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SpaceX’s first Falcon 9 landing of 2019 foreshadows rapid rocket fleet growth
Despite an unplanned landing anomaly that foiled SpaceX’s last Falcon 9 recovery attempt, the company’s engineers and technicians have pulled off another successful launch and landing of Falcon 9 – the 33rd for the rocket family – and the first of the new year.
After helping place Iridium’s 8th and final set of NEXT satellites into a parking orbit, Falcon 9 B1049 landed aboard drone ship Just Read The Instructions approximately 7 minutes after liftoff, marking the Block 5 booster’s second successful mission in just under four months. As of now, all but one of SpaceX’s flight-ready Falcon 9 boosters have now performed two or three orbital-class launches and are quickly becoming a truly reusable fleet of rockets.
Webcast of Falcon 9 launch to complete the @IridiumComm NEXT constellation is now live → https://t.co/gtC39uBC7z pic.twitter.com/lU3TwSeCbz
— SpaceX (@SpaceX) January 11, 2019
Throughout the second half of 2018, SpaceX gradually built, tested, launched, and relaunched a growing fleet of Falcon 9 Block 5 boosters, the first of which debuted in May. Including new boosters that have arrived at their launch pads but have yet to launch, SpaceX’s skilled production and testing team managed to ship, test, and deliver an impressive 1 to 1.5 Falcon 9 boosters, 1-2 upper stages, and 3-4 payload fairing halves on average each month. Thanks to Falcon 9 Block 5’s increasingly exceptional reusability, SpaceX does not have to outproduce other companies and national space programs to dramatically out-launch them, exemplifed by the fact that SpaceX alone was able to launch more orbital missions than the combined output of every company and country aside from China.
As more Falcon 9 and Falcon Heavy Block 5 booster are introduced into SpaceX’s growing fleet, the company’s many distinct advantages of direct and indirect competitors should come more and more into play and be increasingly difficult to avoid or ignore. As of today, a fairly incredible number of additional new Falcon boosters are already in their testing and delivery phases, a number that ignores the four (or five) flight-proven boosters and two unflown Falcons known to already be at or ready to ship to launch sites.
- SpaceX’s second Falcon 9 Block 5 booster was spied by an aerial photographer in Texas, April 17. (Aero Photo)
- Falcon 9 Block 5 will be absolutely critical to the success (and even the basic completion) of Starlink. (Tom Cross)
- The second Block 5 booster, B1047, debuted at LC-40 on July 21. (Tom Cross)
- SpaceX’s third Falcon 9 Block 5 booster successfully returned to Port of Los Angeles aboard drone ship Just Read The Instructions (JRTI) on July 27th. (Pauline Acalin)
- It’s unclear what exactly causes it, but Falcon 9 Block 5’s newly heat-shielded legs turn a rather bright white after being scorched during booster landings. (Pauline Acalin)
- Falcon 9 B1046.3. (Pauline Acalin)
- SpaceX technicians remove Falcon 9 B1046’s titanium grid fins after its historic third launch and landing, December 2018. (Teslarati – Pauline Acalin)
- Falcon 9 B1046 became the first SpaceX booster to launch three separate times in early-December 2018. (Pauline Acalin)
Just for Falcon Heavy’s second and third launches (NET March and April), SpaceX will deliver another two boosters (one side and one center) to Florida within the next ~6 weeks and will likely ship, test, and deliver another two or three new Falcon 9 boosters in the first half of 2019 for commercial missions and two crewed Crew Dragon launches scheduled for the second half of the year. Although Falcon Heavy’s new side boosters will likely remain side boosters for both of the rocket’s next missions, that should mean that they will be free enter the single-stick Falcon 9 fleet sometime in H2 2019, as will the three new boosters assigned to Crew Dragon this year. Falcon Heavy’s center core will remain dedicated to Falcon Heavy launches as a result of the extensive modifications necessary to support triple the thrust of a normal Falcon 9.
Regardless, this ultimately means that SpaceX’s reusable Falcon fleet could feature as many as 12-15 boosters capable of something like 5-10 additional launches each by the second half of fourth quarter of 2019. At that point, SpaceX might have enough experience with Block 5 and enough flight-proven boosters to plausibly begin a revolutionary shift in how commercial launches are done. With far more boosters available than SpaceX has payloads to launch, multiple flight-ready Block 5 rockets will inevitably stack up at or around the company’s three launch pads and surrounding integration and refurbishment facilities.
Liftoff of Iridium-8 from Vandenberg AFB. Gorgeous morning to end a beautiful launch campaign. 🚀 pic.twitter.com/RZPRRV9i5t
— Pauline Acalin (@w00ki33) January 11, 2019
Instead of the current process of launch where boosters are dedicated to certain missions in fairly iron-clad terms, SpaceX could conceivably treat its launch services as actual services, meaning that – aside from requests for unflown hardware or customer-specific standards (i.e. USAF/NASA/NRO) – the specifics of booster assignments would be no more of a worry to customers than the cargo plane goods are delivered with matters to 99% of logistics customers. A plane is typically a plane regardless of whether it has flown for 10 hours or 10,000 hours. That sort of interchangeability and hands-off approach to customers is likely at least 12 months off, if not longer (old habits die hard), but a fleet of a dozen or more flight-ready rockets is truly a brave new world for commercial spaceflight and even spaceflight in general.
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.
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.
Investor's Corner
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
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 –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $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








