News
SpaceX loses dozens of new Starlink satellites to “geomagnetic storm”
SpaceX says that dozens of the 49 Starlink satellites aboard its most recent Starlink launch may have been doomed by a “geomagnetic storm” that arrived the day after.
In an update published on SpaceX.com, the company revealed that “up to 40 of the [49 Starlink V1.5] satellites [launched on February 3rd] will reenter or already have reentered the Earth’s atmosphere” after the “severity of the storm caused atmospheric drag to increase up to 50 percent higher” relative to past Starlink launches. The incident is likely the first time in spaceflight history that a geomagnetic storm – solar weather – has caused satellites to fail because of its effects on Earth’s atmosphere.
There’s some ambiguity in SpaceX’s statement as to how exactly the storm caused up to 40 Starlink satellites to fail or if those satellites actually failed, per se. According to SpaceX, a geomagnetic storm that began on February 4th caused “the atmosphere to warm and atmospheric density at [the mission’s] low deployment altitudes to increase [up to 50%],” thereby increasing the drag on each Starlink satellite by the same amount. SpaceX intentionally launches almost every batch of Starlink satellites to very low parking orbits with perigees (the point of the orbit closest to Earth) around 200 kilometers (125 mi).
At that altitude, both Falcon 9’s upper stage and malfunctioning Starlink satellites will naturally reenter Earth’s atmosphere in a matter of weeks or even days, thus guaranteeing that satellites that fail early on won’t become space debris. Only the Starlink satellites that pass initial testing in orbit are allowed to raise themselves to operational orbits around 550 kilometers (340 mi), where a failed satellite will instead take years to deorbit. Just 500 kilometers higher, natural decay takes decades or even centuries.
For Starlink 4-7, it’s ambiguous if the radiation environment created by the geomagnetic storm or days of exposure to the edge of the atmosphere actually damaged dozens of Starlink satellites beyond recovery or if they simply deorbited so quickly in the unusual environment that they fell past the point of no return. In the latter scenario, the incident is effectively an unforeseen fluke of nature – especially given that three-dozen other Starlink launches have run into no such issues in the last three years. In the fluke-of-nature scenario, it’s also unclear if SpaceX could have predicted – and thus prevented – the anomaly.
SpaceX says it “commanded the satellites into a safe-mode where they would fly edge-on (like a sheet of paper) to minimize drag” as soon as it was aware of the issue but that “the increased drag…prevented the satellites from leaving safe-mode to begin orbit raising maneuvers.” Based on that phrasing, the most obvious explanation is that the added drag caused up to 40 of the satellites to fall far enough into the atmosphere that their ion thrusters would no longer be able to raise their orbits faster than the drag was lowering them. Raising their solar arrays into the position needed for maximum power generation (and thus maximum sustained thrust) would also drastically accelerate reentry.
The 40 satellites SpaceX believes will be lost likely cost the company anywhere from $10 million to $40 million to build, making for a very expensive lesson. The anomaly also means that SpaceX will likely need to factor in yet another weather condition – geomagnetic storms – into Starlink launch planning. If a bit more time could have saved Starlink 4-7, it’s possible that the company will also consider slightly raising the low parking orbits used for Starlink, trading slightly slower natural reentries to reduce the risk of losing dozens of brand new satellites again.
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 – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $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
