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SpaceX’s upcoming Starlink launch will set a record for Falcon 9 booster reuse
SpaceX’s next launch will fly on a Falcon 9 Block 5 booster with three flights in its history, making the mission the first time SpaceX will launch the same orbital-class booster four times.
Likely attributable to a number of launch customers all coincidentally not ready for flight, SpaceX is in the midst its longest lull between launches since September 2016, three years ago, when Falcon 9 suffered its most recent catastrophic failure. During the lull, SpaceX COO and President Gwynne Shotwell noted that this is the first time in SpaceX’s history where the company is waiting on customers to launch, rather than the other way around.
That lull – currently past the two-month marker – is hoped to end sooner than later, although SpaceX’s ‘return-to-flight’ mission has become more uncertain in the last few weeks. For unknown reasons, the schedule for SpaceX’s next Starlink mission(s) went from having fairly specific launch targets (October 17th and November 4th) to more unclear schedules. Currently, SpaceX’s next launch will likely be the first flight of 60 Starlink V1.0 satellites and is expected no earlier than late-October or November.
Depending on how far right the mission moves on that schedule, SpaceX’s next launch might instead be a more regular commercial satellite mission, Kacific 1, scheduled for launch no earlier than (NET) November 11th.
Regardless of which mission actually comes next, speaking earlier this at the 2019 National Academy of Engineering annual meeting, SpaceX VP of Build and Flight Reliability revealed that “the next launch” will mark the first time a Falcon 9 booster has launched four times. As of now, SpaceX has launched four separate Falcon 9 boosters three times apiece, beginning with B1046 in December 2018 and ending most recently with B1047 in August 2019.
According to CEO Elon Musk and other SpaceX executives and employees, Falcon 9 Block 5 boosters are designed to fly no fewer than 10 times apiece before requiring substantial refurbishment. SpaceX has three (B1047 was expended on its third flight) thrice-flown Falcon 9 Block 5 boosters on hand, all of which can thus be assumed to be ready for another mission. In fact, B1046.3 is known to be assigned to SpaceX’s imminent Crew Dragon In-Flight Abort (IFA) test (NET November 23rd).
This leaves B1048 and B1049 as SpaceX’s booster options for their next launch. Assuming it’s a Starlink, it seems likely that B1049 would be the booster of choice, as that particular booster supported SpaceX’s first Starlink v0.9 launch back in May 2019. On the other hand, Falcon 9 B1048 completed its third launch in February 2019, meaning that it has had more time for post-flight inspections and (minimal) refurbishment, although it’s entirely unclear what sort of timescales SpaceX is currently operating on for Block 5 booster reuse.
Regardless of the specifics, SpaceX’s plans for a prolific number of internal Starlink launches will create a huge number of opportunities for the company to test new hardware/software and push the envelope of reusability, all without having to convince paying customers to be the guinea pigs. Once SpaceX has pushed its booster fleet onto their fourth flights, Starlink missions can easily take the reins and prove the safety of five-flight Falcon 9s and beyond.
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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 🧵
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— 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
