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SpaceX to close out February with Starlink launches on Monday and Friday [updated]
Update: SpaceX has delayed Starlink 4-8 from February 20th to no earlier than (NET) 9:44 am EST (14:44 UTC), Monday, February 21st in the hopes of better “recovery weather.” The mission will be Falcon 9 booster B1058’s 11th launch overall and second launch in less than 40 days.
Up next, Starlink 4-11 – SpaceX’s second West Coast launch this year – is now firmly scheduled to lift off around 7:30-8 am PST (15:30-16:00 UTC) on Friday, February 25th from Vandenberg Space Force Base (VSFB). Finally, launch photographer Ben Cooper reports that a third Starlink mission – likely Starlink 4-9 – is scheduled to launch from Kennedy Space Center Pad 39A as soon as March 3rd. SpaceX has at least one more Starlink mission and a private astronaut launch tentatively scheduled for March.
Continuing the company’s busiest planned year yet, SpaceX has dispatched a drone ship for the first of two more Falcon 9 Starlink launches scheduled before the end of the month.
While there were signs a few weeks ago that SpaceX had as many as four Starlink launches planned this month, that appears to have shrunk to three. In theory, SpaceX could have finished refurbishing both of its East Coast launch pads – LC-40 and LC-39A – earlier this week after supporting launches on January 31st and February 3rd. SpaceX may be taking an extra week to better understand a space weather anomaly that recently destroyed more than three-dozen Starlink satellites, to conduct deeper pad maintenance, to refurbish well-worn Falcon rockets, or to simply give its launch workforce a bit of respite but either way, the company’s next Falcon 9 launch appears to be scheduled no earlier than (NET) 9:54 am EST (14:54 UTC), Sunday, February 20th.
Drone ship A Shortfall Of Gravitas (ASOG) departed Port Canaveral on February 16th and is headed about 636 kilometers (395 mi) downrange to support Starlink 4-8’s Falcon 9 booster landing. The mission will be the new drone ship’s fourth consecutive recovery – an unintentional situation that was forced upon it when drone ship Just Read The Instructions (JRTI) suffered damage during SpaceX’s last booster recovery of 2021. On top of almost sliding off the deck, Falcon 9 booster B1069 suffered significant damage to most or all of its nine Merlin 1D engines when JRTI’s ‘Octagrabber’ robot effectively dropped the booster on its head during recovery operations.
Only through the heroics of the human recovery crew was B1069 able to be secured to drone ship JRTI’s deck and returned to dry land in (more or less) one piece. Based on new aerial images from local photographer Julia Bergeron, it appears that JRTI did require deck repairs after the ordeal. Equally importantly, the ship’s Octagrabber robot – which took the brunt of B1069’s fall – appears to have been fully repaired and was being tested on deck as of February 15th. Oddly, though drone ship ASOG has done an excellent job filling in, SpaceX has yet to have a fully nominal booster recovery since B1069’s anomaly.
With any luck, that will end later this month and the company’s three Octagrabbers will restart routine recovery operations. Following Starlink 4-8’s launch from Cape Canaveral, SpaceX has plans for at least one more Starlink mission – this time from the West Coast. SpaceX last launched from its Vandenberg SLC-4E pad on February 2nd and set a record turnaround time of 24 days late last year, implying that the Starlink mission is likely scheduled within the last few days of February.
If successful, SpaceX will have launched eight times in the first two months of 2022 and 13 times in the last three months, demonstrating a cadence of up to 48-52 launches per year if the company can sustain the pace. SpaceX’s official goal for 2022 is 52 Falcon launches.
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
