News
SpaceX’s next Falcon Heavy launch and landing could be more than a year away
According to comments made by US Air Force officials prior to SpaceX’s latest Falcon Heavy launch, the payload assigned to the military’s first fully-certified Falcon Heavy has been swapped with another, although the mission’s late-2020 launch target remains relatively unchanged.
This new information comes on the heels of the June 25th launch of Space Test Program 2 (STP-2), SpaceX’s third successful Falcon Heavy mission and a huge milestone for the rocket’s future as a competitive option for US military launches. Perhaps most importantly, it confirms – barring a surprise launch contract or internal Starlink mission – that Falcon Heavy’s next (and fourth) launch is unlikely to occur until late next year, a gap of at least 15-17 months.
Announced roughly four months after Falcon Heavy’s inaugural February 2018 launch debut, the USAF contracted with SpaceX to launch the ~6350 kg (14,000 lb) AFSPC-52 satellite no earlier than (NET) September 2020. In February 2019, Department of Defense contract announcements revealed that SpaceX had been awarded three military launch contracts, two for the National Reconnaissance Office (NROL-85 & NROL-87) and one for the USAF (AFSPC-44), all tentatively scheduled to launch in 2021.
First reported by Spaceflight Now, Col. Robert Bongiovi – director of the launch enterprise systems directorate at the Air Force’s Space and Missile Systems Center (AFSMC) – recently indicated that AFSPC-44 – not AFSPC-52 – is now scheduled to be the US military’s first post-certification Falcon Heavy launch. 52 and 44 have essentially swapped spots, with AFSPC-44 moving forward to NET Q4 (fall) 2020 while AFSPC-52 has been delayed to NET Q2 (spring) 2021.
The trouble with launch gaps
Although Bongiovi did not explicitly state that AFSPC-44 will be SpaceX’s next Falcon Heavy launch, there are no publicly-disclosed missions set to launch on the rocket in the interim. That could theoretically change, especially if SpaceX has plans to launch the massive rocket in support of an internal Starlink mission or even something more exotic, but the loss of both Block 5 center core B1055 and B1057 means that the company will have to build an entirely new center core.
SpaceX’s Falcon Heavy lead times are far superior to competitor ULA’s Delta IV Heavy production line, but the process of manufacturing new center cores is still quite lengthy. Critically, Falcon Heavy Block 5 center cores require strengthened octawebs, custom interstages, and propellant tanks that are significantly thicker than those used on Falcon 9. For all intents and purposes, a center core is a totally different rocket relative to a Falcon 9 booster, the latter being SpaceX’s primary focus at the company’s assembly line-style Hawthorne factory. It’s theoretically possible for a dedicated Falcon Heavy center core build to be expedited or leapfrogged forward in the production queue, but most long-lead Falcon 9 booster hardware physically cannot be redirected to speed up center core production.
Unless SpaceX was already in the process of building a new center core prior B1057’s unsuccessful landing attempt, it’s safe to assume that the next custom Falcon Heavy booster is unlikely to be completed until early 2020, if not later. In theory, this means that Falcon Heavy could be dormant for no less than 16 months between STP-2 and its next launch. Traditionally, that sort of lengthy gap between launches has been frowned upon by NASA, ULA, and oversight groups like GAO. If a given rocket doesn’t launch for a year or more, it can potentially pose a risk to reliability and raise costs as its production and launch teams have no satisfactory way to fully preserve their technical expertise.
This can be compared to attempting to become an expert at a musical instrument while only having access to said instrument one or two months a year, essentially impossible. In fact, at one point, NASA hoped to require its Space Launch System (SLS) rocket be able to launch no less than once per year, partly motivated by a desire to mitigate some of the deterioration that can follow extremely low launch cadences. Years later, financial constraints and years upon years of delays and budget overruns have made such a cadence effectively impossible for SLS/Orion, but the fact remains that launching a rocket just once every 18-24 months is likely to inflate both costs and risks.
Thankfully, SpaceX’s Falcon Heavy could scarcely be more different than NASA’s SLS and the retired Space Shuttle it derives most of its hardware from. Even if all things are held equal and not flying a Falcon Heavy center core for 16+ months increases risk and cost, center cores are still heavily derived from Falcon 9 booster technology, including plumbing, avionics, attitude control thrusters, Merlin 1D engines, landing legs, and launch facilities.
