News
SpaceX simulates lifting Starship with launch tower ‘arms’
SpaceX has taken Starbase’s rocket-catching launch tower ‘arms’ to new heights during the latest series of proof tests.
That process began in earnest on January 4th, when SpaceX lifted, opened, and swung the tower’s building-sized arms for the first time. Four days later, SpaceX performed a variation on the first round of tests, again slowly lifting the assembly up the side of the launch tower and opening and closing the arms. The most notable difference was the addition of several tandem swing tests, which hinted at more applied tests that were soon to come. SpaceX also performed some basic tests with a third Starship fueling arm higher up on the tower, very slowly swinging it towards where Starship would be standing.
On Sunday afternoon, a third major round of testing kicked off. This set of tests was considerably more focused than the prior two, suggesting that it was more of a simulation of the main purpose of the arms.
Instead of lifting a few dozen feet and performing basic actuation and coordination tests, SpaceX simply lifted the arm assembly up along the tower’s exterior and didn’t stop. There were a few temporary pauses but the arms ultimately reached the approximate height they’d need to reach to stack a Starship on top of a Super Heavy booster. In fact, despite being (in)famous for being partially designed to catch boosters and ships out of mid-air, the main purpose of the arms – and likely the only reason they exist at all – is to safely, accurately, and precisely lift, install, and stack Starships and Super Heavy boosters.
SpaceX could obviously use a giant crawler or tower crane to accomplish a similar feat but cranes – especially large and tall ones – are extremely sensitive to wind conditions and effectively become very unsafe to operate in anything more than a brisk breeze. To put it lightly, even the average weather on the South Texas Gulf Coast is anything but conducive to the routine and reliable operation of giant cranes, which is exactly what SpaceX would need to avoid near-future Starship launch and recovery operations being constantly delayed by weather.

On January 9th, SpaceX appeared to test exactly that function. Before the day’s testing began, workers installed a large steel bar believed to be a weight simulator between the arms. Just like a booster would, the simulator sat – one end resting on both arms – on two small steel appendages identical to those present on all recent Super Heavy prototypes. On top of serving as a hardpoint for cranes, the downward-facing end of the L-shaped structures are capped with a small steel tip designed to take the whole weight of a Super Heavy. Those two minuscule steel caps – each no more than a foot wide – are what SpaceX (or at least CEO Elon Musk) wants Super Heavy to ‘land’ on to be “caught” by the launch tower’s arms.
More importantly, those caps – covering heavy-duty bearings – are also what the arms will ‘grab’ and manipulate to carefully position Super Heavy boosters for launch mount installation. To do so, each arm has a pair of parallel screw rods that can move together to shift the booster closer to or further away from the launch tower or move in opposite directions to slightly rotate it.
Once the arms reached the top of the tower, SpaceX performed several swing tests, mirroring the kind of movements they would use to carefully lift Starship, swing it over top of Super Heavy, and mate the two stages. Ultimately, the tower seemed to complete the simulation without any showstopping issues. Up next, it’s possible that SpaceX will add weights to the simulator bar to fully simulate the 100-200 ton masses of Starship and Super Heavy. Eventually, SpaceX may also use Starship S20 and Super Heavy B4 to fully qualify the arms by actually lifting, stacking, and removing both stages.
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 – $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
