News
SpaceX schedules first Falcon Heavy launch in two years in early October
For the first time in more than two years, SpaceX has a firm launch date for its next Falcon Heavy mission: October 9th, 2021.
Revealed on September 7th as part of a US Space Systems Command presentation at the 2021 Small Payload Ride Share Symposium, October 9th now appears to be the military’s official target date for SpaceX’s fourth Falcon Heavy launch ever. Currently the most powerful and capable commercial rocket in operation and likely to remain so – perhaps alongside Starship – for years to come, Falcon Heavy debuted in February 2018, successfully delivering a mock payload into interplanetary space.
After another 14 months of work, SpaceX then debuted Falcon Heavy Block 5 – an upgraded version of the rocket that took advantage of all of Block 5’s reusability, reliability, and performance improvements. Just two months after Falcon Heavy Block 5’s inaugural April 2019 launch, SpaceX launched the rocket for the third time, supporting a US Air Force rideshare mission, reusing both of Flight 2’s side boosters, and giving the US military a firsthand demonstration of the rocket’s capabilities. However, Falcon Heavy has not flown once since then.
For mostly unknown reasons, Falcon Heavy’s fourth launch – a US military mission known as USSF-44 (formerly AFSPC-44) – has gradually slipped from a late-2020 target to Q1, Q2, Q3, and finally Q4 (October) 2021. SpaceX only began qualifying USSF-44’s Falcon Heavy boosters at its McGregor, Texas test facilities in late September 2020, a few weeks after delays from late-2020 to February 2021 and June 2021 were quietly announced. At that point, the US was deep into the throes of the COVID-19 pandemic’s local peak.
Only in May 2021 did the US military finally directly address major USSF-44 and USSF-52 delays, blaming them on “payload readiness.” Given that the Space Force never blamed SpaceX or rocket availability for what is likely to be a full year of launch delays, the implication is that likely satellite manufacturers Northrop Grumman, Lockheed Martin, Maxar, or Boeing have run into major technical issues. It’s also possible that those payload-side delays have been caused by a combination of supply chain issues and constraints brought on by the ongoing global pandemic.
Meanwhile, USSF-44’s all-new Falcon Heavy rocket appears to have been at Cape Canaveral and more or less ready for flight since Q2 2021 and SpaceX has been hard at work qualifying at least two more Falcon Heavy center cores for at least two additional missions scheduled in H1 2022.
Scheduled to launch no earlier than (NET) October 9th, Falcon Heavy #4 will likely roll out to Kennedy Space Center Pad 39A around 5-7 days prior for a crucial static fire test and pad shakedown. SpaceX is currently scheduled to launch Crew Dragon’s all-private Inspiration4 mission as early as September 14th, giving the company around three weeks to modify Pad 39A and its transporter/erector, gather all four USSF-44 Falcon Heavy stages, and assemble the rocket. Another Crew Dragon mission is then scheduled to launch as early as October 31st, again leaving SpaceX less than three weeks to reconfigure Pad 39A.
Successfully completing that back-to-back-to-back Dragon-FH-Dragon manifest on schedule will be a significant challenge and delays are probably more likely than not. Nevertheless, Falcon Heavy will likely roll out to the launch pad for the first time in more than two years less than a month from today.
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
