News
SpaceX’s Falcon 9 Block 5 set for first expendable launch with USAF satellite
SpaceX’s most significant US Air Force launch contract yet is set to kick off with a (NET) December 18 launch of the first of 10 next-gen GPS satellites, known as GPS III Space Vehicle 1 (SV01). Thus far, SpaceX has won all five competitive GPS III launch contracts offered thus far by the USAF and – depending on Falcon 9’s performance this launch – could win several more.
Aside from contract victories, SpaceX’s first GPS III launch will be marked by yet another first for the company’s May 2018-debuted Falcon 9 Block 5 rocket. This first is not quite as desirable, though: sans landing legs and titanium grid fins, the new Block 5 booster will be expended after launch and will make no attempt to land.
Via @USAirForce: First GPS III satellite, AKA “Vespucci,” encapsulated in fairing on 12/7 ahead of #SpaceX Falcon 9 launch NET 12/18. This is the company’s first GPS mission and is expendable, so there will be no booster recovery.
(📸: @LockheedMartin) pic.twitter.com/5aOWy1tI5k
— Emre Kelly (@EmreKelly) December 11, 2018
At this point in time, the first official confirmation that Falcon 9 will be flying in an expendable configuration was given in a handful of comments made by Vice President of Launch and Build Reliability Hans Koenigsmann at a Dec. 5 press conference. While focused primarily on the topic at hand (SpaceX’s successful launch of the CRS-16 Cargo Dragon), members of the press managed to squeeze in a few minimally related questions which Hans graciously answered. Speaking about SpaceX’s imminent GPS III launch, Hans noted that,
“GPS is not landing a booster. It doesn’t have the landing hardware, or the majority of the landing hardware. … I looked at the booster yesterday, it’s in great shape and getting integrated in the hangar.
-
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
-
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
-
- GPS III SV01 is encapsulated in Falcon 9’s fairing. (SpaceX)
-
- Spotted by local photographer Tom McCool on November 27th, this 39A-located Falcon 9 booster is the likeliest candidate for the first GPS III launch. (Tom McCool)
Hans also told members of the audience that he believed the expendable profile had stemmed from a customer (i.e. USAF) requirement based on a need for extra performance:
“Regarding GPS not landing, I think this is a customer requirement to have all the performance for the mission. It’s a challenging mission.“
While there was previously some doubt as to whether Falcon 9 was actually incapable of attempting a booster landing after launch, Mr. Koenigsmann’s offhand suggestion that GPS III launches would be “challenging mission[s]” makes it far more likely that the USAF’s given mission profile genuinely demands all of Falcon 9’s performance – not enough propellant will remain for Falcon 9 to attempt recovery. There is, however, still some ambiguity in Hans’ answer.
If Falcon 9 will be expended solely as a consequence of mission performance requirements despite the oddly low payload mass (~3800 kg) and comparatively low-energy orbit (~20,000 km), the only possible explanation for no attempted recovery would be the need for Falcon 9’s upper stage to perform a lengthy second burn after a long coast in orbit. However, the mission parameters the USAF shopped around for would have placed the GPS III satellite into an elliptical orbit of 1000 km by 20,181 km, an orbit that would unequivocally allow Falcon 9 to attempt a drone ship recovery.
-
- Falcon 9 B1047.2 is seen here conducting its second successful drone ship landing. (SpaceX)
-
- In a more perfect world, Falcon 9 would have been responsible for the rainbow. (SpaceX)
-
- Lockheed Martin’s GPS III (SV 01-10) satellite.
-
- A GPS III spacecraft spreads one of its solar array wings. (USAF)
The reasoning behind this is simple: SpaceX routinely recovers Falcon 9 boosters after far more energetic launches. For example, Falcon 9’s November 15th launch placed the 5300 kg Es’hail-2 satellite into an orbit of 200 km by 37,700 km, after which Falcon 9 B1047.2 performed its second successful landing on drone ship Of Course I Still Love You. A prevailing second theory for the expendable mission lies in the Air Force’s notoriously stodgy and sometimes irrational revulsion at the slightest hint of risk or change – to minimize perceived risk, the USAF could have thus demanded that SpaceX expend Falcon 9 regardless of whether it was capable of doing so.
For GPS III SV01, it appears that only time will tell whether the satellite ends up in an orbit that can properly explain the booster’s premature demise. Given that SpaceX has a full four additional GPS III launches currently on the books, it will be a shame to see a veritable fleet of Falcon 9 Block 5 boosters tossed into the sea after just a single launch each.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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
