News
SpaceX, NASA batten down the hatches as another storm approaches Florida
SpaceX, NASA, and the rest of the Kennedy Space Center (KSC) and Cape Canaveral Space Force Station (CCSFS) are doing what they can to prepare for Tropical Storm Nicole’s imminent arrival.
The somewhat unexpected storm grew quickly in recent days and has become a system that could at least partially threaten the Space Coast and its tenants. After the likelihood of favorable weather conditions dropped to just 20% on November 7th, SpaceX announced later the same day that it would delay its next Falcon 9 launch from November 8th to no earlier than (NET) November 12th. Increasingly tight scheduling of one of SpaceX’s two Florida pads will likely trigger delays for at least two or three more November launches, magnifying the storm’s immediate impact.
In comparison, the situation facing NASA could become more serious. On November 4th, for the fourth time since April 2022, NASA rolled its first Space Launch System (SLS) rocket to KSC’s LC-39B pad for a third launch attempt. Due to a combination of the storm’s quick growth and the nature of the SLS rocket, the design of which was dictated more by political expediency than rational engineering, the agency was reluctant to roll the rocket back to shelter. By the time it was clear that Nicole would impact Cape Canaveral, it was too late for NASA to complete the multi-day rollback process.
In late September, Hurricane Ian created a similar situation. The threat of the tail-end of the storm bringing winds higher than the SLS rocket is rated to survive forced NASA to abandon a third launch attempt and instead roll SLS back to the Vehicle Assembly Building (VAB), which is rated to survive even a Category 5 hurricane. According to NASA, SLS is designed to withstand wind gusts as high as 137 km/h (85 mph). Even then, some senior officials were brazenly reluctant to stand down. Every round trip to and from the VAB guarantees weeks of delays before the next possible launch attempt. Additionally, while NASA has refused to offer more context, each crawler ride seemingly takes a toll on the SLS rocket, meaning that the vehicle can only handle a limited number of rollbacks before unspecified issues begin to arise.
As a result, even though high winds could apparently damage the first SLS rocket and orbit-capable Orion spacecraft, which represent 10-15 years of work and would cost a minimum of $4.1 billion to replace, NASA was nearly willing to play chicken with a hurricane. Ultimately, someone in the agency saw reason and took the threat seriously enough to return the rocket to the safety of the VAB. But just six weeks later, with no evidence that NASA seriously considered a rollback before it was too late, SLS is stuck at Pad 39B while an increasingly threatening tropical storm – verging on a Category 1 hurricane – approaches the Space Coast.
Because the rollback process (which takes about a day) requires days of preparation, NASA would have had to decide to return SLS to the VAB days in advance. Instead, even though NASA was already aware that a storm system was developing, the agency decided to roll the rocket out of the VAB to LC-39B late on November 3rd. Had NASA merely delayed rollout by a few days to allow forecasts of the storm system to become more confident, it’s unlikely that it would have moved forward with its rollout plans as the storm’s predicted impact worsened.
When Hurricane Ian threatened KSC, NASA decided to roll SLS back to the VAB after the odds of sustained hurricane-force winds grew to 6%. That makes NASA’s decision to roll SLS to the pad when it had a forecast showing a 4% chance of similar winds even stranger.
SLS will be forced to weather the storm while sitting unprotected at the launch pad. As of November 7th, NOAA models predicted a 7% chance of hurricane-force winds at Kennedy Space Center. The odds increased to 15% 12 hours later – briefly equivalent to Russian roulette. The latest forecast has dropped to a 10% chance of sustained wind speeds of 120 km/h (75 mph) or higher. It’s unclear what the SLS rocket’s tolerance for sustained winds is, but it’s likely lower than its tolerance for gusts of up to 85 mph.
With any luck, Nicole will fall on the right side of NASA’s gamble. In the meantime, to “provide sufficient logistical time to get back into launch status following the storm,” NASA has delayed its third SLS launch attempt from November 14th to November 16th. The bulk of Nicole’s impact will begin to be felt at KSC as early as November 9th and should last for several days.
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
