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SpaceX Falcon 9 booster sails into port after historic third launch and landing
Although a sister rocket did not fare nearly as well during a separate landing attempt 48 hours later, SpaceX Falcon 9 Block 5 booster B1046 nailed its third successful launch and landing on December 3rd and arrived in Port of Los Angeles a bit less than 48 hours later.
Greeting the rocket after its milestone third reuse was a rare Los Angeles rainstorm, lending a lovely reflective sheen to all uncovered surfaces as low clouds and an obscured sun bathed everything in a stark and uniform off-white light.
That’s one scorched booster, still standing on JRTI at the moment, in the rain. B1046.3 arrived back at port earlier this morning after launching and landing for the 3rd time during the SSO-A mission. What. A. Sight. #spacex pic.twitter.com/EhHY9HK9cD
— Pauline Acalin (@w00ki33) December 5, 2018
It is difficult to conceive of a set of conditions that might serve to better emphasize the well-worn patina of soot and charring now fully covering the once-shiny white exterior of B1046’s fuel and oxidizer tanks, a sort of literal badge of honor for the three orbital-class launches the booster has now supported in the last six months. Functionally speaking, cleaning a Falcon 9 booster from top to bottom would be an unbelievably tedious, time-consuming, and largely pointless task, requiring careful spot-cleaning of something like 400 square meters (4300 square feet).
While SpaceX did repaint recovered Falcon 9 boosters a handful of times around the start of commercial reflights, it always served more of an aesthetic purpose over anything seriously utilitarian. Furthermore, aerospace-grade paint like that used by SpaceX is quite heavy potentially weighing several hundred kilograms per booster and requiring a week at minimum to fully apply a new coat. Some followers like to point out the lost benefits of Falcon 9’s reflective white paint, serving as a mild thermal insulator for Falcon 9’s tanks when filled with supercool propellant. While it certainly exists, the additional heating induced by soot coatings is completely negligible for Falcon 9, which is constantly topped off with chilled propellant prior to launch.
As such, sooty boosters will be around as long as the kerolox-power Falcon family remains in operation. Not too long from now, shiny new Falcon rockets will likely be as rare as the expendable rocket launches they partially represent – the launch vehicles of the future will be rugged workhorses more comparable to the 737s that fill the ranks of airliner fleets than to single-use works of art. Nevertheless, soot is by no means an innate feature of rockets, reusable or otherwise, instead deriving from Falcon 9’s pragmatic choice of kerosene as fuel – soot is simply an inevitable byproduct of kerosene combustion.
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- Falcon 9 B1049 lifts off for the first time at SpaceX’s LC-40 pad in September 2018. (Teslarati)
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- B1048 bares its sooty skin the morning before launch. (Pauline Acalin)
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- A gif of Raptor throttling over the course of a 90+ second static-fire test in McGregor, Texas. (SpaceX)
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- SpaceX’s subscale Raptor engine has completed more than 1200 seconds of testing in less than two years. (SpaceX)
A long and sooty future
Whenever it begins flying, the sole byproducts of the combustion of BFR/Starlink/Super Heavy’s methane-oxygen (methalox) propellant are water vapor and carbon dioxide, although true methane supplies will inevitably have slight impurities and thus cause the negligible production of some less pleasant byproducts. Raptor, the methalox rocket engine that will power BFR, has been performing hot-fire tests for more than two years, and the sheer differences between the exhaust of Merlin and Raptor are a striking example of the different chemistries at work. As a result of much cleaner combustion, BFR may produce no soot byproducts whatsoever – enjoy it while it lasts!
In the meantime, Falcon 9 will continue to fly and refly for the foreseeable future. B1046’s third successful launch and recovery is a huge step in that direction and the very fact that the most noticeable difference is a new coating of soot at least partially hints at the efficacy of Block 5’s reusability-minded upgrades. Even when twice-flown Block 5 octaweb heat shields are glimpsed, it’s all but impossible to tell the difference between an unflown or twice-flown example, while the new jet-black thermal protection on Block 5 interstages and octawebs only exhibit subtle scarring after reentry heating.
It almost goes without saying that the real killer in multi-use aerospace products – fatigue – is rarely visible to the naked eye, so the external appearance of Falcon boosters is more of a swoon-worthy placebo than anything else. Still, Falcon 9 Block 5 continues to demonstrate that its external appearance is almost equally indicative of truly robust reusability engineering.
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- B1046. (Pauline Acalin)
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- . . . (Pauline Acalin)
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- ENHANCE! (Pauline Acalin)
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 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
News
SpaceX is following in Tesla’s footsteps in a way nobody expected
In the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
When Elon Musk founded Tesla in 2003, it was a plucky electric car startup betting everything on lithium-ion batteries and a niche luxury Roadster.
