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SpaceX ships Starship hardware from Florida to Texas to speed up production
After appearing unexpectedly at SpaceX’s Port Canaveral docks last month, several large pieces of Starship flight and manufacturing hardware were successfully shipped from Florida to Texas, arriving at the company’s Boca Chica build and launch site two weeks ago.
Previously discussed on Teslarati, the hardware transfer signals a significant shift in the development strategy for SpaceX’s next-generation Starship-Super Heavy launch vehicle. Most notably, SpaceX has chosen to prioritize Texas in the near term while the company’s Florida facilities instead aim for longer-tail milestones like the first Super Heavy-capable launch site and a new production facility located much closer to that launch site.
While the hardware SpaceX has sent over is relatively minor in the scope of producing a brand new Starship prototype, it will at least somewhat expedite the process thanks to the inclusion of what appears to be a completed propellant tank dome. Additionally, it’s possible that this December 8th hardware delivery will not be the last – a large amount of hardware remains at SpaceX’s Cocoa, Florida Starship production facility, including several ring sections and a nearly finished nose section, among a number of other parts.
As discussed last month, SpaceX has reportedly decided to more or less shutter its Cocoa facilities, transferring all permanent employees who wished to stay to Boca Chica, TX, Cape Canaveral, FL, or Hawthorne, CA facilities. SpaceX’s Starship presence in Florida is in no way done but it does sound like it’s in for at least several months of downtime.
“According to former Cocoa employee that spoke to reporter and channel creator Felix Schlang, SpaceX has reportedly transferred up to 80% of the Starship facility’s workforce to other groups in Florida and Texas. Instead of the friendly internal competition that pitted Cocoa against Boca Chica in the race to first Starship flight, SpaceX is temporarily slowing down its Florida build operations and will redirect as much of its workforce and resources as possible to Boca Chica.
Schlang’s source says that this will likely result in several months of relative downtime in Florida, while he was also told that Starship Mk2 and Mk4 are now effectively dead before arrival as a result of several challenging and reoccurring technical issues. Starship Mk2 likely shares some significant heritage with Starship Mk1, which lost its top during a pressure test. Roughly two-dozen steel Starship Mk4 rings may also be scrapped after SpaceX’s Florida team could not overcome a technical hurdle. Per the source, many of those single-weld steel rings were slightly different diameters, making it next to impossible to build a sound pressure vessel (i.e. Starship Mk4) with them.”
Teslarati.com — December 2nd, 2019
In line with that, SpaceX loaded transport ship GO Discovery with two large steel mounts and a finished tank dome originally believed to be intended for Starship Mk4 and Florida Starship production in general. Those parts arrived in Texas around five days later on December 8th and were rapidly moved from Port of Brownsville to SpaceX’s Boca Chica production facilities.
The ring-like steel structures will likely take the place of (or complement) the concrete structures SpaceX used to mount and assembly Starship Mk1. Likely significantly lighter, steel ring mounts allow far easier access underneath for technicians and engineers while also being much easier to transport in the event that SpaceX wants to reorganize its Starship ‘factory’.
Since arriving at the Boca Chica build site, SpaceX stored the assembly rings off to the side while the Starship Mk3 tank dome (i.e. bulkhead) was situated more centrally. So much is going on at SpaceX’s Boca Chica facilities that it’s no longer easy to determine what is being worked on just from observing, but it’s clear that the employees are working around the clock to prepare for Starship Mk3 assembly.
One or two new tank domes in various states of production are visible, contractors are constructing a warehouse-sized sprung structure (i.e. tent), and technicians are working to refine improved methods of forming the cylindrical steel rings that make up most of Starship. It can’t yet be said that Starship Mk3 has truly begun to take shape, but it’s clear that the goal is to ensure that the process is dramatically faster than it was with Starship Mk1, which took at least half a year to go from first ring stacking to pressure testing.
It’s safe to say that 2020 is going to be an incredibly busy and productive time for SpaceX’s next-generation rocket.
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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
