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SpaceX, Firefly Aerospace targeting three rocket launches in two days
Update: As is a common occurrence in spaceflight, two of the three planned missions have been delayed or scrubbed. Firefly’s second Alpha launch has slipped to no earlier than (NET) September 12th after an aborted attempt on the 11th, and SpaceX’s Starlink 4-34 mission was pushed from September 11th to September 13th.
SpaceX and Firefly Aerospace are on track to attempt three orbital launches this weekend as the former continues to relentlessly assemble a constellation of Starlink internet satellites and the latter works to secure its first success.
On the heels of 40 successful Falcon 9 launches this year, SpaceX is a few days away from two more Starlink missions that will likely leave the company with more than 3000 working satellites in orbit.
Founded in 2017, 15 years after SpaceX, Firefly Aerospace is almost entirely focused on one near-term goal: the first successful launch of its Alpha rocket.
Firefly’s Alpha rocket lifted off for the first time on September 2nd, 2021. Just moments after launch, a faulty cable caused one of the Alpha first stage’s four Reaver engines to shut down, immediately dooming the attempt. The rocket inexplicably persevered, though, and managed more than two minutes of powered flight before it lost control, became a range safety risk, and was terminated.
More than a year later, Firefly believes it has solved the problems that doomed Alpha Flight 1 and is on the cusp of the rocket’s second launch attempt, which has been scheduled no earlier than (NET) 3pm PST (22:00 UTC) on Sunday, September 11th.
Recently, the second fully stacked Alpha rocket completed a wet dress rehearsal and static fire while installed on Firefly’s Vandenberg Space Force Base (VSFB) SLC-2W pad, confirming its readiness for flight. Measuring 1.8 meters (6 ft) wide and 29.5 meters (~95 ft) tall, Alpha is about half the width and height of SpaceX’s Falcon 9 workhorse, and Firefly estimates that the expendable rocket will be able to launch up to 1.17 tons (~2560 lb) to Low Earth Orbit (LEO).
That’s several times more performance per launch than competitors like Rocket Lab, Astra Space, and Virgin Orbit, but 14 times less than a partially reusable Falcon 9. At $15 million apiece, however, the rocket’s list price will be 4.5 times less than Falcon 9’s, which could be enough to create a niche for customers that want to spend a bit more to send smaller satellites exactly where they want instead of getting dropped off in the general vicinity as a rideshare payload.
Demonstrating an impressive level of transparency, Firefly will offer a public livestream of Alpha’s second flight in full awareness that it could ultimately broadcast a launch failure for the second time in a row. There are very few instances in the history of spaceflight where a new group’s new rocket successfully reached orbit on its first launch, so it’s a credit to the startup to acknowledge the reality that launch failures are a common extension of the development process, rather than something to hide from the public.
SpaceX knows that reality well. Falcon 1, its first rocket, was about half the size of Firefly’s Alpha and suffered three launch failures in two and half years before finally succeeding on its fourth attempt. More than a magnitude larger, Falcon 9 likely benefitted from SpaceX’s Falcon 1 experience and had a much smoother start to life, though it did eventually experience its own share of failures years after its 2010 debut.
12 years later, Falcon 9 is one of the most successful launch vehicles of all time, and has simultaneously pioneered the commercially viable reuse of orbital-class rockets. Currently on a historic pace of one launch every ~6.2 days in 2022, Falcon 9 recently completed its 146th successful launch in a row and 173rd successful launch overall.
Hopefully continuing those trends, Next Spaceflight reports that Falcon 9 is scheduled to launch two more batches of Starlink satellites at 9:10 pm EDT on Saturday, September 10th, and 10:53 pm EDT on Sunday, September 11th. In addition to several dozen Starlink satellites, the first mission – Starlink 4-2 – is expected to carry a relatively large 1.5-ton (~3300 lb) satellite prototype for space-to-phone communications startup AST SpaceMobile. The second mission, known as Starlink 4-34, should be a dedicated launch of another 53 or 54 Starlink satellites.
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
