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SpaceX’s first government Falcon Heavy launch aiming for “early 2019” per USAF
Linked to the rocket and mission through its own LightSail 2 solar sail satellite, The Planetary Society reports that the USAF and SpaceX are now targeting Falcon Heavy’s first launch for a government customer in “early 2019”.
Previously expected to launch around November 30th, just a month from today, it’s clear that SpaceX’s second Falcon Heavy rocket has yet to approach flight readiness, likely marginalized by a more pressing focus on near-term Falcon 9 missions and Crew Dragon’s imminent flight debuts.
LightSail 2 launch pushed to early 2019
An Air Force official says an ‘initial launch capability’ is being reassessed: https://t.co/QYA6NFPP1I pic.twitter.com/RJclLvcbSs
— Planetary Society (@exploreplanets) October 29, 2018
According to Planetary Society, a USAF official provided an update – per the group’s involvement in its STP-2 rideshare launch – stating that its “initial launch capability” was being reassessed, essentially a roundabout way of saying “A new launch date is being determined”. Reasons for the multitude of delays since Falcon Heavy’s successful February 2018 debut are few and far between, with the most likely explanation being some combination of issues with one or several of the ~25 satellites manifested and SpaceX’s ability to build a new Falcon Heavy rocket in time.
However, it’s decidedly ambiguous as to which one of those explanations truly takes precedence, given that SpaceX apparently told the USAF and its customers that it was ready to launch the mission between June and August.
“Officials working on the mission said SpaceX has provided the Air Force and other customers a 60-day window for launch opening on June 13. The Air Force spokesperson confirmed it will be the second Falcon Heavy mission.” – Stephen Clark, SpaceflightNow
Assuming SpaceX’s launch readiness announcement was accurate, the USAF and its customers must have run into some extreme issues while organizing all STP-2 payloads and integrating those satellites onto a custom-built adapter, a task that companies like Spaceflight Industries have shown to often be the long pole of rideshare launches. It’s also possible that SpaceX executives and managers underestimated or undersold the challenge of moving from a Falcon Heavy built solely on old Falcon 9 Block 2 and 3 boosters to an all-Block 5 version of the rocket, featuring a large number of highly-consequential changes like uprated engines and an entirely new approach to assembling each booster’s octaweb.
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- Spaceflight’s SSO-A rideshare mission is quite similar to STP-2, albeit with more satellites on the smaller side. (Spaceflight)
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- One group of STP-2 passengers, known as DSX, has been awaiting launch for more than eight years. (USAF)
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- SpaceX’s second Falcon Heavy launch will either be the USAF’s STP-2, a collection of smaller satellites, or Arabsat 6A, a large communications satellite. (USAF)
Lastly, depending on the nature of the launch contract between them, it’s possible that SpaceX had been planning on reflying Falcon 9 Block 5 boosters as its next Falcon Heavy’s side boosters, a move that would dramatically shorten the lead time required for a new Falcon Heavy to be produced. If the USAF expects or has unconditionally demanded all-new hardware for the launch of STP-2, SpaceX would need at least two (if not three) times the production resources to build and test Falcon Heavy #2, all while paralyzing those resources until well after the rocket’s first flight.
Building three separate Falcon 9/Heavy boosters, acceptance-testing them in Texas, and delivering them to Florida – all under uniquely strict USAF standards – would likely take SpaceX a bare minimum of four months from start to finish. In the guaranteed event that SpaceX had to simultaneously continue regular production, test operations, and preparations for Crew Dragon launches, an all-new Falcon Heavy would likely take more than 6-8 months to make flight-ready while still allowing SpaceX to avoid severe launch delays for its many other customers.
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- The communications satellite Arabsat-6A. (Lockheed Martin)
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- Falcon Heavy’s side boosters seconds away from near-simultaneous landings at Landing Zones 1 and 2. (SpaceX)
To add additional confusion to the mix, multiple reliable sources have confirmed that STP-2’s actual launch target is closer to March 2019, quite a stretch for “early 2019”. At the same time, Falcon Heavy customer Arabsat has reported that its Arabsat 6A satellite is expected to launch as early as January 2019. Ultimately, clarity can only come from the USAF, Arabsat, or SpaceX itself – for now, we wait.
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
