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SpaceX’s next Falcon Heavy launch slips into 2021
SpaceX’s next Falcon Heavy launch – set to be the rocket’s fourth overall – has slipped several months into 2021 according to the vice commander of the US Air Force Space and Missile Systems Center (USAF SMC).
Known as AFSPC-44 (now USSF-44), the nature of Falcon Heavy’s next payload remains a mystery. Headed to geostationary orbit, the satellite will likely be involved in military satellite communications, possibly including espionage (also known as signals intelligence or SIGINT). Technically, the USSF-44 mission includes two separate satellites and at least two additional rideshare payloads and will weigh roughly 3.7 metric tons (~8200 lb) at launch.
When the contract was announced, Falcon Heavy was expected to launch USSF-44 no earlier than (NET) Q4 2020. By April 2020, that target was closer to late November or December. Now, four months after that report, Brigadier General Jason Cothern says that SpaceX’s next Falcon Heavy launch is scheduled NET February 28th, 2021.
The delay doesn’t come as much of a surprise. Based on public observation of SpaceX’s Falcon booster production and testing, requiring thousands of miles of extremely conspicuous highway transport, it was already clear that the mission was unlikely to launch this year. Of the six first stages spotted in transport over the last nine months, all were clearly Falcon 9 boosters and lacked any of the telltale parts that distinguish Falcon Heavy side and center boosters.
The most recent ‘core spottings’ – a new Falcon 9 booster headed West after acceptance testing and another preparing for acceptance testing in Texas late last month – all but confirmed that USSF-44 was significantly delayed. Since mid-2019, SpaceX has intentionally slowed down Falcon booster production to focus on the higher-volume production of expendable hardware (fairings and second stages). While the company could technically complete boosters every two weeks if its feet were put to the coals and has generally averaged 10 per year, that figure has dropped closer to 6-8 boosters per year over the last ~18 months.
Coupled with a report that all three of the USSF-44 Falcon Heavy rocket’s boosters would be brand new, the lack of sightings in the wild implied that has yet to ship even one of those complex rockets to McGregor, Texas for acceptance testing. Based on preparations for Falcon Heavy’s April 2019 Block 5 launch debut, the process of testing three new Falcon boosters singlehandedly takes at least three months. Additionally, all three of the Arabsat 6A mission’s new Falcon Heavy boosters arrived in Florida a full two months before launch.
In other words, given that a brand new Falcon 9 booster rolled out of SpaceX’s Hawthorne, CA factory on August 24th and that said factory isn’t really set up for concurrent booster completion, it would take unprecedented feats of manufacturing and testing for Falcon Heavy Flight 4 to be ready to launch less than four months from now (around the turn of the New Year).
In fact, even under the assumption that the next three boosters on SpaceX’s factory assembly line are all for Falcon Heavy Flight 4, the new February 2021 launch date is going to be a tight deadline. There is no evidence that SpaceX production delays are to blame for the USSF-44 launch delay and the coronavirus-related disruption of satellite production is equally – if not more – likely. Either way, SpaceX’s fourth Falcon Heavy launch will have to wait a few extra months. Barring a surprise mission over the next six months, Falcon Heavy Flight 4 will also be SpaceX’s first operational launch directly to geostationary orbit (GEO).
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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
