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SpaceX rocket booster aces tenth launch and landing in major reusability milestone
Update: SpaceX Falcon 9 booster B1051 aced its Starlink-27 launch without issue, becoming the first Falcon booster ever to complete ten consecutive launches and landings.
The mission’s success also means that SpaceX’s internet constellation has more than 1500 functional satellites in orbit, leaving Starlink just two more 60-satellite batches and a few months of orbit-raising away from the ability to deliver internet virtually anywhere on Earth.
Next Spaceflight reports that SpaceX’s next Starlink launch – scheduled as few as five days after the last mission – will see Falcon 9 mark a hugely significant milestone for truly reusable rocketry.
According to Next Spaceflight’s sources, SpaceX has chosen Falcon 9 booster B1051 to launch Starlink-27 – the constellation’s 26th operational mission – as early as 2:42 am EDT (06:42 UTC) on Sunday, May 9th. Scheduled eight weeks (56 days) after the same booster’s last orbital-class launch and landing and just five days after SpaceX’s 25th operational Starlink launch, Starlink-27 will be Falcon 9 B1051’s 10th launch.
While seemingly minor in the scope of SpaceX’s unending roster of spaceflight ‘firsts,’ B1051’s Sunday flight will make Falcon 9 the first reusable liquid rocket booster of any kind to complete ten orbital launches. With that tenth launch and (hopeful) landing, SpaceX will cross a largely symbolic – but still significant – milestone that many traditional aerospace companies and direct competitors have used for at least a decade to rationalize resting on their laurels and continuing to design and build expensive, expendable rockets with no serious path to reusability.
For the entirety of SpaceX’s operational life, its only two real competitors have – and continue to be – US conglomerate United Launch Alliance (ULA) and European conglomerate Arianespace. Almost like clockwork, both extremely conservative groups – comprised of numerous traditional, entrenched aerospace and military contractors – have gone through a similar cycle of belittlement and dismissal, denial, goalpost-moving, disbelief, and resignation as SpaceX announced plans for reusability, began real-world attempts, and gradually worked out the kinks.
As it became clear that SpaceX would succeed in its efforts to vertically launch and land Falcon 9 boosters and ULA and Arianespace had to move their goalposts from “it’ll never work,” both generally settled on largely arbitrary claims that even if SpaceX could land rockets, reuse would never be economical. ULA went even further than Arianespace with an explicit claim – derived from armchair analysis built on opaque, unspecified assumptions – that SpaceX’s approach to Falcon reuse would “require ten [booster] uses to be profitable.” [PDF]
Instead, ULA – proudly standing on its high horse – proffered an alternative called “SMART (Sensible Modular. Autonomous Return Technology) Reuse” for its next-generation Vulcan rocket. Instead of landing and reusing entire boosters like SpaceX, ULA would develop an extremely complex engine section that would detach from Vulcan in mid-air, deploy an experimental inflatable heat shield, and be grabbed out of the sky with a helicopter. Even back when the concept was first announced in 2015, ULA’s schedule for SMART reuse would have seen the technology debut no sooner than the mid 2020s.
More than half a decade later, ULA no longer talks about “SMART Reuse” and it certainly doesn’t talk about the program’s schedule. As late as mid-2020, though, CEO Tory Bruno still parrots ULA’s arbitrary estimate that reusability only makes sense after ten flights per booster – and with the added bonus of new goalposts that demand that that “breakeven flight rate…be achieved as a fleet average.”
Arianespace executives have echoed similar sentiments over the years and more recently implied that it would only ever make sense to invest in SpaceX-style reusability if the conglomerate could guarantee at least 30 launch contracts annually.
In the meantime, Arianespace and ULA all but handed the vast majority of their commercial market share to SpaceX’s far more affordable Falcon 9 and Falcon Heavy. As a result, the company has effectively taken over the commercial spaceflight industry while its relentless, iterative development approach have produced refined Falcon 9 and Heavy rockets with an unprecedented degree of reusability. Looking at all Falcon 9 Block 5 boosters that have flown more than once, the fleet average is already more than five launches less than three years after the Block 5 upgrade debuted.
SpaceX has also demonstrated – multiple times – that it can launch the same Falcon 9 booster twice in less than a month, quite literally halving the Space Shuttle’s 54-day record while likely requiring somewhere between 10 and 100 times less hands-on work. Just last month, NASA gave SpaceX’s reusability work the ultimate blessing when a Falcon 9 booster launched astronauts for the second time. Of the more than 1500 Starlink satellites SpaceX has launched over the last two years, not a single one of those internet satellites flew on a new Falcon 9 booster.
Finally, Falcon 9 booster B1051 is now on track to become the first liquid rocket booster in history to cross the ten-flight mark set by ULA and targeted by SpaceX CEO Elon Musk. For Musk, “ten flights” has long been a line drawn in the sand – explicitly meant to be an arbitrary target. In reality, after flying multiple Falcon 9 boosters six, seven, eight, and even nine times apiece, SpaceX already believes that the rocket’s existing design is capable of significantly surpassing that target.
Perhaps most importantly, despite the fact that Arianespace and ULA have scarcely begun to even attempt to counter Falcon 9 and Falcon Heavy, SpaceX is already working on Starship – a far more capable, fully-reusable rocket designed from the ground up with lessons learned from Falcon.
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.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
