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SpaceX’s first Falcon 9 launch in months gets a launch date
SpaceX’s first Falcon 9 launch in more than three months finally has a launch date and it looks like the company’s growing fleet is going to attempt to catch (or land) almost every piece of the rocket, a big first for Falcon 9 reusability if SpaceX can pull it off.
After an exceedingly long wait, SpaceX’s next launch – Starlink’s first “v1.0” mission – is finally on the Eastern range and is scheduled to launch no earlier than ~10 am ET (15:00 UTC) on November 11th, recently confirmed by SpaceFlightNow.com and LaunchPhotography. Although similar lulls in US orbital launch activity have occurred in the past, they are extremely rare: the last time a lull more than three months long occurred was in 2010.
For SpaceX, this is the longest the company has gone without a launch since Falcon 9’s last catastrophic failure, which grounded the rocket for ~4.5 months after a massive explosion in September 2016. By all appearances, the likely 14-week gap between orbital SpaceX launches is little more than the product of bad luck, with customer payloads and SpaceX payloads both coincidentally requiring more time than expected to prepare for flight.
Although the extreme delay between launches is unfortunate, it also happens to have given SpaceX’s recovery engineers a lot more time to prepare the latest member of the rocket recovery fleet for its first attempted fairing catch. Known as GO Ms. Chief, she joins fairing recovery vessel GO Ms. Tree (formerly Mr. Steven) and has spent the last two or so months being outfitted with a brand new net and arms – slightly different but nearly identical to Ms. Tree’s.
Pictured in Stephen Marr’s tweet at the top of this article, Ms. Tree and Ms. Chief appear to be more or less complete, and Ms. Chief took to the Atlantic Ocean with her net installed for the first time just over a week ago. If the ships are as prepared as they look, there’s a strong chance that Ms. Tree and Ms. Chief will be able to team up to attempt the first simultaneous catch of both halves of a Falcon payload fairing. At the moment, SpaceX has caught a single parasailing fairing half twice during its last two consecutive attempts, a strong sign that the company has solved what proved to be an extremely challenging problem.
Falcon 9’s next reusability milestone
As always, prior to launch, SpaceX will fuel and static fire the Falcon 9 rocket to verify that all systems are performing nominally. According to NASASpaceflight.com, that static fire test is scheduled no earlier than Tuesday, November 5th, approximately six days before launch.
Speaking last month, VP of Flight and Build Reliability Hans Koenigsmann stated that Starlink-1 would fly on a thrice-flown Falcon 9 booster, meaning that the mission will likely mark the first time SpaceX flies the same Falcon 9 booster four times. At this point, SpaceX’s Falcon 9 Block 5 nth-reuse milestones are becoming less and less surprising as it becomes clearer than ever that the rocket upgrade – designed to support “at least” 10 launches per booster – is well on its way to reaching that goal.
At the moment, the most likely candidates for that fourth-flight milestone are Falcon 9 boosters B1048 and B1049, the former of which flew its third orbital mission in February 2019, while the latter supported SpaceX’s dedicated Starlink v0.9 launch debut in May 2019. Falcon 9 B1046 – also with three launches under its belt – is scheduled to fly for the fourth (and probably final) time as early as mid-December for Crew Dragon’s critical In-Flight Abort Test, while Falcon 9 B1047 flew its third and final mission in August 2019.
All things considered, SpaceX’s quasi return-to-flight after three months without a launch is set to be an exceptionally important mission for Falcon 9 and should be well worth the wait.
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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
