-American astronaut to reach the Moon’s vicinity. According to NASA’s live mission updates, the spacecraft’s solar arrays deployed successfully after liftoff and the crew completed a proximity operations demonstration within the first hours of flight.
Artemis II is step one. The Moon landing and the permanent lunar base come later. But after more than five decades, humans are heading back.
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
NASA sends humans to the Moon for the first time since 1972 – Here’s what’s next
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
