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SpaceX's next rocket launch on track to break a 20-month-old booster reusability record
Scheduled as early as next week, SpaceX’s next rocket launch could see the company break a 20-month-old record that is closely intertwined with the reusability of its Falcon 9 and Falcon Heavy boosters.
Unsurprisingly, that record – if broken – will tag along on one of up to two dozen Starlink satellite launches SpaceX has planned for 2020. The fourth launch of upgraded Starlink v1.0 satellites and fifth dedicated launch overall, SpaceX’s next Starlink mission – deemed Starlink V1 L4 – is currently set to lift off no earlier than (NET) 10:46 am EST (15:46 UTC) on February 15th. As usual, the mission’s Falcon 9 booster will attempt to land aboard drone ship Of Course I Still Love You (OCISLY), while SpaceX recovery ships Ms. Tree and Ms. Chief may attempt to catch both Falcon payload fairing halves for the third time ever.
According to Next Spaceflight, SpaceX has assigned thrice-flown Falcon 9 booster B1056 to the Starlink launch, potentially making it the fourth SpaceX rocket to complete four separate launches. However, while SpaceX’s fourth fourth-flight milestone is significant, B1056 is – barring delays – also set to break a record that could be even more important for rocket reusability.
SpaceX’s 10th finished Falcon 9 Block 5 booster, B1056 completed a flawless launch and landing debut on May 4th, 2019, sending Cargo Dragon on its way to orbit for CRS-17, the spacecraft’s 17th International Space Station (ISS) resupply mission. Instead of a more normal return-to-launch-site (RTLS) recovery at SpaceX’s Cape Canaveral-based Landing Zone, SpaceX opted to land the booster on drone ship OCISLY.
It’s believed that SpaceX and NASA made that decision out of an abundance of caution after an attempted LZ recovery following the Falcon 9 B1050’s CRS-16 Cargo Dragon launch saw the booster lose control and crash-land in the Atlantic Ocean less than a mile off the coast.
Regardless, SpaceX’s subsequent CRS-17 Cargo Dragon launch went exactly as planned and Falcon 9 B1056 landed smoothly aboard drone ship OCISLY. Less than two days after returning to Port Canaveral, B1056 even became the first SpaceX booster to have its landing legs retracted – a small but significant step along the path to true airplane-like reusability. 82 days later, B1056 successfully completed its second launch, sending another Cargo Dragon its CRS-18 resupply mission before landing at LZ-1. The booster completed its third mission a bit less than five months later, placing the 6800 kg (15,000 lb) Kacific-1 communications satellite into geostationary transfer orbit (GTO) on December 16th, 2019.
Now, SpaceX wants to launch B1056 for the fourth time as early as February 15th. Close observers will note that that would imply just 61 days between B1056’s Kacific-1 and Starlink V1 L4 launches, a feat that would make it SpaceX’s fastest ‘booster turnaround’ ever. Currently, that record stands at 71 days and was actually achieved just a month after SpaceX debuted Falcon 9’s reusability-focused Block 5 upgrade. However, that record turnaround was actually achieved by the B1045, SpaceX’s last Falcon 9 Block 4 booster.
Surprisingly, the closest SpaceX’s upgraded Block 5 rockets have gotten to beating B1045’s 71-day record was when the company turned around Falcon Heavy side boosters B1052 and B1053 in just 74 days before completing the giant rocket’s third orbital launch since February 2018. Now, barring calamities worthy of a ten-day delay, it looks likely that Falcon 9 booster B1056 will beat out the current record-holder by up to ten days (~15%).
According to a SpaceX engineer’s January 2020 presentation, SpaceX is currently capable of landing, refurbishing, and relaunching Falcon 9 and Falcon Heavy boosters in about a month (~30 days). With Falcon 9 B1056’s Starlink V1 L4 launch, SpaceX will hopefully be taking its biggest step in 20 months towards the goal of reusing Falcon boosters in a matter of days.
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Tesla CEO Elon Musk posted a photo of himself standing with the Optimus production team inside Tesla’s Fremont factory, arms crossed amid workers in hard hats and safety vests. The image captures a pivotal industrial shift: the same facility space once dedicated to building Tesla’s flagship Model S sedan and Model X SUV is now home to the company’s humanoid robot manufacturing line.
Walking the Optimus production line in Fremont pic.twitter.com/ABS0tuRibW
— Elon Musk (@elonmusk) July 1, 2026
Tesla’s Fremont Factory, acquired in 2010 from the former NUMMI joint venture between Toyota and GM, has been the company’s original U.S. manufacturing hub since Model S production began in 2012.
The Model X followed soon thereafter. These premium vehicles offered lower annual volumes, recently around 30,000 combined, compared to the high-volume Model 3 and Model Y lines that continue around the site. Over their combined run, the S and X accounted for roughly 610,000 units.
In late January 2026, during Tesla’s Q4 2025 earnings call, Elon Musk announced the end of Model S and Model X production in Q2 2026. The final vehicles rolled off the line in early May. Rather than retooling for another vehicle, Tesla chose to convert the dedicated S/X assembly area into a dedicated Optimus Gen 3 production line.
Model 3 and Y manufacturing remains unaffected. Tesla’s official Fremont Factory page now lists Optimus alongside the 3 and Y as core products.
The conversion was executed with remarkable speed. After production stopped, crews dismantled the existing vehicle line and installed entirely new modular equipment—including lines sourced from Germany and dozens of sub-lines for actuators, batteries, and other components—in roughly four months.
