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SpaceX’s next Falcon 9 launch set to debut twin fairing recovery ships
SpaceX’s next Falcon 9 launch – a dedicated Starlink mission scheduled no earlier than November 11th – appears to be set to debut twin fairing recovery vessels GO Ms. Chief and GO Ms. Tree, a fairing recovery milestone that will be paired with at least two more rocket reusability firsts.
Captured below on October 31st and above on November 6th, SpaceX’s twin fairing recovery ships departed Port Canaveral yesterday for cooperative sea trials, the first time both Ms. Tree and Ms. Chief left the port together. Over the last three or so months, SpaceX recovery technicians and engineers outfitted GO Ms. Chief, a new addition to the fleet and essentially the twin of Ms. Tree (formerly Mr. Steven).
By late-October, Ms. Chief’s new communications antennas, four large arms (each with two booms), a large net, and other miscellaneous hardware had been successfully installed, completing the ship’s transformation from a high-performance Fast Supply Vessel (FSV) into a Falcon fairing recovery asset. Aside from some slight tweaks and upgrades to her arms and rigging systems, Ms. Chief – as seen above – is now almost indistinguishable from Ms. Tree. This is no coincidence: Ms. Chief and Ms. Tree are essentially two parts of a single recovery mechanism, each meant to catch one of Falcon 9’s (or Falcon Heavy’s) payload fairing halves after launches.
As it turns out, SpaceX already has put the first Falcon 9 payload fairing reuse into motion – the November 11th Starlink-1 launch will reuse a fairing that gently landed in the Atlantic Ocean after Falcon Heavy Block 5’s April 2019 launch debut. Starlink satellites have been designed to be uniquely resistant to the violent acoustic environment of launch and able to tolerate a less-than-pristine environment inside the fairing, whereas most satellites demand cleanroom-equivalent conditions. Nevertheless, if SpaceX can routinely catch both Falcon fairing halves with both ships, it would likely enable far faster payload fairing reuse and potentially open the practice up to customer launches.
Local photographer and cookie distributor Julia Bergeron observed Wednesday’s sea trials and concluded that Ms. Tree and Ms. Chief were likely performing their first cooperative dynamic positioning tests, verifying the systems that both ships will use to guide themselves (and be guided by Falcon fairings) to successful catches.
Climbing the reusability ladder
Aside from marking the first attempted Falcon fairing reuse and potentially featuring the first attempted catch of both fairing halves, SpaceX’s Starlink-1 mission will also be the first time a Falcon 9 Block 5 booster will support its fourth orbital-class launch. SpaceX has now flown four Falcon 9 boosters three times (B1046-B1049) but has yet to pass the four-flight barrier.
With internal Starlink launches, SpaceX no longer has to worry about convincing customers to accept the risk of being first for any given reusability milestone, and the company intends to use that freedom to continuously push Falcon 9 reusability as far and as quickly as it can. Starlink-1 – involving two separate flight-proven hardware ‘firsts’ and the first dual fairing recovery attempt – will kick off that new era of flexibility and is scheduled to launch no earlier than 9:55 am ET (14:55 UTC), November 11th.
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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 – $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