Two decades later, Tesla is far more than a car company. Its valuation increasingly hinges on Full Self-Driving software, the Optimus humanoid robot, the Robotaxi program, and the Dojo supercomputer cluster purpose-built for AI training.
Musk has repeatedly described Tesla as an AI and robotics company that happens to sell vehicles. The cars, in this view, are merely the first scalable platform for real-world AI.
Now, SpaceX is tracing an eerily similar path, only faster and in a direction almost no one anticipated. Founded in 2002 to make spaceflight routine and eventually multiplanetary, SpaceX spent its first two decades perfecting reusable rockets, landing Falcon 9 boosters, and building the Starlink megaconstellation.
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
It was an engineering and manufacturing powerhouse, not a software play. Yet, in the span of just months in early 2026, SpaceX has transformed itself into one of the world’s most ambitious AI companies. The catalyst: its February acquisition of xAI.
The xAI deal, announced on February 2, was structured as an all-stock transaction that valued the combined entity at roughly $1.25 trillion—SpaceX at $1 trillion and xAI at $250 billion. In a memo to employees, Musk framed the merger as the creation of “the most ambitious, vertically-integrated innovation engine on (and off) Earth.”
The new SpaceX now owns Grok, the large language model family that powers the chatbot of the same name, along with xAI’s massive training infrastructure. More importantly, it has a declared mission to move AI compute off-planet.
Earth-based data centers are hitting hard limits on power, cooling, and land. Musk’s solution is orbital data centers, or constellations of solar-powered satellites that act as supercomputers in the sky.
SpaceX has already asked regulators for permission to launch up to one million such satellites. Starship, the company’s fully reusable heavy-lift vehicle, is the only rocket capable of delivering the necessary mass at the required cadence.
Each orbital node would enjoy near-constant sunlight, vast radiator surfaces for passive cooling, and zero terrestrial real-estate costs. Musk has predicted that within two to three years, space-based AI inference and training could become cheaper than anything possible on the ground.
This is not a side project; it is the strategic centerpiece Musk has envisioned for SpaceX. Starlink already provides the global low-latency backbone; next-generation V3 satellites will carry onboard AI accelerators. Rockets deliver the hardware, while AI optimizes every aspect of launch, landing, and constellation management.
The feedback loop is self-reinforcing, too. Better AI makes better rockets, which launch more AI infrastructure.
Just yesterday, on April 21, SpaceX doubled down.
It secured an option to acquire Cursor—the fast-growing AI coding tool beloved by software engineers—for $60 billion later this year, or pay a $10 billion partnership fee if the full deal does not close.
Cursor’s models already help engineers write code at superhuman speed. Pairing that technology with SpaceX’s Colossus-scale training clusters (the same ones powering Grok) positions the company to dominate AI developer tools, much as Tesla dominates autonomous driving software.
Why SpaceX just made a $60 billion bet on AI coding ahead of historic IPO
The parallels with Tesla are striking. Both companies began in a single, capital-intensive sector: Tesla with EVs, SpaceX with launch vehicles. Both used early hardware success to fund AI at scale. Tesla’s Dojo supercomputers train neural nets on billions of miles of real-world driving data; SpaceX now trains on telemetry from thousands of orbital assets and re-entries.
Tesla’s FSD chip runs inference on cars; SpaceX’s future satellites will run inference in orbit.
Tesla’s Optimus robot will work in factories; SpaceX envisions lunar factories manufacturing more AI satellites, eventually using electromagnetic mass drivers to fling them into deep space.
Critics once dismissed Musk’s multi-company empire as unfocused. The 2026 moves reveal the opposite: deliberate convergence.
SpaceX is no longer merely a rocket company that sells internet from space. It is an AI company whose competitive moat is literal orbital infrastructure and the only vehicle that can service it at scale. The forthcoming IPO, expected later this year, will almost certainly be pitched not as a space play but as the purest bet on AI infrastructure the public market has ever seen.
Whether the orbital data-center vision survives regulatory scrutiny, astronomical concerns about light pollution, or the sheer engineering challenge remains to be seen.
Yet the strategic direction is unmistakable. Just as Tesla proved that software and AI could redefine the century-old automobile, SpaceX is proving that rockets are merely the delivery mechanism for the next great computing platform—one that floats above the clouds, powered by the sun, and limited only by the physics of orbit.
In that unexpected sense, history is repeating. Tesla stopped being “just a car company” years ago. SpaceX has now stopped being “just a rocket company.” Both are becoming something far larger: AI powerhouses with hardware moats so deep that competitors will need their own reusable megaconstellations to keep up.
The age of terrestrial AI is ending. The age of space-based AI is beginning—and SpaceX is building the launchpad.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla (TSLA) Q1 2026 earnings results: beat on EPS and revenues