Musk described the timeline as “insanely fast,” noting it would be unprecedented for any other manufacturer. Initial Optimus output is expected to ramp slowly due to the robot’s roughly 10,000 unique parts and the brand-new production processes involved. The Fremont line targets an eventual capacity of 1 million Optimus units per year.
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Optimus Development Timeline
- August 19, 2021: Optimus (then called Tesla Bot) formally announced at Tesla’s first AI Day. A concept video showed a person in a suit demonstrating the vision for a general-purpose humanoid capable of dangerous, repetitive, or boring tasks using the same AI architecture as Full Self-Driving.
- 2022: Early prototypes displayed. At the second AI Day in September, semi-functional units demonstrated walking across a stage and basic arm movements
- 2023: September videos showed improved capabilities, including sorting colored blocks, precise limb awareness, and holding a Yoda pose.
- 2024-early 2025: Factory integration videos showed Optimus navigating workspaces and handling objects like battery cells.
- January 2026: Gen 3 mass-production activities began at Fremont, with reports of over 1,000 Gen 3 units already operating inside the factory for real-world learning and AI training
- April 2026: Musk confirms Optimus production on converted Fremont line would begin in late July or August 2026. The Gen 3 reveal, originally eyed for Q1, was pushed closer to production start. A second, much larger Optimus factory at Giga Texas is under construction, with volume production targeted for Summer 2027 and long-term capacity of 10 million units annually
- July 1, 2026: Musk’s on-site visit and team photo confirm the Optimus line is operational and the transition is actively progressing
Tesla positions Optimus as potentially its largest project ever, leveraging vertical integration, AI expertise, and car-like manufacturing know-how to scale humanoid robots first for its own factories and later for broader industrial and consumer use.
The Fremont conversion serves as a critical proving ground for this ambitious new chapter in Tesla’s already-rich history.
Investor's Corner
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
Tesla short seller Michael Burry, the subject of the film “The Big Short,” where he was portrayed by Steve Carell, has revealed he has opened a new bet against the stock.
In a new update to his Substack newsletter in a post titled “Trading Post June 30, 2026,” Burry revealed a new set of bets against Tesla, Caterpillar, NVIDIA, Applied Materials Inc., and the iShares Semiconductor ETF.
In regard to Tesla, Burry wrote:
“And finally I shorted Tesla at 416.22. Happy it jumped back to this level.”
This means Burry likely opened his new short position after the company’s recent rally on Wall Street, which saw Tesla shares sink in mid-May, only to recover to well over the $400 mark. Currently, shares trade at around $427.
The company saw a big Tuesday as shares climbed considerably, over 10 percent. The size of the Tesla short was not provided, nor did Burry give any information on the position’s structure, the number of shares, dollar value, or whether options were used in the short.
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Over the years, Burry has been one of the more vocal critics of Tesla, calling its share price “media inflated,” and saying it was “ridiculously overvalued” as recently as December.
The company has largely transitioned away from being known as an automotive company and instead is much more widely regarded as an AI play, mostly due to its Full Self-Driving efforts, Optimus robot development, and data collection related to both.
This has not pulled those skeptics away from being vocal about their distaste for how Tesla is valued, but there’s no denying that the company is a global force in many things, including sustainable energy, automotive, and AI.
Wedbush Securities is initiating stock coverage on SpaceX (NASDAQ: SPCX), marking the first comments on the company since it went public several weeks ago. Wedbush and its analyst handling coverage, Dan Ives, are widely bullish on fellow Musk company Tesla (NASDAQ: TSLA).
Ives wrote his first note initiating coverage of SpaceX shares on Wednesday with a $190 price target and an ‘Outperform’ rating. The firm believes the company is well positioned off of its IPO because of its wide array of projects, including AI compute power and infrastructure, connectivity projects, and launches.
“We view SpaceX as one of the most differentiated assets within the tech market with a strong footprint across its three core markets, with Starlink driving success with connectivity,” Ives wrote, “Starship launches leading to a demand flywheel and increasing deal flow for its Colossus clusters.”
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Wedbush leans heavily on Starlink, which they say is the “profitability driver given the strength of its recurring revenue base of ~12 million subscribers as of June 5th.” Ives believes Starlink is still in the “early innings” of penetrating the global telecommunications and broadband market, as it only holds less than a 1 percent share. However, this number is sure to increase over time.
It also highlights the importance of Starship, which it says is an “essential layer” of SpaceX’s overall success. SpaceX developing and displaying the ability to reuse rockets is a major cost and reliability advantage “as it reduces the necessary hardware launch costs while generating a feedback loop for future flights to improve their launch flight rate without accelerating capex spend.”
Finally, SpaceX’s recent AI/Compute projects are also very elementary, Ives writes. It is worth mentioning Wedbush said its $190 price target is derived from a valuation forecast that sees the company yielding roughly $2.48 trillion of implied enterprise value.
There are also some factors that Wedbush did not take into account with its initial coverage. The firm wrote in the note:
“We note that there is optional value coming from Starship’s accelerating scale towards sub-$200/kg unit economics, orbital data centers, and enterprise AI monetization as these factors could drive meaningful upside but these face major hurdles, so we do not take that into account with our valuation.”
SpaceX shares are down just over 2 percent today, trading at around $167 at the time of publication.
Tesla Optimus project fires up as Musk sees production line progress
Tesla gets its latest short from Michael Burry: ‘Happy it jumped back to this level’
