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SpaceX rapidly shipping upgraded Raptor engines to Starbase
SpaceX appears to have opened the floodgates and begun shipping upgraded ‘Raptor V2’ engines to Starbase en masse in preparation for crucial Starship and Super Heavy testing.
The first functional Raptor engine delivery in around half a year and the first Raptor V2 delivery ever appeared to arrive at Starbase on March 30th. About a month and a half prior, SpaceX brought an early Raptor V2 prototype damaged during testing to serve as a backdrop for CEO Elon Musk’s February 10th Starship presentation, marking the first time the public was allowed to see or photograph the engine up close.
Less than three months later, Raptor V2 engines that passed proof testing without damaging or destroying themselves have begun to rapidly pile up inside one of Starbase’s three main production tents.
Though Raptor V2 has plenty in common with its Raptor V1 and V1.5 predecessors and, for the most part, looks very similar, Musk has repeatedly stated that the engine represents a major evolution from past Raptors. Most importantly, Raptor V2 was designed to significantly cut production cost and time. To achieve that, almost every major component was either fully redesigned, tweaked, or refined in some way to make Raptor simpler and more compact.
One example is the decision to slash the number of flanges (mechanical joints) in the engine’s plumbing by replacing them with welds. Making plumbing more monolithic could remove dozens of parts, seals, and potential leak points and significantly speed up manufacturing at the cost of making it harder – if not impossible – for SpaceX to inspect and replace certain pipes or pipe sections in a modular manner.
That process was repeated throughout each Raptor system, resulting in an engine that looks more streamlined than earlier variants. As a result of its more refined design and improvements to other critical components, Musk says that even though Raptor V2 now costs about half as much to build as V1.5, it’s also “much more…reliable.”
Despite significantly improving Raptor’s reliability, simplicity, and cost, SpaceX also managed to boost its maximum thrust by almost 25%. Raptor V2 engines now “routinely” operate at record-breaking main combustion chamber pressures of 300+ bar (~4400 psi) and are able to produce up to 230 tons (~510,000 lbf) of thrust at sea level. The older Raptor V1.5 engines that flew on Starships SN8-SN11 and SN15 and were installed on Super Heavy Booster 4 and Ship 20 were designed to produce around 185 tons (~410,000 lbf) at 250 bar (~3600 psi).
Following the premature retirement of Super Heavy Booster 4 (B4), which was meant to help send Starship S20 to space on the rocket’s first orbital launch attempt, that orbital launch debut is now guaranteed to use a different booster and ship powered by Raptor V2 engines. Ship 24 is a strong candidate for the mission’s Starship, while it remains to be seen if SpaceX will fully repair and attempt to proceed with Booster 7 or if Booster 8 – which is almost complete – will take point.
Either way, the pair will need at least 39 qualified Raptor V2 engines to begin integrated testing, pass several major static fire milestones, and prepare for flight. Since SpaceX appeared to kick off Raptor V2 deliveries to Starbase on March 30th, a photo shared by Musk on April 26th revealed that the company has managed to deliver at least 18 of the upgraded engines in the last four weeks. At least one more engine was also delivered on April 28th.
That means that SpaceX already has enough engines to begin static fire tests with a full cluster of 13 central Raptors on Super Heavy B7 or B8. By the time Ship 24 is fully assembled, Booster 7 is repaired, or Booster 8 is completed, there’s a good chance that SpaceX will have all the engines it needs to fully outfit a Starship and Super Heavy pair – not quite by the end of April, as Musk predicted, but not far off.
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
