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SpaceX ships head to sea for fifth upgraded GPS satellite launch [webcast]
Two SpaceX ships have headed to sea to recover parts of Falcon 9 after the rocket’s fifth upgraded GPS III satellite launch for the US military.
On Tuesday, SpaceX confirmed that Falcon 9 is scheduled to launch GPS III Space Vehicle 06 (SV06) no earlier than (NET) 7:10 am EST (12:10 UTC) on Wednesday, January 18th. Built by Lockheed Martin for an average of $610 million each [PDF], the payload is the sixth of ten upgraded GPS III satellites and weighs around 4.35 tons (~9600 lb). Its eventual destination is a circular Medium Earth Orbit (MEO) around 20,200 kilometers (12,550 mi) above Earth’s surface, where it will join dozens of other GPS satellites.
If past trends continue, SpaceX’s two-stage Falcon 9 rocket will be tasked with launching GPS III SV06 to a transfer orbit measuring around 400 kilometers by 20,200 kilometers. The satellite will then use its own propulsion system and propellant to raise its perigee and enter a circular, operational orbit.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
SpaceX will then attempt to recover Falcon 9’s reusable booster on drone ship A Shortfall of Gravitas (ASOG), which will be stationed about 640 kilometers (~400 mi) northeast of the company’s Cape Canaveral Space Force Station LC-40 launch pad. ASOG was towed to sea on Friday, January 13th. Used once before to launch four astronauts on SpaceX’s Crew-5 mission, Falcon 9 B1077 will reportedly launch GPS III SV06, becoming the second flight-proven rocket to launch a GPS III satellite.
770 kilometers (~460 mi) downrange, recovery ship Doug – which left port on January 15th – will try to fish Falcon 9’s GPS III SV06 payload fairing halves out of the ocean for reuse. Fairing recovery and reuse have quietly become almost as reliable and routine as Falcon booster recovery. SpaceX is still the only company or group to successfully reuse an orbital-class rocket’s fairing.
GPS III SV06 will be SpaceX’s fifth upgraded GPS satellite launch since December 2018. The mission is part of a block of four contracts that represent a minor revolution in US military launch procurement. During SpaceX’s first GPS III launch, the company was forced to expend an entire Falcon 9 rocket – likely out of an abundance of caution and at the request of the US Air Force. For its three subsequent GPS III launches, SpaceX was able to recover each Falcon 9 booster while still launching the payload to the same orbit as the first expendable mission.
Soon after that first success, SpaceX won a contract worth $290.5 million for three more GPS III launches. At some point, the US military reassessed the situation and decided that SpaceX’s reusable Falcon boosters were becoming reliable enough to safely launch military payloads. The Space Force ultimately renegotiated its contract with SpaceX to allow the company to launch GPS III SV05 and SV06 on reused Falcon 9 boosters, reducing the total cost to the taxpayer to $226.5 million.
After GPS III SV06, the Space Force only has one GPS III launch contract left – using a ULA Vulcan rocket that has yet to fly. The three remaining GPS III satellites still need launch contracts, and the first tranche of ten GPS III satellites will be followed by up to 22 GPS IIIF Follow On satellites that will also need launches. Given the company’s track record and lower prices, SpaceX will likely be tasked with launching a large portion of those future satellites throughout the 2020s and into the 2030s.
Tune in below around 6:55 am EST (11:55 UTC) to watch SpaceX’s fifth GPS III launch live.
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
