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SpaceX set for its most important launch ever as skies, seas threaten delays
SpaceX remains on track for an inaugural NASA astronaut launch that will arguably be the most important single mission in the company’s history, although Florida’s summer weather continues to conspire to delay it.
Heavily dependent on Atlantic Ocean weather conditions, skies (and seas) thankfully appear to be clearing up on the home stretch to Crew Dragon’s Demo-2 astronaut debut. Set to be the first time NASA has launched its own astronauts in nearly a decade and the first time SpaceX (or any private company) has launched humans into orbit, the stakes have never been higher for the 18-year-old Elon Musk venture.
If successful, it will catapult the company into an unprecedented era, proving countless traditional aerospace naysayers wrong and beating the likes of Boeing to the punch — all with a self-built reusable rocket and spacecraft that are dramatically cheaper than their closest competitors. It will be the single most encouraging step SpaceX has taken towards the permanent settlement of the solar system. On the other side of the double-edged sword, if things go south, it’s hard to exaggerate the scale of the setback and road to retribution that would face the pioneering spaceflight company.
Yeah, Atlantic weather review tomorrow morning will determine if we can launch— Elon Musk (@elonmusk) May 27, 2020
For two interconnected reasons, SpaceX’s Crew Dragon astronaut missions are going to be extraordinarily sensitive to weather restrictions come launch day, a fact that has come to partially dominate the tone of Demo-2 preparations over the last few days. First and foremost, NASA’s single highest priority for crewed Commercial Crew Program (CCP) launches is and will continue to be astronaut safety.
If things go according to plan, Crew Dragon’s Demo-2 mission will also be the first time NASA astronauts have splashed down in the ocean since July 1975, when the space agency completed the last launch of an Apollo Command and Service Module (CSM). Recovering crewed spacecraft from the ocean carries numerous challenges and constraints with it, many of which involve specific spacecraft characteristics. For SpaceX and NASA, Crew Dragon will have fairly strict requirements for sea states and weather during astronaut splashdowns. Additionally, thanks to SpaceX’s innovative inclusion of a built-in abort system in the Crew Dragon capsule, the spacecraft will be able to abort at any point during launch, from before liftoff all the way to orbit.
As a direct result of that significant safety improvement, SpaceX and NASA are ironically going to have a more challenging time launching Crew Dragon as dozens of possible abort splashdown locations stretching across the Atlantic Ocean will have to be constantly monitored for weather violations. SpaceX Vice President of Build and Reliability Hans Koenigsmann described the method of weighing those dozens of sites as an extremely complex algorithm, suggesting that unacceptable weather in certain spots might not fully delay a launch opportunity.
Still, adding in the need for SpaceX to attempt to recover Falcon 9 boosters on ocean-based drone ships like Of Course I Still Love You (OCISLY), which carries its own weather restrictions, the company’s astronaut launches are going to be extraordinarily sensitive to environmental factors. As of now, SpaceX’s inaugural astronaut launch remains technically on track to lift off at 4:33 pm EDT (20:33 UTC) on May 27th. The latest forecasts predict a 60% chance of favorable weather on Wednesday, up from 40% around 24 hours ago.
A backup window on May 30th shows a 70% chance of favorable weather, with both days primarily challenged by the likelihood of thunderstorms in and around Cape Canaveral. That forecast, however, doesn’t account for the dozens of locations in the Atlantic Ocean that will also need some level of favorable weather. To quantify the scale of weather-related challenges, Koenigsmann revealed in a prelaunch briefing that the weather component of the flight readiness review (FRR) alone involved a presentation with more than 60 slides. According to Elon Musk, NASA and SpaceX will decide later this morning whether the Atlantic Ocean is calm enough to proceed with Crew Dragon’s historic launch attempt.
SpaceX and NASA will both host livestreams of the Demo-2 mission beginning around noon EDT (16:00 UTC). Stay tuned for updates as we close in on the momentous occasion.
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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 –Â $0.41 Reported vs. $0.36 Expected
- Revenues –Â $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow –Â $1.444 billion
- Profit –Â $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
