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SpaceX rolls first Starship booster hardware to launch site
While destined to remain on the ground, SpaceX has rolled Starship booster hardware to its Boca Chica, Texas launch pad for the first time.
Back in March, SpaceX completed the process of stacking Super Heavy booster number 1 (BN1), creating what amounted to the largest rocket booster ever assembled. Plans and designs ultimately changed during that several-month process, leading SpaceX to write off the first completed Starship booster structure as a “pathfinder” and scrap it before it could complete a single test. As a result, BN1 never made it to SpaceX’s nearby launch and test facilities and was unceremoniously cut into pieces days later.
Ten weeks after that development, SpaceX is well into the process of stacking its first flightworthy Super Heavy booster (BN2 or BN3) and has officially delivered the first real booster hardware to the launch site for crucial qualification testing.
While only a ‘test tank,’ BN2.1’s arrival at SpaceX’s South Texas launch facilities is an undeniable sign that the company has finally settled on some sort of firm design for Starship’s first-stage booster – at least enough for a custom test article to be worth the time, effort, and money to build and test. BN2.1 is the eighth custom test tank built by SpaceX in the last ~18 months but it’s the first such test article to center around hardware specific to Super Heavy.
Technically, thanks to the fact that Starship and Super Heavy are built out of the exact same steel rings, baffles, and stringers with almost identical production hardware, all past test tanks – and even full Starships – simultaneously mature large portions of Starship’s booster.
Super Heavy requires several unique parts and sections, though. Unlike Starship, which is designed to ultimately have six Raptor engines installed, the ship’s booster will have anywhere from 29 to 32 Raptors and have to withstand almost five times the mechanical stress. That necessitates a drastically different thrust structure for Super Heavy, as well as all additional structural elements to support the 20 Raptor engines – compared to three on Starship – that will mount to the interior wall of its skirt rings.
Beyond Super Heavy’s thrust puck, the booster also requires a much larger transfer tube to feed far more liquid methane through its oxygen tank, a custom dome to connect to that transfer tube, and a custom forward dome and ring section to support four vast grid fins.
BN2.1 is never going to (intentionally) fly and is just a single test tank, which rules out installing actual engines. Now routine, SpaceX’s solution to that challenge of qualifying new hardware without risking catastrophic pad damage has involved building short ‘test tanks’ that are then filled with nonexplosive liquid nitrogen (LN2) and mechanically stressed with hydraulic rams instead of actual engines. Thus far, that process has seemingly been successful time and time again and has helped SpaceX qualify new steel alloys, thinner skin, new welding techniques, and new ‘thrust puck’ designs for Starship.
SpaceX has also tested early full-scale prototypes with the same hydraulic ram systems as a further hedge against quality assurance or fluke design issues that might not have been caught with test tanks. Whether or not BN2.1 is successful, it’s safe to assume that SpaceX will put its first flightworthy Super Heavy booster through a similar thrust puck stress test before attempting wet dress rehearsals or static fires.
Wasting no time at all, SpaceX has already scheduled road closures for what is likely BN2.1’s first round of tests no earlier than (NET) 12pm to 8pm CDT (17:00-03:00 UTC) on Monday, June 7th, with backup windows on the 8th and 9th. Stay tuned to find out if Super Heavy’s thrust puck survives its first nine-engine thrust puck shuck.
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
