News
SpaceX’s next Falcon Heavy two-thirds done as side booster #2 leaves factory
First posted to a SpaceX-focused Facebook group by member Eric Schmidt, Falcon Heavy Flight 2’s second side booster (of two) was spotted eastbound in Arizona on December 3rd, partway through a journey from SpaceX’s Hawthorne, CA factory to its McGregor, TX testing facilities.
This is the second (known) Falcon Heavy-related booster spotted in less than a month and an incontrovertible sign that the company’s second-ever Falcon Heavy launch is perhaps just a handful of months away, with both side boosters now likely to be present in Florida by January 2019 barring unforeseen developments.
Look who was waving at passing planes over McGregor today!
A Falcon Heavy side booster on the McGregor test stand for a static fire test. pic.twitter.com/S7af6b0gHk
— NSF – NASASpaceflight.com (@NASASpaceflight) November 18, 2018
This second booster appearance follows on the heels of the first Falcon Heavy booster spotting on November 9-10, confirming that – at a minimum – two of the next rocket’s three first stage boosters have finish production and are now focused on completing their separate hot-fire acceptance tests at McGregor. Owing to the ironic fact that the center core – dramatically more complex than its pointy-nosed side core brethren – is far harder to discern while in transport, it’s even possible that the second side core spotting is actually the third new Falcon Heavy booster to depart SpaceX’s factory. The above booster was apparently the second SpaceX first stage to make its way east through Arizona in the week prior to its arrival, so that may well be the case.
SpaceX's second Falcon Heavy is slowly but surely coming together 😀 https://t.co/AYJsQ8Mld5
— Eric Ralph (@13ericralph31) November 13, 2018
While Falcon Heavy side boosters do sport easily recognizable nosecones, they apparently are able to be modified from a Falcon 9 booster to a side booster with no more than a week or two’s work. On the other hand, the rocket’s center booster is dramatically more complex and requires an entirely new custom rocket be built from scratch thanks to the extreme loads it must survive when the two side boosters channel all of their thrust directly into the center core during launch.
However, until the arm-like mechanisms that connect the center stage to its two side boosters are attached, it’s extremely difficult to discern between a normal Falcon 9 booster and a Falcon Heavy center stage. Until a center core is more or less unwrapped and showing off its octaweb or unusual bumps around the interstage, its identity is likely to remain a secret. In the past three months, no fewer than four Falcon boosters arrived at Cape Canaveral, while only one (or maybe two) of them have launched in the time since their arrival.
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- SpaceX’s first Falcon Heavy prepares for launch. (SpaceX)
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- Falcon Heavy ahead of its inaugural launch. (SpaceX)
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- SpaceX’s Falcon Heavy prepares for the huge rocket’s inaugural launch. (SpaceX)
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- Falcon Heavy just prior to its first-ever integrated static fire test. (SpaceX)
Given that both side boosters have traveled from California to McGregor, it’s almost certain that Falcon Heavy will fly for the second time with all-new Block 5 hardware, including all three boosters and the upper stage. Most importantly, a Block 5 version of the non-interchangeable center stage should ultimately be able to launch multiple times with zero or minimal refurbishment and repairs, potentially making Falcon Heavy for more viable from a production and internal cost perspective. For a rocket that may only ever launch twice per year, one or two custom center cores could be all that is needed over the vehicle’s operational lifetime, save for any potential launch contract that requires expendable performance.
Ultimately, this second Falcon Heavy booster spotting in less than four weeks is a thrilling sign that SpaceX is pushing extremely hard to have the rocket’s next iteration integrated and ready to launch as soon as possible, perhaps as early as Q1 2019. As its two side boosters begin to arrive in Florida, we should start to have a better idea of when exactly the massive rocket’s second launch might be.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
Elon Musk
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.
Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.
The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”
Tesla launches 200mph Model S “Gold” Signature in invite-only purchase
The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.
Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
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.
Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event
Tesla launches its solution to rare but relevant Supercharger problem
