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SpaceX's workhorse Falcon 9 rocket expected to reach major launch milestone in 2020
Hours after SpaceX launched its 240th new Starlink satellite into orbit, Elon Musk took to Twitter to cryptically reveal that the company’s workhorse Falcon 9 rocket could “reach triple digits this year” if everything goes according to plan.
Designed and built by SpaceX in the late 2000s, the Falcon 9 rocket launched for the first time in June 2010. Developed for the unfathomably low price of $300 million from clean-sheet design to first orbital launch, the original single-core Falcon 9 rocket – known as V1.0 – was about 48m (160 ft) tall, weighed 333 metric tons (735,000 lb) fully fueled, and was capable of launching almost 10.5 metric tons (23,000 lb) into low Earth orbit (LEO). Famously, when provided with Falcon 9’s basic specifications and characteristics, an independent NASA study estimated that the rocket’s development would have cost the agency anywhere from $1.7 billion to $4 billion to design and build.
NASA came to this conclusion in 2011, less than a year after Falcon 9’s first launch, and that the disconnect between the status quo held by NASA and the broader US spaceflight industry and what SpaceX tangibly achieved came to almost perfectly symbolize the rocket’s first six or so years of operations. Although SpaceX stumbled hard with two catastrophic rocket failures in June 2015 and September 2016, the company ultimately picked itself up, learned from those still-agonizing lessons, and has since shaped Falcon 9 into one of the most capable, reliable, reusable, and prolific launch vehicles ever flown. That latter characteristic – the sheer volume of launches Falcon 9 has come to represent – is what CEO Elon Musk was referring to earlier this week.
Specifically, after Wednesday’s flawless launch, Falcon 9 has now launched 80 times in its 9.5-year career, while Starlink V1 L3 marked the workhorse rocket’s 52nd consecutive success of 79 total. Impressively, while those 52 launches represent almost 65% of all of Falcon 9’s missions, SpaceX has dramatically improved the rocket’s reliability and availability over the last few years. In short, Falcon 9 has completed 52 consecutively successful launches in exactly 36 months (January 2017 to January 2020), meaning that nearly two-thirds of its lifetime launches have occurred in less than a third of the time Falcon 9 has been operational.
Put a different way, since the start of 2017, SpaceX has – on average – launched Falcon 9 more than four times (1.4 launches/month) as often as the rocket managed in its first 6.5 years of operations (1 launch every 2.7 months). Tweeting on January 29th, 2020 in response to an overview of the number of launches performed by each operational US rocket, CEO Elon Musk hinted that he believes “Falcon 9 will achieve triple digits” in 2020.
In other words, Musk thinks that SpaceX’s workhorse Falcon 9 rocket will be able to reach more than 100 lifetime launches by the end of 2020 — a feat that will require at least 20 additional Falcon 9 launches over the next 11 months. Speaking hours after SpaceX completed its third launch in January 2020 alone, it’s not hard to imagine – assuming, as Musk did, that “all goes well – that Falcon 9 will manage another 20 launches this year.
Averaged out, SpaceX has performed a launch every 9.7 days in January. Extrapolated to the rest of the year and assuming no improvement, SpaceX could theoretically perform as many as 37 launches in 2020. It’s worth noting, however, that SpaceX’s third launch of the month was ready for flight as early as January 21st but was delayed more than a week by bad weather – obviously out of the company’s control. Had weather permitted, SpaceX even had a fourth launch planned this month – a Starlink mission that is now expected sometime in early February.
In simple terms, it would take one or several major upsets to prevent Falcon 9 from reaching >100 lifetime launches later this year. Even if every single customer launch abruptly slips into 2021, SpaceX has still said that it has plans for 20-24 dedicated Starlink launches in 2020 alone, potentially singlehandedly carrying Falcon 9 over the 100-launch crest.
Falcon 9’s next launch – the fourth Starlink v1.0 mission – is currently scheduled no earlier than (NET) early February, followed by another Starlink mission later that month and Cargo Dragon’s final space station resupply mission NET March 2nd.
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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