Furthermore, the center core is just one of five distinct assemblies that make up a given Falcon Heavy. Both side boosters are effectively Falcon 9 Block 5 boosters with nose cones instead of interstages and slight modifications to support booster attachment hardware, while the upper stage and payload fairing are the same for all Falcon launches. In other words, SpaceX’s workforce will continue to build, launch, land, and reuse dozens of Falcon 9 boosters – as well as upper stages payload fairings – between now and Falcon Heavy Flight 4, even if it’s NET Q4 2020. In a worst-case scenario, SpaceX production and launch staff will be unfamiliar and inexperienced with maybe 20% of Falcon Heavy – at least in a very rough sense. Even then, much of that unfamiliarity may still be tempered by the fact that Falcon Heavy center cores share a large amount of commonality with the Falcon 9 first stages SpaceX’s workforce will remain deeply familiar with.
Indeed, Falcon Heavy’s second launch has already demonstrated this to some extent, occurring without issue more than 14 months after the rocket’s inaugural launch. It seems that the only real loss incurred by a ~16-month delay between Flights 3 and 4 will be having to wait another year (or more) to witness Falcon Heavy’s next launch.
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Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
News
Tesla Full Self-Driving gains momentum in Europe with new country mulling approval
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
Tesla Full Self Driving (FSD) technology is gaining momentum in Europe, with yet another new country mulling a potential approval for operation on its roads.
Tesla is advancing FSD’s technology across Europe with fresh talks underway in Ireland, signaling broader regulatory progress. On May 10, Ireland’s Department of Transport confirmed that Tesla is actively engaging with national authorities, including the National Standards Authority of Ireland (NSAI) to secure approval for FSD Supervised.
While the department noted that full rollout in Ireland would ultimately depend on EU-level clearance, the engagement marks a notable step forward in Tesla’s European expansion strategy, Irish media outlet RTE said.
The news comes on the heels of a landmark breakthrough in the Netherlands. In April, Dutch vehicle authority RDW granted the first-ever EU type approval for FSD Supervised after 18 months of rigorous testing on public roads and tracks. The provisional approval allows the system on all Dutch roads, with Tesla already rolling it out to select owners following mandatory safety training.
The Netherlands has since notified the European Commission and is advocating for wider recognition, positioning the Dutch decision as a potential template for the bloc.
Europe has long lagged behind the United States, China, and other markets where FSD is more widely available. Strict EU regulations on automated driving systems have required extensive validation, but momentum is building.
Tesla now lists the Netherlands alongside established markets such as the U.S., Canada, Australia, and South Korea on its regional FSD page. Other countries, including Belgium, are reportedly fast-tracking their own review processes in response to the Dutch precedent.
Analysts see Ireland’s involvement as strategic. As a smaller EU member with unique road challenges—narrow rural lanes, hedgerows, and variable weather—successful validation there could demonstrate FSD’s adaptability and strengthen the case for harmonized EU approval.
Tesla has indicated it aims for broader EU deployment as early as summer 2026, though the timeline remains fluid. Discussions at the EU’s Technical Committee on Motor Vehicles continue, with a possible vote later in the year. Some member states, particularly in Scandinavia, have expressed reservations over edge cases like speeding protocols and long-term safety data.
For Tesla, European expansion is more than a software update; it unlocks significant growth. The continent’s dense population and high vehicle ownership could accelerate data collection, refine the AI models powering FSD, and pave the way for unsupervised autonomy and robotaxi services.
Owners stand to benefit from enhanced safety features and reduced driver fatigue, while regulators weigh innovation against proven risk reduction. Early Dutch results already cite safety improvements:
Tesla Full Self-Driving shows stunning maneuver in Europe to silence skeptics
But the work is far from done, and challenges are still present. FSD Supervised still requires driver attention and a readiness to intervene. EU rules emphasize that the technology is not fully autonomous, placing legal responsibility on the human operator. Tesla must also navigate varying national road conditions and public perception.
Nevertheless, the Ireland talks underscore a clear trajectory: one national approval at a time, Europe is inching closer to widespread FSD access. If the Dutch model gains traction, Summer 2026 could mark the beginning of a transformative chapter for autonomous driving on European roads.
Tesla’s persistent engagement with regulators is starting to pay off, and it suggests the company is still heavily committed to the expansion efforts across Europe, despite the red tape it has had to persist through.
Tesla Optimus is already benefiting investors, top Wall Street firm says
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
